RELEASE HANDBOOKS > TRAX Version 11 > 11 - Orders > 11 - Orders Module

11 - Orders Module

Control Button, via Repair Order Detail Buttons

The RIN SCH/ACT field has been added to the Control window. This is the Retirement Index Number. The RIN control to apply to a Time Control (if applicable).

Customs

When receiving orders supplied by international vendors, the order must clear federal customs regulations. The Customs window of the Orders module is part of the tool used to track how third party brokers process international orders on behalf of the customer that placed the order. The functionality of the Customs window helps capture the financial costs associated with customs clearance: from applicable taxes to third party brokerage fees. These financial implications can then be invoiced and managed by the company that placed the order, whether the invoice is paid by the main company or by that company's customer.

For detailed information on how Customs records are invoiced, refer to these topics:

Customs Fees: Financial Tracking: How to create a Journal Entries and Link invoices for Customs records

Customs Fees: Invoicing the Customer: How an MRO vendor can create Customer Invoices for the Customs records

Loan P/O Button, via Loan Order Buttons

If invoicing has been conducted for the Loan Order, then at the conversion from Loan Order to Purchase Order, the Line Item at the Order level will be re-opened to allow for the invoicing to be conducted for the Purchase Order with the Journal Entry of the Loan Order being reversed after this action has been completed.

Orders Navigator

The Orders Navigator combines the Order Header and Order Detail into one efficient window to provide ease of use for the end user. Users are able to quickly create new line items in the Order Detail Area, while viewing the Order Header information. This intuitive design allows the user to utilize the global search function where they are able to enter key words, vendors, order numbers and much more to quickly and effectively search for specific orders. The Expand and Collapse capability also enables the user to view all line items per order all within the same dynamic window.

Order Header Area, via the Orders Navigator: The user is able to view the Order Header Area at all times via the Orders Navigation window. The tabs and fields in the Order Header Area appear the same as they do in each order header via the Orders module.

Order Detail Area, via the Orders Navigator: The Order Detail Area displays all line items per order. This window allows the user to add additional line items to an order without have to navigate back and forth between the Order Header window.

Order Selection Area, via Orders Navigator: The Order Selection Area allows the user to create new Order Headers, as well as search for a specific Order by utilizing the Search Orders field. This field allows the user to perform a global search using key words, order numbers, vendors, and any other global search criteria.

Order Type Area, via Orders Navigator: The Order Type Area provides a list of order types a user may select from. This area also provides the number of orders per each order type.

Orders Query, Received Tabs

Currency Exchange Rate field: The exchange rate between the ordered currencies.

Order Receiving Discrepancy

Buyer: Individual who issued the order.

S/N: The Aircraft's Serial Number which is provided by the manufacturer. This serial number is like a registration number, but it is not dependent on a country code and therefore never changes.

Qty: Number of parts the discrepancy is issued for.

UOM: The unit of measure of the order.

RCV Date: The date the order was received.

P/N Cat: The type of part (i.e.: Rotable, Expendable, etc.) as entered in the P/N Master.

Bin: The specific storage bin within the inventory location.

AWB: The Airway Bill Number for the part being received.

ORD NO: The system generated Order Receiving Discrepancy Transaction number.

Created By: The user who created the record.

Created Date: The Date the record was created.

Power By The Hour

A/C - P/N: Indicates the PBH Item is for Serialized Part Numbers installed on A/C. With this button selected, the A/C, P/N, and P/N S/N fields and Override Power By The Hour Rate button.

Power By The Hour Detail, General Tab

A/C - P/N radio button: Indicates the PBH Item is for Serialized Part Numbers installed on A/C. With this button selected, the A/C, P/N, and P/N S/N fields are available.

Purchase Order, Terms and Conditions Tab

When a re-order level is triggered by a part number on a Contract Order, once the quantity of parts on the Contract Order have been fulfilled, and the Contract Order is closed, the Terms and Condition from the Contract Order are cascaded down to the Terms and Conditions of the Purchase Order. Please note that switch COPOREORAUT must be set to Yes in order for this option to function correctly.

Purchase Order Detail, General Tab

Tax Incentive field: When this checkbox is selected, the Tax Incentive number is applied to the P/N S/N once received in inventory. The Tax Incentive is a federal number given to certain ordered parts that are eligible for said tax incentives. This functionality is only applicable for certain TRAX customers and varies depending on governmental procedures.

Ship Days field: This field is used to calculate the DEL Date based on the configuration of switch SPEC2KEXP_DATE.