Generate Customer Order Quotation Report

This report allows you to generate a report on customer order quotation.

Select the “Generate Customer Order Quotation Report” link under the “Sales Management Reports” business component.

The “Select Customer Order” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following in the “Direct Entry” group box:

Customer Order #

The number identifying the customer order for which the customer order quotation report must be generated. Mandatory. Ensure that the customer order # entered is valid.

Select the “Generate Quotation Report” link provided alongside, to generate the quotation report.
Enter the following in the “Search Criteria” group box to search for a customer order. Data entry in the following fields are optional:

Customer Order #	The number identifying the customer order for which the customer order quotation report must be generated. You can enter the customer order number in full or specify it partially using the “*” character. The system retrieves all customer order numbers that are similar to the number entered here.
Quotation Status	Use the drop-down list box to select the status of the quotation for which the customer order quotation report must be generated. The system lists the options: “Pending Quotation”, “Quoted”, and “Partially Quoted”. The system displays blank by default. The system retrieves all customer order numbers based on the quotation status selected here.
Customer #	The unique code identifying the customer for whom the customer order quotation report must be generated. You can enter the customer code in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the customer code entered here.
Customer Name	The name of the customer for whom the customer order quotation report must be generated. You can enter the customer name in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the customer name entered here.
Org. Unit #	Use the drop-down list box to select the organization unit based on which the customer order quotation report must be generated. The system displays blank by default. The system retrieves the customer orders based on the organizational unit selected here.
Work Center	The work center for which the customer order quotation report must be generated. You can enter the work center in full or specify it partially using the “” character. Mandatory.* The system retrieves all customer order numbers with the work center entered here.
Order Applicability	Use the drop-down list box to select the order applicability in which the customer order quotation report must be generated. The system displays the options: “Aircraft”, “Engine”, “Component” and “Others”. The system displays blank by default. The system retrieves the customer orders based on the order applicability selected here.
Aircraft Reg #	The registration number of the aircraft for which the customer order quotation report must be generated. You can enter the aircraft registration number in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the aircraft registration number similar to the number entered here.
Part #	The part attached to the aircraft for which the customer order quotation report must be generated. You can enter the part number in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the part number similar to the number entered here.
Serial #	The part attached to the aircraft for which the customer order quotation report must be generated. You can enter the part number in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the part number similar to the number entered here.
Order Date <=	The order date earlier than or equal to the date entered here for which the customer order quotation report must be generated.
Quoted Date <=	The order date later than or equal to the date entered here for which the customer order quotation report must be generated.

Click the “Search” pushbutton to display the search results in the multiline.

The system displays the following in the “Search Results” multiline:

Customer Order #	The unique number identifying the customer order.
Amendment #	The number identifying the amendment made to the customer order.
Order Description	The textual description of the customer order.
Customer #	The unique code identifying the customer.
Customer Name	The name of the customer.
Order Status	The status of the customer order. The options could be one of the following: “Fresh”, “Confirmed”, “Authorized”, “Processed”, “Completed”, “ and Closed”.
Order Date	The date on which the order was created.
Quotation Status	The status of the quotation. The options could be: “Pending Quotation”, “Quoted”, and “Partially Quoted”.
Quoted Date	The date on which the quotation was created.
Order Applicability	The applicability of the customer order. This could be one of the options: “Aircraft”, “Engine”, “Component” and “Others”.
Aircraft Reg #	The registration number of the aircraft.
Part #	The unique number identifying the part attached to the aircraft.
Serial #	The unique serial number identifying the part.
Work Center	The work center responsible for work execution.
Org. Unit #	The organization unit for the customer order.

Enter the following fields in the “Report Options” group box:

Statement of Work	Select this checkbox to retrieve all the work descriptions for the specified customer order.
Defect Report	Select this checkbox to retrieve all the discrepancy descriptions for the specified customer order.

Click the “Generate Quotation Report” link to generate the customer order report.

The system ensures that at least one record is selected in the multiline.