Exchange Codes—Basic Data and Requirements Exercises

Main Exercise

Purpose: The purpose of this lesson is to show you how to define the different types of exchanges used for Component Repair Orders (CROs), and how to enable automated functions for the exchange types you create. There are three valid types of exchanges, Single, Double and Loan, which are used to manage different part exchange scenarios. For each exchange code, it is possible to set up automated functions. When the relevant option is selected, repair lines will be created automatically for the exchange line, and the automatic approval process will be enabled for the exchange scenarios.

Windows:
Component Repair Order Basic Data

Define Exchange Codes

1. Open the Component Repair Order Basic Data window and click the Exchange Code tab.
2. Create a new record (F5).
3. In the Exchange Code field, enter an ID for the exchange.
4. In the Exchange Description field, enter a suitable description.
5. In the Exchange Type field, select the type of exchange, i.e., single, double or loan.
6. Save the information (F12).

Enable Automatic Repair Line Creation

1. Open the Component Repair Order Basic Data window and click the Exchange Code tab.
2. Search for the exchange code you created in this lesson or create a new one by following the steps outlined in the Define Exchange Codes exercise.
3. Select the Add Repair Line check box.
4. Save the information (F12).

Enable Automatic Dispatch Approval

1. Open the Component Repair Order Basic Data window and click the Exchange Code tab.
2. Search for the exchange code you created in this lesson or create a new one by following the steps outlined in the Define Exchange Codes exercise.
3. Select the Automatic Approval check box.
4. Save the information (F12).

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