Report Receipt Directly from Exchange Line

Explanation

This activity is used to report receipt of exchange parts directly from the exchange line. The activity can be applied in three different processes:

• For singe exchanges  this activity is used to receive the exchange units sent from the customer. These part can also be received using a CRO receive order.
• For loans this activity is used to return company owned loan units from the customer
• For double exchanges this activity is used to return company owned loan units from the customer, which the customer has been using while the customer's repair part items is being repaired. The repair parts in a double exchange scenario need to be received on the appropriate repair line in the Repairs tab.

In all scenarios described above the parts will be temporarily reserved to the exchange line as soon as they are reported as received. In order to complete the receipt process and remove the temporary reservation the activity Confirm Receipt must also be executed. 

Depending on the ownership of the parts on the exchange lines, one out of two different clients will appear. The system will automatically select which client to display.

Prerequisites

• An inventory part with the part type Manufactured or Purchased must exist on the site.
• A picking location must exist on the site.

System Effects

As a result of this activity, parts are received into inventory and temporarily reserved to the exchange line. 

Window

Component Repair Order

Related Window Descriptions

CRO Receive Part
Component Repair Order/Exchange Lines
Component Repair Order

Procedure

Reporting direct receipt

1. Open the Component Repair Order window and search for the record.
2. Click the Exchanges tab.
3. Select the Exchange line, right-click and click Receive Part.
4. The CRO Receive Part window opens for the exchange code single.

Note: If the exchange code is Loan or Double then is the CRO Exchange Receive Our Stock dialog open. This dialog provides the option to receive company owned loan parts from the customer.

5. Create a new record.
6. Enter the quantity to receive. 

Note: If the CRO Exchange Receive Our Stock dialog is used to receive loan parts then is it possible to update the quantity to receive from the customer, default is the dispatch quantity. It is mandatory to define a default location before processing the receipt of the loan parts.

7. If the part is condition-code-tracked enter the condition code for the quantity to be received.
8. Save the record.

Reporting direct receipt of serial and/or lot/batch tracked repair parts

1. Open the Component Repair Order window and populate the window or query for the record.
2. Click the Exchanges tab.
3. Select the CRO line, right-click and click Receive Part.
4. The CRO Receive Part window opens.
5. Create a new record.
6. Enter the quantity to be received.
7. If the part is condition-code-tracked enter the condition code for the quantity to be received.
8. Save the record and the Serial No dialog box appears.
9. Create number sequence for serial parts:
   • For automatic numbering: If you are using a serial number for the part, the Serial No dialog box appears. Since you are using automatic numbering of the part, you already have a suggestion for the serial number(s). If it is satisfactory, select OK. Otherwise, you can edit the suggestion and select OK. You also can select Clear and Sequence. If you choose to do so, another dialog box appears where you can enter a sequence of numbers. Note that alphanumerical (e.g., IFS1200) serial numbers are not allowed when the numbering is automatic.
   • For manual numbering: If you are using a serial number for the part, the Serial No dialog box appears. Select New and enter the serial number(s). You can also select Sequence. If you choose to do so, another dialog box will appear where you can enter a sequence of numbers.
10. You have four possible number sequences:
    • Sequence: Select New and enter your sequence in the From Serial No and the To Serial No fields. You can select preview to get an example view.
    • Sequence with prefix: Select Add Prefix and enter your prefix, e.g., 100. Enter your sequence in the From Serial No and the To Serial No fields. You can select Preview to view an example.
    • Sequence with suffix: Select Add Suffix and enter your suffix, e.g., 1999. Enter your sequence in the From Serial No and the To Serial No fields. You can select Preview to view an example.
    • Sequence with a combination of prefix and suffix: Select and enter prefix and suffix. Enter your sequence in the From Serial No and the To Serial No fields. You can select Preview to view an example.
11. Click OK when completed. Depending on your previous choices, you may have to select OK twice in the dialog boxes.

Note: If the parts are at receipt and are issue tracked, then these parts also exist as identified in the inventory after receipt. These will not be converted to asterisk ( * ) since the receipt serials are automatically reserved to the component repair order line, i.e. these serials will be processed from the component repair order line, hence it is not necessary to change them as unidentifiable in the inventory.