MANUALS > Customer Orders > Customer Orders Module > Customer Orders, Update Menu > Rental Order Finalization > Rental Order Finalization, General Tab

Rental Order Finalization, General Tab

The Rental Order Finalization window is used to create an invoice that is sent to a customer for a Rental Order. Before creating the invoice, the R/N's information can be reviewed. For more information refer to the Rental Order Finalization window.

To invoice the order, search for the R/N in the Rental Order Finalization window. The following search fields are available.

The following information/options are available in this window:
_____________________________________________________________________________________

General tab

Order No - An auto-generated unique sequential number is assigned to each order. All Order Types which exist under the Order Module will receive their number for the following configuration:

• POSEQ - (Orders Next Sequence Number) - Next number for an Order. The start number is set at implementation. The Config Number field is used.

Legacy Sys Order No - The legacy number related to the order. The legacy number is typically identified and used by customers during implementation to cross reference their old systems order number to the new systems order number.

Location - The location where the transaction will be shipped to. All locations are defined in the Location Master. All Ship Locations must be identified as an Inventory Location in the Location Master, if a physical part or item is to be received. If the Location is not identified in Inventory a warning will be received upon entry and the user will not be able to save the order header.

Ship From Location - The location where the order items will be shipped from.

Priority - The priority placed on the transaction (e.g., routine, AOG, etc.). For additional information and functionality, refer to the Priority transaction code via the Orders Transaction Codes.

Vendor - The system code for the service/part provider.

Customer - The customer the order is being placed with requiring the items.

Category - The category of the part as defined in Settings/ Explorer/ System Transaction Code Explorer/ Settings/ P/N Category (e.g. Rotable, Consumable, Repairable) and entered for the particular part in the P/N Master.

Financial Sys Site Code - The order's financial system site code.

P/N - The Part Number reference for the aircraft part. Users can create Rental Orders for serialized and expendable parts.

S/N - The Serial Number for the specific serialized part.

Expedite Date - The accelerated delivery date of this Order; rushed order based part requirement and order priority. Expedite Date may be defaulted as defined in the Order Priority System Tran Code.

Condition - The condition of the item that the user is sending. This will default if S/N is selected.

A/C - The individual aircraft tail number.

Other tab

Buyer - Individual who issued the order to buy the part. The buyer can be created via P/N Master/Inventory Levels button.

Owner - The name of the owner of the part, when applicable.

G/L Code - The General Ledger account that is affected when an order is taxed.

Capital Expenditure - The Capital Expenditure code describes the way in which a cost is to be accounted for.

AWB - The airway bill number related to the part.

Customer P.O. - For Third Party purchase, if purchase is on behalf of a customer the PO number may be entered here. Additional Use - if a Sales Order is generated in the system for the service requirement, it may cross reference here as well. This is to be defined by the company procedures. This does not invoice or charge the customer for any service provided. It is only used as a reference number.

AWB Triage - Associates a triage code to an AWB/Order combination. This is set up through the Order AWB Triage System Tran Code and can be set to have a notification sent after going through an AWB Pre-Receiving Scan.

From-To Delivery Date - The date range that the R/N was delivered in.

P/N Transaction - The P/N transaction type, ALL, inventory, and non-inventory.

Created Date From-To - The date range that the R/N was created in.

P/N Category - The category of the part as defined in Settings/ Explorer/ System Transaction Code Explorer/ Settings/ P/N Category (e.g. Rotable, Consumable, Repairable) and entered for the particular part in the P/N Master.

Insurance Claim Number - The Insurance claim number, which applies to the part of the order.

Requisition tab

Requisition - The Requisition linked to the order. When the Requisition and Line are populated, most of the order line's fields are auto-populated based on the information listed in the Requisition (including the P/N).

A/C - The individual aircraft tail number.

Defect - The defect number (or log book number).

W/O - The Work Order used to categorize, manage, and schedule work requirements for aircraft maintenance.

E/C - The Engineering Control that specifies aircraft or component scheduled maintenance intervals.

_____________________________________________________________________________________

Select the Find button to display the applicable R/Ns to be invoiced.

The Export as Excel button can be selected to view the queried data (including all pages) in an Excel spreadsheet. This Excel file can be saved for later use. For more information refer to the Export as Excel Button via the eMRO System Standards manual.

The Columns button is used to select which columns will appear in the the window's search results/table section. For more information, refer to Columns Button via the eMRO System Standards manual.

The Filter/Sort button is used to alter the search criteria for records associated with the host module and window. For more information, refer to Filter/Sort Button via the eMRO System Standards Module.