Executing External Service Order—Exercises

Basic Data Setup

Inventory Part

Purpose: The purpose of this exercise is to create an inventory part used in the exercise below.

Window: : Inventory Part

Note: If you have not yet already done so, create the following:

• Create a manufactured inventory part. Replace XX with your initials.

General exercise for Manufactured Inventory Part

Customer

Purpose: The purpose of this exercise is to create a customer in need of purchasing service.

Window: Customer

• Create a customer with the information given below, where XX is your initials.

General exercise for Customer

Required Data

Define as a Purchase Part and a Sales Part

Purpose: The purpose of this exercise is to set the chain saw as a purchase part and assign a supplier and set it as a sales part to be used in the further exercises at external service order.

Windows:
Purchase Part
Sales Part
Supplier for Purchase Part

1. First make sure you have a supplier you can use for the flow. Otherwise create one in the Supplier window.
2. Open the Purchase Part window and create a new record to define the part XX-187-CS as a purchase part.
3. Right-click in the window and then click Supplier for Part and assign a supplier for the XX-187-CS. You can set a primary supplier and assign any number of suppliers for the purchase part which can be used in further exercises.
4. Select the External Services Allowed check box. The system will now prompt you to create a corresponding customer sales part for this purchase part. Follow the instructions in the dialog to create the sales part. You can view the sales part or go back to the Supplier for Purchase Part window after entering data in the wizard.
5. Go to the External Service Pricing tab and add a record for a service type (you may use one existing service type or create your own in basic data). The service type determines the cost for the repair.

General exercise for Purchase Part
General exercise for Sales Part
General exercise for Supplier for Purchase Part

Create Component Repair Orders

Purpose: The purpose of this exercise is to create a component repair order that is required for being able to run the main exercises.

Window: Component Repair Order
 

The customer, XX-CMRO, is requesting a part to be repaired.

1. Open the Component Repair Order window.
2. Create a new record.
3. Enter the customer number XX-CMRO.
4. Enter the current date as the start date and a date within two months as the latest completion date.
5. Save your changes.
6. Click the CRO Lines tab.
7. Create a new record.
8. Select part XX-187-CS as the part to be repaired. Enter 5 as the quantity.
9. Select External Service Order as repair order type.
10. Save your record.
11. Select the component repair order line, right-click and then click Release to Repair.
12. In the Process Repair dialog box enter the Supplier ID and select an External Service Type.
13. Click OK .

Note: You can also create the component repair order by using the assistant.

General exercise for Entering Component Repair Order

Main Exercise

Purpose: The purpose of this exercise is to show you how to process an external service order create from a component repair order when it is necessary to purchase the required service.

Window: Purchase Order

Process External Service Order

1. Select the component repair order line and click the Repair Order tab. Select the line, right-click and then click External Service Order. The Purchase Order window opens.

Note: The purchase order is in released state.
2. Select a created purchase order line, right-click and then click Component Customer Order.
3. In the Customer Order Lines window note that the Order Type is SEO, which is a quick order type without any stops in the customer order event sequence. Also note that this has an impact on the customer order being in the Invoiced/Closed status , i.e. the repair part XX-187-CS is delivered to the external supplier.
4. Navigate to the Register Purchase Order Arrivals window.
5. Search for the purchase order number representing the external service order. Select a line in the table, right-click and then click Receive Orders with Serials.
6. In the Condition Code field available in the Condition Code box, use the List of Values to select an appropriate condition.
7. Select the receive case Receive into Inventory and define a location number.
8. Check that the same serial as dispatched to the external supplier is also defined for return in the Serial No field.
9. Click OK to receive the repair part into inventory.
10. Repeat steps 5-9 for all parts.