Exchange Codes—Basic Data and Requirements Exercises
IMPORTANT |
If you
are a student, it is extremely important that you set up and work
within your own site to maintain your data integrity. It is also
recommended to add a prefix to the data you create in this lesson.
|
Main Exercise
Purpose: The purpose of this lesson is to show you how
to define the different types of exchanges used for Component Repair Orders (CROs),
and how to enable automated functions for the exchange types you create. There
are three valid types of exchanges, Single, Double and Loan,
which are used to manage different part exchange scenarios. For each
exchange code, it is possible to set up automated functions. When the relevant
option is selected, repair lines will be created automatically for the exchange
line, and the automatic approval process will be enabled for the exchange
scenarios.
Windows:
Component Repair Order Basic Data
- Open the Component Repair Order Basic Data
window and click the Exchange Code tab.
- Create a new record (F5).
- In the Exchange Code field, enter an ID for the exchange.
- In the Exchange Description field, enter a suitable description.
- In the Exchange Type field, select the type of exchange, i.e., single,
double or loan.
- Save the information (F12).
- Open the Component Repair Order Basic Data
window and click the Exchange Code tab.
- Search for the exchange code you created in this lesson or create a new
one by following the steps outlined in the Define Exchange Codes
exercise.
- Select the Add Repair Line check box.
- Save the information (F12).
- Open the Component Repair Order Basic Data
window and click the Exchange Code tab.
- Search for the exchange code you created in this lesson or create a new
one by following the steps outlined in the Define Exchange Codes
exercise.
- Select the Automatic Approval check box.
- Save the information (F12).