This Documentation will help to do the swap action.
The roles that are may have this access are:
Admin
Field Technician
Field Management
Back office Management
In Pulse 2.0, to swap or record a replacement does not need to have recorded a technical issue like we usually do in Pulse 1.0 but this is something that is improved in the near future.
Step1:
To record a replacement; search the customer with "Pending " status using the customer search page. Or
Click the Go to account details in the transaction under Accounts
Click the dropdown arrow then Choose Record Replacement:
Step2:
Choose the product (unit or appliance) and date for replacement:
For example, if you choose a unit, you will need to provide the new CU number:
Step3:
Click the Replace Button at the bottom right:
Add Comment