Hardware Replacement

Material Replacement screen helps to enter material replacement orders into the system. This screen also helps to issue and receive new items against such replacements.

Later, any authorized user having necessary privileges can modify the items quantity, approve or cancel the replacement details. You can also view the existing replacement orders through this screen.

To add/issue and receive a replacement order:

  1. On the Order management module, click Hardware Replacement.

  2. If you are entering details for a new replacement, select the New check box against the Replacement Number field. By default, the check box is selected.

  3. Retrieve customer details. The Operational Entity who issued the items to the selected customer appear in Issuing Entity drop-down.

  4. In the Reason drop-down, select the reason for replacement.
    Note    : The reasons defined in the Reason for material Replacement lookup code are displayed in the drop down.

  5. In the Replacement Date box, select the date on which the item is replaced.

  6. In the Shipped By drop-down, select the shipping service through which the item is replaced.

  7. In the Shipped Date box, select the date on which the item is shipped.

  8. Enter Consignment Number, Delivery Note Number, and notes if any.

  9. In the Items grid, click the Add link to enter replacement details. Select Items to be replaced from the drop-down. The item serial numbers available with the customer appear in the Serial Number drop-down for serialized items. Select Repair & Replace check box to replace the damaged item. Select the Status of the item . Replace the old item with new item by selecting the New Item from the drop-down. Enter the New Serial Number against the damaged one. Else, select Return check box to return the old item. Repeat the process to replace multiple items.

  10. Click the Save button to save the replacement details and generate a replacement number. The replacement details are saved in the system with the status PENDING.

  11. To approve the replacement details, enter the Replacement Number. Else, click the Search Lookup against the Issue Number field. The details appear in Lookup Search pop up window. Select the required Replacement Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

  12. Select the Approve check box to approve the replacement order.

  13. Click the Save button to replace the damaged items with a new item. The replacement status becomes CONFIRMED after approval.

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