Enter Exchange Components, Purchase Requisition

Explanation

Use this activity to connect an unserviceable component part to a purchase requisition line. You will be sending the unserviceable part to the supplier in exchange for a serviceable part. (The unserviceable part is also called the exchange component part).

Prerequisites

• The purchase requisition line must have been entered and saved.
• The part on the requisition line must use condition codes, and the quantity on the requisition line must be 1.
• The exchange part must have been entered as both a sales part and an alternate part to the part on the requisition line.

System Effects

The unserviceable exchange component part will be connected to the purchase requisition line. The Exchange Item check box on the order line will be selected. The exchange component information will be transferred to the purchase order line when the requisition is converted to a purchase order.

Window

Purchase Requisition

Related Window Descriptions

Purchase Requisition, Purchase Requisition/Part Requisition Lines, Requisition Exchange Component, Requisition Exchange Components

Procedure

Adding a new component:

1. Query for the appropriate requisition, and select the requisition line to which you want to connect the exchange component.
2. Right-click and then click Exchange Components. The Requisition Exchange Component window will open.
3. Click New. The requisition number, line number, and release number are automatically retrieved from the purchase requisition.
4. In the Exchange Part No field, enter the short code for the part or select one by using the List of Values.
5. If applicable, enter values in the Serial No, Lot/Batch No, and Condition Code fields by directly entering the short codes or by selecting the appropriate value from the List of Values.
6. Enter the date when the exchange component should be delivered to the supplier.
7. Click OK to save the record and return to the requisition window.

Updating an existing component:

1. Query for the appropriate requisition, and select the requisition line connected to the exchange component that you want to update.
2. Right-click and then click Exchange Components. The Requisition Exchange Component window will open.
3. If applicable, enter values in the Serial No, Lot/Batch No, and Condition Code fields by directly entering the short codes or by selecting the appropriate value from the List of Values.
4. Click OK to save the record and return to the requisition window.

Deleting an existing component:

1. Query for the appropriate requisition, and select the requisition line connected to the exchange component that you want to delete.
2. Right-click and then click Exchange Components. The Requisition Exchange Component window will open.
3. Click Delete.
4. Click OK.