Manage Accessories

Explanation

This activity is used to manage accessories received and/or shipped to the customer. The same procedure is used to handle accessories both for repair items and exchange items. Accessories are always non-inventory parts and will not create any inventory transactions or records. You can enter a planned quantity which controls the expected quantity to be received and/or to be dispatched. The received- and dispatch quantities cannot exceed the required quantity. You can also indicate when an accessories line is either received or dispatched by selecting the corresponding check boxes.

If received accessories owned by the customer exists, there is an option to enter an acquisition value. This option can be used if the accessories represent a significant value which is essential to keep track of.

Prerequisites

To perform this activity,  a repair- or exchange line must have been created.

System Effects

As a result of this activity, the Description, Planned Qty and UoM fields receive values. Received Qty, Dispatched Qty, Receipt Required, Dispatch Required, Received, Dispatched, Received By, Dispatched By, Receive Note, Dispatch Note, Received Date, Dispatched Date and Acq Value fields could also receive values depending on how you intend to handle the accessories line.

Window

Component Repair Order

Related Window Descriptions

Component Repair Order
Component Repair Order/Repair Lines/Accessories
Component Repair Order/Repair Lines
Component Repair Order/Exchange Lines
Component Repair Order/Exchange Lines/Accessories

Procedure

  1. Open the Component Repair Order window.
  2. Search for a component repair order with lines for which accessories shall be recorded.
  3. Click the Repairs or Exchanges tab and then click the Accessories sub tab.
  4. Create a new accessories line.
  5. Enter values in the Description, Planned Qty and UoM fields.
  6. Enter values in the Received Qty and/or Dispatched Qty fields based on the planned quantity.
  7. Optionally, clear the Receipt Required and Dispatch Required check boxes.
  8. Enter an acquisition value for accessories owned by the customer if it is required to keep track of its additional value.
  9. In order to receive or dispatch the quantities defined for the accessories lines select the corresponding Received or Dispatched check box.

Note: The Received By and Dispatched By fields automatically receive the user ID of  the user who selected the relevant check box and the corresponding date field, Received Date or Dispatched Date, is also updated simultaneously with the date and time.

  1. Optionally enter notes with complementary information in the Receive- and/or Dispatch Note fields.
  2. Save the record.