Additional Exchange Scenario Information—Extended 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.
|
Required Data
Component Repair Order
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
- Open the Component Repair Order
window.
- Create the component repair order that will be used to exchange parts.
General exercise for
Entering Component Repair Request.
Main Exercise
Purpose: The purpose of this lesson is to learn how to
perform additional changes as part of the exchange process. You will learn how
to scrap a part at the customer's site, change the exchange type when an
exchange scenario changes, manage accessories for exchange parts, view
information logged against the exchange or CRO and add sales for non standard
costs during the exchange.
Windows:
Component Repair Order
Purpose: The purpose of this exercise is to familiarize
you with the process for scrapping parts dispatched to a customer.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the exchange line with the InExchange status for which you
want to scrap parts, right-click and
then click Scrap at Customer. The Scrap at
Customer dialog box opens.
- Enter the quantity to scrap for the relevant part.
- Enter a cause for scrapping the part by selecting a valid value from the
List of Values.
- Enter a note.
- Save the information (F12).
Purpose: The purpose of this exercise is to change the
type of exchange scenario. This flexibility is useful when there is a change in
the exchange process for parts.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the exchange line for which you want to change the exchange code, right-click and
then click Modify Exchange Code. The Modify
Exchange Code dialog box opens.
- Enter the new exchange code by selecting a valid value from the List of
Values.
- Save the information (F12).
Purpose: The purpose of this exercise is to manage the
shipping and receiving of accessories that usually accompany the parts sent to
the customer, e.g., power cables and manuals.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the exchange line to which you want to add accessories, and then
click the Accessories sub tab.
- Create a new record (F5).
- In the Description field, enter the description of the accessory.
- In the Received Quantity field, enter the quantity received.
- In the UoM field, enter the unit of measure for the accessory.
- Select the Dispatch Required check box if the accessories are required
with the exchange parts.
- Select the Receipt Required check box if the accessories need to be
returned.
- Save the information (F12).
- Right-click on the accessory line and then click Dispatch Accessories.
The Confirm Return of CRO Line dialog box
opens.
- In the Dispatched Qty field, enter the dispatched quantity and
then click OK.
- Select the Received check box to confirm receipt.
Purpose: The purpose of this exercise is to view
tracking information logged against the exchange line.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the exchange line for which you want to view tracking
information, and then click the Tracking Info
sub tab.
- View information on all the serial parts associated with the selected
exchange line.
- To confirm a receipt of a part, right-click on the line and click
Confirm Receipts.
Purpose: The purpose of this exercise is to view the
journal entries that are generated for the exchange line and add notes where
necessary.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the exchange line for which you want to view journal entries, and
then click the Journal sub tab.
- View information on the different actions carried out on the exchange
line.
- To add a note, select the relevant journal entry, right-click and then
click Notes.
- Add a note and click OK to save the information. The Notes
Exist dialog box will be selected.
To view journal entries generated for the CRO:
- Open the Component Repair Order
window and search for your order number.
- Click the Journal tab.
- View information on the different actions carried out on the CRO. The
journal source can be used to identify where the change took place, e.g.,
status change on a repair line.
- Add a note to a journal entry as described in the previous steps.
Purpose: The purpose of this exercise is to learn how to
manually add sales lines to an exchange line. This is useful when you need to
add additional costs for the loan item, for instance, where you charge the
customer for the utility or for repairs to returned parts if it doesn't form
part of the standard cost.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the loan exchange line for which you want to add sales lines, and
then click the Sales Lines sub tab.
- Create a new record (F5).
- In the Cost Category field, select the relevant cost category.
- In the Service Type field, enter the type of service being performed.
- In the Our Price field, enter the sales line price.
- Save the information (F12).