Invoicing Customer Orders, Component MRO--Exercises

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

Creating Component Repair Order

Purpose: The purpose of this exercise is to create and process a component repair order for being able to study how to process a customer order.

Windows:
Component Repair Order

  1. Create a component repair order for customer XX-CMRO.
  2. Add a component repair order line for XX-187-CS with a quantity of 5 parts.
  3. Define service type XX-ST01 and XX-ST02 as the work scope in the Service Type tab.
  4. Reserve or receive the quantity defined on the component repair order line.
  5. Select repair order type.
  6. Release to repair.
  7. Report and sign off the performed service.
  8. Calculate cost lines.
  9. Create sales lines.
  10. Transfer sales lines to the customer order.
  11. Release the customer order.
  12. Create a pick list and report the picked parts without deviation.
  13. Report the parts as sent back to the customer.

General exercise for Entering Component Repair Order
General exercise for Receiving Customer Parts and Accessories
General exercise for Defining CRO Line Work Scope, without Service Contract
General exercise for Releasing to Repair
General exercise for Calculating Cost Lines
General exercise for Creating Sales Lines, without Service Contract
General exercise for Transferring Sales Lines to Customer Order
General exercise for Picking and Reporting without Deviations
General exercise for Reporting the Parts as Sent Back to Customer

Create Customer Invoice

Purpose: The purpose of this exercise is to show you how to create a customer invoice from a customer order. Please note that the customer order invoicing functionality provide a wide range of options, which not are included in this exercise.

Windows:
Customer Order
Create Customer Invoices
Customer Invoice

  1. In the Customer Order window, query for your customer order. To verify that the parts for the customer order have been picked and delivered, view the Order History tab of the Customer Order window. If the customer order requires delivery confirmation, you have to verify that the parts for the customer order has been delivery confirmed.
  2. In the Create Customer Invoices window, search for the customer order.
  3. Select the order line. Create a customer invoice by right-clicking and then clicking Create Invoice.
  4. Open the Customer Invoice window, and search for the customer order.

Note: This exercise only include the most basic functionality for customer order invoicing. For more exercises, see the ordinary exercise for creating customer order invoices.