PROCESS FLOWS > Exchange Order Out Process

Exchange Order Out Process

The Exchange Order Out allows the user to create exchange orders when exchanging components with a customer. An example of this is sending a usable part to a customer for an 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). Finally, to close the order, it must go through Exchange Order Out Finalization.

Note: The Process Sequence of Issuing and Receiving an X/O is dependent on the user's company procedures, or the situation of the Customer requiring a serviceable P/N. For example, in an emergency, like AOG, a P/N of an X/O may need to be issued before an unserviceable P/N is received. However, per a company's policy, a P/N of an X/O may be required to be received from the customer before a serviceable P/N can be issued.

The following process flow is a general guide for the configuration, creation, issuing, receiving, and finalization of the Exchange Order Out life cycle. This life cycle may vary depending on each user and their company's customized protocols.

The following sections are the primary elements covered in this process flow:

• Exchange Order Out Setup and Configuration
• Creating an Exchange Order Out
• Issuing an Exchange Order Out
• Receiving an Exchange Order Out
• Converting an Exchange Order Out to a Sales Order
• Exchange Order Out Finalization