Replace a Component Under Warranty

Use the Sales Order Maintenance (OE) program to replace a component of a item that is under warranty. See Background and Road Map for more information.

Click New, enter NEW, or enter # if you want the program to assign the next available sales order number. Use the Numbering System Setup (XOC) program to set up a sales order numbering scheme.

Enter a unique identifier for the sales order you want to create. You can do this only if the Allow override? option is selected for Sales Order in Numbering System Setup.

Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Customer number

Required
10 alphanumeric

Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list.

If you selected the Display credit info? program option, the program displays this customer's credit info and prompts Continue with order when you complete these fields or press F10. Click Close.

If you cleared the Display credit info? program option and this customer has a credit problem, the program displays the message [problem], continue with the order? when you complete these fields or press F10. Click Yes to continue entering the order or click No to stop.

Ship-to

Optional
10 alphanumeric

If this customer wants you to ship this order to an address that is different from the billing address, enter a ship-to number or click the Lookup icon and use the standard lookup options to select the ship-to number from a list.

Enter data in the displayed order header fields and press F10. See Enter the Sales Order Header for field descriptions.
Click Lines to enter the items the customer is ordering. The program displays the message Order number [number] has been created.
Click OK to acknowledge the number. The program displays the first line.
Remove line 1 if the customer is not ordering a new item. If you are using QIC-Entry mode, press F10. If you are not, clear the Line number field and press Enter or F10.
Click Warranty.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Warranty number	Required 16 alphanumeric	Enter the number of the warranty or click the Lookup icon and use the standard lookup options to select the warranty from a list.
Item seq no	Required 4 numeric	Accept the displayed sequence number.

The program displays the components of this item that are replaceable.

Click Sel to the left of each component item that the customer wants replaced under warranty.
Choose the appropriate options:

To	Do This
Display the component items in reverse order	Click For/Rev. Click again to display the list in its original order.
Review your options for this program	Click Prog opts.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Display components from a specific component	Click Restart. The program prompts Comp seq no. Enter the first sequence number you want to display or leave blank to begin with the first sequence in the file.
Display all components or only selected components	Click Selected/All.
Accept the data	Click Exit. The component you selected become a line item on the order.

Select the line and click Select.
Click Obligate.
Click Sel to the left of the location or control number you want to obligate.
Choose the appropriate options:

To	Do This
Display the branches, control numbers, or locations in reverse order	Click For/Rev. Click again to display the list in its original order.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Display branches from a specific branch	Click Restart. Enter the first branch and control number, warehouse, or bin location or leave all fields blank to begin with the first branch in the file.
Switch the display between the locations or control number you have selected and all locations or control numbers	Click Selected.
Create a purchase order or requisition for an item that you purchase	Click Purchase. This button displays only for components you buy.
Create a manufacturing order or requisition for an item that you make	Click Manufacture. This button displays only for components you make.
Create a requisition	Click Create req.
Accept the data	Click Exit.

Choose the appropriate options when you click Exit:

Do This

Add another line

Click Add.

Delete the selected line

Click Delete. See Delete.

Note
If you delete a line that has a related requisition, which has not been released, the requisition will also be deleted; the obligated and committed quantities will be adjusted accordingly.

Display the selected line

Click Select.

Display lines from a specific line

Click Restart. The program prompts Line number. Enter the first line you want to display or leave blank to begin with the first line in the file.

Print the line listing

Click Print. See Print.

Display the previous set of records in the file

Click Page up.

Display the next set of records in the file

Click Page down.

Display all previous orders for all items this customer purchased

Click View BCI. See Display Sales by Customer by Item. Click Exit to return to this program.

This button displays only if you selected the Update sales history by cust by item? option in the System Options Maintenance (XM) program (Order Processing Options).

Display shipment information for this order

Click Shipments and then:

Select	To
Order	Display all shipments for this order. See Display the Status of a Shipment.
Line	Display the shipment for the selected line. See Display Shipment Information for an Order Line.
Back	End this action

Click Exit to return to this program.

The EDI/Sales Quote Maintenance (QOE) program does not display this button.

Switch the display to include or exclude shipments

Click Hide ship.

The EDI/Sales Quote Maintenance (QOE) program does not display this button.

Replace a component of an item under warranty

Click Warranty.

This button displays if you selected the Allow selection in order entry? option in the System Options Maintenance (XM) program (Warranty Tracking Options).

Use Qic-Entry mode when you click Add to enter the next line

Click Short form.

This button displays if you selected 0 for the Line entry method & fields Program option or you clicked Long form.

Use full-screen mode when you click Add to enter the next line

Click Long form.

This button displays if you selected 1, 2, 3, 4, or 5 for the Line entry method & fields Program option or you clicked Short form.

Change dates in the Date entered, Date wanted, Date promised, Expected ship, and/or Adj promised fields

Click Adj dates. See Adjust Order Line Dates.

Copy a configured product order line and create a new order line

Click Merge cfg. See Copy a Configured Product Order Line.

Accept the data and exit line mode

Click Exit.

Choose the appropriate options when you click Exit:

Note
If you selected the Exit after line entry? Program option, go to step 19.

Do This

Change a displayed field

Click Modify.

Exit without saving this line

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this order header

Click Notes. See Enter Notes.

Enter data in custom fields your company uses

Click User. See Enter Data in User or Shadow File Fields.

The program displays this button only if you have set up user fields for it in the User Fields Maintenance (XMO) program.

Go to a related program

Click Jump. See Jump.

Change the ship-to or billing address for this order

Click Address and then:

Click	To
Ship-to	Change the ship-to address
Bill-to	Change the billing address
Freight	Enter a third-party billing address for freight
Copy ship-to	Copy the ship-to address to the bill-to; click Yes to confirm
Copy bill-to	Copy the bill-to address to the ship-to; click Yes to confirm
Back	Exit without changing

See Enter or Change an Address.

Note
You can change these addresses only if the Allow address changes in order entry? option is selected in the System Options Maintenance (XM) program (Order Processing Options) program.

Add another line

Click Lines.

Create a shipment for obligated lines

Click Create ship. The program displays the message Shipment [number] has been created for [order number]. Click OK to acknowledge. The order status changes from New Order to In Process.

Note
Ship partial? must be selected to create a partial shipment.

If you selected the Prompt for ship-thru date? Program option, the program prompts Include all material not currently on a shipment and obligated through [date] and Ignore ship date for partial selections?.

If required, change the expected ship date. Select Ignore ship date for partial selections? to add obligation lines chosen during partial to the shipment regardless of the date.

Click Partial to include selected lines in the shipment. Click Cancel to not create a shipment. If you click Partial, see Select Order Lines for a Shipment.

Enter a payment or apply a deposit to this order

Click Payment and then:

Click	See
Credit card	Enter a Credit Card Payment
Deposit	Apply a Customer Deposit.
Back	Exit without entering a payment

Display the gross and net amounts of this open order or enter freight and miscellaneous charges

Click Totals. See Freight and Miscellaneous Charges.

Place an order on hold or release it from hold

Click Hold order. See Place On Hold or Release from Hold.

Close this order

Click Close order. See Close a Sales Order, Quotation, or RMA.

Set or change user options for this program

Click Prog opts. See Set Order Entry Options.

Display changes made to this order

Click Audit and if primary and secondary files have audit trails, then:

Click	To
Primary	Display changes to the primary record
Secondary	Displays changes to secondary records
Back	End this action

See Display an Audit Trail.

Note
This button displays only if you have activated sales orders in the Audit Trail Maintenance (XAT) program.

Accept the data and exit the program

Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new sales order	Click New.
Exit the program	Click Exit.