Add Supplier Loan

Explanation

In some cases you need to borrow an exchange part during the repair of the a part. Use this activity to specify a supplier loan part, which would be required if you want a supplier to provide you with a loaner part before you send the faulty part to the supplier for repair. When the original part is repaired, the supplier returns it to you, at which point you return the supplier loan to the supplier. It is assumed that the loan part is functionally equivalent to the faulty original part and has been established as an alternate part on the Alternate Parts tab of the Part window.

To add a supplier loan part to an external service order, return to the existing purchase order and purchase order line for the part that needs to be repaired, and specify on a new line which loan part you would like to receive.

Prerequisites

• A purchase order with order code 6 (External Service Order) and a purchase order line for the part to be repaired must have been created, then released and/or confirmed.
• The loan part must have been established as an alternate part with serial tracking (as indicated on the Alternate Parts and General tabs, respectively, of the Part window).

System Effects

As a result of this activity, the system creates a new purchase order line for the supplier loan part. The ownership will be set to Supplier Loan and owner to the supplier ID.

Window

Purchase Order

Related Window Descriptions

Purchase Order, Purchase Order/Part Order Lines, Add Supplier Loan

Procedure

1. Open the Purchase Order window and query for the applicable purchase order.
2. On the Part Order Lines tab, select the applicable line
3. Right-click and then click Options for External Service Orders / Add Supplier Loan. The Add Supplier Loan dialog box will open.
4. The information in the Original Part area appears automatically and reflects the information for the part that needs to be repaired, as entered on the purchase order line.
5. Use the Loan Part area to specify the part you would like to receive in advance and by when.
6. Click OK.
7. A new line for the loan part has been added to the purchase order. The Loan Part check box on this line is automatically selected.