Is there a good way of finding exchanges in orders? Since we allow exchanges in order and also for returns (for certain customers) to be held on account for future orders, I assume I'll also have to track money on account payments as well, but I don't know how to detect that an exchange has happened in an order.
Gawain,
Firstly, we do exchanges in a separate order in an Exchange MOS, so I have little practical experience to offer (though I DO highly recommend using a new order with a separate MOS if that is anywhere in the discussion). Off the top of my head, that DOES sound like it would pose a bit of an issue. I mean, you could look for specific sli_statuses, but there are plenty of NON-exchange reasons to develop that status.
The only thought I have is that I know you CAN change the line item source number even on returned line items. So what if you had a specific source number (or group of source numbers) that your staff used on those that were returned for purposes of an exchange versus other reasons?
Of course... that means that your staff has to be able to at least somewhat dependably DO that, but it is something.
Best of luck.
John
Alas, my project is to find and analyze historical exchanges...
Ah... then I have nothing beyond looking for orders where the return line item is not the same as the sold line item. Good luck?