Publication Date: 8/17/2026 Share Print

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Book Index

Exchange Order Setup and Configuration

Before creating Exchange Orders, administrators must set up the security, authorization, and revision configurations.

Exchange Order Process Swim Lane 1

Note: Other switches that affect Exchange Orders will be mentioned throughout this process. For more information on all available switches, refer to the Orders Switches Manual.

  • Depending on the user's company's operating procedures, Exchange Orders may require authorization. For more information, refer to the Order Authorization Explorer.

Once all of these configurations have been set up, users can begin Creating an Exchange Order.

See Also

Exchange Order Process Topics

Creating an Exchange Order

Receiving an Exchange Order

Converting an Exchange Order to a Purchase Order

Issuing an Exchange Order

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