Completing An Advance Exchange for the Components of a Unit

  1. Open the Service Orders form and follow the steps in Adding and Updating a Service Order to create a new SRO.
  2. In the SRO Type field, select the spare parts time.
  3. On the Customer tab, specify the fields based on the customer associated to the exchange.
  4. Save the new SRO.
  5. Notify the customer of the SRO number that was generated by the system.  This number is used as the RMA number.
  6. On the Lines/Operations tab, click Lines.

    Follow the steps in Adding SRO Lines to create a SRO line item for the parent unit.

  7. Click Operations and follow the steps in Adding Service Operations to create a SRO operation for the parent unit.
  8. Click Transactions and follow the steps in Adding Service Order Transactions to enter the transactions that were used on the parts order.

    In the Trans Type field, select E for exchange.

    The system automatically creates a planned transaction for the part to be returned.

  9. When the part is received from the customer, post the Return transaction to the SRO on the Service Order Transactions form.
  10. Create an invoice record and update the customer balance using the Service Order To Be Invoiced Report and Service Order Invoicing form.
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