Selecting Service Sale Quote

Select the “Manage Quote” activity in the “Service Sale Quotation” business component.

The “Select Customer Order – Services” page appears.

Enter the following fields in the “Search Criteria” group box:

Doc. Type

The type of quotation document. The system lists the options below:

Customer Quote: Select this option if you wish the quotation to be submitted to the customer.
Warranty Claim: Select this option if you wish the quote claim to be submitted to the warranty provider.

Order Based

Use the drop-down list box to specify the source / reference of the order. Mandatory. The system lists the following options:

Contract #
Cust. Order #
Customer PO
Quotation #
Event #
Controlling Unit

By default the system leaves this field blank.

In the editable box alongside, enter a value corresponding to the “Order Based” selected. You can enter the value in full or specify it partially using the “*” character. The system retrieves all the orders belonging to the category specified here. Leave this field blank, if you wish to retrieve all the orders irrespective of the value entered in this field.

Estimation

Use the drop-down list box to specify the status of the estimation for the quote. The system lists the following options:

Ready to Quote - Select this option to retrieve the customer orders / quotations in the multiline for which all the work order tasks are in “Estimation Released” status.
Pending - Select this option to retrieve the customer orders / quotations in the multiline for which all the work order tasks are in “Pending Estimates”, “Pending Confirmation” or “Confirmed Estimates” status.

The system displays “Ready to Quote” by default.

Maint. Object

Use the drop-down list box to select the attribute of the aircraft or part associated with the order. The system displays the following options:

Part # -
Mfr. Part # -
Part # / Serial # -
Serial # -
Part # / Lot #
Mfr. Lot #
Aircraft Reg. #

By default the system leaves this field blank.

In the editable fields alongside, enter the code identifying the maintenance object selected. You can enter the code in full or specify it partially using the “*” character. The system retrieves all the code numbers belonging to the maintenance object specified here. Leave this field blank, if you wish to retrieve all the code numbers irrespective of the value entered in this field.

Leave this field blank if you have selected the following as the “Maint. Object”:

Mfr. Part #
Part # / Serial #
Mfr. Lot #
Aircraft Reg. #

Work Center

Use the drop-down list box to select the attribute / category of the work center for execution of the order. The system lists the following options:

Parent WC #
Primary WC #
WC Category

By default the system leaves this field blank.

In the drop-down list box alongside, select a value corresponding to the work center type selected. . Leave this field blank, if you wish to retrieve all the work centers irrespective of the work center attributes / category.

The system lists all the values based on the work center selected as follows:

Work Center Selected	The system lists the following options:
Parent WC #	The system retrieves all the parent work center numbers belonging to the work center specified here. Leave this field blank, if you wish to retrieve all the parent work centers irrespective of the parent work center number. By default the system leaves this field blank.
Primary WC #	The system retrieves all the primary work center numbers belonging to the work center specified here. Leave this field blank, if you wish to retrieve all the primary work centers irrespective of the parent work center number By default the system leaves this field blank.
WC Category	The system retrieves all work center categories belonging to the work center specified here. Leave this field blank, if you wish to retrieve all the work centers categories of the parent work center number By default the system leaves this field blank.

By default the system leaves this field blank.

Quote Status

Use the drop-down list box to specify the status of quotation, the details of which you wish to retrieve in the multiline. The system retrieves all the statuses similar to the quote status selected here. The system lists the following options:

Pend. Quote – Indicates completion of estimation, but yet to be quoted.
Fresh – Indicates creation of a new sale quote.
Pend. Release – Indicates confirmed sale quote, but pending for release for customerr approval.
Cancelled - Indicates cancelling the sale quote internally, eg. By the CSM.
Pending Customer Approval - Indicates sale quote yet to be approved by the customer.
Under Authorization - Indicates that the quote has to be authorized by more than one person.
Returned - Indicates sale quote returned internally.
Approved – Indicates sale quote approved by the customer.
Re-Quote – Indicates re-quote required by the customer.
Cancelled – Indicates cancelling the sale quote internally, eg. By the CSM.
Pending Customer Approval – Indicates sale quote yet to be approved by the customer.
Reject – Indicates sale quote rejected by the customer.
Contract Re-assigned – Indicates reassigning contract to prepare the appropriate sale quote
Warranty Rejections – Indicates the warranty claim quotes rejected by the warranty provider

By default the system leaves this field blank.

Customer Based

Use the drop-down list box to select the customer attribute of the order. Data entry in this field is mandatory if a value is specified in the editable field alongside.

The system lists the following options:

Customer # -
Customer Name -

Leave this field blank, if you wish to retrieve all the code numbers irrespective of the value entered in this field.

By default the system leaves this field blank.

In the editable box alongside, enter the attribute corresponding to the “Customer Based” selected. You can enter the code in full or specify it partially using the “*” character. The system retrieves all the values belonging to the “Customer Based” specified here. Leave this field blank, if you wish to retrieve all the customer numbers or customer names as specified in the “Customer Based” field.

Addl. Search

Use the drop-down list box to select the basis on which the additional search must be carried out. The system lists the following options:

Sale Type
Order Applicability
Part Applicability
Order Category
User Status
BER

By default the system leaves this field blank.

In the drop-down list box alongside, select the value corresponding to the basis for the additional search selected. Leave this field blank, if you wish to retrieve all the values irrespective of the basis selected.

The system lists all the values based on the work center selected as follows:

Addl. Search Selected	The system lists the following options:
Sale Type	The system lists all the entities defined as “Sale Type” in the “Define Process Entities” activity of the “Common Masters” business component. By default the system leaves this field blank.
Order Applicability	The system lists the options, “Parts”, “Aircraft” and “Others”. By default the system leaves this field blank.
Part Applicability	The system lists the options: “All Components”, "APU", "Engine", "Landing Gear", "None", "Not Applicable” and “Others”. By default the system leaves this field blank.
Order Category	The system lists all the entities defined as “Category” with the “Process Parameter Defined?” field set as “Yes” in the “Define Process Parameter” activity of the “Common Masters’ business component. By default the system leaves this field blank.
User Status	The system lists all the active categories defined as “Sale Quotation User Status” in the ‘Create Category Types” activity of the “Category” business component. By default the system leaves this field blank.
BER	The system lists the option “Yes”. By default the system leaves this field blank.

By default the system leaves this field blank.

Cust. Service Rep.

The person to liaise with for the customer order. You can enter the number in full or specify it partially using the “*” character.

Help facility available

Order Date From / To

The start date of the period in which the order was created.

In the box alongside, select the end date of the period in which the order was created. The search retrieves those orders created in the period between the start and end dates that you specify.

The system displays the current system date by default

Select the “Search” pushbutton to retrieve the search details in the multiline.

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

Est. Status	The status of the estimate at task level, which could be “Estimate” or “Pending”.
Customer Order #	Click the hyperlinked number identifying the customer order to record and create sale quotation information.. The system launches the ‘Manage Sale Quotation’ screen.
CO Rev #	The revision number of the customer order.
CO Date	The date of creation of the customer order.
CO Description	The short name / description of the customer order.
CO Priority	The execution priority assigned to the customer order.
Quotation #	The number identifying the quote.
Q. Rev. #	The revision number of the quote.
Q. Status	The status of the quote which could be “Fresh”, “Pending Release”, “Pending Customer Approval”, “Re-quote”, “Rejected”, or “Under authorization”, “Returned" or “Cancelled”.
Customer #	The identification number of the customer associated with the customer order.
Customer Name	The name of the customer associated with the customer order.
Sale Type	The sale type of the customer order as inherited from the associated contract.
Primary Work Center #	The work center in which the customer order must be executed.
Part #	The part to be serviced as per the customer order
Mfr. Part #	The manufacturer part number of the part
Mfr. #	The manufacturer of the part.
Serial #	The serial number for the part
Part Description	The short name / description of the part.
Aircraft Reg #	The aircraft associated with the customer order.

To proceed, carryout the following:

Select the “Manage Quote” link at the bottom of the page to create and record sale quotation information.

Note: In case where the customer order that is in “Pending Customer Approval” or “Approved” status, is cancelled, the system place that CO in queue for sale quote creation.

Prerequisites

4Details must be provided in the “Operational Parameters’ tab page in the Edit Terms of Execution” link page of the “Manage Sale Contract” activity in the “Sale Contract – Services” business component.

4The Customer Service Order must be in “Approved” status.

4 A record must be selected before proceeding to the “Manage Sale Quotation” page. Selecting customer order – services.