IBM Maximo for Aviation MRO, Version 7.6.1

Managing customers, agreements, and billing

Managing customers involving creating customer records, defining terms of agreements with customers, managing service requests from customers, and managing billing services.

  • Creating customer records
    You create customer records in the Customers application and associate the customers with objects in other applications to give the customer users access to those objects.
  • Customer agreements
    You create customer agreements that specify the services that you provide, the terms, conditions, prices, and fees for services, and how you bill for services. You can revise customer agreements as needed.
  • Billing for services
    In the Customer Billing application, you can create, modify, or view bill batches for your customers. For each billing period in the customer agreement, create a bill batch for completed or closed work and other fees and charges for the customer and agreement. You can review transactions before you send the bills to customers. You can allow customers to review bills in the Bill Review application.
  • Exchange orders
    You use the Exchange Orders application to manage requests from customers as part of a customer pool management agreement. You can track the request, and receive and fulfill orders for parts that you supply from a pool. For example, you might receive a request to supply a replacement for an airplane cabin sensor that malfunctioned.

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