Log Exchange
Log Exchange is the tracking of the instance of both part remove and install transactions to record parts used from inventory or part orders as well as keep site asset configurations up to date. When you perform ‘Exchange’ transaction on a part, the GoServicePro system internally uninstalls a part and installs another part within same site.
Steps:
1). Open the work item for which you want to exchange part.
2). On the toolbar and on the Log menu, click
Exchange.
3). In the Log Exchange window, and under Installed Part expander, enter data for the part that you want to install:
a). The Logged By and at: fields display the logged in user and current time respectively. This data is read only.
b). From the Use Part From dropdown list, select:
• Part Catalog if you want to select desired part from a list of all the parts from the complete Business Unit
• Inventory if you want to select desired part from a list of parts that belong to the inventory associated to current case.
• Part Order if you want to select a part that belongs to a part order that is in ‘Shipped’ condition, and that the part order belongs to an assigned work order for current case.
c). In the Part Number field, select desired part through advanced field search or click on Search button to select the desired part.
d). The Revision and Description fields display data automatically based on the selected part. This data is read only.
e). If you have selected a serialized part, then enter the Serial Number for the part or if you have selected a non-serialized part, then enter the Quantity.
f). From the Bill-To dropdown list, select the option based on whom you want to bill to.
g). If you want to update current part in site assets list, check Update Site Assets check box.
h). If you want to install current part as a parent then, check Install at Top Level check box .
i). If you want to install current part as a child then, in the Install Under field, enter desired part under which you want to install current part.
j). If you want to temporarily install current part, check Temporary Install check box.
k). In the Install Date field, enter date and time at which you have installed current part.
l). In the Part Status field, enter .
m). In the Asset Tag field, enter asset tag if you have selected part from part catalog. If you have selected part from Part Order or Inventory, then the field automatically displays data.
4). Under Removed Part expander, enter data for the part that you want to remove:
a). From the Use Part From dropdown list, select Site Assets if you want to remove an installed part or select Part Catalog if you want to temporarily install a part under site part and then uninstall it.
b). The Repairable field automatically displays data based on the part you have selected to uninstall. This data is read only.
c). In the Removed Part field, select the part that you want to uninstall through advanced search field.
d). If you have selected a serialized part, enter the Serial Number and if you have selected a non-serialized part, enter Quantity for the part.
e). From the Failure Mode dropdown list, select appropriate option that best describes the reason for removing the part.
f). To dispose the part, check Update Inventory check box.
g). From the Part Disposition dropdown list, select:
• Good-Retain Part if you want to send the part to good bin with good condition.
• Good-Return Part to Warehouse if you want to create a part order with ‘Shipped-Dispatch’ condition and send to employee warehouse.
• Bad-Retain Part if you want to send the part to bad bin with good condition.
• Bad-Return Part to Warehouse if you want to create a part order with ‘Shipped-Dispatch’ condition and send to employee warehouse.
• Scrap Part if you want to send the part to desired scrap location.
5). On the toolbar, click:
a). Save to save the exchange log you have just created.
b). Cancel if you do not want to save the Log Exchange you have just created.
c). Help to view the context sensitive help file for the Log Exchange window.