How do you process an Equipment Trade-In using SAP?

[Former Member]

As a promotional effort, my medical device company wants to accept trade-ins of an older model for the newer model equipment. We would need to value the trade-in ($100) so that all customers would get the new model at the promotional price. The sales order would need to reflect that the trade-in was received, its value, the new equipment and its price, and the remaining amount to be invoiced to the customer.

In addition, we then would like to inspect the traded in units (blocked stock) for ability to refurbish so that they can be donated to needy organizations. We need to capture refurbishment activities for FDA audit and would also like to capture the value of the trade-in plus all refurbishment costs to take credit for the donations.

The only thing I can find is vehicle trade-in. All assistance will be greatly appreciated.

[former_member566877 · Accepted solution]

Hi,

This can be achieved with creation of new item category. In the first line you will be giving the actual material which you are selling to the customer which will have the standard item category and its respective price. In the second line, the same material will be entered with a new item category which will have a different schedule line category with reversal movement type. Hence in the same order you can validate the quantity also line 1:1. In this case, when you do delivery your new material will be issued and at the same time the old material will be received.

The prices can be maintained in the condition record as per the business requirement with different accesses. With this both the prices can be captured at different lines.

While mentioning the movement types in schedule lines you can specify the one for blocked stock and by this the buy-back material will be GRed in Blocked stock. For refurbishment activities can be done in QM transactions and once its through you can keep those in a separate location which can be then Issued to those required by creation of a sales order and GI.

Hope this helps.

Thanks

Krish.