Create Replacement Order - Rent Out
Explanation
This activity is used when the customer wants to make
an exchange of the rental assets sent out. This could happen if the asset has
broken down or is due for scheduled maintenance. There can
be other or several reasons as well. Then you need to send the
customer a replacement.
This activity can also be used to create a replacement customer
order to send the replacement parts to the customer. You need to handle the
replacement customer order to deliver the replacement parts either from
inventory or by supplying from internal or external supplier.
If the original parts have been supplied from a site belonging to the same company
or a different company compared to the demand site, you might want to request
the replacement parts to be sent to the external customer from the original
supply site. At this instance you need to manually create a replacement order
against your original purchase order in the demand site and manually peg it to
the external replacement customer order and proceed through the flow. But in
case if you set the supply code of the external replacement customer order to Int Purch Trans
or Purch
Order Trans, it will create a new rental contract with a new purchase order at
demand site and when you send this purchase order to the supply site, it will
not be identified as a replacement order request for the supply site.
You also need to handle the customer receipt manually to get the exchanged parts
back from the customer.
Managing the rental and the financial control of the
replacement order line will be handled by the original rental number which
corresponds to the original customer order line.
Prerequisites
The original customer order must be at least partially
delivered to the customer.
System Effects
- A replacement customer order rental line is
created. The header is created in Planned status.
- The rental line has
the demand code set to Replacement Customer Order. The
original rental number will be displayed in the customer order line level.
Window
Manage Rentals
Rental Workbench
Related Window Descriptions
Manage Rentals
Rental
Workbench
Customer Order
Procedure
- Open the Manage Rental window and either
populate or query for the rental number or rental type as customer order.
- Right-click and then click Create Replacement Order. The
Create Replacement Order dialog box is displayed. In the Quantity
to Replace field, specify a quantity in sales unit of measure. Confirm
by clicking
OK. A message displays the order number of the replacement
order and a question is asked whether you want to view the newly created
replacement order. Confirm by clicking OK.
- A new customer order in the Planned
status is now available in the
Customer Order window. Treat this order as a normal customer rental
order.
The wanted delivery date will be set as the
default value for planned rental start date of the replacement order line
and the planned rental end date will be copied
to the replacement order line. If the planned rental end date is less than
the planned rental start date, then the planned rental end date will be set
as equal to the planned rental start date.
Note:
- If the original external customer order
was supplied from a different site and if you want to request the replacement
parts from the supply site then you need to manually create a replacement
purchase order for the original pegged purchase order and manually peg it to the
external replacement customer order.
- In the inter-site flow, if you create a
replacement order for an internal customer order, it will create a
replacement order for the original purchase order in the demand site and it
will be sent to the supply site automatically in case any manual intervention
is not needed to proceed through the purchase order flow.