Executing Loan Exchange Scenarios—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.
|
Basic Data Setup
Exchange Codes
Purpose: The purpose of this exercise is to set up the basic
data required for running this particular functionality.
Windows:
Component Repair Order Basic Data/Exchange
Code
- Open the
Component Repair Order Basic Data
window.
- Click the Exchange
Code tab and create a new record (F5).
- Create the exchange code to be used for loan exchange scenarios. State
whether repair lines can be added for the exchange line and whether
automatic approval is to be carried out.
- Save the information (F12).
General exercise for
Define
Exchange Codes.
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
execute a loan exchange scenario. A loan exchange is used when the supplier or
service provider needs to send and receive loan items from the customer.
Windows:
Component Repair Order
Purpose: The purpose of this exercise is to create a
loan exchange line that will be used to process a loan exchange scenario.
- Open the Component Repair Order window and search for your order number.
- Click the Exchanges tab and create a new record (F5).
- In the Exchange Part No field, enter the part you want to send to the
customer. Use the List of Values or manually enter the part number.
- In the Qty Exchange field, enter the number of parts to be exchanged.
- In the Exchange Code field, enter an exchange code where the Exchange
Type = Loan. Use the List of Values or manually enter the code.
- If you want to add a repair line to the loan exchange, select a
loan exchange type where Add Repair Line = Yes.
- If you want to automatically approve the dispatch for the loan
exchange, select a loan exchange type where Automatic Approval =
Yes.
- Save the information (F12).
Purpose: The purpose of this exercise is to reserve loan
parts which are ready to be dispatched to the
customer.
- 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 reserve material,
right-click and then click Reserve Dispatch Material. The
CRO Exchange Material Reservations window
opens.
- Create a new record in the table of the window.
- Enter the location of the part and the quantity you want reserved.
- Save the information (F12).
Purpose: The purpose of this exercise is to dispatch
loan
parts to the customer.
- 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 dispatch material,
right-click, point to Customer Order Handling, and then click
Create. The Create Customer Order dialog box opens.
- Click Create New to create a new customer order or click Add
to Order to add to an existing customer order.
- Complete the customer order process by dispatching the loan exchange
item.
Purpose: The purpose of this exercise is to approve the
dispatch for the loan exchange line.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the loan exchange line you have dispatched, right-click and
then click Approve Dispatch.
Note: If automatic approval is set up for the exchange code, the
dispatch will be approved when the customer order is dispatched.
Purpose: The purpose of this exercise is to receive
loaned parts from the customer.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
To perform a direct receipt:
- Select the loan exchange line for which you wish to receive the items
requiring repair or service, right-click and click Receive Part.
- The CRO Exchange Receive Part window
opens. Enter the received quantity and other required data, and save the
information (F12).
To perform a non-direct receipt:
- Select the loan exchange line for which you wish to receive the items
requiring repair or service, right-click, point to Receive Order Handling
and then click Create.
- Complete the purchase order receipt process.
Purpose: The purpose of this exercise is to acknowledge
receipt of the parts.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the loan exchange line for which you received parts.
- Right-click on the loan exchange line and then click Confirm
Receipt.
Note: For a loan scenario, the business may want to invoice the
customer for the utilization of the loan part or for possible damages. This can
be done through a sales part for the exchange line.
Purpose: The purpose of this exercise is to complete the
loan exchange line after confirmation of all receipts. The exchange line must
be closed in order to close the component repair order (CRO).
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab.
- Select the loan exchange line for which you have confirmed all
receipts, right-click and then click Complete. This status indicates
that the loan item has been received and delivered satisfactorily.
- Next, right-click on the line and click Close. This is done once
the cost lines are transferred and accessories associated with the loan
exchange line have being managed
Note: All exchange lines must be closed or canceled before the CRO can
be closed.
Purpose: The purpose of this exercise is to add a new
repair line or connect an existing repair line to the loan exchange line. For
loan exchanges, it is not usually required to connect repair lines and exchange
lines.
- Open the Component Repair Order
window and search for your order number.
- Click the Exchanges
tab and create an exchange line by following the
steps given in the above exercise. Make sure to select a loan exchange
type where Add Repair Line = Yes.
- The Connect Repair Line dialog box opens when saving the record.
- Click Create New to create a new repair line or click Connect
to connect
the exchange line to an existing repair line.
- The Repair Connected check box will be selected for the exchange line.