In this simulation, you will perform Work Order on Original Order.

This UPK demonstrates how to do a work order for services. This includes situations where service was left off the order, or if the delivery agent did not provide a service originally and they need to return to the delivery location to perform that service. Customers, Consumers, and Vendors may call to request a service.

Creating a work order will allow the delivery agent to go back and perform that service.

This simulation will take approximately 10 minutes to complete.

Click the GEOM Setup User (US Appliances) link.

Enter the desired information into the Order Number field.

For example, enter "1000024237".

Place the cursor on the header portion of order.

Click the Copy button.

For Home Depot and JCPenney orders, you will need to add a store number.

Enter the desired information into the Find field.

For example, enter "user%".

Click the User Defined Attributes cell.

The Order Extension window will open in your browser.

Input the store number in Store Number field.

For example, enter “1777”.

Note: JCPenney Store Numbers are 5 digits long.

On the Quick Copy tab, check to make sure New Order is checked.

The Display New Order After Copy should also be checked.

These are system defaults.

The next part of this process is adding the Home Delivery Trip.

Click in the Line field.

Click the Ordered Item LOV button.

Enter the desired information into the Ordered Item field.

For example, enter "home".

Select the appropriate Home Delivery option.

Click the HOME DELIVERY TRIP cell.

Enter the desired information into the Qty field.

For example, enter "1".

Click the Others tab on the header.

Click in the Shipping Instructions field.

Enter the desired information into the Shipping Instructions Multiline field.

For example, enter "need to check install  DM".

Note: It’s IMPORTANT to describe what we are doing in the work order and why we are going back to the consumer’s home.

The Customer PO # is automatically copied to the new work order.

Note for JCPenney: Make sure to add the Customer PO Line number from original order to the corresponding item line on the Work Order, if the original service was not performed at the time of delivery.

- Get the Customer PO Line number from original order at the line level for the item

- Add the Customer PO Line number to the corresponding item line on the work order

Click the Orders, Returns link.

Click the Quick Order Organizer link.

EBS created a new sales order; the Source is listed as Copy on the Main tab.

Note that the Reference field displays the CSO from the original order.

Delete all line(s) except the one for which you are creating the Work Order. When you do this, the associated tracking numbers are also deleted.

Note: Failure to remove tracking numbers causes downstream scheduling issues in GEA Delivers.

Click the List of values button.

Enter the desired information into the Find field.

For example, enter "Home Delivery%".

Click the Shipping Method cell and select Home Delivery Work Order.

Note: The Shipping Method cannot be changed after the work order is booked. If the work order is booked prior to setting the ship method to Home Delivery Work Order, the work order will need to be canceled and recreated to fix the ship method.

Additional Notes

- Pricing will remain for the work order

- Do not zero out pricing for Home Depot, JCPenney, or Build.com

- For GEA Store: if we are not charging the consumer, adjust the price accordingly

- For install check, the work order will only include Home Delivery Trip line

- No outbound call to the delivery agent is needed; use the capacity calendar in DMS to check available dates for scheduling the Work Order

- Make the requested delivery date on the Work Order match the available delivery date in DMS

- You will need to add the Home Delivery Trip line to the order

You have successfully performed Work Order on Original Order.

Enter the desired information into the Order Number field.

For example, enter a valid value e.g. "1000024237".

Enter the desired information into the Find field.

For example, enter a valid value e.g. "user%".

Enter the desired information into the Ordered Item field.

For example, enter a valid value e.g. "home".

Enter the desired information into the Qty field.

For example, enter a valid value e.g. "1".

Enter the desired information into the Shipping Instructions Multiline field.

For example, enter a valid value e.g. "need to check install  DM".

Note: It’s IMPORTANT to describe what we are doing in the work order and why we are going back to the consumer’s home.

Enter the desired information into the Find field.

For example, enter a valid value e.g. "Home Delivery%".