Because exchanges are required to be saved before the Split Exchange
action can be used, exchanges set to Take With cannot be split because
these exchanges are completed as soon as the exchange is saved.STORIS restricts certain edits to existing exchanges, but allows some of those edits if you split the exchange. In this way, you can use split exchanges to make "after the fact" corrections to existing exchanges.
For example,
in the event you are unable to accomplish a merchandise return and sale of the replacement merchandise at the same time, you can split the exchange document into separate sales order and customer return documents. To illustrate, assume you enter an exchange for the return of a scratched table and the delivery of a new replacement table. The new table is not available immediately. However, the client wants to return the scratched table immediately and will take delivery of the new item when it becomes available. In this situation, you can access the exchange document and create a split exchange that will automatically create a customer return for the return and a sales order for the replacement merchandise.
if you split an exchange, you can change a delivery line type to a pickup line item type, or vice versa.
Because exchanges are required to be saved before the Split Exchange
action can be used, exchanges set to Take With cannot be split because
these exchanges are completed as soon as the exchange is saved.
If you know in advance that the merchandise pickup/return and the delivery/pickup
of new merchandise will not occur at the same time, we recommend you not
enter a merchandise exchange. Instead, enter a separate customer return
for the return and a sales order for the replacement merchandise.
In the Enter an Exchange program, access the previously created exchange by entering the Exchange Number.
Click the Actions button on either the Customer tab or Payment tab and select Split Exchange. The program prompts one of the following:
Splitting this exchange into separate order and pickup. OK Cancel.
Slitting exchange into separate order and completing dropoff. OK Cancel.
If you answer OK, the following message displays:
NNNNNNN is the return number assigned; order NNNNNNN is unchanged.
The system assigns a new transaction number to the customer return and uses the exchange number as the new sales order number.
You can now complete the processing of the separate customer return (for return merchandise, via Enter a Return) and sales order (for the replacement item, via Enter a Sales Order) as normal.