Approve Exchange Line
Explanation
In this activity you record that the customer has approved the dispatched
items in the exchange loop. Upon approval of single exchanges the customer will take ownership of
the items. It is not possible to change the
exchange code after this step.
If the exchange code on the exchange line has the
check box Automatic Approval selected in the basic data definition, this
step will be executed automatically when the items are being delivered to the
customer.
The approval action is irreversible and should not be performed until the entire
exchange loop is completed!
Prerequisites
- An exchange line with items that has been shipped to the customer on a
customer order line.
- The exchange line should be in status In
Exchange.
- The customer order line should be in status Delivered or
Invoiced/Closed.
System Effects
- If the exchange type is single exchange the items will change ownership
from company owned to customer owned.
- In the Tracking Info tab, the column Qty Approved
will be updated to indicate the quantity that has been approved.
Window
Component
Repair Order
Related Window Descriptions
Component Repair
Order/Exchange Lines
Component Repair Order
Procedure
- Open the Component Repair Order window and search for a
component repair order with exchange lines to approve.
- Click the Exchanges tab and locate the exchange line for
which you want to record the customer's approval.
- Select the line, right-click and select Approve Dispatch.