Defining CRO Line Work Scope--Exercises

Basic Data Setup

Service Type

Purpose: A service type is a way of grouping actions possible to perform for a part in order to bring it back to its original fit and/or function for different kinds of faults.

Windows:
Component MRO Basic Data/Service Type

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

• Create three new service types with the information given below. Replace XX with your initials.

General exercise for Service Type

Part Service Contract

Purpose: The purpose of this exercise is to establish a service contract with your customer. The service contract offers a possibility to differentiate how to invoice the customer for service types connected to the part.

Windows:
Service Contract

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

• Define a part service contract for your customer XX-CMRO, your part XX-187-CS and your service types XX-ST01, XX-ST02 and XX-ST03.

Important: It is not possible to do the Define Component Repair Order Work Scope, No Existing Service Contract exercise when the part service contract is active.

General exercise for Part Service Contract

Required Data

Enter Component Repair Orders

Purpose: The purpose of this exercise is to create two component repair orders, containing a component repair order line each, for being able to practice how to use a part service contract.

Windows:
Component Repair Order
Component Repair Order/General
Component Repair Order/CRO Lines
Component Repair Order/CRO Lines/Service Type

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

Component Repair Order 1

1. Create a component repair order for your customer XX-CMRO.
2. Add a component repair order line for XX-187-CS with a quantity of 5 items.
3. Reserve or receive the quantity defined on the component repair order line.
4. Select repair order type.

Component Repair Order 2

1. Create a component repair order for your customer XX-CMRO.
2. Add a component repair order line for XX-187-CS with a quantity of 5 items.
3. Reserve or receive the quantity defined on the component repair order line.
4. Select repair order type.

General exercise for Entering a Component Repair Order

Main Exercise

Purpose: The purpose of this lesson is to create component repair orders in the situations when a service contract exists for your customer as well as when no service contract exists. This to study the difference of the pricing of the service types included in the work scope.

Windows:
Component Repair Order
Component Repair Order/CRO Lines/Service Type

Define CRO Line Work Scope, without Service Contract

Your customer, XX-CMRO, is requesting a part to be repaired. Make sure that no part service contract is active for your customer.

1. Open the Component Repair Order window.

2. Query for your first component repair order.

3. In the CRO Lines tab, select the component repair order line and then click the Service Type tab.

4. Create a new record and use the List of Values to select service type XX-ST01.

5. Verify the following information: That the service part is your part XX-CS-Service, the invoice type is Service Price, and the service price is 500.

6. Save your record.

Note: There is a default check box possible to select for a service type line. If this check box is selected then the service type is predefined each time a new job is added to a work order or material and/or operations for repair shop order. This means that all transactions related to such additional work scope are connected to the default service type when processing the work order or the repair shop order. If external service order is selected as repair order type, then all transactions are related to the processing of the purchase order connected the default service type.

Define CRO Line Work Scope, with Service Contract

Your customer, XX-CMRO, is requesting a part to be repaired. A service contract must be established with your customer, and the status must be set to Active.

1. Open the Component Repair Order window.
2. Query for your second component repair order.
3. In the CRO Lines tab, select the component repair order line and then click the Service Type tab.
4. Create a new record and use the List of Values to select to select service type XX-ST01.
5. Verify the following information: That the service part is your part XX-CS-Service, the Contract ID field contains the ID of the contract with your customer, the Line No field contains the line number matching XX-ST01 for part XX-187-CS in the contract, the invoice type is a fixed price, and the service price is 2000 if no discount has been applied on the fixed price in the service contract.

Note: If the service contract contains two service lines for the same service type, then the contract ID is not retrieved and you must pick the relevant one from the List of Values.

6. Save your record.

Note: As soon as you have calculated the cost lines (executed from the right mouse button menu) the total cost for performed services can be viewed in the Resources Used column, i.e. this field displays a snapshot of the total cost situation. The value in this field will/could change if the calculation is executed during the service process instead of when all work is finalized.

7. Create a new record and use the List of Values to select the XX-ST02 service type.

8. Verify the following information: That the service part is your part XX-CS-Service, the Contract ID field should display the ID of your contract with the customer, the Line No field should contain the line number matching XX-ST02 for part XX-187-CS in the contract, the invoice type should be Resources Used, and the service price should be zero.

9. Save your record.

Note: There are seven system-defined cost categories; Material, Labor, Machine, Overhead, Purchase, Tools and Facilities and Other. All transactions are identified as any of the cost categories and the costs are grouped according to the cost categories. In Service Contract, the Part Service Contract Cost tab, you can define a sales value for each cost category. Possible options are Cost and Zero. If Cost is selected, a percentage and/or amount offset can be defined for each cost category. In the Component Repair Order/CRO Lines, on the Service Type sub tab,  the Resource Based Service Price field displays the total price for a service type defined with the Resources Used invoice type. The price is displayed as soon as you have created sales lines (executed from the right mouse button menu). The value in this field will/could change depending on when the right mouse button option is executed, during the service process or when all work is finalized. A recommendation is to wait with creating sales lines until the component repair order line is in Completed or Signed Off  status in order to get the correct final price.

10. Create a new record and use the List of Values to select the XX- ST03 service type.

11. Verify the following information: That the service part is your part XX-CS-Service, the Contract ID field should display the ID of your contract with the customer, the Line No field should contain the line number matching XX-ST03 for part XX-187-CS in the contract, the invoice type should be Invoice Plan, and the service price should be zero.

12. Save your record.