Creating Customer Order from CRO Line--Exercises

Basic Data Setup

Coordinator

Purpose: The purpose of this exercise is to enter a coordinator required for when creating the dispatch order/customer order.

Windows:
Coordinators

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

• Enter a coordinator with the information given below.

General exercise for Entering Coordinator

Order Type

Purpose: The purpose of this exercise is to enter an order type required for when creating the dispatch order/customer order.

Windows:
Order Type

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

• Enter a personal order type called XX1.

General exercise for Order Type

Customer

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer

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

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

General exercise for Customer

Stored Sales Part

Purpose: The purpose of this exercise is to create a sales part required in the exercise below.

Windows:
Sales Part

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

• Create a sales part with the information given below, where XX is your initials. Answer no on the question regarding creating inventory part to be purchased.

General exercise for Sales Part

Required Data

Enter and Handle Component Repair Order

Purpose: The purpose of this exercise is to prepare one component repair order with two component repair order lines that will be used for creating a customer order in the main exercise.

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

1. Create the component repair order for customer XX-CMRO.
2. Enter the current date as the start date and a latest completion date within two months. Also, define a wanted delivery date, i.e., when you intend to ship the repair parts back to the customer. The selected date usually matches the latest completion date fairly well.
3. Specify fault information if you plan to do the repair from a work order.
4. Specify the part XX-187-CS as the part to be repaired. Enter 5 as the quantity.
5. Use the Receive Part functionality to bring the five parts into stock and reserve them to the component repair order line.
6. Repeat the steps for creating the second component repair order line. Enter 2 as the quantity.

General exercise for Entering Component Repair Request

Main Exercise

Purpose: The purpose of this lesson is to create a customer order from a component repair order line and then dispatch the repaired part back to the customer.

Windows:
Component Repair Order
Component Repair Order/General
Component Repair Order/CRO Lines
Create Customer Order from Component Repair Order Line
Customer Order
Customer Order/Order Lines

Create Customer Order from Component Repair Order Line

1. Open the Component Repair Order window.
2. Query for the component repair order that you created under Required Data.
3. Right-click on the component repair order line and then click Customer Order Handling, Create.
4. The Create Customer Order from Component Repair Order Line dialog box opens.
5. The coordinator and the wanted delivery date/time are retrieved from the General tab. The order type is retrieved from the customer record. If this not is your created order type, change to that one.
6. Decide if you should create a new customer order or add to an existing customer order. Any available customer orders, earlier created for that component repair order and where the coordinator and order type are matching, are displayed in the bottom table. In this exercise you should create a new customer order.
7. A message appears displaying the customer order number, and asking if you want to view the customer order. Click Yes.
8. In the Customer Order window, study the customer order line.

Add to Existing Customer Order

1. Return to the Component Repair Order window.
2. Right-click the second line and then click Customer Order Handling, Create.
3. The Create Customer Order from Component Repair Order Line dialog box opens.
4. The application shows the customer order created in the previous exercise. In the table, select the customer order and the customer order number is displayed in the Customer Order No field.
5. Click Add to Order.
6. In the Customer Order window, study the added customer order line.

Note: If you later on want to see the created customer order for a component repair order line, right-click the component repair order line, click Customer Order Handling and then click View.