Executing and Invoicing Performed Work—Exercises

Required Data

Document Texts

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Open the Document Text Administration window.
In the Output Types tab create 2 new records, with output types SRVQUO and DSQ with the following information.

Output Type	Output Type Description	Document
SRVQUO	Invoicing for Service quotation	4
DSQ	Document for Service Quotation	90

Open the Non-Inventory Sales Part window.
Query for sales part INT on site 91.
Right-click on the header of the window, and click Document Texts. The Document Texts for Non-Inventory Sales Part dialog box is opened.
Create a new record.
Use the List of Values and select DSQ in the Output Type field.
Enter Interval Maintenance for Assemblies in the Document Text/Phrase Text field.
Save the record and close the dialog box.

General exercise for Entering Document Text Using Output Types

Enter Instruction

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Open the Instruction window.
Query for the instruction with operation number 724100, part number X72TUR7018 and part revision *.
Duplicate the record.
Modify the value in the Operation No field to 725100.
Modify the value in the Description field to Replacement of fan blade.
Modify the value in the Function Number field to 7251.
Modify the value in the No of Pers field to 1.
Modify the value in the Work Description field to Remove fan blade and replace with new.
Save the record.
Right-click, point to Status and click Set Active.

General exercise for Defining Instructions

Enter Order Type

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Open the Sales Basic Data window.
Click the Order Types tab.
Query for the SEO order type.
Clear all check boxes.
Save the record.

General exercise for Order Type

Main Exercise

Purpose: The purpose of this lesson is to understand how execution and invoicing of work performed under service quotations are managed.

Windows:

Service Quotation
Maintenance Order
Report In Work Order
Report Non Routine
Transfer to Customer Order
Customer Order

Execute Task in Quoted Scope

Open the Service Quotation window, and query for your service quotation from earlier exercises.
Right-click on the header, point to Status and then click Release. The Release Quotation dialog box is opened. Click OK.
Right-click on the header, point to Status and then click Accept. The Accept Service Quotation dialog box is opened.
Make sure the Print Acknowledgement Letter check box is selected and click OK.
Click the Maintenance Orders tab, select the row, right-click and click Maintenance Order. The Maintenance Order window is opened.
Right-click on the header, point to Status and then click Release. The Release Maintenance Order dialog box is opened.
Clear the Create Snapshot of Maintenance Order check box, and then click OK.
Click the Maint. Order Str. tab, and in the tree navigator, point to the first interval maintenance task, right-click and click Report In Work Order. The Report In Work Order window is opened.
Right-click on the header, point to Work Order Status and click Released.
Click the Operations tab, select the operation, right-click and point to Operation Status and then click Start. This also starts the work order.
Click the Time Report tab, right-click and click Create From Planning.
Select the operation line and click OK.
Enter 2 hours of work and save the record.
Click the Operations tab again, then right-click on the operation line and click Report Non Routine.
Enter Fan blade cracks in the Fault Description field.
Enter Pending Fault in the Fault Execution field.
Enter WME - Workshop Mechanic in the Person Category.
Enter 2 - Cracked in the Fault Code.
Save the record.
Open the Report In Work Order window.
Click the Operations tab.
Select the line, right-click, point to Operation Status and click Work Done. In the dialog, enter a comment on what you did.
Click the Postings tab.
Select the cost transaction, right-click and click Authorize Selected Rows.
Select the cost transaction, right-click and click Create Revenue Transactions for Maintenance Order. The Create Revenue Transactions for Maintenance Order dialog box is opened. Click OK.
A Fixed Price line has now been created, corresponding to the quoted price for the task on the service quotation.
Also note that the cost transaction has been set to Not Invoiceable.
Right-click and click Document Text for the fixed price line. This now contains a system generated text with reference to what service quotation, maintenance order and task it was based on. (If a descriptive text for the task on the Maintenance Order is added in the Work Carried Out field this will also be added to the document text).
Right-click and click Authorize Selected Rows for the Fixed Price line.
Right-click on the header of the window, point to Work Order Status and click Work Done.

Execute Emergent Work Task

Navigate back to the Maintenance Order window.
Refresh the window. Note that the Non-Routine reported in the previous exercise now appears on the Maint. Order Str. tab.
The non-routine task is however in the Incomplete status, because there is no instruction connected to the fault function for rectification of the problem.
Point to the non-routine task in the tree navigator.
Click the Operations tab.
Create a new record.
Use the List Of Values and select operation 725100 in the Operation ID field.
Save the record.
Click the Task Details tab.
Select the task, right-click, point to Status and click Under Preparation, followed by pointing to Status and clicking Release. The task is now generated as a work order.
In the tree navigator, point to the non-routine task, right click and click Report In Work Order. The Report In Work Order window is opened.
Right-click on the header of the window, point to Work Order Status and then click Released.
Click the Operations tab.
Select the operation, right-click, point to Operation Status and click Start. This also starts the work order.
Click the Time Report tab, right-click and click Create From Planning.
Select the operation line and click OK.
Enter 3 hours of work and click Save.
Click the Tools and Facilities tab.
Create a new record.
Use the List Of Values and select the XRAY tool in the Tool/Facility ID field.
Enter 2 in the Planned Hours field and enter 3 in the Report Hours field.
In field Operation No, use List Of Values to enter the operation.
Save the record.
Click the Operations tab, then right-click, point to Operation Status and click Work Done. In the dialog, enter a comment on what you did.
Click the Postings tab.
Select both lines, right click and click Authorize Selected Rows.
Right-click and click Create Revenue Transactions for Maintenance Order. Click OK in the Create Revenue Transactions for Maintenance Order dialog box,
A Fixed Price line has now been created, corresponding to the sum of prices for the work performed for this task.
Also note that the cost transaction has been set to Not Invoiceable.
Select the fixed price line, right-click and click Document Text. This now contains a system generated text with reference to what service quotation, maintenance order and task it was based on.
Select the fixed price line, right-click and click Authorize Selected Rows.
Right-click on the header, point to Work Order Status and click Work Done.

Create Customer Order and Customer Invoice

Open the Transfer to Customer Order window.
Query for the work orders for your customer.
Select both lines, right-click and click Create Customer Order.
Open the Customer Order window.
Query for orders for your customer.
Right-click on the header of the window and click Release. The customer order will now be processed in the background. Click Refresh until the status becomes Invoiced/Closed.
Open the Report Archive window.
Select the invoice for your order, right-click and click Show PDF.