Handling Advance Exchanges and Loaners

You can handle advance exchanges at the unit level and the component level. You must set up a SRO type for advance exchanges before processing an exchange. Follow these steps to set up the advance exchange SRO type:

  1. Open the Service Order Types form to create a new SRO type.
  2. In the SRO Type field, specify AdvExch.
  3. In the Description field, specify Advance Exchange.
  4. In the Product Code field, select the appropriate account.
  5. Save the new SRO type.
  6. Open the Service Order Templates form and filter to the new AvcExch SRO.
  7. On the Lines/Operations tab, click Lines to open the linked Service Order Lines form.
  8. Add a new line for the item being sent to the customer, and specify this information:
    Quantity
    Specify 1. After the SRO is created, the system updates this value.
    Bill Code
    Select List.
    Line Type
    If not already set, select AdvExch.
  9. Save the new line.
  10. Add a new line for the item being returned, and specify this information:
    Quantity
    Specify -1 to show that an item is going to be received by a customer. After the SRO is created, the system updates this value.
    Bill Code
    Select List.
    Exchange Days
    Specify the number of days the customer has to exchange the item for full credit.
    Line Type
    If not already set, select AdvExch.
  11. Save the record.
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