Example: Exchanging parts by using an onsite storeroom

An onsite storeroom (OSS) is a storeroom that is at a customer site but is managed by your organization. When you maintain a storeroom at a customer site, customers can receive parts without delay and do not pay for the part until it is issued from the onsite storeroom. In the Storerooms application, you can specify which storerooms are at a customer site.

A customer identifies a malfunctioning sensor in the cabin of an aircraft. This sensor was bought from your organization. The sensor must be replaced as soon as possible.
  1. As soon as the malfunctioning sensor is detected, a representative from the airline contacts your organization and requests an exchange order.
  2. Maggie, the clerk at the customer order desk, creates an exchange order, specifies the onsite storeroom, and selects the Create Transfers for OSS action.
  3. Maggie selects the Create Outbound Transfer to an Onsite Storeroom? check box to issue the counterpart to the customer.
  4. The customer removes the malfunctioning sensor and sends it to the onsite storeroom.
  5. When the customer receives the counterpart and the faulty part is in the onsite storeroom, the ownership and values for the parts are automatically swapped. This swap ensures that the financial manager, Robert, can track the parts and manage depreciation effectively.
  6. Maggie selects the Create an Inbound Transfer from an Onsite Storeroom? check box to receive the faulty part from the onsite storeroom.
  7. When the part is received, Maggie closes the exchange order.
Parent topic: Exchange orders