Confirm Exchange Receipt
Explanation
When receiving items from a customer on an exchange line they will remain
pegged to the exchange line until the confirmation step has been executed. In
this activity you will confirm the the items received. The confirmation step is
mandatory for all inbound items. During this step you have
the option to modify the condition code, enter a new part cost, change the
ownership from customer owed to company owned and move the items to a new
location.
Prerequisites
- The items need to have been received on the exchange line, either via
the direct receipt function or via a Receive Order.
System Effects
- After the confirmation step the pegging will be removed and the items are
made available for further processing in the application. If a new condition
code, ownership, part cost or location has been indicated these attributes will
be updated for the confirmed items as well.
- On the exchange line the column Qty Acquired will be updated to
show the quantity of items that have changed ownership to company owned.
- In the Tracking Info tab the column Received Parts
Confirmed will become updated to reflect the number of items that have
been confirmed.
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 confirm.
- Click the Exchanges tab and locate the exchange line for
which you want to confirm the receipt.
- Select the line, right-click and select Confirm Receipt...
- If you just want to confirm the receipt without changing any of the
receipt values click OK.
- If you want to change any of the receipt values for the line you can
change the values directly in the first dialog box.
- If you want to change the receipt values for several lines at once you
can select multiple lines in the first dialog box and press Set Values.
- In the second dialog box enter new receipt values either manually or by using the
List of Values. These values will apply for all the selected lines.
- Click OK twice.
It is possible to perform the same action directly on the receive lines in
the Tracking Info tab as well, using the corresponding RMB.