Publication Date: 8/17/2026 Share Print

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Exchange Order Out

The Exchange Order Out (X/O) option allows operators to create exchange orders when exchanging their components with a customer's components. An example of this is sending a usable part to a customer for their unserviceable part in return. The order must be created first. Following this, either the part to be sent to the customer can be issued (normal exchange), or the part from the customer can be received (advance exchange). Both expendable and repairable parts are allowed on Exchange Order Outs.

This window is composed of a header level (where the Customer, Expenditure, Terms, etc. can be specified) and a detail level (where the specific part details, like the Quantity, Cost, Delivery Date, etc. can be specified for one or more parts through multiple line items).

The following tabs and buttons are available at the header level.

Exchange Order Out Header Tabs

Exchange Order Out Header Buttons

General Tab

Optional Tab

Information Tab

Audit Tab

Customer Information Tab

Received Tab

Terms and Conditions Tab

but_reset_sm Reset button

but_new_small New button

but_save_small Save button

but_delete Delete button

but_notes_small Notes button

but_print (small) Print button

but_select_small Select button

but_XO_SO_small X/O to Sales Order button

but_contact_sm Contact button

but_picklist_small Picklist button

but_CXL_RSV_small Cancel Picklist Reservation button

but_release for authorization (small2) Release for Authorization button

but_audit_sm Audit button

For more information on the options in the detail level, refer to the Exchange Order Out Detail.

Additional functionality can be found through the following:

 

Exchange Order Out Process

Exchange Order Out

In This Section

Exchange Order Out, General Tab

Exchange Order Out, Optional Tab

Exchange Order Out, Information Tab

Exchange Order Out, Audit Tab

Exchange Order Out, Customer Information Tab

Exchange Order Out, Received Tab

Exchange Order Out, Terms and Conditions Tab

Exchange Order Out Buttons

Exchange Order Out Detail

Issue an S/N to the Exchange Order Out

See Also

Customer Orders, Update Menu

Customer Orders

Customer Orders Pending Review

Customer Order Reservation Control

Customer Order Supervisor

Exchange Order Out Finalization

Exchange Order Out Request

Exchange Order Out Supervisor

Rental Order

Rental Order Finalization

Rental Order Supervisor

Sales Order Return

Sales Order Return Supervisor

Surplus Sales

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