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eMRO v4 - Inventory Module

Auto Exchange Order One-Way Forward

The Auto Exchange Order option (for one-way forward P/Ns) allows customers to set up an auto generated Exchange Order (EX) when parts from the P/N Pool agreement are returned to stock; the Pool Type must be Exchange, the Auto Exchange Order checkbox selected, and the Exclusive checkbox deselected. If a part being included in a P/N Pool has a one-way forward P/N, the one-way forward P/N is the only P/N that should be listed in the P/N Pool.

Company Change Button, via Inventory Transaction

Order Type - This field determines how the company change transaction will be recognized by the system.

S/O & P/O - The system will treat the company change transaction as a sale of the P/N. For more information, refer to eMRO Order Type: S/O & P/O.

X/O & E/X - The system will treat the company change transaction as an exchange of one P/N for another. The auto-generated X/O will remain unfulfilled until a X/O & E/X FULFILL transaction is performed for another part. For more information, refer to eMRO Order Type: X/O & E/X.

X/O & E/X fulfill - The company change transaction performed using this order type will fulfill X/O's generated using the X/O & E/X option above. For more information, refer to eMRO Order Type: X/O & E/X.

None - The system will treat the company change transaction as a quantity and value adjustment of both companies' inventory, but orders will not be created. For more information, refer to eMRO Order Type: None.

Transfer radio buttons - The selected option will determine if a Transfer Order will be created as part of the company change transaction.

New - A new Transfer Order will be created to facilitate the company change transaction.

Existing - The selected P/N will be added as a new line item to an existing Transfer Order, which is specified in the T/O NO field.

None - No Transfer Order will be created or used.

Add Cost ORG/Currency - Specify any additional cost that should be added onto the unit cost of the P/N when determining the total cost of the auto-generated S/O & P/O. This field will only appear when the order type S/O & P/O is selected. This option should only be used when company currencies match, otherwise the OVR List Price checkbox must be used to specify the unit cost of the part.

Note: As soon as user selects the 'OVR List Price' checkbox, the 'Add Cost ORG/Currency' field grays out and the 'Use List Price' checkbox is auto-selected.

Exchange Fee - Specify the exchange fee charged for the auto-generated X/O. This field will only appear when the order type X/O & E/X is selected.

Order NO - Specify the X/O number of the order that is to be fulfilled through the company change transaction. This field will only appear when the order type X/O & E/X FULFILL is selected.

Requisition / Line - If the P/N is purchased to satisfy a requisition, specify the relevant requisition number and line item. This field will only appear when the order type S/O & P/O is selected.

T/O NO - Specify the T/O that the Company Change transaction should be attached to. This field only appears when the Existing option is selected from the Transfer radio buttons.

Print Tag checkbox - Selecting this checkbox will ensure that an appropriate tag will be printed for the P/N once the Company Change transaction is complete. The Print Tag window will automatically be displayed once the Save button has been selected.

S/R Flag - Selecting this checkbox will create a Sales Return historical record for the P/N once the Company Change transaction has been performed. This field will only appear when the order type S/O & P/O is selected.

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

Note: The priority entered in the the P/N Company Change window will be reflected in the priority for the S/O and P/O header window. This field will not appear for 'None' order type transactions.

Reference - Enter the appropriate reference code.

Accounting Tab - In the P/N Company Change detail window, an Accounting tab displays current financial information about the selected P/N.

Inventory Supervisor Detail, Optional Tab

Approved Certificate Number: This field can hold up to 30 characters.

P/N initial Load, General Tab

Approved Certificate Number: This field can hold up to 30 characters.