Editing customer order details

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

Select the “Edit 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 “Edit 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 upon creating the customer order::

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

Enter the following:

Order Description

The textual description of the customer order

Zoom facility available

The system displays the following upon creating the customer order :

Status	The status of the customer order, which could be “Fresh”.
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.

Enter the following field:

Engagement Mode	Use the drop-down list box to select any one of the following options: Regular Contract
Order Category	Use the drop-down list box to modify the category of the customer order. The system lists all ‘active’ quick codes of the “Order Category” quick code type created in the “Create Quick Codes” activity.
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 the “User Status” quick code type created in the “Create Quick Codes” activity.
Order Date	The date on which the customer order was created (Date Format)

The system displays the following:

Order Applicability

The object for which the order is created, such as Aircraft, Engine or Component.

Edit the following fields, if required

Currency	Use the drop-down list box to modify the currency in which the customer transacts. The system lists all the currencies created in the “Maintain Currency Information” activity of the “Enterprise Setup” business component.
Order Type	Use the drop-down list box to select any one of the following options Bid Prospect Regular Warranty Claim
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 Priority identifies 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 work center capability must be checked or not. The system provides the options “Required” and “Not Required” and sets the field as “Required” by default.

To proceed carry out the following:

Click on the “Order Execution Details” tab to edit the order execution details.
Click on the “Object Details” tab to edit the object details.
Click on the “Work Units Details” tab to edit 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/Edit the following in the “Order Value Details” group box:

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:

Basic Value = 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 in the multiline:

Remarks

Any remark pertaining to the customer order value (Alphanumeric, 255)

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.

Edit Customer Order

Click the “Edit Customer Order” pushbutton to save the modified customer order information.

Confirm Customer Order

You must ensure the following before confirming the 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.

Note: You can select appropriate options in “Set Options” activity to authorize a customer order on confirmation. You can specify relevant options to process the customer order (auto creation of visit package, work scope or repair order) in the same activity.

The system performs the following on confirmation of customer order, according to the options selected in the “Set Options” activity:

4 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.

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 “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 on confirmation of the customer order 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”. 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.

The system 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.

Cancel Customer Order

Click the “Cancel Customer Order” pushbutton to cancel the customer order.

The system changes the status as “Canceled”.

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 Estimates” link at the bottom of the page to map the customer task and the Internal task.
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 “Maintain Quality Audit” link at the bottom of the page to enter details of quality audit carried out on the customer order.
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.
Select the “View Customer Credit Information” link at the bottom of the page to know currency and credit limit details of the customer associated with the customer order.

Editing customer order details - An overview

This page allows you to edit the customer order details. You can edit the details of a customer order in the “Fresh” status.

You can edit the following details:

General information such as order category, user status, order date, order applicability, currency, expected receipt date and promised delivery date
Reference document information
Pricing details
Work unit details
Order value details
Maintenance location details
Other details such as spares supplier, approval of additional work scope, receiving location and warehouse, shipping location and general information