Multiple Operational Orders in Comparison Report

Reference No: R2-7889

Version No: 06.00.04-00 

Details

Support has been provided to compare multiple Operational Orders with Billing Order in the Comparison Report.

The details are explained in the sample workflow given below:

Prerequisites

1. Select the Configuration module > Pricing / Billing tab. Select the Quote Confirmation check box, as shown in Figure 1.0.

2. Save and Exit the Configuration module.

3. Relaunch the R2 application.

4. Select the Maintenance module > Items tab.

5. Create the Items [JACK PLANER], [FLOOR JACK], [MINI EXCAVATOR], [TRENCHERS & AUGERS], [BLOCK PLANNER], and [AUGER HAND] by receiving some stock.

6. Create a Serial Kit [EARTH MOVING EQUIPMENT] with 1 Qty each of the Items [MINI EXCAVATOR], and [AUGER HAND] in it.

7. Exit the Maintenance module.

Sample Workflow

1. Select the Account module > tag a Company [EVERGREEN AV RENTALS] > create a Rental Reservation Order [ORD-84] for 2 days duration.

2. Select the Add menu > Section option. The Section Search window is displayed.

3. Add the Section [SECTION#1] with the Section Total. Search and add the  Serial Kit [EARTH MOVING EQUIPMENT] within the Section [SECTION#1] and Section Total  with 1 Qty,  Duration [2d], and Unit Price [500.00].

4. Search and add the below Items outside the Section [SECTION#1] and Section Total.

• Item [JACK PLANER] with 1 Qty, Duration [2d], and the Unit Price [100.00].

• Item [FLOOR JACK] with 1 Qty, Duration [2d], and the Unit Price [100.00], as shown in Figure 2.0.

5. Select the Convert menu > To Billing Order option or press the hot key combination (Alt + B).

6. The Select Items to Operational Order window is displayed with the default new radio button All Items comprising of a sub option Generate Section wise Ops check box along with the existing Selected Items radio button, as shown in Figure 2.1.

7. Select the All Items comprising of a sub option Generate Section wise Ops check box,  as shown in Figure 2.1.

8. Click OK in the  Select Items to Operational Order window.

9. The Order [ORD-84] is now converted to a Billing Order [ORD-84 Billing Order] and displays the Billing Operational Orders window with the Operational Orders [ORD-84.01] and [ORD-84.02], as shown in Figure 2.2.

Two Operational Orders [ORD-84.01] and [ORD-84.02] are generated based on Section Header. One is, for the Items within the Section [SECTION#1] and the other is, for the Items outside the Section [SECTION#1].

10. In the Billing Operational Orders window, double-click and open the Operational Order with the Order Id [ORD-84.01]. The system displays a prompt with the message "Do you want to create a new version?" with Yes, No, and Cancel buttons.

11. Click No. The Operational Order [ORD-84.01 Reservation], created only for the Section [SECTION#1] with the Section Total comprising Serial Kit [EARTH MOVING EQUIPMENT] is displayed, as shown in Figure 2.3.

In the Operational Order, if the Pay At drop-down selected as No Charge and if the Amount and Total is displaying as zero, then the charge duration is considered from the Billing Order.

12. Exit the Operational Order [ORD-84.01 Reservation].

13. In the Billing Operational Orders window, double-click and open the Operational Order with the Order Id [ORD-84.02]. The system displays a prompt with the message "Do you want to create a new version?" with Yes, No, and Cancel buttons.

14. Click No. The Operational Order [ORD-84.02 Reservation] created only for the Item [JACK PLANNER] and [FLOOR JACK] outside the Section [SECTION#1] and Section Total is displayed, as shown in Figure 2.4.

15. Exit the Operational Order [ORD-84.02 Reservation].

16. Close the Billing Operational Orders window. The Billing Order [ORD-84 Billing Order] is displayed, as shown in Figure 2.5.

17. In the Billing Order [ORD-84 Billing Order] perform the following modifications:

• Delete the Item [JACK PLANER] Quantity outside the Section [SECTION#1] and Section Total.

• Add the Item [BLOCK PLANNER] with the Qty [1] and Unit Price [200.00] outside the Section [SECTION#1] and Section Total.

• Modify the Serial Kit [EARTH MOVING EQUIPMENT] Duration [1d].

• Exchange the Item [FLOOR JACK] with the Item [TRENCHERS & AUGERS] Qty [1] and Unit Price [100.00] outside the Section [SECTION#1] and Section Total, as shown in 2.6.

18. In the Billing Order [ORD-84 Billing Order], select the View menu > Compare Billing And Operational Order > By Quantity And Duration option. The Compare Billing And Operational Order window is displayed with the changes performed in the Operational Orders [ORD-84.01] and [ORD-84.02] as displayed in the Ops Order(s) section, as shown in Figure 2.7.

19. The Compare Billing And Operational Order window captures the modifications performed in the Billing Order [ORD-84 Billing Order] displaying it in the Billing Order section and the Operational Order section, as described in Table 1.0 and as shown in Figure 2.7.

Table 1.0 Changes captured in the Compare Billing And Operational Order window

20. In the Compare Billing And Operational Order window, select and tag the Operational Order [ORD-84.01] from the Ops Order(s) section.

21. The tagged Operational Order [ORD-84.01] is displayed in blue color. The Billing Order section displays the Added Item [BLOCK PLANER] along with the modified Serial Kit [EARTH MOVING EQUIPMENT] whereas the Operational Order section displays the original Duration for the Serial Kit [EARTH MOVING EQUIPMENT] before modification, as shown in Figure 2.8.

22. In the Compare Billing And Operational Order window, select and tag the Operational Order [ORD-84.02] from the Ops Order(s) section.

23. The tagged Operational Order [ORD-84.02] is displayed in blue color where the Billing Order section displays the Added Item [BLOCK PLANER], Exchanged Item [TRENCH & AUGERS] whereas the Operational Order section displays the Items [FLOOR JACK] and  deleted Item [JACK PLANER] before exchange and deletion, as shown in Figure 2.9.

The Item in Added Status is commonly displayed in both the Operational Orders [ORD-84.01] and [ORD-84.02].