Manage Order Execution– A summary of the activity
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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:
Order execution details including TAT start and end dates, promised delivery date, penalty and TAT revision details.
Warranty details including warranty resolution status
Customer correspondence details including customer special instructions, customer contact person, contact address and references.
Initiate invoice release: : Invoice events are set for an invoice type and invoice category combination in the sale contract, which is binding on the customer order. For events such as Work Completion, Task Initiation and Task Completion, the system automatically generates invoice releases on occurrence of these events. However, for an invoice event that is ‘Manual’, you must initiate the release of invoice in this activity. Thereafter, invoice releases are processed in the Service Sale Billing component. These invoice releases are used for generating customer service invoices for the customer order in the Customer Service Invoice component.
You may also view TAT history, execution documents, invoice history and shipping details for a customer order.
For more details, click Updating work execution details of customer order.
What you can do in this activity
Update order execution details
Click the “Order Execution Details” tab.
Record the required details.
Select the “Edit TAT Details” pushbutton.
Update billing & warranty details
Click the “Billing & Warranty” tab.
Record the required details.
Select the “Edit Billing Details” pushbutton.
Initiate release of invoice
Click the “Billing & Warranty“ tab.
Select “Yes” to initiate invoice release for the invoice event.
Select the “Edit Billing Details” pushbutton.
Update customer correspondence
Click the “Cust. Correspondence” tab.
Record the required details.
Select the “Save Correspondence” pushbutton.
Customer service order must exist in "Draft", "Fresh", "Approved", "Processed" and "Close" status.