Recording customer order details

Select the “Order Details” tab in the “Manage Customer Order" page.
Enter the following in the ”Basic Order Info.” group box.

Order Date

The date of the customer order, Mandatory. The order date must be within the valid period of the contract.

By default, the order date is displayed, if the customer order has been created for a customer goods receipt or work order.

Note: You can modify the order date till the customer order is not approved in revision 0 only. This means that you can change the order date for a customer order in Draft, Fresh or Returned status of the 0th revision. The system does not allow you to change the date of the customer order from revision 1 onwards.

Order Stage

Use the drop-down list box to select the prospecting stage for the customer order. Mandatory. The drop-down list box displays the following: Planning and Firm.

For automated customer order, the order stage is set to “Firm”.

Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’.

The system displays the following.

Status

The present status of the customer order which could be one of the following: Draft, Fresh, Confirmed, Returned, Approved, Processed, Revised, Closed, Cancelled or Short Closed.

Note that for customer orders that are auto generated from Repair Order, the system displays the status as either “Fresh” or “Approved” only.

Enter the following in the ”Basic Order Info.” group box.

Order Description	The short name/ description of the customer order Mandatory.
User Status	Use the drop-own list box to select the user status of the customer order. The drop-down list box displays those categories that are in “Active” Status as defined for the category type "Customer Order User Status" in the Category component. Note: The system allows for modification of this field in customer orders irrespective of statuses except in Cancelled, Revised, Closed and Short Closed.
Order Applicability	Use the drop-down list box to select the object to which the customer order is applicable, Mandatory. The drop-down list box displays the following: Aircraft, Parts and Others. Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’.
Shop Job Type	Use the drop-down list box to select the shop job type of the customer order Mandatory. The drop-down list box displays the following: Component, Engine, Facility, Make, Miisc., Piece Part and Project. If the customer order is associated with an aircraft, you must not specify the shop job type. However, for automated customer orders, by default, the shop job type is set to the part type of the serviceable part. Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’.

The system displays the following.

Trade Comp. Restr?

Indicates whether the CSO is an export order and if trade restrictions are available, The system displays the following options: No: if the Customer Order is an export order with no trade restrictions

Yes: if the Customer order is export order with trade restrictions
Not Applicable: if the Customer Order is not export order

Select the hyperlinked value to launch the Trade Compliance Reference pop up screen to review trade compliance details

Part Applicability

The component type, if the part associated with the customer order is a component.

This field displays “Non-Component”, if the part is not a component.

Enter the following in the ”Base Order Info.” group box.

Controlling Unit

The cost center to which you wish to book the expenditure incurred on the customer order. This field is mandatory, if MAC Cost Setup is defined for the controlling unit.

The cost center specified must be a valid cost center in “Active” status as defined in the Cost Center component.

Help facility available

Station

The station associated with the work center that will execute the order. Data entry in this field is mandatory if Parts” is specified as the Order Applicability.

The specified station must be valid and ”Active” as defined in the Common Master component.

Note: You can modify this field only if the customer order exists in Draft / Fresh status. However this field cannot be modified after generation of AME.

Help facility available

Remarks

Any additional comments.

Enter the following in the ”Exchange Info.” group box.

Note: This group box will display values only for exchange –related customer orders. However, the system does not allow any change of values in the group box subsequent to the creation of an exchange order.

Note: This group box is not applicable for aircraft jobs.

Exch. Type	Use the drop-down list box to select the type of the part exchange. The drop-down list box displays the following: Exchange with Repair. It is mandatory that you select an exchange type, if Initiated as is selected as Regular or Advance Exchange. Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’. By default the system displays “Exchange With Repair” in this field for Auto generation of CO.
Reason for Exch.	Use the drop-down list box to select the reason for the part exchange.. The drop-down list box displays all the reasons for exchange defined in the Logistics Common Masters component. By defalt the system dispalys the value based on the set option in the ‘Define Process Entitiy’ activity under the 'Common Master' business component for Auto generation of CO.
Initiated as	The drop-down list box displays the following: Regular and Advance Exchange. Mandatory. If Exch. Type is selected. By default the system displays the value “Regular’ in this field for Auto generation of CO.
Exchange Part Identification	Use the drop-down list box to indicate whether the customer order involves exchange of a specific Part or any Part. The drop-down list box displays the following: Any Part and Specific Part.
Basis of Pegging	Use the drop-down list box to indicate how the customer order for the exchanged part must be tagged for identification with the customer goods receipt. The drop-down list box displays the following: Cust. PO # Match and "Part # Match". This field is mandatory for exchange type “Advance Exchange”.

The system displays the following.

Top Assy. Exch. Order#

The exchange order the system generates on creation of the customer order.

Enter the following in the ”Customer Info.” group box.

Customer #

The customer who placed the customer order for maintenance of a par / aircraft or for a new part Mandatory. The system allows you to modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’.

The customer you specify must exist in “Active” status as defined in the Customer component.

Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’.

Help facility available

The system displays the following.

Customer Name

The name of the customer who placed the customer order for maintenance of a part / aircraft or for a new part.

Enter the following in the ”Customer Info.” group box.

Cust. Contact Person	The point of contact for the customer.
Customer PO #	The purchase order placed by the customer in response to which the customer order is/was created, Data entry in this field is Mandatory for jobs other than aircraft jobs. Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’.
Customer PO Date	The date on which the purchase order was created by the customer Data entry in this field is Mandatory for jobs other than aircraft jobs. Ensure that this field is left blank if no value is specified in the Customer PO # field when the Order Applicability is “Aircraft”. Note: The system allows modification of this field in the customer orders except when the status of the customer order is “Cancelled”, “Revised”, “Closed” or “Short Closed”.
Cust. Service Rep.	The person to contact on behalf of the organization. Note: The system allows modification of this field in the customer orders except when the status of the customer order is “Cancelled”, “Revised”, “Closed” or “Short Closed”. Help facility available
Operator #	Use the drop-down list box to select the airline operator code of the customer. Data selection in this field is mandatory if the option “Operator For External Maintenance?” for the entity type Component Entry is set as “1” ie. “Mandatory” in the “Define Process Entities” of the “Common Masters’ business component. The system lists the ”Active” airline operator codes (of IATA, ICOU or Others type) defined in the “Create Airline Operator” activity of the “Common Master” business component. Ensure that data selection in this field is based on the set options specified in the “Define Process Entities” activity of the “Common Masters” business component. Note the following: Data entry in this field is not mandatory if “Aircraft” is specified as the “Order Applicability”. Modification in this field is allowed only for customer orders that are in status “Draft”, “Fresh”, “Confirmed’, “Returned”, “Approved” or “Processed Status”. The system leaves this field blank by default.
RFQ #	Request For Quote number identifying the customer’s request for quote.
Request Date & Time	The date / time in which the customer request was made.

In the ”Object Details” group box, enter the following details for the aircraft to be serviced as per the customer order.

Note: 1) Do not enter any record in the "Object Details" group box, if the order applicability is “Parts” or “Others”. 2) Further, you cannot modify any value in the group box, if the customer order has been generated from a customer goods order or work order.

Aircraft Reg. #	The aircraft associated with the customer order. The specified aircraft must exist in “Active” status as defined in the Configuration component. This field is mandatory if the order applicability is "Aircraft". Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’. Help facility available
Aircraft MSN.	The manufacturer serial number of the aircraft associated with the customer order. This field is mandatory, if the order applicability is “Aircraft”. The manufacturer serial # that you specify here must be valid for the aircraft as defined in the Configuration component. Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’. Help facility available
Package Type	Use the drop-down list box to specify the package type. The system lists all the package types that are in “Active” status for which the parameter “Process Parameters Defined?” is set as “Yes” for the login OU in the “Define Process Entities’ activity of the “Common Masters” business component. Data entry in this field is mandatory if “Aircraft’ is selected as the “Order Applicability”. Ensure the following: The value specified here is in “Active” status as defined in the “Common Master” business component, This field is left blank if “Parts” or “Others” is selected as the “Order Applicability”.
Expected Receipt Date	The tentative date on which the organization receives the aircraft for maintenance. The receipt date must be a future date or the current date. Note: The system allows modification of this field in the customer orders except when the status of the customer order is “Cancelled”, “Revised”, “Closed” or “Short Closed”.

Select the “Evaluate Contract” pushbutton.

Note: While generating Customer Order, during Contract Evaluation, if no details are provided in the 'Exchange Info. section' , then for the selected Customer # only those Contract # (either specific or general)/ Part Effectivity Line # with the Service Type '‘Repair’ are considered for evaluation (provided the parameter 'Service Type' mandatory for Contract Definition is set as 'Yes')

Note: The system does not allow you to evaluate contract, if the customer order is in “Confirmed” status.

The system performs the following:

Considers the following parameters for evaluation:

1. Part # and Serial #

2. Part # and Lot #

3. Customer #

4. Customer PO #

5. Station

6. Other Date

7. Removed from aircraft / part details

Note that the system does not consider stock status as an evaluation parameter for Parts that are Serial / Lot or Serial and Lot Controlled.

Retrieves the Contract # when Customer #, Aircraft MSN and Package Type is provided for aircraft related tasks.
Retrieves details for the customer order from the appropriate contract. However, if more than one sale contract relevant to the customer order exists, you can specify the sale contract in the “Contract Details” group box.
Allows modification of the “Package Type” if the package type is valid for the contract when the customer order is in “Draft”, “Fresh”, “Rreturned” or “Approved' status.

In the multiline, enter the following details for the part to be serviced as per the customer order.

Note: If the order applicability is “Aircraft”, do not enter any record in the multiline. 2) Further, you cannot modify any value in the multiline, if the customer order has been generated from a customer goods order or work order.

Part #

The part to be serviced as per the customer order. You may specify an alternate part, if the shop job type of the customer order is Component or Piece Part. More details

This field is mandatory, if the order applicability is “Part”.

The part # that you specify must exist in Active status as defined in the Part Administration component.

The type of the part you specify must be relevant to the shop job type as shown in the table.

Alternatively, you may specify an alternate part, if the Covers Alternates is set as “Yes” parameter in the sale contract.

Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’.

Also note that you can modify this field if the CO is in 'Approved' or 'Processed' status if the parameter 'Allow Modification of Part # & Qty. in 'Customer Order' is set as 'Allowed'. In the ‘Set Sales Process Parameters’ page under the ‘Common Masters’ business component and only if the following condition is true:

No Goods Receipt have been created with reference to the CO #

Help facility available

Mfr. Part #

The manufacturer part number of the part Mandatory.

Note: You can modify this field only if the customer order exists in Draft/Fresh status.

Help facility available

Mfr. #

The manufacturer of the part.

The manufacturer number is mandatory, if the manufacturer part number is the same for more than one part in the multiline.

Help facility available

Note: 1) The manufacturer part # and manufacturer # must be a valid combination as defined in the Part Administration component. 2) The manufacturer part # and manufacturer # must also be valid for the part # as defined in the Part Administration component.

If the Shop Job Type field is:	You may enter the following values in the Part # field
Component	Part of type “Component“ or its alternate
Piece Part	Serialized or non-serialized part
Facility	Part mapped to a facility in the Facility Management component.

The system displays the following.

Part Description

The short name/description of the part.

Enter the following in the multiline.

Stock Status	Use the drop-down list box to select the stock status of the part. The system lists all the active stock statuses for which the attribute “Ownership-Customer” is set as “Yes” in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component. Note that data selection in this field is mandatory if the selected part is “None Controlled part”.
Part Serial #	The serial number for the part. Ensure that the value entered in this field is a valid Serial # for the given Part #. Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’. Help facility available
Part MSN	The manufacturer serial number of the part. Help facility available
Mfr. Lot #	The manufacturer lot number of the part. The manufacturer lot number is mandatory for lot-controlled parts. However, do not specify the lot number, if the part is a none-controlled part or a serial-controlled part or, if the exchange type is “Advanced Exchange”.. Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’.z
Qty	The quantity of the part required for the execution of the customer order. It is mandatory that you specify the quantity for lot-controlled or serial-controlled parts. Note: You can modify this field only if the customer order exists in Draft/Fresh/Returned status and the revision is ‘0’. Also note that you can modify this field if the CO is in 'Approved' or 'Processed' status if the parameter 'Allow Modification of Part # & Qty. in 'Customer Order' is set as 'Allowed'. In the ‘Set Sales Process Parameters’ page under the ‘Common Masters’ business component and only if the following condition is true: No Goods Receipt have been created with reference to the CO #.
Expected Receipt Date	The tentative date on which the organization receives the part for maintenance. The receipt date must be a future date or the current date Note: The system allows for modification of this field in customer orders in both “Fresh” and “Revised” statuses.

Note: The following fields display values, if the customer order has been automatically generated from a customer goods receipt or a shop work order. However, the system allows for modification of the following details only if the customer order exists in the Draft/Fresh status.

Rmv. from A/C Reg #	The number identifying the aircraft from which the part was removed for maintenance. This field is not relevant for customer orders initiated as advance exchange. Help facility available
Rmv. from A/C MSN	The manufacturer serial number of the aircraft from which the part was removed for maintenance. This field is not relevant for customer orders initiated as advance exchange. Help facility available
Mfr. Part # (Rmv.)	The number identifying the parent part from which the part was removed for maintenance. Help facility available
Mfr. # (Rmv. Part)	The number identifying the manufacturer number of the removed part.
Rmv. from Serial #	The serial number of the parent part from which the part was removed for maintenance. Help facility available

Note: The system allows for modification of the following details in customer orders in “Fresh” or “Revised” statuses.

Rmv. Date & Time	The date and time of removal of the part.
Reason for Removal	The cause of removal of the part from the parent part.
MOD Instructions	Any instructions pertinent to the modification of the part.
Cust. Maint. References	Any guidelines from the customer on the maintenance of the part.
Job Card References	Any job card related to the part.
Discrepancy References	Any discrepancy related to the part.
Part Final Dest.	Use the drop-down list box to specify the location where the part must be returned after the entire work is completed. Return To Aircraft - Select this option to specify that the part must be returned to the customer's aircraft. Return To Customer - Select this option to specify that the part must be returned to the customer.
Receipt Comments	Details of its condition at the time of receipt of the part for maintenance.

Enter the following:

Remarks

More details on the maintenance of the part with regard to the customer order,

Enter the following in the “Contract Details” group box.

Contract/Rev. #

The contract # and revision # binding on the customer order, Mandatory.

The contract you specify must be effective as on the date of the order.

For an exchange order-related contract, you may specify a General or a Specific contract as allowed for the customer in the Customer component. If the exchange order is for Regular exchange of the part, the parameter “Top Assembly Regular Exchanges” “Allowed on Approval”. Similarly, the parameter “Top Assembly Advance Exchanges” attribute of part handling of the contract must be set to “Allowed” or “Allowed on Approval” for advanced exchange orders.

Impact of new contract on the customer order: Based on the new contract/revision/object effectivity code, the system automatically updates the attributes of the customer order on confirmation/automatic approval. The work execution attributes including COA exists, current pricing basis, execution facility, primary work center and repair agency are reset for the customer order based on the new contract. However, execution facility, primary work center and repair agency remain unchanged, if execution documents exist for a customer order. Note: You cannot change the contract/revision, if the customer order is in “Confirmed” status.

Help facility available

Obj. Eff. Code

Use the drop-down list box to select the object effective code of the customer order. The drop-down list box displays all the object effectivity codes defined in the related contract:

For parts, if the order applicability of the customer order is “Parts”.
For aircraft, if the order applicability of the customer order is “Aircraft”.

Note: It is mandatory that you specify the object effective code, if the Order Applicability is "Parts" or "Aircraft".

The system displays the following.

Sale Type/Pricing Basis

The sale type and the pricing basis for the customer order.

Rev. Indicator

The details of contract re-assignment affected for the customer order. The message;

“New Contract Assigned” appears, if you have changed the contract for the customer order.
“Revision Re-assigned” appears, if you have changed the revision of the contract for the customer order.
“Contract Line # Re-assigned” appears, if you have changed the object effectivity code though from the same contract and revision.

Note that this field is displayed only when there is re-assignment of contract.

Enter the following in the”Work Execution” group box.

Execution Facility

Use the drop-down list box to indicate whether the customer order must be executed by an internal or an external facility.

By default, this field displays the execution facility set for the object effective code selected in the “Contract Details” group box of the “Order Details” tab.

By default, this field is set to “Internal”, if the order applicability of the custom order is “Aircraft" or "Others".

Primary Work Center

The work center in which the customer order must be executed.

This field is mandatory, if the execution facility is set to “Internal” or "Parts Job". The work center you specify must be valid and exist in “Active” status as defined in the Work Center component. However, you must not specify any primary work center, if the execution facility is set to “External”.

If the execution facility is "Internal" and If the order applicability is "Parts", the primary work center is set to the default work center defined in the Part Administration.

Note: You can modify this field only if the customer order exists in Draft / Fresh status. However this field cannot be modified after generation of AME.

Help facility available

Repair Supplier #

The repair agency/shop that will undertake the maintenance work required by the customer order.

This field is mandatory, if the execution facility is set to “External”.

The repair supplier you specify must exist in “Active” status as defined in the Supplier component. Further the supplier class of the supplier must be “Repair Agency” and the operational status must not be “Hold”. If the status of the repair supplier is “Hold” and, if no preferred supplier is set for the part, the status of the customer order will remain “Draft”. However, if the execution facility is "Internal", do not specify any repair supplier.

By default, this field displays the repair shop for contract related to the customer order or the repair supplier who is the primary supplier for the part/aircraft.

Note: You can modify this field only if the customer order exists in Draft/Fresh status.

Help facility available

The system displays the following.

COA Exists?

Indicates whether the task is out of scope of the customer order The field displays the following: In Scope and Out of Scope. Select

In Scope to indicate that the task is stipulated in the customer order.
Out of Scope to indicate that the task is not stipulated in the customer order nonetheless was carried out due to an unforeseen event/requirement.

Current Pricing Basis

The pricing basis for the customer order, such as T & M, Fixed Price or Usage-based.

Select the “Save Order Details” pushbutton.

The status of the customer order is set to “Draft”, if the necessary information in the other tabs including Order Details, Work Execution Info. has not been recorded yet. The status is also set to “Draft”, if the customer order was generated from a customer goods receipt or work order.

The status of the customer order becomes “Fresh” when all the required information is provided by the user.

If you have made changes to a customer order that is already approved or processed (status = ”Approved”/”Processed”), a subsequent revision for the customer order is created by the system. However, the revision number remains the same when you make changes in the customer order that is in “Draft” or “Fresh” status.

The system performs the following:

Creates a customer order and assigns an identification number to it.
Saves all the order details against the Customer Order # and Revision # generated.
Allows modifications only if the “Stock Status” is “Draft”, “Fresh”, “Returned” or “Approved” status.
Does not allow modification of the “Execution Facility”, “Primary Work Center” , “Stock Status” if the following conditions are true:

1. The root execution document is already associated to a Customer Order.

2. An execution document has already been generated against the customer order.

Does not allow modifications to the Customer PO # if a Customer Goods Receipt has already been generated for the Customer Order.

To reassign contract to customer order

In the “Contract Details” group box of the “Order Details” tab, modify Contract/Rev. #/ Obj. Eff. Code fields.
Select the “Save Order Details” pushbutton.

The system creates a new revision of the customer order on saving of the order.

To proceed

Select the “Work Execution Info.” tab to record work scope details.
Select the “TAT & Commercials” tab to record TAT details.
Select the “Shipping Terms” tab to record shipping details.
Select the “Billing Terms” tab to record billing details.
Select the “Taxes/Charges/Discount” tab to record TCD details.

Page Overview

You can record details of the service order, customer, maintenance object, contract and work execution in the “Order Details” tab page of the “Manage Customer Order” activity.

The service order details that you can record include date, description and applicability of the order. You can also indicate whether main core exchange is required, specify the type of exchange, the cost center as well as the station that are affected by the order.

The customer details that you can record include the purchase order number and its date.

Details of the part or aircraft that will be serviced through the service order must be recorded in the customer service order.

The contract to which the service order is associated with and the object effectivity code for the maintenance of the part/aircraft must also be specified in the order. Work execution details that you must specify include the work center, if the execution facility is “Internal” and repair supplier, if the execution facility is “External”.