Updating billing and warranty details of customer order

Select the “Billing & Warranty tab in the “Manage Order Execution" page.
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.

Note: If contract-reassignment has happened with the customer order, the “Billing Details” multiline displays invoice events from both old and new contracts.

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 milestone / invoicing event undertaken for the customer order, such as Task Initiation, Task Completion, Work Completion and Manual.
Event Description	The description of the milestone/invoicing event undertaken for the customer order.
Bill Prior to (Days)	The duration by which the invoicing must be done subsequent to the occurrence of the invoice event, in days.
Triggering Task	The task consequent to which the invoice is generated.

Enter the following in the “Billing Details” multiline.

Event Date

The date of occurrence of the invoice event. Mandatory.

The event date must be equal to or later than the order date.

Initiate Invoice

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

Note: You must select “Yes” in this field to initiate the invoice release, if the invoice event for the customer order is “Manual”.

The “Billing Details” multiline displays the following.

Basis	The invoicing basis for the customer invoice, such as Actuals or Quote.
Prepay. Value	The value of the prepayment invoice generated for the customer order.
Cumulative?	Indicates whether the prepayment value is cumulative of the % of NTE Price/Quote value.
Pay Term	The time granted to the customer to honour the bill subsequent to invoicing of the event.
Notes	Additional details on the billing of the customer order.

Enter the following in the multiline.

Status

Use the drop-down list box to specify the status of the milestone/invoicing event. The drop-down list box displays the following: Active and Inactive.

Note: On contract re-assignment, the system automatically sets the status of an event related to the old contract to “Inactive” for events with no event dates. (Non-availability of the event date implies the event has not occurred yet). Further, the system dos not allow you to activate any event that pertains to the old contract.

The “Billing Details” multiline displays the following.

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.

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.

To proceed

Select the “Order Execution Details” tab to update order execution details.
Select the “Cust. Correspondence” tab to update customer correspondence details.
Select the “Work Execution” tab to view work scope details.
Select the “Invoice History” tab to view invoice details.
Select the “Shipping Details” tab to view shipping details.