Create Customer Order from CRO Line

Explanation

This activity is used to create a new customer order for handling the dispatch of parts to the customer. The dispatch of the parts is handled from a customer order line, which is pegged to the component repair order line. A dispatch customer order line can be created anytime during the repair process. If the customer order is created before the component repair order line is processed to Completed status, then the customer-owned part is automatically reserved to the customer 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 new customer order with customer order line(s) is created. Each customer order line is pegged to the corresponding component repair order line.

If a modification that results in a change of part number is included in the task list for the CRO line, customer order line 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/Repair Lines
Component Repair Order/Exchange Lines
Component Repair Order
Customer Order

Procedure

1. Open the Component Repair Order window and search for the required component repair order.
2. Click the Repairs or Exchanges tab.
3. 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.
4. 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.
5. Click Create New.
6. 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.