Enter Exchange Components, Purchase Order

Explanation

Use this activity to connect an unserviceable component part to a purchase order line. You will be sending this unserviceable part to the supplier in exchange for a serviceable part. (The unserviceable part is also called the exchange component part).

Prerequisites

• The purchase order line must have been entered and saved.
• The part on the order line must use condition codes, and the quantity on the order line must be 1.
• The unserviceable (exchange) part must have been entered as both a sales part and an alternate part to the part on the order line.

System Effects

The unserviceable exchange component part will be connected to the purchase order line. The Exchange Item check box on the order line will be selected. The price on the purchase order line will be updated with the price entered as the exchange price on the Supplier for Purchase Part/Condition Code Pricing tab.

If the purchase order is already released, a customer order will be automatically created to handle the delivery of the exchange component to the supplier.

Window

Purchase Order

Related Window Descriptions

Purchase Order
Purchase Order/Part Order Lines
Order Exchange Component
Purchase Order Exchange Components

Procedure

Adding a new component:

1. Query for the appropriate order and select the part order line to which you want to connect the exchange component.
2. Right-click and then click Exchange Components. The Order Exchange Component window will open.
3. Click New. The order number, line number, and release number are automatically retrieved from the purchase order.
4. In the Exchange Part No field, enter the short code for the part or select one by using the List of Values.
5. If applicable, enter values in the Serial No, Lot/Batch No, and Condition Code fields by directly entering the short codes or by selecting the appropriate value from the List of Values.
6. Enter the date when the exchange component should be delivered to the supplier.
7. Click OK to save the record and return to the order window.

Updating an existing component:

1. Query for the appropriate order and select the part order line connected to the exchange component that you want to update.
2. Right-click and then click Exchange Components. The Order Exchange Component window will open.
3. If applicable, update the values in the Serial No, Lot/ Batch No, and Condition Code fields by directly entering the short codes or by selecting the appropriate value from the List of Values. You can also update the date in the Delivery Date field.
4. Click OK to save the record and return to the order window.

Deleting an existing component:

1. Query for the appropriate order and select the part order line connected to the exchange component that you want to delete.
2. Right-click and then click Exchange Components. The Order Exchange Component window will open.
3. Click Delete.
4. Click OK.