View/Edit Customer Order Information

Explanation

Use this activity to view and edit:

• Contact information, i.e. the contacts name and phone number.
• Order/Invoice information - such as customer number, service contract and service line number, Order type, currency and warranty type.
• After sales information - enter the customer order reference to view related information.

Note: The Currency is by default, the customer's currency or the work order connected service contract's currency. The in currency price values of the work order are viewed in this currency. The Price Effective date value where prices are fetched in work order defines the rate of this currency, which is the same as in customer order.

Prerequisites

• Customers should be connected to the work order.
• Service contract and service line for the customer and object should be created in IFS/Service Contract, Service Contract.
• Warranties should be connected to the object in IFS/Equipment, Functional Object or Serial Object.
• To display after sales information a customer order should have been generated for the object included in the work order.
  
  

System Effects

 None

Window

Prepare Work Order
Report In Work Order

Related Window Descriptions

Prepare Work Order  
Report In Work Order

Procedure

Use the following procedure to edit information:

1. Click on the CO Information tab and enter details in the relevant fields as required. Use the List of Values where appropriate.
2. To connect a warranty type identity; right-click, point to Warranty and then click either Supplier Warranty Type or Customer Warranty Type. Choose a suitable warranty and click OK.