Viewing CO reference document details

Click the “CO Ref. Doc.” tab.

The “Ref. Doc. Info.” group box displays the following.

Controlling Unit	The cost center applicable with the customer service order.
Contract # / Rev. #	The contract and the version of the sale contract for the customer order. Click the data link to open the “View Contract Details” page.
CO # /Rev.#	The identification number and version of the customer service order. Click the data link to open the “View Customer Service Details” page.
Customer PO #	The customer purchase order for which the customer order was generated.
Event #	The event number specified in the customer order.
Invoice #	The customer service invoice # generated against this invoice release.
Quote # / Rev. #	The associated with the customer service order.
Quote Basis	The basis of the quotation for the customer service order, such as Firm or Estimates.
Quote Status	The status of the quotation for the customer service order.

The “Primary Execution Info.” group box displays the following.

Execution Facility	The location of the facility where work order/repair order is executed, such as External or Internal.
Root SWO #	The shop work order generated at the customer service order level.
Repair Order #	The repair order generated for the root
Primary WC #	The primary work center where the work order was executed.
WC Category	The category of the work center where the work order was executed.
Station	The reporting station associated with the work center where the work order was executed.
BER?	Indicates whether the condition of the maintenance object is beyond economic repair (BER?).

The “Commercial Execution Info.” group box displays the following.

Repair Proc. Code	The repair process of the customer service order.
Price Ref. Date	The date of reference of the part and service pricelists for determining the price of the invoice.
Exch. Rate Conv. Date	The date that is taken into consideration for determining the exchange rate for conversion from the pricelist currency to the customer order currency. Examples: Customer Order Date and Invoice Release Date.
Current Pricing Basis	The pricing basis for the customer order, such as T & M, Fixed Price or Usage-based.
COA Exists?	Indicates whether any cost over an above the agreed price of the customer order exists, No to indicate that the task is stipulated in the customer order. Yes to indicate that the task is not stipulated in the customer order nonetheless was carried out due to an unforeseen event/requirement.
Invoicing Event	The invoicing event associated with the invoice release, such as Work Completion, Task Initiation or Task Initiation.
Event Comp. Date	The date of completion of the invoicing event.
Rel. Gen. Mode	The mode of generation of the invoice release, such as Automatic or Manual.
Invoice Notes	Additional information on the invoice release.

The “Ready to Bill Info.” group box displays the following.

RTB Date	The date on which the invoice release turns ready to be bill
Age from Event Comp.	The duration between the completion of the invoicing event and the authorization of the customer service invoice generated against the invoice release, in days.
Age from RTB	The duration between the invoicing event turning ready to bill and the authorization of the customer service invoice generated against the invoice release, in days.
RTB Last Run Date	The date on which the RTB for the invoice event was most recently evaluated using the “Evaluate Invoice” pushbutton. .
RTB Analysis	Additional information on RTB status of the invoicing event. This field displays RTB details.

Overview

The “CO Ref. Doc.” tab provides information on the reference documents associated with the customer order. Details of the cost center, contract, customer purchase order, invoice and quotation are available in this tab.

Details of the shop work order or the repair order generated at the customer order level are also displayed in this tab. Note that only one of the following is generated directly from a customer order: shop work order, AME Ref. # or repair Order. However, a shop work order or AME Ref. # can further spin off more work orders or repair orders.