📄 SYNC Loaner Swap SOP

SYNC Loaner Swap SOP

Version: 1.0 | Date: 2026-02-13

Quick Reference

ItemValue
Loaner Pool LocationID 28 (no company)
SYNC Deployed LocationID 23 (TerraSYNC, company 4)
Service / Repair LocationID 33 (TerraSync PB, company 6)
Picking TypeTerraSYNC Internal Transfers (ID 35)
Company ContextAlways TerraSYNC (company_id=4)

The 5-Step Flow

  1. Customer reports issue → Create maintenance.request linked to equipment
  2. Deploy loaner: Loaner Pool (28) → SYNC Deployed (23). Assign loaner serial.
  3. Retrieve broken unit: SYNC Deployed (23) → Service/Repair (33). Assign broken serial.
  4. Repair: maintenance.request tracks work; repair.order for parts.
  5. Return/Reassign: Swap back original or keep loaner at customer.

Step 1: Create Maintenance Request

  1. Maintenance → Maintenance Requests → New
  2. Set Subject, Equipment, Responsible, Priority
  3. Save

Step 2: Deploy Loaner (Loaner Pool → SYNC Deployed)

  1. Inventory → Operations → Transfers → New
  2. Operation Type: TerraSYNC Internal Transfers
  3. Source: Loaner Pool | Destination: SYNC Deployed
  4. Add product line (loaner product, qty 1)
  5. Detailed Operations: assign loaner serial number
  6. Validate

Step 3: Retrieve Broken Unit (SYNC Deployed → Service/Repair)

  1. Inventory → Operations → Transfers → New
  2. Operation Type: TerraSYNC Internal Transfers
  3. Source: SYNC Deployed | Destination: Service / Repair
  4. Add product line (broken product, qty 1)
  5. Assign broken unit serial number
  6. Validate

Multi-company note: Both moves use TerraSYNC context (company_id=4). Cross-company moves to Service/Repair work with TerraSYNC picking type.

Step 4: Repair

  1. Open maintenance request from Step 1
  2. If parts needed: Repair → Repair Orders → New
  3. Link to equipment and serial, add parts lines
  4. Confirm → Start Repair → End Repair

Step 5: Return / Reassign

Option A — Swap Back: Loaner back to Loaner Pool + original to SYNC Deployed.

Option B — Keep Loaner: Update equipment record, move repaired unit to Loaner Pool.

Troubleshooting

  • Product not available: Check stock.quant for serial at expected location
  • Wrong company errors: Ensure company switcher includes TerraSYNC; pass allowed_company_ids=[4]
  • Transfer stuck in Waiting: Manually set lot/serial and qty in Detailed Operations
  • Cross-company move blocked: Must use TerraSYNC Internal Transfers (ID 35) with company_id=4