Approving / closing customer order

Select the "Approve / Close Customer Order" link under the "Customer Order - Services" business component.

The “Approve / Close Customer Order" page appears.

To select customer order

Enter the following in the ”Search Criteria” group box to find those customer orders that you wish to approve/return/close.

Order #	The identification # of the order. You can enter the identification number in full or specify it partially using the “*” character. The search retrieves those orders with numbers similar to that you specify. However, if you do not specify an order number, the search finds all orders regardless of their numbers.
Obj. Applicability	Use the drop-down list box to select the component type of the part associated with the part. The drop-down list box displays the following: APU, Landing Gear, Engine, Other Components, Non-Components, None, All Parts and Aircraft. The search retrieves those orders that are pertinent to parts/aircraft you select here. 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: "Confirmed”, “Approved” and “Processed”. 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 #	The customer that placed the customer order. You can enter the identification number in full or specify it partially using the “*” character. The search retrieves those orders with numbers similar to that you specify. However, if you do not specify a customer number, the search finds all orders regardless of their numbers.
Customer PO #	The customer purchase order associated with order. You can enter the purchase order number in full or specify it partially using the “*” character. The search retrieves those orders with numbers similar to that you specify. However, if you do not specify a customer purchase order number, the search finds all orders regardless of the customer purchase order numbers.
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.
Order Gen. Mode	Use the drop-down list box to select the mode of creation of the customer order. The drop-down list box displays the following: Automatic and Manual. The system retrieves orders that were generated by the mode you select here.
User ID	The user ID of the person who created the customer order, if it was created manually. You can enter the identification number in full or specify it partially using the “*” character. The search retrieves those orders created by users similar to that you specify. However, if you do not specify user ID of the person, the search finds all orders created manually.
User Status	Use the drop-down list box to select the user status of the order. The drop-down list box displays all user statuses in the “Active” status defined for the category type - “Customer Order User Status” in the Category component. The system selects all orders with the user status that you specify here. All orders regardless of the user status are retrieved, if you do not specify user status.

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.
Revision #	The revision number of the order.
Order Desc.	The short name/description of the order.
Order Date	The date of creation of the order.
Order Status	The status of the order, such as "Approved", "Processed" and "Confirmed".
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 Engine, APU etc.
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.
User Status	The user status of the order.
User ID	The user ID of the employee who created the order. However, this field displays “System” for automated customer orders. (Automated customer orders refer to customer orders that are automatically generated from shop work orders and AME Ref.)
Order Gen. Mode	The mode of generation of the order, which can be Automatic or Manual.

Enter the following in the multiline.

Notes

Additional information on the action performed on the customer order. Data entry in this field is mandatory for cancelling or short closure of an execution document.

Select the check box for the order that you wish to approve, return or close.

To approve customer order

Select the “Approve” pushbutton to authorize the order.

Note: You can approve only those orders that have already been confirmed.

The status of the customer order is set to “Approved”. Conversely, if the revision # of the approved order is greater than ‘1’, the status of the latest revision is set to “Approved” while the previous revision becomes “Revised”. On approval, the system generates execution documents, such as AME, shop work order or repair order. However, this happens only if the relevant parameter ("Work Order Creation on") in the Define Process Parameters activity of the Common Master component is set to “Customer Order Authorization”.

The system performs the following:

Generates package, saves the Package # in the CO and updates the status of te package as “Processed” if for the given package type, the process parameter “Auto generate Package on CO approval” in the “Define Process Entities” activity for the entity “Package Type” if set as “Required”.
Generates SWO if the Customer Order is required to be auto approved on confirmation, ie the process parameter “Work Order Creation On” in the “Define Process Entities” activity of the “Common Masters” business component is set as “Customer Order Authorization”.
Does not allow approval of customer if for the given “Execution Facility” / “Primary Work Center” an execution document has already been generated against the Customer Order #.

To return customer order

Select “Return” pushbutton to return the order.

Note: You can return only those orders that have already been confirmed.

The status of the order becomes “Returned”. This implies that the order must be redone before it is approved again.

To close customer order

Select “Close/Short Close” pushbutton to close or short close the order.

The system performs the following:

Updates the status of the customer order as follows:

1. “Closed” if the root execution document is in “Closed” or “Pre-closed” status.

2. “Short-Closed” if the root execution document is in “Cancelled” status.

Note that the system does not allow closure of the customer order if it is in “Confirmed” status. However, you can “Return” and then “Cancel” a confirmed Customer Order.

The system allows closure of the customer order only if:

1. The latest revision of the CO is in “Cancelled” status.

2. The root AME is in “Closed”, “Pre-Closed” or “Cancelled” status.

3. The core part of the exchange order is in status other than “Pending”.

4. The main core part is confirmed and shipped.

5. There are no pending invoice release.

6. All the tasks in the AME must have been invoiced.

Note: To close a CO for billing basis “Actuals” all the tasks of release type actuals must have been invoiced and for billing basis “Quote” all the tasks of release type “Execution” must have been invoiced.

The system allows closure of the order only if :

All tasks in the execution documents have been released for invoicing.
The root work order has been “Closed”.
The core part of the exchange order was received back.

The system allows closure of the customer order only if:

Its latest revision in “Approved” or “Processed” status.
It is in “Return” or “Cancel” status.
All the invoices releases created against the CO is in “Processed” or “Cancelled” status .

To cancel execution document

Select “Cancel Exe. Doc.” pushbutton to cancel the execution document.

Note: Ensure that at least one row is selected in the multiline.

The system performs the following:

Allows cancellation of the execution document only if the customer order associated with it is in “Processed” or “Confirmed” status.
Allows cancellation of the execution document only if there exists an earlier revision # in “Processed” status for the associated customer order with latest revision # in “Confirmed” status.
Allows cancellation of execution document (RO, AME or SWO) against a CO for jobs with no objectionable open transactions.
Allows cancellation of execution document only if invoice release based on quote has not already been created against the CO and invoice released based on quote which is in “Cancelled” status is not considered as an objectionable open transaction
Inactivates all the relevant information in customer order before cancelling the execution document.
Updates the status of the latest revision quote as “Cancelled” if quote exists against a customer order and removes quote holds against the customer order.
Updates the status of the customer order as “Approved” against the latest processed version.
Updates the status of the AME # as “Cancelled”. TAT related details and RO status should also get included.
Generates execution document for unserviceable parts which is routed even if the option is set for “WO generation on CO authorization” in the “Define Process Entities” activity of the “Common Masters” business component.
Generates SWO as per the option set in the “Set Process Parameters” page of the “Define Process Entities” activity in the “Common Masters” business component.