---
schema_version: "1"
id: 1a41701fccc0c8adebbd2ef373e2e885799e24915b9adf9da8be6a6726e4e93b
title: Create an Advanced Exchange Request
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_advancedexchange_request.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_advancedexchange_request.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 024a3548b07e051989fa21f42ed3c51bd4cbdf642bd1c0063c8b71f14b315607
description: Create an Advanced Exchange request for one or more products associated with a work order. For each item being returned and each replacement requested, capture details such as the account, contact, source and destination locations, and the reason for the return. A single Advanced Exchange request can include multiple line items, allowing service teams to manage all expected returns in one efficient and consolidated process.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create an Advanced Exchange Request

Create an Advanced Exchange request for one or more products associated with a work order. For each item being returned and each replacement requested, capture details such as the account, contact, source and destination locations, and the reason for the return. A single Advanced Exchange request can include multiple line items, allowing service teams to manage all expected returns in one efficient and consolidated process.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;type=5&amp;language=en_US" target="_blank">View edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d38100e64">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38100e64 ">To create an advanced exchange request:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38100e64 ">Service Part Return Management</td>

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1. On a work order record, from the Quick Actions menu, select **Advanced Exchange**.
2. Enter the details of the product to be returned, and click **Next**.
    
    By default the account, contact, and the source location of the asset are populated based on the work order.
3. Enter the details of the new product requested, and click **Next**.
    
    By default the source and destination for the new product request are populated based on the return order.
4. To add the details of the products or part that’s returned and requested, click **Add Items**.
5. Enter return item details.
6. Select the product to be returned.
7. You can select only a product that’s listed in the work order line item details.
8. Enter the quantity of the product that you want to return.
9. If needed, select the reason for the return.
10. If needed, in Description, add some information.
11. Click **Next**
12. Enter the details of the replacement product , and click **Next**.
13. To add the details of the new product, click **Add Product**.
14. Enter the quantity of the product that you want to order.
15. Save and submit the request.

The return order and return order line item for the work order are automatically created and added to the Details tab on the work order line item. The return order contains the account details, while the return order line item contains the product and quantity details. Similarly, a new product request is also automatically created and added to the Details tab on the work order line item.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_note.png)

Note When a work order is created, the return order and its line items are linked at the work order line item level, not directly to the work order.