Selecting an exchange order to modify or view the order details

Selecting an exchange order to modify or view the order details

Select the “Manage Exchange Order” activity under the “Customer Parts Exchange” business component.

The “Select Exchange Order” page appears.

Enter the following in the “Search Criteria” group box. Data entry in the following fields is optional and you can prefix or suffix with the wild-card character * in the text fields to retrieve the values similar to the string entered.

Exch. Order Info	Use the drop-down list box to select the exchange order related information. The system lists the following options: “Exch. Oder #”, “Exch. Entity”, “Exch. Ord. Create Date: From”, and “Exch. Ord. Create Date: To”. If “Exch. Entity” is selected, use the drop-down list box in the adjacent field to identify the type for exchange. The system lists “Top Assembly” and “Sub Assembly”. The system displays “Top Assembly” by default. For any other exchange order information selected, enter an appropriate valuein the adjacent field. You can enter the code in full or specify it partially using the “*” character. The system displays all information that is similar to the value entered here. Note: The system activates or deactivates the second or third field based on the value selected in the first field.
Exch. Order Status	Use the drop-down list box to select the status of the exchange order. The system lists the following options: “Exch. Order Status”, “Exch. Approval Status”, and “Exch. Quote Approval Status”. Based on the type of “Exch. Order Status” selected, use the drop-down list to select an appropriate status in the adjacent field. If “Exch. Order Status” is selected, the system lists the following options: “Fresh”, “Canceled”, “Force Closed”, “Short Closed”, “Confirmed”, and “Closed”. If “Exch. Approval Status” or “Exch. Quote Approval Status” is selected, the system lists the following options: “Not Required”, “Required”, “Pending”, “Approved”, and “Rejected”. The system displays “Exch. Order Status” by default.
Initiating Doc. Info	Use the drop-down list box to select the document that initiated the exchange order creation. The system lists the following options: “Customer Order #”, “Shop Work Order #”, “Parent Shop Work Order #”, “Repair Order #”, “Material Request #”, “Initiated by”, “Initiated Date: From”, “Initiated Date: To”, “Customer #”, and “Customer Name”. The system displays “Customer #” by default. Enter a value identifying the initiating document in the adjacent field. You can enter the code in full or specify it partially using the “*” character. The system displays all information that is similar to the value entered here.
Source Doc. Info	Use the drop-down list box to select the information pertaining to the source document. The system lists the following options: “Shop Work Order #”, “Material Request #”, and “Source Customer Order #”. The system leaves the field blank by default. Enter a value identifying the source document in the adjacent field. You can enter the code in full or specify it partially using the “*” character. The system displays all information that is similar to the value entered here.
Core Part Info	Use the drop-down list box to select the exchange core part related information The system lists the following options: “Mfr. Part #”, “Part #”, “Mfr. Serial #”, “Mfr. Lot #”, “Serial #”., “Lot #”, “Part Description”, “Reason for Exchange”, “Exchange Type”, “Core Mvt. Status”, “Initiated as”, and “Exch. Request Status”. If anyone of the following values are selected as the Core Part Info such as, “Mfr. Part #”, “Part #”, “Mfr. Serial #”, “Mfr. Lot #”, “Serial #”., “Lot #”, or “Part Description”, then enter an appropriate value identifying the core part information in the adjacent field. You can enter the code in full or specify it partially using the “*” character. The system displays all information that is similar to the value entered here. If anyone of the following values are selected as the Core Part Info such as, “Reason for Exchange”, “Exchange Type”, “Core Mvt. Status”, “Initiated as”, or “Exch. Request Status”, then use the drop-down list box to select an appropriate value in the adjacent field. If “Reason for Exchange” is selected, the system lists all the Reason Codes defined in the “Manage Reason for Exchange / Swaps” activity under Logistics Common Master business component. If “Exchange Type” is selected, the system lists the options “Flat” and “Exchange with Repair”. If “Core Mvt. Status” is selected, the system lists the options “Pending”, “Not Applicable”, “Moved” and “Scrapped”. If “Initiated as” is selected, the system lists the options “Regular” and “Advance Exchange”. If “Exch. Request Status” is selected, the system lists the options “Pending”, “Closed” and “Not Applicable”. Note: The system activates or deactivates the second or third field based on the value selected in the first field. The system displays “Mfr. Part #” by default.
Source Part Info	Use the drop-down list box to select the sourcing information for the part that needs to be exchanged. The system lists the following options: “Mfr. Part #”, “Part #”, “Mfr. Serial #”, “Mfr. Lot #”, “Serial #”, “Lot #”, “Part Description”, “Source Type”, and “Inv. Sourcing Strategy”. If anyone of the following values are selected such as, “Mfr. Part #”, “Part #”, “Mfr. Serial #”, “Mfr. Lot #”, “Serial #”, “Lot #” or “Part Description”, then enter an appropriate value identifying the “Source Part Info” in the adjacent field. You can enter the code in full or specify it partially using the “*” character. The system displays all information that is similar to the value entered here. If “Source Type” or “Inv. Sourcing Strategy” is selected as the Source Part Info, then use the drop-down list box to select an appropriate value in the adjacent field. Note: The system activates or deactivates the second or third field based on the value selected in the first field. The system displays “Mfr. Part #” by default.
Availability Status	Use the drop-down list box to select the availability status of the core. The system lists the options “Available”, “Pending” or “Not Available”. The system lists all the Customer Owned Stock Statuses (both active and inactive) defined in the interacting UDSS business component. The system leaves the field blank by default.

Click the “Search” pushbutton to retrieve the details in the multiline.

The system displays the following in the “Search Results” multiline:

Exchange Order #	The number identifying the exchange order. Note: Click the hyperlinked exchange order number to edit the details of the exchange order in the “Manage Exchange Order” page.
Exch. Order Status	The status of the exchange order document which can be “Fresh”, “Canceled”, “Force Closed”, “Short Closed”, “Confirmed” or “Closed”.
Core Part #	The number identifying the core part.
Mfr. Part #	The part number provided by the manufacturer of the part.
Mfr. #	The code identifying the manufacturer of the part.
Reason for Exch.	The code identifying the reason for customer part exchange
Customer #	The unique code identifying the customer.
Customer Name	The name of the customer.
Part Description	The textual description of the part

Click the hyperlinked exchange order number in the multiline to manage the exchange order details.