Time Tracker 28th March 2013 Ramco Aviation Solution Version 5.7.6 Enhancement Notification Sales Enhancement Notification © Copyright 2015, Ramco Systems Ltd. www. ramco. com Ramco Aviation Solution DISCLAIMER © 2015 Ramco Systems Ltd. All rights reserved. All trademarks acknowledged. This document is published by Ramco Systems Ltd. without any warranty. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the written permission of Ramco Systems Limited. Improvements and changes to this text necessitated by typographical errors, inaccuracies of current information or improvements to software programs and/ or equipment, may be made by Ramco Systems Limited, at any time and without notice. Such changes will, however, be incorporated into new editions of this document. Any hard copies of this document are to be regarded as temporary reference copies only. The documentation has been provided for the entire Aviation solution, although only a part of the entire solution may be deployed at the customer site, in accordance with the license agreement between the customer and Ramco Systems Limited. Therefore, the documentation made available to the customer may refer to features that are not present in the solution purchased / deployed at the customer site. TABLE OF CONTENTS W H A T ’ S N E W I N E X C H A N G E S ? .............................................................................................................................. 5 R E Q U I R E M E N T T O B I L L B A C K R E P A I R P R I O R T O C O M P L E T I O N O F R E P A I R I N A T O P A S S E M B L Y E X C H A N G E .......................... 5 Background..................................................................................................................... ......................................... 5 Change Details ............................................................................................................................... ......................... 6 W H A T ’ S N E W I N F I X E D P R I C I N G ?....................................................................................................................... 12 R E Q U I R E M E N T T O D E F I N E F I X E D P R I C E B A S E D O N M A I N C O R E Q U A N T I T Y ....................................................................... 12 Background..................................................................................................................... ....................................... 12 Change Details ............................................................................................................................... ....................... 12 WHAT’S NEW IN RECORD WORK ESTIMATES? .............................................................................................. 17 REQUIREMENT TO MULTIPLY PART & RESOURCE REQUIREMENTS WITH MAIN CORE UNIT IN WORK ESTIMATES ............ 17 Background..................................................................................................................... ....................................... 17 Change Details ............................................................................................................................... ....................... 17 W H A T ’ S N E W I N P A R T P R I C E L I S T ? .................................................................................................................... 20 R E Q U I R E M E N T T O P I C K M A X I M U M P R I C E F R O M T H E S P E C I F I E D P R I C E L I S T S A N D A P P L Y P R I C E F A C T O R............................. 20 Background..................................................................................................................... ....................................... 20 Change Details ............................................................................................................................... ....................... 20 W H A T ’ S N E W I N M A N A G E S A L E S C O N T R A C T ? .............................................................................................. 23 A B I L I T Y T O D E F I N E A P P R O V A L L I M I T S F O R ‘ P A R T S U S A G E B A S E D O N V A L U E ’ A N D ‘ R E S O U R C E U S A G E B A S E D O N H O U R S O R V A L U E ’ I N S A L E C O N T R A C T A N D A P P L Y T H E W O R K S T O P P A G E S W H E N T H E L I M I T S A R E E X C E E D E D .................................. 23 Background..................................................................................................................... ....................................... 23 Change Details ............................................................................................................................... ....................... 23 W H A T ’ S N E W I N S A L E Q U O T A T I O N ? ................................................................................................................. 27 R E Q U I R E M E N T T O D I S P L A Y ‘ C O S T A N D G R O S S P R O F I T ’ I N F O R M A T I O N B E F O R E R E L E A S I N G Q U O T A T I O N T O C U S T O M E R.. 27 Background..................................................................................................................... ....................................... 27 Change Details ............................................................................................................................... ....................... 27 WHAT’S NEW IN CUSTOMER ORDER & SALE CONTRACT? ........................................................................ 32 REQUIREMENT TO ‘ TRACK THE TAT OF QUOTATION PROCESS, FROM ESTIMATION TILL QUOTATION APPROVAL.’........... 32 Background..................................................................................................................... ....................................... 32 Change Details ............................................................................................................................... ....................... 32 W H A T ’ S N E W I N S A L E S S E T U P & S E R V I C E S A L E S M A N A G E M E N T ?........................................................ 36 A B I L I T Y T O D E F I N E C H I L D P A R T C O V E R A G E O N A I R C R A F T J O B S B A S E D O N A R E S I D U A L C L A U S E...................................... 36 Background..................................................................................................................... ....................................... 36 Change Details ............................................................................................................................... ....................... 36 WHAT’S NEW IN FLIGHT CONTRACT? .............................................................................................................. 38 ENHANCEMENTS IN MANAGE FLIGHT CONTRACT ......................................................................................................... 38 Background..................................................................................................................... ....................................... 38 Change Details ............................................................................................................................... ....................... 38 WHAT’S NEW IN MANAGE SALE CONTRACT? ................................................................................................ 40 ABILITY TO COPY THE SALE CONTRACT....................................................................................................................... 40 Background..................................................................................................................... ....................................... 40 Change Details ............................................................................................................................... ....................... 40 WHAT’S NEW IN CUSTOMER? .............................................................................................................................. 44 ENHANCED CUSTOMER INFORMATION VISIBILITY ACROSS USER INTERFACES................................................................ 44 Background..................................................................................................................... ....................................... 44 Change Details ............................................................................................................................... ....................... 44 Enhancement Notification W H A T ’ S N E W I N E X C H A N G E S ? R e q u i r e m e n t t o b i l l b a c k r e p a i r p r i o r t o c o m p l e t i o n o f r e p a i r i n a t o p a s s e m b l y e x c h a n g e Reference: AHBF- 14112 Background Exchange of parts is a common scenario in MRO maintenance cycle. When parts get exchanged, customers are billed based on any one of the following models: 1. Exchange with Repair Bill Back In this model, the customer is charged with an exchange premium initially and the repair cost is also charged on the customers as a bill back. In Ramco Aviation Application, this is referred as ‘ Exchange with Repair’. 2. Exchange without Repair Bill Back In this model, customer is charged with an exchange fee which is inclusive of an estimated repair cost of the core unit. Post servicing the core unit, there is no bill back. Hence, the value difference between the estimated amount and the actual repair cost is absorbed by the MRO. In the system, this is referred as ‘ Flat Exchange’. Currently, the system does not support flat exchange of top assembly. Only in the case of sub- assembly standard exchange, flat exchange is supported. The current change encompasses the requirement of component MROs whose primary operating model is top assembly exchange, and the billing model is ‘ exchange with repair bill back’. In this model, while the exchange fee gets billed on the customer as soon as the source unit is shipped, bill back for repair cost is made under three different models as given below: 1. Repair cost billed after the core unit is serviced: In this model, the core unit received from the customer gets serviced. Upon completion of the work, the customer is billed as per the agreed terms. As per this model, the MROs cannot bill their customer for the repair cost of core unit, until the core unit gets serviced. 2. Estimated repair cost billed upon receipt of the core unit: In this model, the core unit received from customer is inspected first and estimates are prepared. Customer is billed based on this estimates without having to wait for the core unit to get serviced. This model helps the MROs to postpone the servicing of the core units to a later point as the customer is already billed based on an estimate. This model helps the MROs to process the bills earlier as compared to the first model. Page 5 of 48 Enhancement Notification 3. Estimated repair cost billed for agreed work scope as soon as the source unit is shipped and any Out of Scope ( OOS) element is billed later when the actual OOS info is available In this model, as soon as the source unit is shipped to the customer, MROs send the bills to the customer for the exchange fee which will include an estimated charge for the agreed work scope items. After the core unit is received from the customer, the parts get inspected and estimates are prepared. Customer is billed for any out of scope items post the actual inspection of parts. 4. Repair cost billed progressively as and when the work gets competed In this model, the core unit received from the customer is routed to work center. As and when some tasks get completed, the customer is served with a bill for the services carried out so far. In this model, the MRO sends the bills progressively for the work completed so far, without having to wait for the core unit to get serviced completely. As per this model, MROs need not wait for the entire unit to get serviced but, can start billing the customer as and when the tasks get completed, progressively. While the application currently supports the first model of bill back, this change is about the 2nd and 3rd models. Change Details Customer billing is primarily based on the ‘ Eligibility’ for billing and ‘ Source’ for billing. Billing milestone recognizes the eligibility for billing through ‘ Invoicing Event’ and source for billing through ‘ Invoice Basis’. Sale Contract billing milestone is enhanced with a new set of invoicing events for top assembly exchange: ‘ Exchange Issue’ to cater to the billing of Exchange fee where issue of the exchange unit to customer determines the eligibility of billing and ‘ Every Quote Approval’, for the bill back of the repair cost/ out of Scope items, where Quote approval determines the eligibility of the billing. Sale Quotation is enhanced to facilitate incremental quote for such repair bill back with estimated repair costs by flagging the items already billed in the previous revisions of the quote. • Sale Contract: Invoicing and Payment Tab: A new control ‘ Invoice for’ with values ‘ Top Assy. Exch.’ and “ Regular Repair” is added in the header and multiline. Currently, the milestones defined in the Contract are that of a Regular Repair. Flexibility to define top assembly exchange related milestones are not provided in the Contract. With the introduction of ‘ Invoice for’, milestone specific to regular repair and top assembly exchange can now be defined. ( Refer Exhibit 1) Page 6 of 48 Enhancement Notification  Note: Milestones with Invoice for as Top Assembly Exchange has to be defined if Top Assembly Exchange is set as allowed in the Part Handling details of the contract. • Invoicing events applicable for ‘ Top Assy. Exch.’ are ‘ Exchange Issue’, ‘ Every Quote Approval’ and ‘ Work Completion’. Exchange Issue denotes the fulfilment of the primary obligation of the Customer Order, which is identified through the confirmation of the Issue document through which the part is issued to customer in an exchange. Every Quote Approval denotes approval of quotation document, prepared subsequent to the fulfilment of exchange issue milestone, for the repair bill back/ out scope items identified during estimations for the repair. ‘ Work Completion’ denotes the completion of the repair/ overhaul for the customer part which is received and would be converted as owned Part. This is identified by the closure of the Shop Work Order. Sale Quotation • A new control ‘ Unbilled Value’ is added in the ‘ Quote Main Info.’ to display the value being quoted but not invoiced in the quotation, which is being revised with new items for billing. ( refer Exhibit 2) • A new column ‘ Unbilled Value’ is added in the ‘ Pricing summary tab.’ ( refer Exhibit 3) • A new control ‘ Invoiced?’ Is added in ‘ Materials’ and ‘ Resources’ tab pages in Manage Sale Quote for displaying the new items in the quote, which is not already billed. • Progressive Invoice can be raised for the new Quote revision with new unbilled items. Process Invoice in Service Sale Billing is enhanced with the capability of invoicing with new quote revisions with unbilled items. For Invoicing of Exchange fee as explained in the above three models, ‘ Invoice for’ is to be selected as “ Top Assy. Exch.” and invoicing event to be selected as ‘ Exchange Issue’. 1. Repair cost billed after the core unit is serviced: In this model, Invoicing event which triggers the milestone to raise Invoice will be selected as ‘ Work Completion’ and ‘ Basis – Regular’ ( Invoice Basis) which is the source of billing is to be selected as either “ Quote” or “ Actuals”.( Refer Exhibit – 4) 2. Estimated repair cost billed upon receipt of the core unit: In this model invoicing event which triggers the milestone to raise Invoice will be selected as ‘ Every Quote Approval’ and ‘ Basis – Regular’ ( Invoice Basis) which is the source of billing should be selected as “ Quote”. ( Refer Exhibit – 5) In pricelist, pricing definition of exchange fee does not include estimated repair cost. MRO can Page 7 of 48 Enhancement Notification estimate the repair cost without servicing the core unit. MRO can quote the estimated repair cost and raise the bill based on the quote. 3. Estimated repair cost billed for agreed work scope as soon as the source unit is shipped and any out of scope element is billed later when the actual OOS info is available In this model, invoicing event which triggers the milestone to raise Invoice will be selected as ‘ Every Quote Approval’ and ‘ Basis – Regular’ ( Invoice Basis) which is the source of billing should be selected as ‘ Quote’. ( Refer Exhibit – 5) Pricing definition in pricelist for exchange fee also includes repair cost. On receiving of core unit from the customer and for the out of scope elements identified, MRO can create incremental quote and all the tasks are fetched in Quote. The tasks which are in scope and billed as part of the Exchange fee can be selected with Billable as ‘ No’ against that task. MRO can select the out of scope elements in quote and raise invoice for those elements.  Note: Progressive billing based on task closure for repair cost bill back is not supported in a top assembly exchange scenario. Page 8 of 48 Enhancement Notification Exhibit 1 Manage Sale Contract Exhibit 2 Manage Sale Quote – Main Info. tab Page 9 of 48 Enhancement Notification Exhibit 3 Manage Sale Quote – Pricing Summary tab Exhibit 4 Repair cost billed after the core unit is serviced: Page 10 of 48 Enhancement Notification Exhibit 5 Estimated repair cost billed upon receipt of the core unit Page 11 of 48 Enhancement Notification W H A T ’ S N E W I N F I X E D P R I C I N G ? R e q u i r e m e n t t o d e f i n e f i x e d p r i c e b a s e d o n m a i n c o r e q u a n t i t y Reference: AHBF- 11991 Background In sale contract, Fixed Price can be defined only at task level irrespective of main core quantity serviced. This enhancement enables the user to define fixed price per main core unit in Sale Contract and price can be automatically quoted/ billed based on the number main core units that are serviced by multiplying main core units with the price per main core unit. Change Details  New controls ‘ Price Defn. for?’, ‘ Price Multiplier’, ‘ UOM’ and ‘ Price For’ are added in Fixed Pricing page in Manage sale contract.  New controls ‘ Qty.’, ‘ Modified Qty.’, ‘ Qty. Ref.’, ‘ scrap Qty.’, ‘ FP – Mat. per Unit’, ‘ FP – Lab. per Unit’, ‘ FP – Oth. Res. per Unit’ and ‘ FP - Total per Unit’ are added in Ref. Info. Tab in Manage Sale Quotation to display main core quantity and per unit prices defined in the contract. Existing controls are renamed to display the extended prices.  New controls ‘ Qty.’, ‘ Modified Qty.’, ‘ Qty. Ref.’, ‘ scrap Qty.’, ‘ FP – Mat. per Unit’, ‘ FP – Lab. per Unit’, ‘ FP – Oth. Res. per Unit’ and ‘ FP - Total per Unit’ are added in Reg. billing Info. Tab in Process Invoice to display main core quantity and per unit prices defined in the contract. Existing controls are renamed to display the extended prices. Changes in Manage Sale Contract:  “ Price Defn. for?” is loaded with ‘ Cust. Main core’ and ‘ WO Main core. If user selects Cust. Main Core, main core quantity of root work order will be considered to calculate final price. If user selects WO Main Core, main core quantity of corresponding work order in which task is added will be considered to calculate final price.  Price Multiplier is loaded with Applicable and Not Applicable. If user selects ‘ Applicable’ then only current enhancement of multiplication of Main Core Qty. will be available. ( Exhibit – 1) Page 12 of 48 Enhancement Notification Changes in Manage Sale Quotation:  Both Qty. and Modified Qty. displays number of main core quantity that is serviced/ serviceable in a work order. This enhancement also allows the user to modify the main core quantity in Sale Quotation and quote to the customer accordingly.  Scrap Qty. displays the number of main core units that are scrapped during work execution. It gives the user the visibility of scrap quantity before quote to customer, so that user can modify the main core Qty. for pricing.  ‘ FP – Mat. per Unit’, ‘ FP – Lab. per Unit’, ‘ FP – Oth. Res. per Unit’ and ‘ FP - Total per Unit’ displays per unit prices of materials, labor, other resources and total respectively as defined in contract. This enhancement also allows the user to modify the prices in Sale Quotation and quote the modified price to the customer.  Existing controls are renamed as ‘ Extd. FP – Mat. per Unit’, ‘ Extd. FP – Lab. per Unit’, ‘ Extd. FP – Oth. Res. per Unit’ and ‘ Extd. FP - Total per Unit’ which displays the final extended prices by multiplying per unit prices with main core quantity. ( Exhibit – 2) Changes in Process Invoice:  Both Qty. and Modified Qty. displays number of main core quantity that is serviced/ serviceable in a work order. This enhancement also allows the user to modify the main core quantity and bill the modified price to the customer.  Scrap Qty. displays the number of main core units that are scrapped during work execution. It gives user the visibility of scrap quantity so that user can modify the main core Qty. accordingly.  ‘ FP – Mat. per Unit’, ‘ FP – Lab. per Unit’, ‘ FP – Oth. Res. per Unit’ and ‘ FP - Total per Unit’ displays per unit prices of materials, labor, other resources and total respectively as defined in contract. This enhancement also allows the user to modify the price and bill to the customer.  Existing controls are renamed as ‘ Extd. FP – Mat. per Unit’, ‘ Extd. FP – Lab. per Unit’, ‘ Extd. FP – Oth. Res. per Unit’ and ‘ Extd. FP - Total per Unit’ which displays the final extended prices by multiplying per unit prices with main core quantity. ( Exhibit – 3 & 4) Page 13 of 48 Enhancement Notification For e. g. For a task T1 performed, the final price will be computed as follows: Exhibit 1: Manage Sale Contract Task Price Multiplier Price Defn. for? Fixed Price Root SWO Main core quantity Child WO Main core quantity Final Price T1 Applicable Cust. Main core $ 1000 1 2 $ 1000 T1 Applicable WO main core $ 1200 2 4 $ 4800 T1 Not Applicable $ 500 2 1 $ 500 New columns are added Page 14 of 48 Enhancement Notification Exhibit 2: Manage Sale Quotation Exhibit 3: Process Invoice New Columns are added Existing columns are renamed New columns are added Page 15 of 48 Enhancement Notification Exhibit 4: Process Invoice Existing columns are renamed Page 16 of 48 Enhancement Notification WHAT’S NEW IN RECORD WORK ESTIMATES? Requirement to Multiply Part & Resource requirements with Main core unit in Work Estimates Background For a task added to a Work Order, part and resource requirements defined in the Task master will be fetched in the Edit Work Estimates screen irrespective of the main core quantity. Currently the system does not have the ability to multiply the part and resource requirements with the main core quantity, in case the main core quantity of a work order is more than ‘ 1’ and part and resource requirements are defined in Task master for one main core quantity. This enhancement allows the user to multiply part and resource requirements with main core quantity of the work order. Change Details  New Set Options has been added to Set Sales Process Parameters in Customer in the Sales Setup component. ( Exhibit – 1) • Multiply part requirements with SWO Main core Quantity. • Multiply skill requirements with SWO Main core Quantity • Multiply other resource requirements with SWO Main core Quantity.  Existing controls ‘ Std. Qty.’, ’ Std. Time’, ‘ Std. Nos’ in Edit Work estimates screen are renamed as ‘ Std. Qty. per Main Core unit’, ‘ Std. Time per Main Core unit’ and ‘ Std. Nos per Main Core unit’  If “ Multiply part requirements with SWO Main core Quantity” is set as ‘ Required’, Std. Qty. per main core unit will be multiplied by main core quantity of the respective order and displayed in Est. Qty. in Part Requirements of Edit Work Estimates screen. ( Exhibit – 2)  If “ Multiply Skills requirements with SWO Main core Quantity” is set as ‘ Required’, Std. Time. per Main Core unit and Std. Nos per main core unit will be multiplied by main core quantity of the respective order and displayed in Est. Time , Reqd. Time and Est. Nos, for the Resource Type “ Skill”. ( Exhibit – 3)  If “ Multiply other resource requirements with SWO Main core Quantity” is set as ‘ Required’, Std. Time. per Main Core unit and Std. Nos per main core unit will be multiplied by main core quantity of the respective order and displayed in Est. Time , and Est. Nos, for the Resource Type other than “ Skill”. Page 17 of 48 Enhancement Notification Exhibit 1: Set Options in Set Sales Process Parameter Exhibit 2: Edit Work estimates – Part Requirements New set options are introduced Caption changed Page 18 of 48 Enhancement Notification Exhibit 3: Edit Work estimates – Resource Requirements Caption changed Caption changed Page 19 of 48 Enhancement Notification W H A T ’ S N E W I N P A R T P R I C E L I S T ? R e q u i r e m e n t t o p i c k m a x i m u m p r i c e f r o m t h e s p e c i f i e d p r i c e l i s t s a n d a p p l y p r i c e f a c t o r Reference: AHBF- 10482 Background Part Pricelist Factored pricing supports only one Ref. catalogue ID pricelist and a Price factor for a line of the pricing definition with or without specific attributes. The price for a part is picked from such pricelist. The requirement is to look up a range of Ref. Catalogue Pricelists, pick the highest price amongst those Ref. Catalogue Pricelists and apply the factor applicable for such Ref. Catalogue Pricelist. This enhancement allows the user to define more than one Ref. Catalogue pricelist, its corresponding price and also pick the high price by comparing all the pricelists defined. This feature will help a scenario where multiple OEM/ Ref. Catalogue pricelists are maintained and the highest price among the pricelists are required to be picked for pricing. Change Details  A new value ‘ Pricelist with Max Price’ is added in ‘ Factored on’ column in “ Factored Pricing” page.  ‘ Multiple Price factor?’ with options ‘ Yes’ or ‘ No’ is introduced in the Factored Pricing page.  A new tab page ‘ Max Price – Appl. Pricelists’ is introduced in the pricelist Factored Pricing – Tab If ‘ Factored On’ is selected as ‘ Pricelist with Max Price’ for a line in the Factored Pricing page, then the user can define more than one Reference Catalogue ( or) OEM pricelist for that pricing line in ‘ Max Price – Appl. Pricelist’ page. This enhancement allows the user to define multiple pricelist at a line level. The ‘ Multiple Price factor?’ drop- down list box is loaded with ‘ Yes’ and ‘ No’. If it is selected as ‘ Yes’, user can define different price factors for different pricelists in ‘ Max. Price – Appl. Pricelist’ page. ( Refer Exhibit - 1) Max Price – Appl. Pricelist – Tab A new tab page ‘ Max Price – Appl. Pricelists’ is introduced to define multiple pricelists for a pricing element with ‘ Factored On’ as ‘ Pricelist with Max Price’. In addition, if the Price Factor is based on the Pricelist from which the Price is picked i. e. if Multiple Price Factor Page 20 of 48 Enhancement Notification is ‘ Yes’ in the Factored Pricing tab, the corresponding price factors can be defined against the Ref. Catalogue ( or) OEM Pricelist itself in this new tab. Pricing criteria in ‘ Max Price – Appl. Pricelists’ tab is loaded with Max. Base Price’ and ‘ Max. Price including markup’. If user selects “ Max Base Price”, all the prices of applicable Reference catalogues/ OEM Price lists will be compared and the highest price will be considered. If user selects ‘ Max price including markup’, all the prices of applicable Reference catalogues/ OEM Price lists will be compared after applying the corresponding price factor to the respective base price. ( Refer Exhibit – 2) Example: Let’s consider that the prices for a Part are as below: Part OEM/ Ref. Catalogue Id Price as per Ref. Cat. Price Factor Price including Mark up Final price – If Pricing Criteria is Max Base Price Max Price including Markup Part 1 Ref. Cat. 1 $ 100 0.1 $ 110 $ 165 ( Ref. Cat. 2) $ 169 ( Ref. Cat. 3) Part 1 Ref. Cat. 2 $ 150 0.1 $ 165 Part 1 Ref. Cat. 3 $ 130 0.3 $ 169 Page 21 of 48 Enhancement Notification Exhibit 1: Part pricelist – Factored Pricing page Exhibit 2: Max Price – Appl. Pricelist page. New column New Value Line Reference from Factored Pricing List of Ref. Catalogue/ OEM pricelists to be considered for maximum/ highest price Price Factor applicable for the Ref. Catalogue Pricelists if Multiple Price Factor is “ Yes” Page 22 of 48 Enhancement Notification W H A T ’ S N E W I N M A N A G E S A L E S C O N T R A C T ? A b i l i t y t o d e f i n e a p p r o v a l l i m i t s f o r ‘ p a r t s u s a g e b a s e d o n v a l u e ’ a n d ‘ r e s o u r c e u s a g e b a s e d o n h o u r s o r v a l u e ’ i n s a l e c o n t r a c t a n d a p p l y t h e w o r k s t o p p a g e s w h e n t h e l i m i t s a r e e x c e e d e d Reference: AHBF- 13506 Background MRO charges their customers mostly on ‘ Fixed Price’ or ‘ Time & Material’ ( T& M) basis. The MRO provides covered price cap limit to their customers for charging consumed parts and resources. MRO charges the customer only after consumed parts/ resources exceeded specified limit. This enhancement allows the customer to approve before charging him if the material or resource capping exceeds the specified limit. This enhancement also enables ‘ Hold’ applied automatically on the job so that no more work is performed for that customer order. Change Details • In Edit Pricing & Invoicing details screen of Manage Sales Contract activity two new columns have been added in ‘ Material & Resource’ Caps tab page to capture if hold limit exceeds o Limit Based hold? – With Values Blank / Yes / No o Hold code – It is to be loaded with blank and all the active hold codes with the initiation responsibility set as ‘ Commercials’ in Set Process Parameters under common master • If ‘ Yes’ has been selected for ‘ Limit Based hold?’ & ‘ Hold Code’ have been selected for it then ‘ Hold’ will be applied on the Customer Order if the value exceeds the covered cap limit. • ‘ Customer Order’ with the applied hold code & other details will be reflected in ‘ Hold/ Release order’ activity under ‘ Customer service order’ component • This Hold code functionality will be applicable for cap type ' Cover price' only  Off- line pricing routine ( scheduler) will perform the calculation of the pricing, and if the cap limit is already reached or exceeded then hold will be applied on the customer order.  Note: Covered cap based auto hold is enabled based on a scheduler and hence, the hold will be applied only when the limit is crossed and not during the actual exceeding of the limit. Page 23 of 48 Enhancement Notification Exhibit 1: Addition of new column in Edit Pricing & Invoicing Details UI in the ‘ Mat. Pricing Caps’ tab Exhibit 2: Addition of new column in Edit Pricing & Invoicing Details UI in Mat. Pricing Caps tab New columns added in Mat. Pricing Caps tab New columns added in Mat. Pricing Caps tab Page 24 of 48 Enhancement Notification Exhibit 3: Values to be loaded in ‘ Limit based hold?’ column Exhibit 4: Values to be loaded in ‘ Hold Code’ column By selecting Yes/ No/ Blank in this combo user will say whether he wants to use hold functionality for this contract or not Active Hold Code defined by the user will be loaded here on selection of hold code in this column hold will be applied Page 25 of 48 Enhancement Notification Exhibit 5: Hold/ Release Order screen The Customer Order with ‘ hold’ can be seen on this screen where user can release them manually Page 26 of 48 Enhancement Notification W H A T ’ S N E W I N S A L E Q U O T A T I O N ? R e q u i r e m e n t t o d i s p l a y ‘ C o s t a n d G r o s s P r o f i t ’ I n f o r m a t i o n b e f o r e r e l e a s i n g Q u o t a t i o n t o c u s t o m e r Reference: AHBF- 13840 Background The Manage Sale Quote displays quote value for a job, before release to customer. The Quote value is displayed for the following execution documents to address various business requirements: For Shop work orders – to display price at task level. • For Aircraft Maintenance Execution – to display price at task level. • For Repair Orders/ Service Purchases – External service cost ( Including variance, if any) On receipt of parts by a Component MRO from his customer, estimations are prepared, based on which the Quotation is initiated. The new feature aims at computing and displaying the Cost and Profitability of a Regular Repair before the quote is released to the customer, so that the value quoted by them does not result in a reduced margin. Additionally, if the Component MRO wants to propose for exchange of Top assembly in place of Regular Repair in order to avoid risk of missing TAT timelines, then the availability of parts for exchange will also be displayed. Change Details The following set options have been added in the Set Sales Process Parameters page:  “ Display Estimated Cost & GP Margin” in Set Sales Process Parameters. The option can be set as ‘ Required’ or ‘ Not Required’. If set as ‘ Required’, Cost & GP Margin information will be displayed in the Manage Sale Quote screen. If the option is set as ‘ Not required’, the Cost & GP margin information will not be displayed in Manage Sale Quote screen.  “ Compute estimated cost based on ‘ Estimated Qty’, ‘ Quoted Qty’ - The option can be set as ‘ Estimated Qty.’ or ‘ Quoted Qty.’. If option is set as Estimated Qty., then cost will be computed based on ‘ Estimated Qty.’. If the option is set as ‘ Quoted Qty.’ then cost will be computed based on ‘ Quoted Qty.’”  “ Warehouse to be considered for computation of quantity available for exchange- The option can be set as ‘ Matrix Warehouse’ or ‘ All Warehouses’. If the option is set as ‘ Matrix Warehouse’, then main core quantity available in matrix warehouse will be checked. If the option is set as ‘ All Warehouses’, then main core quantity in ‘ All Warehouses’ in the location will be checked. Page 27 of 48 Enhancement Notification Exhibit 1: Set Sales Process Parameters – Newly added set options In the Manage Sale Quote screen a Card based approach has been used to display the following information: • The Quote Value of the job – ‘ total Price quoted’ is displayed • The total cost of planned tasks to the MRO for the job. – ‘ Cost incurred for the utilization material, resources for a ‘ Regular Repair.’ • The GP margin – to assess the profitability of ‘ Regular Repair’ computed as follows: o [( Quote Value – Cost )/ Quote value] * 100 • Quote value as a percentage of Replacement Value information is displayed. • BER – whether ‘ Yes’ or ‘ No’ will also be displayed based on the BER threshold • Top Assembly Exchange if ‘ Allowed’ in contract, then the Exchange information will be displayed as ‘ Yes’ • If set as ‘ Yes’, the quantity available for exchange based on the set option will be displayed as hyperlinked. – This information will be displayed when the Component MRO wants to propose for a Top Assembly exchange in place of Regular Repair. • If set option is ‘ Matrix Warehouse’ the ‘ Check part availability’ page will be launched. • If set option is ‘ All Warehouse’ the ‘ Inquire Stock Availability’ page will be launched. • Additionally new tab has been introduced, ‘ Assessment Info.’ , to display the ‘ Cost Summary’ and ‘ Cost Break up’ Page 28 of 48 Enhancement Notification Exhibit 2: Cost and Gross Profit Information displayed inside the card Exhibit 3: Top assembly Exchange information Card showing Quote value / Cost / GP information. Additionally quote % on Repl. Value and BER information are also displayed. The card displaying Exchange information and part number is hyperlinked to know the warehouse. Page 29 of 48 Enhancement Notification Exhibit 4: Newly added tab to display cost break up and cost summary Exhibit: 5 If the option is set as ‘ All Warehouses’ then the Inquire Stock Availability screen will launch on click of quantity data hyperlink. The inquire stock availability screen showing the main core part availability when the option setting is “ All Warehouses” Newly added Assessment Info. Tab to display the Cost Summary and Cost breakup Page 30 of 48 Enhancement Notification Exhibit: 6 If the option is set as ‘ Matrix Warehouse’ then the Check Part Availability screen will launch on click of quantity data hyperlink. The check part availability screen showing the main core availability when the option setting is “ Matrix Warehouse” Page 31 of 48 Enhancement Notification WHAT’S NEW IN CUSTOMER ORDER & SALE CONTRACT? Requirement to ‘ Track the TAT of Quotation process, from estimation till quotation approval.’ Reference: AHBF- 12287 Background The Manage Sale Contract serves to capture the ‘ Turn- Around- time’ for an Aircraft Job/ Part job. The TAT in sale contract finds itself a Tab page inside the Manage Sale Contract screen, to capture the time taken to complete a job internally and the time agreed upon with the customer as TAT. Cust Duration. The new feature facilitates tracking of TAT from estimation till Quote Approval to the MRO. Standard time limits for preparing Quote from estimation and Allowable Duration for Quote Approval will be agreed upon at the contract level between the MRO and the customer, thereby ascertain the Excusable Delays at the Customer Order Level. Additionally, modification to TAT customer duration also can be undertaken at the Customer Order Level. Change Details  The following columns have been included as part of the TAT – Parts tab in Manage Sale Contract : • Allowed Qt. App. Duration – serves to capture the standard allowable duration for approving the quote by the customer after release and thereby is used in computing the Excusable Delays owing to Quote Approval time taken by the customer.” • Std. Qt. Prep. Duration – serves to capture the standard time to be taken for preparation of Quote from estimation.” • TAT Start Ref. Date will load a new value “ Initial Qt. Acceptance Date.”- by which the TAT will be computed after the customer gives his first acceptance to the Quote i. e. the TAT will start for that part job after initial quote approval by Customer.  Note: “ If the TAT Start Ref. Date is selected as ‘ Initial Qt. Acceptance Date’ then the Excusable Delays owing to Quote Approval will not be computed." Page 32 of 48 Enhancement Notification Exhibit 1: Manage Sale Contract – TAT Parts Tab: Exhibit 2: Manage Sale Contract – TAT Parts Tab  In the Manage Customer Order the following changes have been introduced : TAT Commercials Tab • Adjustment – Cust. Duration – This field is provided to capture the adjustment, if any, to the TAT Customer Duration which is defined at the contract level. TAT Start Ref. Date to load a new value “ Initial Qt. Acceptance Date.” TAT computation commences from when the customer gives first acceptance to the Quote. “ Newly added columns in Manage Sale Contract to capture the Allowable duration for approving the quote by the customer and Standard time to be taken for preparation of Quote from Estimation.” Page 33 of 48 Enhancement Notification • The Adj. Comments – For initial setup and for every modification of Adjustment – Cust. Duration, the comments will be recorded at the Customer Order Level.  In the Manage Order Execution the following changes have been introduced: Order Execution Details Tab • Adjustment – Cust. Duration – This field is provided to capture the adjustment, if any, to the TAT Customer Duration which is defined at the contract level. • The Adj. Comments – For initial setup and for every modification of Adjustment – Cust. Duration, the comments will be recorded at the Customer Order Level. • Ex. Delay – Qt. Approval ( Days) - Excusable Delays arising when the ‘ Actual time’ taken by the customer is more than the ‘ Allowable duration’ as per the contract. • Additionally, ‘ Total Excusable Delays’ adding Excusable Delays owing to Quote Approval and Other Excusable Delays will be displayed. • Instantly view the ‘ Allowable Quote Approval Duration’ and ‘ Actual Quote Approval Duration’ which finds a place inside the pop up. • Modification to the Adjustment – Cust. Duration will be tracked as a History in the Multiline. Exhibit 3: Manage Customer Order – TAT & Commercials tab: Manage Customer Order screen showing the Adjustment – Cust. Duration and Adj. Comments fields. Page 34 of 48 Enhancement Notification Exhibit 4: Manage Order Execution – Order Execution Details tab Manage Order Execution screen showing Adjustment Customer Duration, Adj. Comments, Excusable Delays owing to Quote Approval, Total Excusable Delays and Pop Up icon. Page 35 of 48 Enhancement Notification W H A T ’ S N E W I N S A L E S S E T U P & S E R V I C E S A L E S M A N A G E M E N T ? A b i l i t y t o d e f i n e c h i l d p a r t c o v e r a g e o n a i r c r a f t j o b s b a s e d o n a r e s i d u a l c l a u s e Reference: AHBF- 13692 Background For an aircraft job, the child part removed from that aircraft will be covered under either the aircraft terms or part terms, if the effective clause is applicable for that part. The requirement was to cover the child part removed from the aircraft which does not have a specific coverage, and which comes as ‘ Adhoc’ service requests to be covered under the ‘ Residual Clause’ with a different pricing basis from that of the aircraft job. For instance, the aircraft heavy maintenance jobs might be covered under ‘ Fixed pricing’ and the ‘ Adhoc’ parts might be priced based on ‘ T & M‘ basis. Change Details The following changes have been undertaken for child part coverage:  The existing functionality does not allow defining a part under ‘ Residual Clause’ with coverage under ‘ Part Terms.’ The validation has been relaxed to include ‘ Adhoc’ parts under ‘ Residual Clause’ to be covered under ‘ Part Terms’ in an aircraft contract  The change is to price such parts under ‘ Residual Clause’ under T & M basis when the Aircraft is on a ‘ Fixed Pricing’ basis.  While Evaluating contracts, Effective Clause, if exists, will be considered first. If not exists, based on the Residual clause the evaluation will happen.  Work order / Repair Order will be set up for the part covered under ‘ Residual Clause’ and pricing will be on T & M basis. Page 36 of 48 Enhancement Notification Exhibit 1: Manage Sale Contract showing Effectivity Type “ Residual” . Page 37 of 48 Enhancement Notification WHAT’S NEW IN FLIGHT CONTRACT? Enhancements in Manage Flight Contract Reference: AHBF- 11050 Background Flight Charter service providers often bill their customers on weekly or bi- weekly basis. In such a scenario, flight contracts must have the capability to define Billing Heads as ‘ As Required’ in order to invoice customer as and when it is required. Change Details With this enhancement, the user can define Billing Heads of Customer- specific flight contracts with Inv. Milestone as ‘ As Required’ under following conditions: Invoicing Element Charge for Charge Type “ As Required” Allowed? Fixed Charges Std. Rate No Fixed Charges Fixed Amount Yes Operating Charges Usage Std. Rate Yes Operating Charges Fuel Expense Charge Back Yes Operating Charges Fuel Std. Rate - Consumption Yes Operating Charges Fuel Std. Rate - Usage Yes Operating Charges Crew Std. Rate Yes Operating Charges Activity Std. Rate Yes Operating Charges No Flight Std. Rate Yes Operating Charges Others Expense Charge Back Yes Operating Charges Others Std. Rate Yes Crew Charges Std. Rate Yes Crew Charges Fixed Amount Yes Other Charges Std. Rate Yes Other Charges Fixed Amount Yes Page 38 of 48 Enhancement Notification Now ‘ Inv. Milestone’ of Customer- specific contracts can be defined as ‘ As Required’ even for Billing Heads with Charge Type ‘ Fixed Amount’, such as Fixed Charges, Crew Charges and Other Charges. Further, Inv. Milestone as ‘ As Required’ is allowed for Operating Charges. Subsequently, those Billing Heads which are marked as ‘ As Required’ will be commonly available for flight billing as and when the Flight Charter service providers wish to bill their customers. Exhibit 1: Now Inv. Milestone can be defined as “ As Required” for Billing Heads with Charge Type “ Fixed Amount” Page 39 of 48 Enhancement Notification WHAT’S NEW IN MANAGE SALE CONTRACT? Ability to copy the Sale Contract Reference: AHBF- 12244 Background Creation of Sale Contract requires various mandatory and non- mandatory information to be filled in multiple tab pages, some of which might be common across contracts. When a new contract is created, all such common information should be provided by the user again, which might be time consuming. Therefore, the requirement to Copy Contract information from an already existing Sale Contract was required so that only few attributes needs to be entered/ modified afresh. The enhancement provides ability to copy ‘ Customer Specific’ or a ‘ General’ contract. Time taken to create a new Sale Contract will be drastically reduced using copy functionality. Change Details  Introduction of new section ‘ Copy from’ with controls ‘ Contract #/ Rev. #’ & a ‘ Copy’ button in Manage Sales Contract screen’s Primary Info. Refer Exhibit 1  Exceptions : ‘ Part Serial tab’, ‘ Billing terms’ & ‘ Shipping terms’ in Edit incoming & outgoing terms, these information will not be copied while copying a contract  While copying a customer specific contract ‘ Customer Information Section' will not be copied and information such as ‘ Customer #’ and ' Cust. Contract # / Rev. #' is to be provided mandatorily by the user. Refer Exhibit 2  On click of Copy button in ' Copy From' Section the details of the contract is to be copied in their respective tabs based on the reference ' Contract #/ Rev. #' provided in Copy from section taking into consideration the exceptions. Refer Exhibit 3  Exclusive information such as ' Aircraft Reg. #', ' Aircraft MSN' & ' Rmv. From A/ C Reg. #', ' Rmv. From A/ C MSN’ etc will not be copied in their respective tabs  Contract will be saved in ‘ draft’ after copying.  Exceptions of mandatory nature will be shown in ‘ Contract upload summary’ tab. • Refer Exhibit 5 Page 40 of 48 Enhancement Notification Exhibit 1: Addition of new section ‘ Copy From’ Manage Sales Contract ‘ Copy From’ existing Sale contract option is provided in Manage Sale Contract screen Page 41 of 48 Enhancement Notification Exhibit 2: Mandatory fields to be provided for copying a contract ( Customer Specific) Exhibit 3: How to Copy a contract Mandatory field Mandatory field Reference contract no. to be provided On click of copy button the reference contract will get copied Mandatory field Mandatory field Page 42 of 48 Enhancement Notification Exhibit 4: Success message on copying a contract Exhibit 5: Contract upload summary showing exceptions Contract has been copied successfully Contract upload Summary will show mandatory information on saving it contract status will be change to ‘ Fresh’ Page 43 of 48 Enhancement Notification WHAT’S NEW IN CUSTOMER? Enhanced Customer Information visibility across User Interfaces Reference: AHBF- 14653, AHBF- 11368 Background This enhancement enables user to view customer profile from various business components of Ramco Aviation. The trading partner ( customer) is widely used in various screens in the Ramco Aviation application. Hence, a facility to view customer Information from relevant screens was desired by users. Change Details The View Customer Record link has been enabled in the following screens across business components to enable various roles to access customer information as and when felt necessary. This feature provides direct access to customer information avoiding unnecessary traversal across the product. Exhibits 1, 2 & 3 depicts some sample screens where the link to customer information has been provided. Business Component Business Activity Screen Shop Work Order Plan Work Order Plan Work Order Shop Work Order Record Shop Execution Details Record Shop Execution Details Shop Work Order Manage Intershop Routing Manage Intershop Routing Shop Work Order Review Part Readiness Log Review Part Readiness Log Shop Work Order Review Work Execution View Workorder Details Shop Work Order Manage Teardown Information Manage Teardown Information Shop Work Order Record Part Consumption & Return Record Part Consumption & Return Shop Work Order Issue Certificates of Maintenance Issue Certificates Work Monitoring and Control Record Work Hold Record Work Hold Sales Quotation Approve Sale Quote Approve Sale Quotation Goods Inward Manage Quarantined Parts Manage Quarantined Parts Stock Maintenance Inquire Stock Availability Inquire Stock Availability Material Request Create Material Request Create Material Request Material Request Edit Material Request Select Material Request Material Request Edit Material Request Edit Material Request Material Request Authorize Material Request Select Material Request Material Request Authorize Material Request Authorize Material Request Material Request Short Close Material Request Short Close Material Request Material Request Selective Short Close Selective Short Close Page 44 of 48 Enhancement Notification Business Component Business Activity Screen Material Request View Material Request Select Material Request Material Request View Material Request View Material Request Stock Issue Record Direct Shipping Note Record Shipping Note Stock Issue Record Shipping Note Record Shipping Note Stock Issue Edit/ Confirm Shipping Note Record Shipping Note Stock Issue View Shipping Note View Shipping Note Stock Return Edit Return Edit Material Return Stock Return Confirm Return Confirm Return Stock Receipt Record Stock Transfer Receipt Record Stock Transfer Receipt Stock Receipt Edit Stock Transfer Receipt Edit Stock Transfer Receipt Stock Receipt View Stock Transfer Receipt View Stock Transfer Receipt Stock Receipt Confirm Stock Transfer Receipt Confirm Stock Transfer Receipt Customer Service Invoice Manage Direct Pre- payment Invoice Manage Invoice Customer Invoice Create Direct Invoice Create Invoice Customer Invoice Edit Direct Invoice Select Invoice Customer Invoice Edit Direct Invoice Edit Invoice Customer Invoice Create Packslip Invoice Select Packslip Customer Invoice Create Packslip Invoice Create Invoice Customer Invoice Edit Packslip Invoice Select Invoice Customer Invoice Edit Packslip Invoice Edit Invoice Customer Invoice Create Miscellaneous Invoice Create Invoice Customer Invoice Edit Miscellaneous Invoice Select Invoice Customer Invoice Edit Miscellaneous Invoice Edit Invoice Customer Invoice Authorize Invoice Select Invoice Customer Invoice Authorize Invoice Authorize Invoice ( Direct Invoice) Customer Invoice Authorize Invoice Authorize Invoice ( Packslip Invoice) Customer Invoice Authorize Invoice Authorize Invoice ( Miscellaneous Invoice) Customer Invoice Authorize Invoice Authorize Invoice ( Ref. Doc. based Invoice) Customer Invoice Hold/ Release Invoice Select Invoice Customer Invoice Hold/ Release Invoice Hold/ Release Invoice Customer Invoice Reverse Invoice Select Invoice Customer Invoice Reverse Invoice Reverse Invoice Customer Invoice View Invoice Select Invoice Customer Invoice View Invoice View Direct Invoice Customer Receipt Create Receipt Create Receipt Customer Receipt Edit Receipt Select Receipt Customer Receipt Edit Receipt Edit Receipt Customer Receipt View Receipt Select Receipt Page 45 of 48 Enhancement Notification Business Component Business Activity Screen Customer Receipt View Receipt View Receipt Customer Receipt Authorize Receipt Select Receipt Customer Receipt Authorize Receipt Authorize Receipt Customer Receipt Hold/ Release Receipt Select Receipt Customer Receipt Hold/ Release Receipt Hold/ Release Receipt Customer Receipt Reverse Receipt Select Receipt Customer Receipt Reverse Receipt Reverse Receipt Customer Portal View Balance View Balance Information Exhibit 1: Enhanced Edit Invoice screen to view Customer Information Customer Name is linked to View Customer Records Page 46 of 48 Enhancement Notification Exhibit 2: Enhanced View Stock Transfer Receipt screen to view Customer or Supplier Information Exhibit 3: Enhanced Confirm Stock Transfer Receipt screen to view Customer or Supplier Information Trading Partner will redirect to either ‘ View Customer Records’ or ‘ View Supplier Details’ based on Trading Partner Type ‘ View Supplier Details’ and ‘ View Customer Records’ can be launched based on Trading Partner Type Page 47 of 48 © Copyright 2015, Ramco Systems Ltd. www. ramco. com Ramco Aviation Solution Corporate Office and R& D Center Ramco Systems Limited, 64, Sardar Patel Road, Taramani, Chennai – 600 113, India Office + 91 44 2235 4510 / 3090 4000 Fax + 91 44 2235 2884 Website - www. ramco. com