Manage Order Execution

Manage Order Execution– A summary of the activity

Through this activity, you as a chief sales manager can track the execution of customer orders.

As the execution of a customer order progresses, you can update the following information for a customer order:

4 Order execution details including start date, promised delivery date, penalty and TAT revision.

4 Warranty details including warranty resolution status

4 Customer correspondence details including customer special instructions, customer contact person, contact address and references.

You can also initiate the release of invoices for billing events associated with a customer order. Thereafter, invoice releases are created, which are used for creating the customer service invoice for the customer service order in the Customer Service Invoice component.

You may also view TAT history, execution document, invoice history and shipping details for a customer order.

What you can do in this activity

Update order execution details

Ø Click the “Order Execution” tab.

Ø Record the required details.

Ø Select the “Edit TAT Details” pushbutton.

Update billing & warranty details

Ø Click the “Billing & Warranty” tab.

Ø Record the required details.

Ø Select the “Edit Billing Details” pushbutton.

Initiate release of invoice

Ø Click the “Billing & Warranty“ tab.

Ø Select “Yes” to initiate invoice release for the invoice event.

Ø Select the “Edit Billing Details” pushbutton.

Update customer correspondence

Ø Click the “Cust. Correspondence” tab.

Ø Record the required details.

Ø Select the “Save Correspondence” pushbutton.

Prerequisites

Customer service order must exist in "Approved”, “Processed”, “Closed” or “Revoked” status.

Updating order information

Ø Select the "Manage Order Information" link under the "Customer Service Order" business component.

The “Select Customer Order" page appears.

To select customer order

Ø Enter the following in the ”Search Criteria” group box to find those customer orders that you wish to hold/release.

Order Based	Use the drop-down list box to select the source/reference of the order. The drop-down list displays the following: Contract #, Order #, Customer PO # and Event #. Enter the identification number of the contract, order, customer purchase order or event in the adjacent input field. You can enter the identification number in full or specify it partially using the “*” character. The search retrieves those orders that are associated with the contract, work order, customer purchase order or event to that you specify. However, if you do not specify a number in the input box, the search finds orders associated with all contracts, orders, customer purchase orders or events.
Maint. Obj. Based	Use the drop-down list box to select the attribute of the aircraft or part associated with the order. The drop-down list displays the following: Part #, Mfr. Part #, Part #/Serial #, Part #/Part MSN, Part #/Lot #, Mfr. Lot #, A/C Reg. # and A/C MSN. Enter the attribute numbers in the adjacent input fields. You can enter the attribute number in full or specify it partially using the “*” character. The search retrieves those orders with the attribute that you specify here. More Details
Order Date From/To	The start date of the period in which the order was created, in the first input box. The end date of the period in which the order was created, in the second input box. The search retrieves those orders created in the period between the start and end dates that you specify. By default, the system displays the current date as the end date of the period while the start date is set to a date which would be a month earlier than the system date.
Work Center	Use the drop-down list box to select the attribute of the work center for execution of the order. The drop-down list box displays the following: Primary WC #, Parent WC #, and WC Category. Use the adjacent drop-down list box to select the work center or the category of the work center associated with the order. More details
Order Status	Use the drop-own list box to select the status of the order. The drop-down list box displays the following: "Approved”, “Processed”, “Closed” and “Revoked”. The search retrieves those orders that exist in the status you select here. However, if you do not select any status, the system retrieves all orders regardless of the status.
Customer Based	Use the drop-down list box to select the customer attribute of the order. The drop-down list box displays the following: Customer # and Customer Name. Enter the customer identification number or name in the adjacent input field, if you have selected Customer # or Customer Name in the drop-down list box. You can enter the name or number in full or specify it partially using the “*” character. The system retrieves the order with the number or name that you specify.
Order Gen. Mode/User ID	Use the drop-down list box to specify the mode of creation of the order. The drop-down list box displays “Automatic” and “Manual”. Enter the user ID of the person who created the order, in the adjacent input box, if the mode of generation is “Manual”. You can enter the user ID in full or specify it partially using the “*” character. The search retrieves those orders that were created in the mode and/or by the user that you specify here.
Date Based	Use the drop-down list box to select the date on the basis of which you wish to retrieve orders. The drop-down list box displays the following: Promised Delivery Date <= and Planned End Date <=. Select the date in the adjacent input box. The search retrieves those orders with promised delivery dates or planned end dates the same as that you specify.
Addl. Search	Use the first drop-down list box to select the order attribute that must be the basis for the search. The drop-down list box displays the following: Contract Type, Currency, Order Applicability, Order Category, Order Priority, Part Applicability, Sale Type and User Status. Use the second drop-down list box to select the value of the attribute. You can enter the attribute value in full or specify it partially using the “*” character. More Details

Ø Select the “Search” pushbutton.

The “Search Results” multiline displays details of those orders that match the specified search criteria.

Order #	The identification number of the order.
Rev. #	The revision number of the order.
Order Desc.	The short name/description of the order.
Order Status	The status of the order, such as raft, Fresh, Returned or Approved.
Order Applicability	The object to which the order is relevant, such as Aircraft, Parts or Others.
Part Applicability	The part to which the order is relevant, such as Component, Piece-Part,
Customer #	The identification number of the customer associated with the customer order.
Customer Name	The name of the customer associated with the customer order.
Customer PO #	The reference document/purchase order associated with the customer order.
Promised Delivery Date	The date on which the part/aircraft after maintenance must be delivered as agreed in the customer order.
Planned End Date	The expected date of completion of the customer order.
Sale Type	The sale type of the contract ,such as
Order Priority	The level of priority allotted to the customer order.

Ø In the multiline, select the box for the order that you wish to update.

Ø Select the “Update Order Information” pushbutton.

The “Manage Order Execution” page appears.

More Details-Work Center-Search retrieval

First drop-down list box: Select	Second drop-down list box: Displays	The search retrieves
Parent Work Center #	All the Work centers in "Active" status as defined in the Work Center component.	All work orders that are generated from shop work orders with the parent work center the same as that you select in the second drop-down list box. The parent work center of a customer order refers to the work center of the parent of the shop work order from which the customer order is automatically generated.
Primary Work Center #	All the Work centers in "Active" status as defined in the Work Center component.	All orders created manually as well as AME Ref # based to be executed in the primary work center that you select in the second drop-down list box.
Work Center Category	All work center categories in "Active" status defined for the quick code type "Work Center Category” in the Quick Codes activity of the Work Center component	All orders to be executed in work centers of the category that you select in the second drop-down list box.

More Details-Adl. Search-Search retrieval

Addl. Search First drop-down list box: Select	Second drop-down list box: Displays	The search retrieves
Contract Type	§ "General" § "Customer Specific"	All orders of the contract type that you select in the drop-down list box. All orders regardless of the contract type are retrieved, if you do not specify any contract type.
Currency	The base currency and all other permissible foreign currencies	All orders with the payment currency that you select in the drop-down list box. All orders regardless of the currency are retrieved, if you do not specify any currency.
Order Applicability	§ "Others" § "Parts", § Aircraft"	All orders with the order applicability that you select in the drop-down list box. All orders regardless of the order applicability are retrieved, if you do not specify any order applicability.
Order Category	All categories in the “Active” status defined for the category type – “Customer Order Category” in the Category component.	All orders of the order category that you select in the drop-down list box. All orders regardless of the order category are retrieved, if you do not specify any order category.
Order Priority	All priority numbers in the “Active” status defined for the category type – “Customer Order Priority” in the Category component.	All orders with the order priority that you select in the drop-down list box. All orders regardless of the order priority are retrieved, if you do not specify any order priority.
Part Applicability	All component types including: § APU § Landing Gear § Engine § None § Other Components § All Components § Non-Components	All orders for parts that are components of component type APU, Landing Gear, Engine, Others or None selected in the drop-down list box All orders for parts of part type other than “Component”. All orders for parts of part type “Component”.
Sale Type	All Active entities defined for the entity type “Sale Type" in Define Process Entities activity of the Common Master component.	All orders of the sale type that you select in the drop-down list box. All orders regardless of the sale type are retrieved, if you do not specify any sale type.
User Status	All user statuses in the “Active” status defined for the category type – “Customer Order User Status” in the Category component.	All orders with the user status that you select in the drop-down list box. All orders regardless of the user status are retrieved, if you do not specify user status.

More Details-Maint. Obj. Based-Search retrieval

Maint. Obj. Based drop-down list box: Select	Input box1: Enter	Input box2: Enter	The search retrieves
Part #	Part #	Not Available	All orders associated with the part #. If you do not specify any part #, the search retrieves orders related to all part #s.
Mfr. Part #	Mfr. Part #	Not Available	All orders associated with parts having the manufacturer part number. If you do not specify any manufacturer part #, the search retrieves orders related to all part #s.
Part #/Serial #	Part #	Serial #	All orders associated with the component having the part # and serial #. If you do not specify any part # or part # and serial #, the search retrieves orders related to all part #s. If you do not specify any serial # but specify a part #, the search retrieves orders related to all part #s.
Part #/Part MSN	Part #	Part manufacturer serial #	All orders associated with the part and the manufacturer serial number. If you do not specify any part # or manufacturer serial #, the search retrieves orders related to all part #s.
Part #/Lot #	Part #	Lot #	All orders associated with the part having the lot number. If you do not specify any part # or part lot #, the search retrieves orders related to all part #s.
Mfr. Lot #	Part manufacturer lot #	Not Available	All orders associated with parts having the lot number. If you do not specify any part manufacturer part #, the search retrieves orders related to all part #s.

Managing work execution details of customer order

Ø Select the “Update Order Information” pushbutton in the “Select Customer Order” page.

The “Manage Order Execution” page appears.

The “Order Main Info” group box displays the following.

Order #	The identification number of the order.
Contract #/Rev. #	The contract # revision number of the order.
Order Status	The status of the order, such as raft, Fresh, Returned or Approved.
Sale Type	The sale type of the contract ,such as
Order Priority	The level of priority allotted to the customer order.
Order Category	The category of the order.
Primary Part Group	The part group to which the part associated with the customer order belongs.

Ø Select the “Order Execution Details” tab to update order execution details.

Ø Select the “Billing & Warranty tab to update warranty details and initiate invoice.

Ø Select the “Cust. Correspondence” tab to update customer correspondence details.

Ø Select the “Work Execution” tab to view work scope details.

Ø Select the “Invoice History” tab to view invoice details.

Ø Select the “Billing Details” tab to view billing details.

Updating order execution details of customer order

Ø Select the “Order Execution Details” tab in the “Select Customer Order” page.

The “TAT Details” group box displays the following.

TAT Stated in	The unit of time for TAT (turn around time) required for the customer order, such as Calendar days or Business days.
TAT Duration - Cust.	The duration of the TAT (turn around time) as stipulated in the contract related to the customer order.
TAT Duration –Planning	The duration of the TAT (turn around time) as estimated by the organization.
Start Ref. Date	The start date of the TAT duration as stipulated in the contract related to the customer order. For automated customer orders, if the start reference date is set to “Received Date”, the customer required date is displayed as the start date.

Ø Enter the following in the ”TAT Details” group box.

Start Date

The date on which the execution of the customer order begins.

If the start reference date is set to “Receipt Date” and, if the goods receipt for the customer order has already been generated, the start date will display the goods receipt date.

Note: The start date must not be later than the promised delivery date.

The “TAT Details” group box displays the following.

End Ref. Date

The recommended end date of the task.

Ø Enter the following in the ”TAT Details” group box.

Promised Delivery Date

The date on which the part/aircraft must be delivered after due maintenance, Mandatory.

By default, the promised delivery date is displayed as:

Start Date + TAT Duration – Cust, if the “TAT Stated in” is "Calendar Days"

The “TAT Details” group box displays the following.

Excusable Delays

The delay permitted by the customer in the completion of the customer order.

This field displays the duration of excusable delays only if the “TAT Stated in” is set as "Calendar Days".

Excusable Delays will be:

Release Date of External Hold Code - Held Date of External Hold Code

Proposed PDD

The proposed promised delivery date of the aircraft/part after due maintenance.

This field displays the proposed PDD only if the “TAT Stated in” is set as "Calendar Days".

Promised PDD will be:

Proposed Promised Delivery Date = Start Date + (Release Date of External Hold Code - Held Date of External Hold Code) + TAT Duration Cust.

Ø Enter the following in the ”TAT Details” group box.

Penalty Notes

Details of penalty, if any imposed on account of delays in the execution of the customer orders/delivery of parts/aircraft.

Revision Comments

Supplementary information on revision change, if you are to modify the TAT details in an approved customer order.

Note: This field is mandatory, if you are to change the promised delivery date.

The ”TAT Modification History” multiline displays the following.

Modified By	The user ID of the employee who modified the TAT details.
Modified Date	The date on which the employee who modified the TAT details.
Promised Delivery Date	The date on which the part/aircraft must be delivered after maintenance as agreed in the customer order.
Planned End Date	The expected date of completion of the customer order. If the order applicability of the customer order is “Aircraft”, this field displays the planned end date stated in the AME Ref. # generated for the customer order. Similarly, the planned end date from the shop work order generated for the customer order is displayed here, if the order applicability of the customer order is “Parts”.
Penalty Notes	Details of penalty, if any imposed on account of delays in the execution of the customer orders/delivery of parts/aircraft.
Revision Comments	Additional information on change of the promised delivery date, if any.

Ø Select the “Edit TAT Details” pushbutton.

The system updates the details you have recorded/modified in the tab page to the current revision of the customer order.

Updating billing and warranty details of customer order

Ø Select the “Billing & Warranty tab in the “Select Customer Order” page.

Ø Enter the following.

Warranty Resolution

Use the drop-down list box to select the status of the warranty for the customer order. The drop-down list box displays the following: Partially Accepted, Rejected and Accepted.

Note: This field is mandatory, if the” Warranty Requested” is set to true for the customer order in the “Manage Customer Order activity.

Warranty Notes

Additional information on warranty for the customer order. This field is mandatory, if you have specified the warranty resolution.

The “Billing Details” multiline displays the following.

Inv. Type	The type of the invoice prepared for the customer order.
Inv. Category	The category of the invoice prepared for the customer order.
Inv. Event	The maintenance event undertaken for the customer order.
Event Description	The description of the maintenance event undertaken for the customer order.
Triggering Task	The task consequent to which the invoice is generated.

Ø Enter the “Billing Details” multiline.

Event Date

The date on which the event related to the invoice, Mandatory.

The event date must be later than the order date.

Initiate Invoice

Use the drop-down list box to indicate whether the invoice must be generated now.

The “Billing Details” multiline displays the following.

Basis	The invoicing basis for the customer invoice.
Modified by	The user ID of the employee who modified the billing and warranty details.
Modified Date	The date on which the employee who modified the billing and warranty details.
Notes	Additional details on the billing of the customer order.

Ø Select the “Edit Billing Details” pushbutton.

The system updates the details you have recorded/modified in the tab page to the current revision of the customer order.

Updating customer correspondence details of customer order

Ø Select the “Cust. Correspondence” tab in the “Select Customer Order” page.

Ø Enter the following in the “Customer Correspondence” multiline.

Date	The date of correspondence with the customer, Mandatory.
Customer Remarks	Any notes from the customer.
Our Remarks	Any notes from the organization.
Cust. Special Instructions	Any guidelines on the execution of the customer order, from the customer.
Cust. Contact Person	The person of contact for the customer.
Phone	The phone # for communication with the customer.
File Name	The document attached to the customer order.
Correspondence Category	Use the drop-down list box to select the category of the correspondence with the customer, Mandatory. The drop-down list box displays all those categories that are in “Active” Status as defined for the Category Type “Correspondence Category” in the Category component.
References	Any testimonial for the customer.
Attended by	The ID of the employee of the organization who communicated with the customer.

The “Customer Correspondence” multiline displays the following.

Created by	The user ID of the employee who recorded the correspondence details for the first time.
Created Date	The date on which the employee recorded the correspondence details for the first time.
Last Modified by	The user ID of the employee who most recently modified the correspondence details.
Last Modified Date	The date on which the employee most recently modified the correspondence details.

Ø Select the “Save Correspondence” pushbutton.

The system updates the details you have recorded/modified in the tab page to the current revision of the customer order.

To proceed

Ø Select the “Upload Documents” pushbutton to upload documents into the central repository of the system.

Ø Select the “View Associated Doc. Attachments” pushbutton to open the document that you wish to view.

Viewing work execution details of customer order

Ø Select the “Work Execution” tab in the “Select Customer Order” page.

The “Exe. Doc. Details” group box displays the following.

SWO #	The shop work order that is the execution document for the customer order, if the order applicability is “Parts”.
AME #	The AME Ref. that is the execution document for the customer order, if the order applicability is “Aircraft”.
RO #	The repair order that is the execution document for the customer order, if the order applicability is “Parts” and execution facility is “External”.

The “Routing Document” group box displays the following.

CRD #	The common receiving document for the customer order, if the order applicability is “Aircraft” or “Parts”. This document indicates the receipt of aircraft/parts by the organization to be serviced as per the customer order.
RO #	The receiving/routing document that will be the repair order for the customer order, if the order applicability is “Parts” and execution facility is “External”. This document indicates the receipt of aircraft/parts by the organization after being serviced by the repair supplier.

The multiline displays the following.

Exe. Doc Type	The type of the execution document associated with the customer work order, such as shop work order, repair order or AME Ref. #.
Exe. Doc. #	The number identifying the execution document.
Work Description	The work scope description for the customer order.
Exe. Doc. Status	The status of the execution document for the customer order.

Viewing invoice history details of customer order

Ø Select the “Invoice History” tab in the “Select Customer Order” page.

The “Quote Details” group box displays the following.

Last App. Quote #/Rev. #

The last approved quote # /rev # created for the contract #/revision # related to the customer order.

The “Invoicing Details” multiline displays the following details for all the invoices raised for the customer order till date.

Inv. Type	The type of the invoice.
Inv. #	The identification number of the invoice.
Inv. Category	The category of the invoice.
Invoicing Event Code	The code identifying the maintenance event associated with the invoice.
Event Description	The short name/description of the maintenance event.
Invoicing Basis	The invoicing basis for the maintenance event.
Release #	The number identifying the release of the invoice.

Viewing shipping details of customer order

Ø Select the “Shipping Details” tab in the “Select Customer Order” page.

The “Shipping Details” multiline displays the following details for all the shipping documents generated for the customer.

Document Type	The pack slip type of the document related to the shipment of the serviced part/aircraft.
Document #	The pack slip document related to the shipment of the serviced part/aircraft.
Ship to Customer	The customer to whom the serviced part/aircraft must be shipped.
Ship to Address ID	The customer address to which the serviced part/aircraft must be shipped.
Document Date	The date of the preparation of the pack slip document.
Shipment Date Time	The date and time of dispatch of the serviced part/aircraft.
Document Status	The status of the pack slip document.
Carrier #/Agency #	The carrier/agency that will ship the serviced part/aircraft to the customer address.
Shipping Method	The mode of shipment, such as Air, Rail or Road.