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

The Exchange Order Out Detail, General tab is used to specify the parts that are being exchanged. Additional details regarding the parts can also be included here, like applicable Fees, Delivery Dates, and Conditions.

Note: The second row of Costs/Fees automatically converts the main currency with the Customer's Currency. The Customer's Currency is displayed to the left of the values and is informational. See below for more information on all of these figures.

The following information/options are available in this window:
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Order Number

An auto-generated unique sequential number is assigned to each order. All Order Types which exist under the Order Module will receive their number for the following configuration:

• POSEQ - (Orders Next Sequence Number) - Next number for an Order. The start number is set at implementation. The Config Number field is used.

Line

The specific Line item of the Order. Each Line item could represent a different part included in the same order.

Status

The current order status. At the Order Detail level, the Status is in reference to the particular line item.

Supplied P/N

The part that the user is sending to the customer.

P/N Description

The description of the part that the user is exchanging with the customer.

Condition

The condition of the item that the user is sending. This will default if S/N is selected.

Core P/N

The part that the user will receive from the customer.

P/N Description

The description of the part that the user is exchanging with the customer.

Repair

The required repair action to be taken on the part the user will receive.

DEL Date

The required delivery date expected to receive the Core P/N.

QTY

The quantity of part(s) being exchanged.

Note: When a rotable part is used, this field becomes hard-coded with the value 1.

UOM

The unit of measure. This will default if associated with a Part Number as defined in the P/N Master. Transactions for parts can be conducted in a different UOM than defined in the P/N Master. However, upon receiving the UOM, conversion will automatically adjust the quantities, providing that the conversion rate is defined in the UOM System Transaction Code (via Setting/Explorer/System Transaction Code).

Requisition

List of required parts for either a maintenance item or for restocking.

Line (Requisition)

The attached requisition line number.

RTN W/I Days

The number of days for either the P/N to be received and returned or delivered and returned.

Supplied S/N

The serial number of the supplied part.

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. For additional information, please refer to the Currency section of the G/L Interface, System Transaction Code Training Manual. This field is linked to the Customer's Currency which is entered in the Header window. This field is informational in the Detail window.

Exchange Fee

The exchange cost for the Customer. This field automatically defaults to the Unit Sell price listed for the part via the Sell button for the Condition listed. If there is no Unit Sell price for the part or for the part Condition, then the field will be left blank and must be populated manually. For more information refer to the Sell Button via the P/N Master section of the Settings Training Manual.

Note: A Markup percentage can be applied to the Exchange Fee for specific Customers via the Default Markup X/O field in the Customer Master, Sell/Rental tab. When added, the markup percentage is multiplied against the Unit Sell price (from the Sell Button); the result is the Markup amount which is applied to the Exchange Fee automatically. If there is no Unit Sell price for the part or part Condition, then the Markup is not applied to the Exchange Fee. Note that the Exchange fee is dependant on the setting of Switch CCLISTCOND. For more information refer to the Customer Master, Sell/Rental Tab via the Settings Training Manual.

Duty Cost

The customs duty cost (if applicable).

Freight Cost

The associated freight cost/fees, if applicable.

Tax Cost

The tax cost (if applicable).

Note: Taxes can be applied to Orders automatically by entering Goods and Services Tax (GST) information for the specific Customer/Vendor entered into the header window. The tax percentage and applicable G/L Account can be entered via the Settings Master, Optional tab. The Tax Cost is added when a Unit Quantity and Cost are entered. For more information refer to GST Functionality (Customer) via the Settings Manual.

VAT Code

Allows the user to add a Value After Tax percentage to the order. This is set up through the VAT Code System Tran Code.

Repair Cost

The estimated cost of the repair (if applicable).

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.

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