Define Exchange Code 

Explanation

Exchange codes are used to determine different exchange processes. These can be of type Single Exchange, Double Exchange or Loan. When entering an exchange line on a component repair order, an exchange code must always be selected to determine they type of exchange scenario to be executed.

If selecting the check box Add Repair Line when defining the exchange code, a repair line will automatically be created and connected to the exchange line when saving the record, if this exchange code is used. This is useful when you want to inspect/repair incoming items in the exchange loop. It is possible to manually create and connect repair lines without using this check box as well.  

If selecting the check box Automatic Approval when defining the exchange code, the customer approval step when dispatching items to the customer will be executed automatically. This is useful if you do no require an confirmation from the customer upon receipt before the customer takes ownership of the items. 

Prerequisites

N/A

System Effects

As a result of this activity an exchange code is defined in the system. This is later used when creating exchange lines to determine the type of exchange process to be executed.

Window

Component Repair Order Basic Data

Related Window Descriptions

Component Repair Order Basic Data/Exchange Code
Component Repair Order Basic Data

Procedure

  1. Open the Component Repair Order Basic Data window.
  2. Click the Exchange Code tab.
  3. Create a new record.
  4. Enter the exchange code. You can use a maximum of 20 alphanumeric characters. Note that the value cannot be changed after saving the record.
  5. Enter a description with a maximum of 200 characters.
  6. Enter the exchange type by selecting a value in the drop-down list.
  7. Select the check box Add Repair Line if you want the system to automatically create connected repair lines when you create an exchange line, using this exchange code.
  8. Select the check box Automatic Approval if you want to skip the customer approval step when dispatching items to the customer, using this exchange code.
  9. Save your record.