Handling Material Exchange Orders

Outcome

• You have received the customer's broken component and the component can be repaired.
• The customer is provided with a serviceable component by you.
• An invoice is sent to the customer.

  Payment from the customer can be expected and received.

For more information on how the system is affected, refer to the related documents.

Before you start

• A maintenance customer order type must be defined with the following values in 'Maint CO Type. Open' (COS010).
  • Line delivery must be permitted.
  • The default order type for loan/exchange should be defined with a move transaction type (92) in 'Req/Distr Order Type. Open' (CRS200).
  • The order type for receiving should be defined with transaction type 40 in (CRS200).

Follow these steps

1. Investigate stock balance

   Investigate the current stock balance to find out whether you have the component that the customer wants. The following programs can be used for stock balance investigations:

   • 'Availability. Display All Warehouses' (MMS081)
   • 'Balance Identity. Display' (MMS060)
   • 'Balance Identity. Open Toolbox' (MWS068).

2. Entering maintenance customer order

   Use this activity to create exchange orders. These orders are used when a customer wants to exchange a component because it might be broken for a serviceable component that you have in your stock. The order consists of two components: the order header and the order lines. The order header contains basic order data with information about the customer, the agreement, the order dates, etc. The order lines contain information about the component that is to be exchanged.

   Basic order data is entered in 'Maintenance Customer Orders. Open' (COS100). Order details are entered in 'Maintenance Customer Orders. Open Line' (COS101).

3. Sending Exchange Unit to Customer

   Use this activity to send the serviceable component to your customer. This means allocating the component to the customer. This activity is performed in 'Req/Distr Order. Open' (MMS100) when you confirm the picking list in 'Picking List. Report' (MWS420).

4. Receiving exchange unit from customer

   Use this activity to receive the component that the customer sends to you in exchange for the component you have sent. During this process, it is possible to define a new lot number if the component does not already exist in the system. While entering the new lot number, it is possible to register the current meter reading.

   Goods receiving is managed in 'Maint CO. Report Component Receipt' (COS300).

5. Managing invoicing

   The invoicing process consists of a few steps. These allow you to check the transactions on the invoice specification, change transactions, add transactions and regenerate the invoice specification. These activities are performed in 'Maint CO. Check Preliminary Invoice Spec' (COS170).

   This process also includes how to approve and print the invoice specification.