View/Edit Customer Order Information
Explanation
Use this activity to view and edit:
- Contact information, i.e. the contacts name and phone number.
- Order/Invoice information - such as customer number, service contract
and service line number, Order type, currency and warranty type.
- After sales information - enter the customer order reference to view
related information.
Note: The Currency is by default, the customer's currency or
the work order connected service contract's currency. The in currency
price values of the work order are viewed in this currency. The Price
Effective date value where prices are fetched in work order defines the rate
of this currency, which is the same as in customer order.
Prerequisites
- Customers should be connected to the work order.
- Service contract and service line for the customer and object should be
created in IFS/Service Contract,
Service Contract.
- Warranties should be connected to the object in IFS/Equipment,
Functional Object or
Serial Object.
- To display after sales information a customer order should have been
generated for the object included in the work order.
System Effects
None
Window
Prepare Work Order
Report In Work Order
Related Window Descriptions
Prepare Work Order
Report In Work Order
Procedure
Use the following procedure to edit information:
- Click on the
CO Information tab and enter details in the
relevant fields as required. Use the List of Values where appropriate.
- To connect a warranty type identity; right-click, point to Warranty and then click either Supplier Warranty Type or Customer
Warranty Type. Choose a suitable warranty and click OK.