Confirm Exchange Receipt

Explanation

When receiving items from a customer on an exchange line they will remain pegged to the exchange line until the confirmation step has been executed. In this activity you will confirm the the items received. The confirmation step is mandatory for all inbound items. During this step you have the option to modify the condition code, enter a new part cost, change the ownership from customer owed to company owned and move the items to a new location.

Prerequisites

•  The items need to have been received on the exchange line, either via the direct receipt function or via a Receive Order.

System Effects

• After the confirmation step the pegging will be removed and the items are made available for further processing in the application. If a new condition code, ownership, part cost or location has been indicated these attributes will be updated for the confirmed items as well.
• On the exchange line the column Qty Acquired will be updated to show the quantity of items that have changed ownership to company owned.
• In the Tracking Info tab the column Received Parts Confirmed will become updated to reflect the number of items that have been confirmed.

Window

Component Repair Order

Related Window Descriptions

Component Repair Order/Exchange Lines
Component Repair Order

Procedure

1. Open the Component Repair Order window and search for a component repair order with exchange lines to confirm.
2. Click the Exchanges tab and locate the exchange line for which you want to confirm the receipt. 
3. Select the line, right-click and select Confirm Receipt... 
4. If you just want to confirm the receipt without changing any of the receipt values click OK.
5. If you want to change any of the receipt values for the line you can change the values directly in the first dialog box.
6. If you want to change the receipt values for several lines at once you can select multiple lines in the first dialog box and press Set Values.
7. In the second dialog box enter new receipt values either manually or by using the List of Values. These values will apply for all the selected lines.
8. Click OK twice.

It is possible to perform the same action directly on the receive lines in the Tracking Info tab as well, using the corresponding RMB.