MANUALS > Orders > Orders Module > Orders, Update Menu > Orders Creation/Update > Loan Order > Loan Order Header Buttons > Loan To Exchange Button, via Loan Order Header

Select the Loan Exchg button to convert a Loan Order to an Exchange Order. Once the L/O is converted to an E/X, the L/O is no longer available in the Loan Order window.

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

The Loan Order number that will be converted to an Exchange Order. This Order Number defaults to the selected order in the L/O Header window. However, the L/O Number can be manually changed to another L/O Number even if that order is not in 'Open' Status.

Line

The specific Line number on the Loan Order to be converted.

Unit Cost

Enter the Unit Cost of the L/O that will be carried over to the Exchange Order. This cost does not have to be the same as the L/O Unit Cost.

G/L

The General Ledger number being sent to the new Exchange Order. Once the L/O Line number is entered above, the G/L field is automatically populated based on the G/L of the L/O. This G/L can be changed before being sent to the E/X.

Note: In order for the entered G/L to be carried over to the new Exchange Order, Orders Switch EXCVTGL must be set to No. For more information refer to Switch EXCVTGL via the Orders Switches Manual.

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After saving and exiting, the user is presented with the Exchange Order window.

Enter the additional information required to complete the conversion of the Loan Order to the Exchange Order. The Exchange Order will assume the same sequential number for the Loan Order.

Additional Functionality:

Once the Loan Order is converted to an Exchange Order, the Loan Order information is included in the newly created Exchange Order. For example, notice the the Order Number and Line number of the Loan Order. Once the Exchange Order is created, notice the Converted From information at the bottom of the Exchange Order window.