Create a Maintenance Customer Order Header

This document explains how you create a maintenance customer order (MCO) header by defining the applicable basic data. The basic data contains the information that is needed to complete a maintenance job. One example of the information defined in the MCO header is a customer with an agreement.

Use this instruction when you need to create an order for maintenance jobs or services that a customer wants performed on an object.

Outcome

An MCO header is defined. It contains general information such as customer details and business conditions according to the maintenance agreement. It also contains rules about how the order should be processed, specified for each order type.

Order details can be registered and connected as lines to the MCO header. These lines contain the jobs or services that should be performed on one or more objects. Normal order lines can be used to create work requests.

The order lines can also contain details on loans, material sales, and material exchanges.

Information about the maintenance customer order is stored in the following files:

Before You Start

The starting conditions listed in Creating a Maintenance Customer Order must be met.

Follow These Steps

Define Basic Settings

These settings are usually not changed during normal operations.

  1. Start 'Maintenance Customer Orders. Open' (COS100/A).

  2. Press F13 to display the P panel, where you can make changes. Set a panel sequence.

    The instruction is based on panel sequence EFG. The panel sequence may be different and set up to suit company procedures during normal operations.

  3. Enter a default MCO type to be proposed at order entry, whether it should be possible to override the conditions in the agreement, and whether a registration number should be used at MCO entry. Press Enter to return to the A panel.

Create Maintenance Customer Order

  1. On the A panel, select a customer and an agreement. If applicable, also enter a product and a lot number (or registration number) for the object to be maintained, exchanged or sold.

    Customer order numbers are automatically generated when the 'Customer order number' field is left blank.

    Lot numbers are used to facilitate queries on the performed job after it is done. This is done if you want to view all jobs that were performed on an object.

  2. Select an order type and the facility where the work will be performed. Press Enter to display the E panel.

    A general order type is recommended since it covers all types of MCO lines. For example, a specific order type can be used when an order is created for a material sale or an exchange. It is good practice to use a general MCO type since the MCO line type will allow you to specify different types of lines, such as normal lines, material sales lines and exchange lines.

  3. On the E panel, enter the planned arrival date and requested delivery date (optional fields).

    The actual arrival date, planned delivery date, and actual delivery date are automatically updated.

  4. Enter the registration number and a responsible person (optional fields). Press Enter to display the F panel.

    You will be prompted to enter a registration number if the order is given top priority; that is, priority 1. Normal priority (5) is always proposed by default. The order priority can be 1 to 9, where 1 is the highest priority and 9 the lowest.

  5. Enter your reference and the customer's reference (optional fields) and, if applicable, a price list.

    A price list can be entered if service price method 1 or 2 is selected in (COS101/E). This is normally taken from the customer's agreement. The price list determines how material used in a service is priced.

  6. Make sure that the summary invoice code is correctly set. Press Enter to display the G panel.

    The summary invoice code is set for each customer and is copied to the MCO header, where it can be adjusted.

  7. On the G panel, enter a maintenance program and a monitoring list (optional fields). Specify the serial number administration, whether modification services should be allowed according to the agreement, whether any of the parts in the object that is to be maintained are covered by a warranty, and how parts may be exchanged (optional fields). Press Enter to finish.

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