Exchange requisition

Exchange Requisition

SPM documentation - May 5th 2010 – Written by Rémi Equoy

Introduction

The Exchange Requisition means the sale of an exchange. The exchange can be done from a rotable existing in a Store or with a vendor.

This document can be created or opened with the main repair menu :

Main information

Addresses, Contact and Forwarding agent tabs

PN tab

Analytic tabs

Main information

The Doc # is defined automatically by using the document default format. You can select another the format or reuse an unused number by pushing the button "...".

The Customer can be typed or you can obtain a list of customer by double clicking. The customer have to be created before creating the Repair Requisition.

The Outlet (Site) is one of the outlet your are granted to use.

The Date is the day date by default but you can change this one.

The Client's order is a date filled by the user representing the customer's order receipt date.

The Priority level can be choose among Routine, Expedite, Critical or A.O.G. .

The Customer's reference field enables to save the customer order reference if there is one.

The Currency is normally defined by the customer (see customer form) but if the customer currency is not defined in the customer card or if you have a customer with multiple currency, you can change the  quote's currency with this combo box.

The User is the first name and surname of the user who have created the quote.

The Folder enables to attach or to class the Requisition in a folder. (see General Data/Miscellaneous/folders to create a new folder)

The Status describes the state of the Repair Requisition. When the status advance, some information may be become compulsory.

Addresses, contact and Forwarding agent

Once the customer have been selected, the default contact, the default delivery address and the default invoicing address will be filled automatically.

The Repair Shop or Vendor address will be available and filled in when the origin of the exchange will be defined (see below).

The user can change the contact list by adding (or deleting) contact coming from the customer ref card.

The Delivery address and the Invoicing address can be changed by selecting another site (if available in the customer ref card).

The forwarding agent will be the default one but the user will be allowed to select another one.

The Repair Shop address can be changed by selecting another site (if available in the vendor ref card).

For more information about addresses, see Customer and Vendor topic.

PN tab

The PN tab list the PN which will be repaired.

The left side enables to fill in information about the Part Number.

The right side enables to compute the sales price.

Once a PN have been selected, the PN infos forms enable to define the origin :

Analytic tabs

The analytic tabs enables to see linked document :

• History :  This tab gives the list of Receipt Forms plus the list of Delivery Notes which have been made for this exchnage.
• Invoices : This tab gives the list of invoices which are linked with this exchange.

See also - Exchange - Exchange Order - Repair Order -

See also - Exchange from stock process - Exchange from stock - Statuses - Item/In Repair -

See also - Exchange with vendor process - Exchange with vendor - Statuses -

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