Add to Existing Customer Order

Explanation

This activity is used to add a new component repair order line to a customer order previously created for the same component repair order. The dispatching of the part to the customer after completed service is handled from a customer order line pegged to the component repair order line. A dispatch customer order line can be created any time during the repair process. If the customer order is created before the component repair order line is processed to Completed status, the customer-owned part is automatically reserved to the customer order.

There are two options available, you can either create a new customer order or add a new component repair order line to a customer order previously created for the same component repair order.

Prerequisites

• The customer must have a record in the Customer window.
• The coordinator must have a record in the Coordinator window. Normally you have a default coordinator connected to your user ID.
• The order type you intend to use must have been entered on the Sales Basic Data/Order Types tab. To facilitate the order entry, a default order type can be connected to the customer on the Customer/Order/Misc Customer Info tab.
• The repair part must have been defined as a sales part in the Sales Part window.

System Effects

As a result of this activity, a component repair order line (customer order line) is added to a customer order previously created for the same component repair order. Each customer order line is pegged to the corresponding component repair order line.

The service of two items with the same part number could be totally different and hence these parts and their sales lines must be separated from each other. When a customer order line is added to a previously created customer order, a unique line number is always assigned. No consideration is taken of whether the part is defined on any of the other customer order lines. This is done in order to get the grouping of the parts and their sales lines correct.

If a modification that results in a change of part number is included in the task list for the CRO line, customer order is created for the new part number as assigned in the modification.

Window

Component Repair Order
Customer Order

Related Window Descriptions

Create Customer Order from Component Repair Order Line
Component Repair Order/CRO Lines
Component Repair Order/Exchange Lines
Component Repair Order
Customer Order

Procedure

1. Open the Component Repair Order window.
2. Search for the component repair order.
3. Click the Repairs or Exchanges tab.
4. Select the component repair order line, right-click, point to Customer Order Handling and then click Create. The Create Customer Order from Component Repair Order Line dialog box appears.
5. By default, the coordinator and wanted delivery date/time are copied from the General tab in Component Repair Order. The order type is retrieved by default from the customer record. You can change the values if necessary.
6. In the table, all customer orders that have the same coordinator and order type are listed. Click the Show only orders connected to same CRO check box to view only the customer orders with order lines connected to the component repair order
7. To select a suitable customer order, do one of the following:
   • Enter the required customer number in the Customer Order No field (This should be listed in the lower table) and click Add to Order.
   • Select a required record from the table and click Add to Order.
8. A message appears displaying the customer order number, and asking if you want to view the customer order.
   • If you want to view the created customer order, click Yes and the Customer Order window opens and you can study the customer order.
   • If you want to view the created customer order later on, click No. When you want to view the customer order later on, select the component repair order line, right-click, point to Customer Order Handling and then click View.