Handling Normal Maintenance Customer Orders

This document explains how you process maintenance customer orders for regular maintenance work. This would normally be when a customer wants maintenance or repairs to be performed on an object.

Outcome

The object is maintained and the customer is invoiced based on the conditions stipulated in the maintenance agreement that was used. Payment can be received from the customer

For more information on how the system is affected, refer to the documents listed in the See Also section.

Before you start

  • A maintenance agreement must be created in 'Maint Agrmnt. Open' (COS410).
  • An order type must be defined in 'Maintenance Customer Order Type. Open' (COS010).
  • A service must be defined in 'Service. Open' (MOS300).

Follow These Steps

  1. Entering Maintenance Customer Order

    Use this activity to create normal maintenance customer orders. These orders are used when a customer wants maintenance performed on a component. The order consists of two components, the order header and the order lines. The order header contains basic order data with information about the customer, the agreement, order dates, etc. The order lines contain information about the component that is to be maintained for the customer.

    The process also describes how you create quotation with service price information.

    Basic order data is entered in 'Maintenance Customer Orders. Open' (COS100). Order details are entered in 'Maintenance Customer Orders. Open Line' (COS101).

  2. Receiving Maintenance Object

    Use this activity to receive the component that the customer sends to you for maintenance work. During this process, it is possible to define a new lot number if the component does not already exist in the system. While receiving the object, or entering the new lot number, it is possible to register the current meter reading.

    Goods receiving is managed in 'Maint CO. Report Component Receipt' (COS300).

  3. Release MCO Line

    Use this activity to release the maintenance customer order line to create a planned work order in (MOS170).

    Release the MCO line in 'Maintenance Customer Orders. Open Line' (COS101).

  4. Deliver Object

    Use this activity to deliver the maintained object to the customer when it has been maintained.

    Report component delivery in 'Maint CO. Report Component Delivery' (COS320).

  5. Managing Invoicing

    The invoicing process consists of a few steps. These make it possible to check the transactions in the invoice specification, change transactions, add miscellaneous transactions and regenerate the invoice specification. These activities are performed in 'Maint CO. Check Preliminary Invoice Spec' (COS170).

    This process also includes approving and printing the invoice specification.

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