Amending customer order details

This page allows you to amend customer order details. Tell me more.

Select the “Amend Customer Order” link in the “Select Customer Order” page. Alternatively you can select the hyperlinked customer order number in the multiline of the same page.

The “Amend 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.

The system displays the following fields in the “Customer Order Details” group box:

Customer Order #

The number identifying the customer order for which the details must be amended

Amendment #

The number identifying the amendment of the customer order. This amendment number is created whenever a "Confirmed" or “Processed” customer order is amended.

The system on amendment automatically copies the correspondence details recorded for the customer order to the new amendment number.

Enter the following.

Order Description

The textual description of the customer order

Zoom facility available

The system displays the following fields in the “Customer Order Details” group box:

Status	The status of the customer order, which could be “Confirmed” or “Processed”
Customer #	The code of the customer for whom the customer order is being created
Customer Name	The name of the customer
Delivery Area	The area to which the maintenance object must be shipped or delivered.

Modify the following fields, if required:

Engagement Mode

Use the drop-down list box to select any one of the following options

Regular
Contract

The system displays the following.

Order Category

The category of the customer order.

Modify the following field, if required:

User Status	Use the drop-down list box to modify the user status of the customer order. The system lists all ‘active’ quick codes of “User Status” quick code type created in the “Create Quick Codes” activity.
Order Date	The date on which the customer order is created (Date Format)

The system displays the following.

Order Applicability	The object for which the order is created, such as Aircraft, Engine or Component.
Currency	The currency in which the customer transacts.
Order Type	The order type of the customer order, such as “Bid”, “Prospect”, “Regular” and “Warranty Claim”.

Enter the following fields.

Expected Receipt Date	The date on which the maintenance object will be received for service (Date Format). Mandatory.
Promised Delivery Date	The date on which the serviced maintenance object will be delivered to the customer (Date Format). Mandatory.
Priority	The level of urgency with which an activity has to be executed. Use the drop-down list box to select any one of the options. Example, “High”, “Low”, “Normal”, etc.
Work Center Capability Check	Use the drop-down list box to indicate whether capability of the work center with regard to the customer order must be ascertained. The system provides the options “Required” and “Not Required” and sets the field to “Required” by default.
Amendment Comments	Any remarks or additional information on the amendment (Alphanumeric, 256). Zoom facility available

To proceed carry out the following:

Click on the “Order Execution Details” tab to amend the order execution details.
Click on the “Object Details” tab to amend the object details.
Click on the “Work Units Details” tab to amend the work unit details.

The system displays the following fields in the “Order Value Details” group box:

Total Value

The total value of the customer order. The system calculates the total value based on the following formula:

Total Value = Basic Value + Misc. Cost +Tax + Charges – Discount.

Enter the following fields:

Price Held Firm Time

The time frame for which the customer order is valid (Decimal).

Use the drop-down list box to select the time unit. The time unit could be “Days”, “Weeks” and “Months”.

The system displays the following field:

Total Basic Value Original/Addn

The basic value of the customer order. The system calculates the basic value based on the following formula:

Total Basic Value Original/Addln = Total Resource Price + Total Material Price.

Enter the following field:

Misc Cost

The miscellaneous cost incurred on the customer order (Decimal)

The system displays the following fields:

Tax	The tax that is applicable for customer order
Charges	The charges levied on customer order
Discount	The discount given on customer order

Enter the following field:

Remarks

Any remark pertaining to the customer order value (Decimal)

Zoom facility available

Enter the following field in the “Document Attachment Details” group box

File Name

The file name of the document that you wish to attach to the customer order details (Alphanumeric, 18)

Help and Zoom facility available

Click the “View File” link provided alongside to view the file details.

Amend Customer Order

Click the “Amend Customer Order” pushbutton to save the amended customer order details.

The system performs the following on updation:

Updates the default terms and conditions values as identified in the “Customer” business component, which will be reflected in the “Edit Terms and Conditions” page
Updates the certificate details associated with the customer
Updates the part requirements for the work units entered in the multiline. Based on the work unit type, the part requirements are updated from “Maintenance Task”, “Maintenance Program”, “Component Maintenance Program” and “Engineering Order” business components respectively
Updates the resource requirements for the work units entered in the multiline. Based on the work unit type, the resource requirements are updated from “Maintenance Task”, “Maintenance Program”, “Component Maintenance Program” and “Engineering Order” business components respectively
Updates the details of parts supplied by customer from the “Customer” business component
Updates the quantity details: The parts supplied by customer are “Non-billable” quantity whereas other parts come under the “Billable Quantity” category
Retrieves the taxes and charges details for the customer order from “Pricing Settings” business component
Updates the bill to and ship to address details for the customer order from the “Customer” business component
Sets the Status of the customer order # and amendment # to “Under Amendment”.
Updates the Order Status in the Status Log for the customer order # and Amendment # to “Under Amendment”.

If the “Spares Supplied By” field is set as “Customer”, the system updates:

The stock status for the parts specified in the “Edit Customer Part Master List” page in “Customer” business component, with the stock status specified in “Preferred Stock Status”, If the “Restriction Type” field is set as “Include” in the “Edit Customer Part Master List” page.
The parts associated to the customer with the internal stock status mapped to preferred stock status based on order of preference specified, if the "Alternates?" field is set as "Yes" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” business component.
The parts associated to the customer with the default internal stock status specified in the "Set Options" activity of the "UDSS" business component, if the "Alternates?" field is set as "No" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” business component.

If “Spares Supplied By” field is set as “MRO & Customer”, the system updates:

The stock status for the parts specified in “Edit Parts Supplied by Customer” page, with the stock status specified in “Preferred stock status”, If the “Restriction type” field is set as “Include” in the “Customer” component.
The parts associated to the customer with the internal stock status mapped to preferred stock status based on order of preference specified, if the "Alternates?" field is set as "Yes" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” component.
The parts associated to the customer with the default internal stock status specified in the "Set Options" activity of the "UDSS" business component, if the "Alternates?" field is set as "No" for the specified preferred stock status, for the “Restriction Type” set as “Exclude”.

Status Change Details (Amendment)

Before Amendment

Customer Order #	Amendment #	Status
CusRuag 001	----	AUTHORIZED/ PROCESSED

After Amendment

Customer Order #	Amendment #	Status
CusRuag 001	----	AUTHORIZED/ PROCESSED
CusRuag 001	1	UNDER AMENDMENT

The row that is in bold represents the current status of the customer order after amendment.

When you amend an already amended customer order, the amendment number gets incremented by 1. The customer order that is in the “Under Amendment” status after amendment can be confirmed for further processing.

Confirm Customer Order

You must ensure the following before confirming a customer order:

All mandatory information is entered
The serial numbers for all the sub-components are specified, if the maintenance service work must be carried out on the sub-components.
Work center is identified for all sub-components with the “Execution Facility” set as “Internal”.
Repair Shop is identified for all sub-components with the “Execution Facility” set as “External”.
Work units and discrepancies are assigned to each line item number of the customer order.

Click the “Confirm Customer Order” pushbutton to confirm customer order details.

The system performs the following after the confirmation of customer order:

Creates visit package, work scope or repair order if the “Automatic Creation of Visit Package”, “Automatic Creation of Work Scope” or “Automatic Creation of Repair Order” option is set as “On Confirm” in “Set Options” activity.
Updates status and quotation status of the customer order to “Processed’ and “Not Required”; does not create any execution document (Work scope, Visit package, Repair order or Component work order) for the customer order, if the following conditions are true,

The customer order does not comprise of any work unit
The "Approval of Customer Order” is set to Not Required or Required and the “Automatic Creation of Visit Package or Repair order or Component Work Order or Work Scope” is set to Not Required, On Confirm or On Authorize in the Set Options activity.

Creation of Visit package

When the customer order applicability is “Aircraft”, a visit package is created.. The visit package is numbered according to the numbering type option set in the “Set Options” activity. The work units and the sub-component details are updated for the visit package. The sub-components whose job type is identified as “Off-wing” are updated as “Component Replacement” jobs. The part and resource requirements for the work units are updated. In addition to these, the stock status and warehouse details are updated for the visit package from the “Customer” business component. The status of the visit package is set as “Fresh”.

Creation of Work Scope

For the sub-components associated with the customer order whose “Execution Facility” is marked as “Internal”, work scope is created to carry out the maintenance work. The work scope contains the details of all work units that must be carried out on the component. The work scope is numbered according to the numbering type option set in the “Set Options” activity. One work scope is created for each component along with the work units. The part and resource requirements for the work units in the work scope are updated. The stock status and warehouse details are updated for the work scope from the “Customer” business component. The status of the work scope is set as “Fresh”.

Creation of Repair Order

A repair order is created to send the component or engine for repair. The repair order is created for all components whose “Execution Facility” is marked as “External”. The repair order is numbered according to the numbering type option set in the “Set Options” activity. The work units and associated discrepancies are copied into the repair order. The expected delivery date is updated as shipping date for the repair order and the terms and conditions details are updated from the “Supplier” business component.

Sets the status of the customer order as “Confirmed” on confirmation. If “Approval of Customer Order” is set as “Not Required” in the “Set Options” activity, the system sets the status as “Authorized”.

Sets the status of the customer order as “Processed”, if visit package, work scope and repair order are created against the customer order.

Status Change Details (Confirmation)

Before Confirmation

Customer Order #	Amendment #	Status
CusRuag 001	----	AUTHORIZED/ PROCESSED
CusRuag 001	1	UNDER AMENDMENT

On Confirmation

Customer Order #	Amendment #	Status
CusRuag 001	----	AMENDED
CusRuag 001	1	CONFIRMED

The row that is in bold represents the current status of the customer order.

Cancel Amendment

Note: You cannot modify details of the customer order, before cancellation of amendment.

Select the “Cancel Amendment” pushbutton to cancel the most recent amendment of the customer order.

Note: You can cancel the customer order, only if the Status is “Under Amendment”. You can not cancel amendments which are already processed.

The system carries out the following tasks

Sets the Status of the customer order # and amendment # to “Cancelled”.
Updates the Order Status in the Status Log for the customer order # and Amendment # to “Cancelled”.

Compute Price

Click “Compute Price” pushbutton to compute pricing details for the customer order.

The system retrieves the pricing details from the “Pricing Settings” business components according to the inputs supplied from this page. Service price List number, Work Unit number, part number (that is identified as material requirement), part supplied by MRO or service provider, resource requirements, customer order date and customer order currency are supplied as inputs to the pricing engine. Based on the predefined settings and supplied inputs, the system retrieves flat and estimated material price, flat and estimated resource price and miscellaneous price details.

To proceed carry out the following:

Select the “Edit Terms & Conditions” link at the bottom of the page to specify terms and conditions for the customer order.
Select the “Edit Certificate Details” link at the bottom of the page to enter certificate information for the customer order.
Select the “Edit Parts Supplied by Customer” link at the bottom of the page to enter details of parts supplied by the customer.
Select the “Edit Address Details” link at the bottom of the page to enter the address details for the customer order.
Select the “Edit Additional Workscope” link at the bottom of the page to edit the additional workscope details.
Select the “Edit Object Details” link at the bottom of the page to enter details for the maintenance object for which the customer order is created.
Select the “Edit TCD Details” link at the bottom of the page to enter taxes, charges and discount details for the customer order.
Select the “Edit Additional Charges” link at the bottom of the page to enter details of additional charges pertinent to the customer order.
Select the “View Consolidated Materials Requirements” link at the bottom of the page to view consolidated material requirements for the customer order.
Select the “Prepare Quote” link at the bottom of the page to prepare the quotation for resources.
Select the “View Component Capability” link at the bottom of the page to know the work center- part number mapping details.
Select the “View Aircraft Model Capability” link at the bottom of the page to know work center- aircraft model mapping details.
Select the “View CO Cost History” link at the bottom of the page to know comprehensive details of cost pertinent to the customer order.
Select the “View Consolidated Resource Requirements” link at the bottom of the page to view consolidated resource requirements for the customer order.

Amending customer order details - An overview

This page allows you to amend the customer order details. You can amend the details of an “Authorized” or “Processed” customer order. In addition to that, you can amend a customer order that is already amended.

Amendment Number

The number that is generated whenever a customer order in the "Authorized" or “Processed” status is amended.

On Amendment:

An amendment number is generated for the first time the customer order is amended.

The status of the customer order changes to "Fresh" after amendment.

Refer to Status Change Details on Amendment section for an illustration.

On Confirmation:

The status of the latest revision of customer order changes from “Fresh” to “Confirmed”.

The status of the previous revision of customer order changes to “Amended”.

Refer to Status Change Details On Confirmation section for an illustration.

You can amend general details, reference document details, pricing details, work unit details, order value details, maintenance location details and other details for the customer order.