MANUALS > Customer Orders > Customer Orders Module > Customer Orders, Update Menu > Customer Orders Creation/Update > Exchange Order Out

Exchange Order Out

The Exchange Order Out (X/O) option allows operators to create exchange orders when exchanging their components with a customer's components. An example of this is sending a usable part to a customer for their unserviceable part in return. The order must be created first. Following this, either the part to be sent to the customer can be issued (normal exchange), or the part from the customer can be received (advance exchange). Both expendable and repairable parts are allowed on Exchange Order Outs.

This window is composed of a header level (where the Customer, Expenditure, Terms, etc. can be specified) and a detail level (where the specific part details, like the Quantity, Cost, Delivery Date, etc. can be specified for one or more parts through multiple line items).

The following tabs and buttons are available at the header level.

For information on the options in the detail level, refer to the Exchange Order Out Detail.

Open Orders Table

In the lower half of the window, all open Exchange Orders assigned to the signed-in user are displayed in a table. Click on an Exchange Order from the table to see the header information at the top of the window.

The table is broken down into multiple pages - users can switch through the pages listed at the top and bottom of the table. The amount of items displayed in each page can be changed through the dropdown at the top and bottom of the table (the options are 5, 10, 15, or 50 items per page). The table can be filtered to display specific information by entering the specific data in the blank fields under each column name. Alternatively, line items can be sorted by using the up/down arrows next to the column name. Some tables contain a dropdown arrow in the first column that can be selected to display additional information for the selected record. When the required record is selected, click on the Select button to access the Detail window.

The Export as Excel button can be selected to view the queried data (including all pages) in an Excel spreadsheet. This Excel file can be saved for later use. For more information refer to the Export as Excel Button via the eMRO System Standards manual.

The following columns are available in this table:

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Order Number

The type of order and the order number for the transaction.

Vendor

The vendors are defined in the Vendor Master. All vendors must have the required criteria (i.e. supplier, service, etc) to be used against the particular order type. Otherwise, the below message may be received stating that the user will not be able to save the order with that particular vendor.

Name

The name of the vendor who was selected in the vendor field will appear here as defined in the Vendor Master.

Priority

The priority placed on the transaction (e.g., routine, AOG, etc.).

Currency

The currency that will be used for the order transaction. Currencies may be defined for the Customer/Vendor in the Customer/Vendor Master and overridden at the order level.

Total Cost

The total cost of the order, which includes all line items' quantity multiplied by any additional fees or cocts, such as Freight, Duty, Tax, etc.

Confirmation

The confirmation reference along with applicable information.

Authorization

The Authorization status of the record.

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The Export as Excel button can be selected to view the queried data (including all pages) in an Excel spreadsheet. This Excel file can be saved for later use. For more information refer to the Export as Excel Button via the eMRO System Standards manual.

Additional functionality can be found through the following:

• Auto Exchange Order Out
• Issue an S/N to the Exchange Order Out

Exchange Order Out Process