TRAX MANUALS > Orders > Orders Module > Orders, Update Menu > Exchange Order

Exchange Order

TRAX allows the user to create an Exchange Order when an unserviceable part is sent out in exchange for a serviceable one. The Exchange Order must be created first via the Orders module. Following this, one of two things may happen:

• Normal Exchange: The part is sent (issued) to the vendor first, then the vendor sends a new part which is then received. This first step is accomplished by selecting the Exchange button for the returning part via Inventory Transaction.

OR

• Advanced Exchange: The part from the vendor is received first, then the used part is sent back (issued) to the vendor.

If the Exchange unit is received, the order itself will go to closed status. However, if the unit to be exchanged (Send P/N) has not been sent to the vendor, the order will still appear on the 'Unfulfilled Exchange Order' report until such a time as the unit is Exchange Order Issued.

If the order had a requisition attached, the system will automatically send a message to the user who requested the item stating that the part is now in stock and the requisition will go to closed status.

The Exchange Order option will only show open Exchange Orders that the current user ID has created. Exchange Orders can be created for exchanges to external vendors.

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

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

Exchange Order Process Flow

Exchange Orders