MANUALS > Shop > Shop Module > Shop, Update Menu > Shop W/O > Shop Work Order Detail > W/O Shop Detail Buttons > Third Party Button, via W/O Shop Detail > Customer Order, General Tab, via Third Party Shop W/O

From the Shop Work Order Header, select the Third Party Work Order button:

The system displays the Customer Orders window. Select the General tab and populate all mandatory fields.

The following information/options are available in this window:
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Order Number

The type of order and the order number for the transaction.

Warning: It is important to set Customer Orders Switch 'CUST/ORD' at a much higher configuration number than the configuration number of Production Switch 'WOSEQ' to avoid Sales Orders and Work Orders from ever having the same order number. This will prevent inventoried parts from being misallocated.

Location

The Location for maintenance events, inventory stores, orders, transactions, or training events.

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.

Discount

The discount code being applied to the order. Discount codes are linked to percentages and can be applied on a per order basis.

Expenditure

The expenditure code for the order.

Customer

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

Bill To

The customer bill to code (if different) or billing address.

Reference

Enter the appropriate reference code.

Status

The current order status.

Quote checkbox

Users can check this box if they would like to use this record strictly as a quote. The checkbox is used for informational purposes only.

FOB

Freight On Board information (sometimes referred to as Free On Board). This information may be pre-defined by vendor.

Confirmation

The confirmation reference along with applicable information.

Cutomer 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.

Freight

The dollar amount related to this transaction.

Amdt #

The amendment reference number for the order.

Ship Via

Shipping-related information. This information may be pre-defined by customer, but may be changed for a particular order, as required.

Ship Via Account

Shipping-related account number. This information may be pre-defined by customer, but may be changed for a particular order, as required.

Ship Via Remarks

Shipping-related notes. This information may be pre-defined by customer, but may be changed for a particular order, as required.

Legacy System 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.

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