Initiating reference document details

Select the “Initiating Doc. Info” tab to record the details of the initiating document.

The "Initiating Doc. Info" tab appears by default.

Modify the following fields, if required in the “Initiating Doc. Info” tab.

Initiating Ref. Doc. #

Use the drop-down list to select the reference document initiating the exchange Mandatory. If Exchange Order # is left blank, the system lists the options “Material Request”, “Repair Order” and “Shop Work Order”.

The system leaves the field blank by default.

Enter the value for “Material Request”, “Repair Order” or “Shop Work Order”.

If a value exists in Exchange Order #, the system displays by default the Initiating Ref. Document # saved for the Exchange Order #.

Help facility available.

Note: Enter a value identifying the reference document and click the “Get Details” pushbutton to view the details.

Initiated by	The employee code of the user who is authorized to initiate the exchange order. Mandatory. The system ensures that the entered value is a valid employee code as defined in the “Employee Information” business component. If this field is left blank, the system displays by default the Login User's Employee ID as Initiated by on clicking the “Get Details” pushbutton. Help facility available.
Initiated Date	The date on which the exchange was initiated. Mandatory. The system ensures that Initiated Date is earlier than or equal to the current date. If this field is left blank, the system displays by default the current date as Initiated Date. on clicking the “Get Details” pushbutton.
Reason for Exch.	Use the drop-down list to select the reason for exchange. The system lists all the "Active" Reason Codes defined in the “Logistics Common Master” business component. For the selected reason the system displays the Reason Type which could be "Customer” or “Internal”.
Remarks	Enter any comments pertaining to the exchange order document.

The system displays the following fields:

Parent SWO #

The number identifying the parent shop work order.

Note: Click on the hyperlinked shop work order number to view the details of the Parent shop work order in the “View Work Order Details” page.

Exch. MR #

The number identifying the Material Request generated to satisfy the exchange.

Note: Click on the hyperlinked exchange material request number to view the details of the Material Request in the “View Material Request” page.

Customer Order #

The number identifying the customer order.

Note: Click on the hyperlinked customer order number to view the details of the customer order in the “Manage Customer Order” page.

Customer #

The unique code identifying the customer.

Note: Click on the hyperlinked customer number to view the details of the customer in the “View Customer Record” page.

Customer Name	The name of the customer.
Parent Part #	The part # identifying the parent part.
Parent Mfr. Serial #	The number identifying the manufacturer serial number of the parent part.
Parent Part Desc.	The textual description of the parent part

Enter the following fields, if required, in the multiline;

Core Part #	The core part number for which the exchange is initiated.
Mfr. Part #	The manufacturer part number for the core part. This is the part number provided by the manufacturer of the part (Alphanumeric, 40). The value in this field is defined in the “Part Administration” business component. This field is “Enter” key enabled. Help facility available
Mfr. #	The code identifying the manufacturer of the part (Alphanumeric, 45). Help facility available
Exch. Qty	The quantity of the core parts that is required to be exchanged.
Core Mfr. Serial #	The manufacturer serial number of the core part . This field is relevant only if the part is serialized.
Core Mfr. Lot #	The manufacturer lot number of the core part . This field is relevant only if the part is lot controlled.
Core Condition	The condition of the core part. The system lists the options “New”, “Serviceable”, “Over Hauled”, “Phased Out” and “Unserviceable”. The system leaves the field blank by default.
Core Stock Status	The stock status of the core part. The system lists all the Customer Owned Stock Statuses defined in the “User Defined Stock Status” business component.

The system displays the following fields in the multiline:

UOM	The stock unit of measurement of the core part number.
Exchange Class	This field will indicate how the core part exchange is satisfied which could be either “SWAP” or “Exchange”.
Core Part Desc.	The textual description of the core part.
Core Status	Indicates the status of the core which could be “Open”, “Closed” or “Not Applicable”.
Core Availability Status	The availability status of the core which could be “Available”, “Pending” or “Not Available”.

Enter the following fields in the multiline:

Assessed Cost (Base Curr.)

The assessed cost of the core part in the base currency.

Note: The entered value should be equal to or greater than zero.

Remarks

Any textual description related to the Document Information.

Additional Details

The additional details related to the assessed cost of the core part.

Note: Even if the Exchange Order is not in Fresh status, modification of ‘Remarks’ in the Header section and ‘Assessed Cost (Base Curr.)’, ‘Remarks’ and ‘Additional Details’ fields in the multiline are allowed.

If the Exchange Order is in Shortclosed or Force Closed or Cancelled or Closed statuses, the modification of the fields will be restricted.

The system displays the following fields in the multiline:

Core Mvt. Status	Indicates whether the core has reached its final destination which could be “Moved”, “Scrapped”, “Pending” or “Not Applicable”.
Exch. Request Status	Indicates whether the exchange request on the core is satisfied or not which could be “Pending”, “Closed” or “Not Applicable”.
Core Serial #	The number identifying the internal serial number of the core part that is to be exchanged.
Core Lot #	The number identifying the internal lot of the core part that is to be exchanged.
Line #	The line number of the records in the multiline.

Click the “Save” pushbutton to save the details of the core part which needs to be exchanged.

To proceed, carry out the following

Select the “Sourcing Info” tab to modify the sourcing details of the core part.
Select the “Exchange Part Info” tab to view the details of both the core and source part info for the exchange order.
Select the “Exchange Activity Log” tab to view the log details of the exchange activity.