Synchronize Multiple Operational Orders to Billing Order

Reference No: R2-7890

Version No: 06.00.04-00

Details

Support has been provided to synchronize multiple Operational Orders with Billing Order.

The details are explained in the sample workflow given below:

Prerequisites

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

Figure 1.0 Configuration module > Pricing / Billing tab > Quote Confirmation check box

Save and Exit the Configuration module.
Relaunch the R2 application.
Select the Maintenance module > Items tab.
Create the Items [JACK PLANER], [FLOOR JACK], [MINI EXCAVATOR], [TRENCHERS & AUGERS], [BLOCK PLANNER], [BRICK SAW], and [AUGER HAND] by receiving some stock.
Create a Serial Kit [EARTH MOVING EQUIPMENT] with 1 Qty each of the Items [MINI EXCAVATOR], and [AUGER HAND] in it.
Exit the Maintenance module.

Sample Workflow

Select the Account module > tag a Company [EVERGREEN AV RENTALS] > create a Rental Reservation Order [ORD-84] for 2 days duration.
Select the Add menu > Section option. The Section Search window is displayed.
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].

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.

Select the Convert menu > To Billing Order option or press the hot key combination (Alt + B).
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.
Select the All Items comprising of a sub option Generate Section wise Ops check box, as shown in Figure 2.1.

Figure 2.1 Convert menu > To Billing Order option

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

Figure 2.2 Order [ORD-84] converted to Billing Order [ORD-84Billing Order] with Billing Operational Orders window displaying Operational Orders [ORD-84.01] and [ORD-84.02]

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.
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.

Figure 2.3 Operational Order [ORD-84.01 Reservation]

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

Figure 2.4 Operational Order [ORD-84.02 Reservation]

Exit the Operational Order [ORD-84.02 Reservation].
Close the Billing Operational Orders window. The Billing Order [ORD-84 Billing Order] is displayed, as shown in Figure 2.5.

Figure 2.5 Billing Order [ORD-84 Billing Order]

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.

Figure 2.6 Modified Billing Order [ORD-84 Billing Order]

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 Billing Order [ORD-84 Billing Order] as displayed in the Ops Order(s) section, as shown in Figure 2.7.
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 that is to be synchronized to 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

Statuses displayed in the Billing Order section	Modification Type	Changes to be Synchronized in the Operational Order section
Modified	Modified the Serial Kit [EARTH MOVING EQUIPMENT] Duration [1d].	ORD-84.01
Added	Added the Item [BLOCK PLANNER] with the Qty [1] and Unit Price [200.00] outside the Section [SECTION#1] and Section Total.	ORD-84.02
Exchanged	Exchanged the Item [FLOOR JACK] with the Item [TRENCHERS & AUGERS] Qty [1] and Unit Price [100.00] outside the Section [SECTION#1] and Section Total.	ORD-84.02
Deleted	Deleted the Item [JACK PLANER] Quantity outside the Section [SECTION#1] and Section Total.	ORD-84.02

Figure 2.7 Compare Billing And Operational Order window

In the Compare Billing And Operational Order window, select and tag the Operational Order [ORD-84.01] from the Ops Order(s) section.
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 synchronization, as shown in Figure 2.8.
Click the Start Sync icon, as shown in Figure 2.8.

Figure 2.8 Compare Billing And Operational Order window displaying the changes for Operational Order [ORD-84.01]

The Sync to Ops Order arrow is enabled, as shown in Figure 2.9.
Double-click and select the Items to be synchronized from the Billing Order section.
Click the Sync to Ops Order arrow. The system displays a prompt with the message "Select the fields to Sync" with Qty and Days check boxes along with OK and Cancel buttons, as shown in Figure 2.9.

Select both Qty and Days check boxes and click OK.
In the Compare Billing And Operational Order window, click the Done Changes button.
The changes from the Billing Order section gets synchronized to the Operational Order [ORD-84.01] and the Compare Billing And Operational Order window displays empty, as shown in Figure 2.10.

Figure 2.10 Billing Order section synchronized to the Operational Order [ORD-84.01]

Exit the Compare Billing And Operational Order window.
From the Billing Order [ORD-84 Billing Order], select the View menu > Billing Ops Order option. The Billing Operational Orders window is displayed with the Orders [ORD-84.01] and [ORD-84.02].
Open the Operational Order [ORD-84.01]. The changes from the Billing Order [ORD-84 Billing Order] get synchronized to the Operational Order [ORD-84.01], as shown in Figure 2.11.

Figure 2.11 Changes from Billing Order [ORD-84 Billing Order] gets synchronized to Operational Order [ORD-84.01]

In the Operational Order [ORD-84.01], modify the Item [BLOCK PLANNER] Qty to [4] and Duration to [5d], as shown in Figure 2.12.
Search and add another Item [BRICK SAW] with the Qty to [2], Duration to [2d], as shown in Figure 2.12.

Figure 2.12 Operational Order [ORD-84.01] modified

Exit the Operational Order [ORD-84.01].
From 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 2.13.
The Compare Billing And Operational Order window captures the modifications performed in the Operational Orders [ORD-84.01] that is to be synchronized in the Billing Order section, as shown in Figure 2.13.

Figure 2.13 Compare Billing And Operational Order window displaying Operational Order section to be synchronized with Billing Order section

Click the Start Sync icon and double-click and select the Items to be synchronized from the Billing Order section.
Select the respective line and click the Sync to Billing Order arrow. The system displays a prompt with the message "Select the fields to Sync" with Qty and Days check boxes along with OK and Cancel buttons, as shown in Figure 2.14

Select both Qty and Days check boxes and click OK.
In the Compare Billing And Operational Order window, click the Done Changes button.
The changes from the Operational Order section gets synchronized to the Billing Order section and the Compare Billing And Operational Order window displays empty, as shown in Figure 2.15.

Figure 2.15 Operational Order section synchronized to the Billing Order section

Exit the Compare Billing And Operational Order window.
Open the Billing Order [ORD-84 Billing Order]. The changes from the Operational Order [ORD-84.01] gets synchronized to the Billing Order [ORD-84 Billing Order], as shown in Figure 2.16.

Figure 2.16 Changes from the Operational Order [ORD-84.01] gets synchronized to Billing Order [ORD-84 Billing Order]

Exit the Billing Order [ORD-84 Billing Order].