Changing Existing Maintenance Customer Order

This process describes how to change key data on an existing maintenance customer order.

The following information can be changed:
  • The customer, agreement, or both.
  • The product and lot number for the maintenance object.

Starting conditions

Changes are not permitted if the customer order header or any line has status 40 or a status higher than 45. Changes do not update all fields on the maintenance customer order that are available for the new agreement or new customer. This is because the order is not re-created, but only updated with new data.

If you want to change the product number, a service must exist for the new product.

Follow these steps to change customer and agreement

  1. To change the customer, agreement, or both for an existing maintenance customer order, open 'Maint CO. Change Item/Serial No' (COS340) either directly or using related option 69='Cust/agr change' in 'Maintenance Customer Orders. Open' (COS100).
  2. Select option 2='Change'.
  3. Specify a new customer or a new agreement and click Next.

    M3 BE verifies that the change is permitted. If the verification is successful, the updates are processed.

    Any update uses prices and payers from the new agreement to update the order. Other data available in the agreement, such as delivery method, is not changed.

Follow these steps to change product and lot number

  1. To change the product, lot number, or both for an existing maintenance customer order, open (COS340) either directly or using related option 69='Cust/agr change' in 'Maintenance Customer Orders. Open Line' (COS101) or related option 50='Item/ser no chg' in 'Work Order. Open' (MOS100).
  2. Specify the MCO line number.
  3. Select option 2='Change'
  4. Specify a new product or lot number and click Next.

M3 BE verifies that the change is permitted. If the verification is successful, the updates are processed.

The MCO header is updated if the item/serial number is the same on all MCO lines.

Verifying the updates

Some fields cannot be updated automatically and may need a manual update. Application messages are created to indicate what you need to check. When (COS340) has performed the changes, the button 'Application Messages' is displayed. You must click that button to check what needs to be considered and verify that a message of type 754 is created, indicating that all changes are completed.

Application message 740 to 749, and 754, are used for changes to 'Item/serial no'.

In 'Settings – Application Messages' (CRS424) the application messages can be activated or inactivated.

You might need to restart the job if it is interrupted for some reason, such as a power outage. Open 'Maint CO. Display Transaction Log' (COS330) to view the transactions. When the job is completed, only a changed I5 transaction remains in the list. If an I1 transaction remains, the job was not completed properly and must be restarted in (COS340).

Related updates

If only a customer order number is specified, without a line number, all customer order lines are updated with the serial number on (COS340/E). If different serial numbers exist on MCO lines, the item/serial number is changed on the lines that have the same product and serial number as the header. If different statuses exist on the MCO lines the item/serial number is changed on the lines with a status lower than 31 or equal to 45.

If a customer order number and line is specified, only the specified MCO line and related data to that MCO line is updated with the item/serial number on (COS340/E).

The status of the MCO must be less than 31 or equal to 45. If not, an error message is displayed.

Related records in these programs are updated in this process:

  • 'Maintenance Customer Orders. Open' (COS100)
  • 'Maintenance Customer Orders. Open Line' (COS101)
  • 'Work Request. Open' (MOS170)
  • 'Work Request. Open Line' (MOS171)
  • 'Work Request Operation. Open Op Element' (MOS172)
  • 'Work Order. Open' (MOS100)
  • 'Work Order. Open Line' (MOS101)
  • 'WO Operation. Display Transactions' (MOS095)
  • 'Equipment. Open Service History' (MOS180)
  • 'Equipment. Open Service Status' (MMS242)
  • 'Maint CO. Check Preliminary Invoice Spec' (COS170)

Limitations

  • Accountings made before the change remains on the previous product.
  • If Supply Chain is used, changes are not allowed.
  • If the MCO contains a WO that is dispatched to MFS, changes are not allowed.
  • If subcontracted operations exist, changes are not allowed.
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