RELEASE HANDBOOKS > TRAX Version 11 > 11 - Customer Orders > 11 - Customer Orders Module

11 - Customer Orders Module

Auto Exchange Order Out

The Auto Exchange Order Out window allows users to set up an auto generated Exchange Order Out for parts that are moved from one company to another through a remove/install transaction. Once the remove/install transaction is completed, the parts that belong to Company A will change ownership as the remove/install transaction is completed on Companies Bs Work Order. This functionality works both for serialized and consumable parts. Once the Task Card(s) and Work Order are closed, the system will auto generate an Exchange Order Out and set it to Closed status. The Exchange Order Out is generated based on the Expenditure Code set up through the Inter Company Billing functionality in the Company Profile window.

Auto Sales Order

The Auto Sales Order window allows users to set up an auto generated Sales Order for parts that are moved from one company to another when a part is issued to another companies Work Order. This functionality works both for serialized and consumable parts. Once the Task Card(s) and Work Order are closed, the system will auto generate a Sales Order and set it to Closed status. The Sales Order is generated based on the Expenditure Code set up through the Inter Company Billing functionality in the Company Profile window.

Customer Order Detail, General Tab

Unit Cost (new modification): When switch CCLISTCOND set to Yes, an S/O's Unit Cost is defaulted based on the Condition tran code's S/O Unit Cost Percent and the part's Unit Sell price. The part's Unit Sell price must have a Condition NEW value; the switch's Config Other field is not validated.

Unit Cost (new modification): A Markup percentage can be applied to the Unit Cost for specific Customers via the Default Markup S/O field in the Customer Master, Sell/Rental tab. When added, the markup percentage is multiplied against the Unit Sell price or the part's Average Cost; the result is the Markup amount which is added to the S/O's Unit Cost automatically. If there is neither a Unit Sell price for the part Condition nor an Average Cost for the part, then the Markup is not applied to the Unit Cost.

The second row of Costs/Fees automatically converts the main currency with the Customer's Currency. The Customer's Currency is displayed to the left of the values and is informational.

Exchange Order Out Detail, General Tab

Exchange Fee (new modification): When switch CCLISTCOND set to Yes, and the Config Other field is populated with a Condition Code, the Exchange Fee (via Exchange Order Out Detail, General tab) defaults to the value populated in the XO Exchange Fee Percent (via System Transaction Code/ General/ Condition Code) multiplied by the value populated in the Unit Sell field (via the P/N Sell, General tab).

When set to Yes, and the Config Other field is not populated with a Condition Code, the Exchange Fee defaults to the Average Cost of the part (P/N Master, Costing tab).

When set to No, regardless of whether or not the Config Other field is populated with a Condition Code, the Exchange Fee will be taken from the full amount of the Unit Sell amount. In addition, the Exchange Fee is not dependent on the XO Exchange Fee Percent established (via System Transaction Code/ General/ Condition Code).

Unit Cost (new modification): A Markup percentage can be applied to the Unit Cost for specific Customers via the Default Markup S/O field in the Customer Master, Sell/Rental tab. When added, the markup percentage is multiplied against the Unit Sell price or the part's Average Cost; the result is the Markup amount which is added to the S/O's Unit Cost automatically. If there is neither a Unit Sell price for the part Condition nor an Average Cost for the part, then the Markup is not applied to the Unit Cost.

The second row of Costs/Fees automatically converts the main currency with the Customer's Currency. The Customer's Currency is displayed to the left of the values and is informational.

Picklist Button, via Customer Orders

Note: An error will appear upon attempting to create multiple Picklists for a single Exchange Order Out.

Rental Order Detail, General Tab

Unit Cost (new modification): The Unit Cost is calculated differently depending on the setting of switch CCLISTCOND.

When set to Yes: (Condition Code populated via switch) Unit Sell x RN Unit Cost Percent = Unit Cost

When set to Yes: (no Condition code populated) Average Cost = Unit Cost.

When set to No: (Condition Code populated) Condition Code of Unit Sell (P/N Sell) = Unit Cost

When set to No (no Condition Code populated) Average Cost = Unit Cost