Generate Customer Invoice - Key Exercise

Basic Data Setup

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Required Data

Create and Release Interim Order Structure

Purpose: To prepare release certificates which are a part of the document package containing necessary reports that need to be delivered together with the overhaul object.

Prerequisites: Define Work Scope, Releasing CAMRO Interim Order Structures, Performing Disassembly, Performing Disposition, Performing Repair Orders and Running Preliminary Conformance Check, Performing Assembly, Complete CAMRO Work Scope Execution, Create Shop Visit Documentation and Ship Back

Windows:
CAMRO Interim Order Structure

  1. Create and release a CAMRO interim order structure and complete all the supply orders attached to the order structure. Complete the work scope and close all the shop orders according to the prerequisites exercises.
  2. Record the created Interim Header ID and the Work Order Number in the table below.
Site Part Number Part Description Interim Header ID Work Order No
Your Site PP/XX_ENG Engine, Jet Turbine

Main Exercise

Purpose: The purpose of this exercise is to generate customer invoices for the cost transactions accumulated from the shop orders.

Apply Agreement

Windows:
Complex Assembly Work Order

  1. Open the Complex Assembly Work Order window and query the work order number for your shop visit.
  2. Right-click in the window and then click Apply Agreement.
  3. This will create records in the Cost Lines and Sales Lines tabs and update them according to the values defined in the agreement.

Transfer to Customer Order for Invoicing

Windows:
Complex Assembly Work Order

Use this activity to transfer the work order sales lines to the customer order for your MRO shop visit. This process will generate customer orders for each and every payer, currency combination by referring sales lines. Sales lines in the MRO work order will be categorized by their cost type and customer order lines will be generated for each cost type. Sales lines which are in Invoiceable state will be updated with the customer order number and changed to Transferred state.

Note:You can control the sales lines that will be transferred to the customer order by selecting the lines, right-clicking and then clicking Make Invoiceable or Make Not Invoiceable.
  1. Right-click anywhere in the header and then click Transfer to CO for Invoicing to transfer all invoiceable sales lines. The number of customer orders to be created depends on the currencies and payers used.
  2. The process of transferring work order sales lines to customer orders can be withdrawn if needed by clicking Undo Transfer to CO in the Operations menu. This process will cancel all the customer orders created for the work order. Sales lines in Transferred state will be changed to Invoiceable state and references to the customer order will also be removed. The customer order lines are consolidated by cost type regardless of the position in the structure. You can repeat step 1 when needed.
  3. Process the customer order up to Invoiced/Closed state.