7/17 R&O - Ztasks

Who must manually add the Z114 Pricing Requirement task?

The technician (shop) manually adds it.

What is the purpose of the Z115 “Estimate Review Required” task?

To notify the CSR that the unit has been priced, list the actual price, and signal that the SAP quote can be sent to the customer.

After receiving a Z115 task, which two documents must the CSR save and email to the customer?

The SAP quote and the CAFE (findings) report.

Which Z-task represents the completed CAFE report on a notification?

Z113 – CAFE Report

Which Z-task tells the pricing team that an evaluation is finished and pricing is required?

Z114 – Pricing Requirement

Who is responsible for closing the Z114 Pricing Requirement task once pricing is finished?

The pricing team.

Which Z-task is used when a unit is to be scrapped on-site and not returned to the customer?

Z122 – Scrap Action & Review Required

When a customer approves an exchange, which Z-task must the CSR open after closing Z104 (Exchange Available)?

Z126 – Exchange Approved

Which dual-purpose Z-task indicates a unit is ready either for sales-order creation or for release to the shop for evaluation?

Z128 – Ready for Release

Who closes the Z128 Ready for Release task?

The shop (not the CSR).

Which Z-task communicates that the PO is funded, flow-down information is complete, and the unit is ready to be repaired and shipped?

Z129 – OK to Proceed

Before assigning a Z129 task, what key items must the CSR have on file?

A funded PO, customer quote approval (if required), and validated sales-order details.

Who is responsible for closing the Z129 OK to Proceed task?

The shop.

What Z-task allows the shop to escalate issues to the CSR that must be resolved before work can continue?

Z135 – Escalation to CSR

Which Z-task places the order on hold because Honeywell is waiting for customer quote approval?

Z136 – Quote Approval Pending

After a Z136 task is closed with customer approval, which task is generally created next to allow repair work to begin?

Z129 – OK to Proceed

Which Z-task is used by the CSR to escalate or flow information back to the shop regarding order issues or required actions?

Z141 – CSO to Shop Escalation

What Z-task indicates that critical information is still needed from the customer and work cannot continue until it is received?

Z146 – Customer Follow-up Required

Which auto-created Z-task shows that the customer must pre-pay before work begins and is only closed after payment is confirmed?

Z151 – Prepayment Order Follow-up

What is the primary purpose of Gate 0 in the repair workflow?

To verify and capture all required order paperwork (PO, contract, shipping, partner data) before the unit can move forward.

Which Z-task signals that a Purchase Order and order details must be reviewed/validated?

Z106 – Administrative / Order (PO) Review Required.

Which Z-task is raised when no PO or critical information is received with the unit?

Z107 – Order Information / Contract Review Required.

What does Z128 “Ready to Release” indicate?

The order information has been acknowledged; the unit can be released from Gate

How does Z128 (Ready to Release) differ from Z129 (OK to Proceed)?

Z128 moves the order into the next gate; Z129 clears an action hold—often quote approval—and allows the next step within or after the same gate.

In which gate does the teardown and analytical evaluation of the unit occur?

Gate 1 – Receiving / Teardown / Analytical Completion.

Which Z-task instructs the shop to perform the CAFE / findings report?

Z113 – Findings Required.

What is the CAFE report?

The findings document that explains what was discovered during teardown and why specific costs will be quoted.

After findings are complete, which Z-task triggers the pricing team to build the quote?

Z114 – Pricing Review Required.

What auto-generated task reviews the estimate after pricing is entered?

Z115 – Estimate Review (system-generated after pricing).

Which Z-task is used to send the quote to the customer and request approval?

Z136 – Customer Follow-Up / Quote Sent.

Which Z-task do CSRs raise once the customer approves the quote so repair can begin?

Z129 – OK to Proceed / Release to Repair.

What Z-task is created when the shop suggests providing an exchange unit?

Z104 – Exchange Available.

Within how many calendar days should a CSR close a Z104 by obtaining a customer decision?

Ideally within three (maximum five) calendar days of task creation.

If the customer accepts an exchange offer, which Z-task is entered?

Z126 – Exchange Approved.

Which Z-task is used when the customer rejects or does not answer an exchange offer?

Z127 – Exchange Denied / Non-responsive.

What Z-task instructs the shop to return the unit unrepaired?

Z100 – Return As-Is (RAI).

What Z-task directs the shop to scrap the unit?

Z122 – Scrap.

Name two key data items that must appear on a Purchase Order during PO review.

Any two of: PO number, Honeywell part number, serial number, ship-to address, terms & conditions / times & cycles.

Which SAP transaction code is typically used to create the sales order once PO data is confirmed?

VA01 (replacing older Yonkurt/Yomkurt reference).

What action task code is added to document customer contact or progress without belonging to a specific gate?

Z146 – Customer Follow-Up / Working on Request.

Who can CSRs escalate to when site teams are unresponsive or delays threaten turnaround time?

The Customer Business Team

Why should a CSR add a Z113 if no findings task appears after several days in Gate 1?

To prompt the shop to start teardown/analysis, preventing idle time and customer delay.

What core difference separates Gate 0 from Gate 1?

Gate 0 handles paperwork foundation and order validation; Gate 1 handles receiving, teardown, analysis, pricing, and quote approval.