Receive Shop Order
Explanation
This activity is used to receive parts completed on a shop order to an
inventory location. You can receive complete shop order, or only a part of the material.
Catch-unit
enabled parts can also be received by entering the catch quantity in addition to the quantity
received.
You have the option of receiving position
parts instead of real parts. This is possible only in the case of disassembly
shop orders which are pegged to disposition shop orders. Note that in a shop order, you
can either receive all the units of a part as position parts or all as real
parts. For any given part, you cannot receive a combination of both types on a
single order.
Prerequisites
- The shop order must have reached at least the Released status.
- If you want to use multiple units of measure (UoM) when
entering the quantities of parts to receive, an input UoM group must have been
connected to the part and the Manufacturing Usage Allowed check box must have been
selected for at least one input UoM
(belonging to that input UoM group).
- If the order is connected to a control plan for which the Receipt Not
Allowed check box is selected, the control plan analysis needs to be
confirmed and all time triggers need to be stopped.
- To use the Simplified Material Check feature, the part may not
be multilevel tracked, and all consumed material lines must have at least
some quantity issued. Also, the Backflush check box must be cleared.
- The Backflush feature for catch unit enabled components can be
performed only if the full quantity on the inventory location is issued.
- If the shop order is manually pegged to a demand,
the demand order must be released.
System Effects
- The material is reported as received at the specified inventory location.
- If the Simplified Material Check check box is selected, the
material will be received without verifying that the required material has
been issued to satisfy the received quantity. If this option is disabled,
the system will verify that enough material has been issued to satisfy the
received quantity for all material lines except those with Reserve/Issue
Method set to Manual. For material line with manual reserve/issue method
system will only verify that some quantity has been issued.
- If the Backflush check box is selected, not already issued
material will be automatically issued up the the received quantity. The
automatic issue will follow the shop order backflush rules. See the
About Rules for Shop Order Backflush
for more detailed information.
- If the Auto Report of Operations check box is selected, open
operations will be reported with a quantity complete up to the received
quantity. Depending on the setting of the Auto Report Labor Time with
Quantity and Auto Report Machine Time with Quantity lists in the
Work Center window, standard time for labor and machine may, or may
not be reported according to the quantity reported as complete.
- If the Close Shop Order check box is selected, the status of the
shop order will be set to Closed even if the criteria for auto
closure is not met. Note: If the criteria for auto closure is met as
a result of this receipt, the shop order will be closed even if this check
box is not selected.
- If the Receipt in Background check box is selected, a background
job executing the receipt will be posted.
- If the part is not multilevel tracked, order based tracked with many
lots per order allowed, a lot/batch number will be automatically generated
and assigned to the receipt.
- If the Pack check box is selected, the
Attach Parts to Handling Unit for Receipt dialog box will appear.
- If the shop order is pegged to a customer order
line, the received parts are automatically reserved for the customer order line.
- If the shop order is manually pegged to a demand, the parts will automatically be reserved for the demand.
- If the shop order is pegged to a DOP order, the
received parts is automatically reserved either to the DOP temporary
inventory, or to the shop order pegged to the parent DOP order.
- A
work in progress (WIP) transaction
is created.
- When you
enter the shop order, you can specify that it should be closed automatically, provided that the number of parts received is
within the closure tolerance. If it is, the shop order is closed automatically. If you have selected manual closure, you must
close the shop order after you have completed the receipt.
- Project: If the shop order is pegged to a project miscellaneous
demand or a project item, the material is automatically reserved to the
demand source.
- Project activity: If the shop order is connected to a project
activity the parts are received into the project inventory.
- Project delivery: If the shop order is created from the project delivery, the
delivery project is updated with the quantity received.
- Project miscellaneous demand: If the shop order is created from the project
miscellaneous
demand, the project miscellaneous demand record is updated with the quantity
received.
- MRO shop order: If the part is received on an MRO shop order, there are additional system effects that are based on the type of MRO order.
- Disassembly: If the part is serial-tracked, the serial will be
removed from the serial structure in VIM. If position parts are received,
they will be reserved to the next disposition order but will not be
disconnected from the VIM serial structure. For further information refer to
the about description for position parts.
- Assembly: The system will verify that the components are valid parts or alternate
parts for the structure position or template. For each component part that is serial-tracked:
- The serial will be set to Non-Operational.
- The serial will be added to the serial structure in VIM. For
further information see activity description for Enter or Modify
Serial Structure.
- A record will be created in the
Replacement History for the serial component.
- The Location for the serial component will be updated.
- The Current Position for the serial component will be set to
Contained.
- The serial structure in
Part Serial will be updated.
Window
Receive Shop Order
Receive MRO Shop Order
Shop Floor Workbench
Warehouse Data Collection
Related Window Descriptions
Receive Shop Order
Receive Shop Order/Inventory Receipt
Receive MRO Shop Order
Receive MRO Shop Order/Inventory Receipt
Input UoM Parameters
Shop Floor Workbench
Approve operation
Warehouse Data Collection
Procedure
From the Receive Shop Order
window:
- Search for the shop order for which you want to receive the completed parts.
- If you want to automatically issue any material that has not been issued up to
the received quantity, select the Backflush check box.
- If you want to skip the normal material check, select the Simplified Material Check
check box.
- If you want open, not already reported operations to be automatically
reported up to the received quantity, select the Auto Report of
Operations check box.
- If you want the status of the shop order to be set to Closed as a
result of this receipt even if the criteria for auto closure is not met,
select the Close Shop Order check box.
- If you want the receipt to be executed in the background, select the
Receipt in Background check box.
- If you want to attach the received parts into
handling units, select the Pack check box.
- Create a new row in the table and select an inventory location for the part in the
Location No field, then
enter the quantity you want to receive into
this inventory location in the Qty to Receive field. You can receive into more than one inventory location.
- Note: If the Input UoM Group check box in the
Receive Shop Order
window is selected, you can enter the quantities of parts
to be received in the input unit other than the inventory unit of measure. You can
select an input UoM from the Input UoM list and enter the
parameters either in the Input Qty field or the Input UoM
Parameters window.
- Please note that the
receipt is made in the inventory UoM. The input UoM group only converts the
entered input quantity to the inventory quantity. Please refer Select Input UoM
and Enter Parameters.
- If you do not want to receive into one of the specified inventory locations,
create a new record and type a new inventory
location in the Location No field. Type the quantity of parts you want to receive in the Quantity Received
field. Use the List of Values to select from available locations.
- You can also define the W/D/R No, Expiration Date, Availability Control ID,
and Catch Quantity fields by creating a new record.
- Save.
From the
Receive MRO Shop Order
window (disassembly, non-serial receipt):
- Search for the shop order
to receive.
- In the Received Part Source list, select the type of receipt
to be performed. The normal choice will be Disassembly Products.
- In the Received Part No field, select the part to be received. The part to
be received will be a real part. The list of expected products for the
disassembly shop order (seen in the
MRO Shop Order/Produced Part
tab) displays position parts expected, and for each of these, the list of
real parts that can be received for the position part.
- In the
Inventory Receipt tab, create a new line for each
location instance of the part to be received. Specify the quantity, location
no and condition code for each line of receipt.
- Save.
From the
Receive MRO Shop Order
window (assembly, non-serial receipt):
- Search for the shop order
to receive.
- In the Received Part Source list, select the type of receipt
to be performed. The normal choice will be Products.
- In the Received Part No field, select the part to be received. The part to
be received will be a real part. The list of expected products for the
assembly shop order (seen in the
MRO Shop Order/Produced Part
tab) displays the position part expected, and the list of real parts that
can be received for the position part.
- In the
Inventory Receipt tab, create a new line for each
location instance of the part to be received. Specify the quantity, location
no and condition code for each line of receipt.
- Save.
From the Shop Floor Workbench window:
- In Shop Floor Workbench window, select the last operation on the shop order on which
you want to receive the completed parts, and click Approve Op, the
Approve Operation will appear.
- Make sure the Receive Into Inventory check box is selected.
- Enter the quantity to receive in the Qty to Receive field. If you
want to enter the quantity to receive in an alternative unit of measure,
click the Input UoM option.
- Enter the inventory location into which the parts should be received in the
Location No field, or select one using the list
of values.
- If you want to automatically issue any not already issued material up to
the received quantity, select the Backflush check box.
- If you want to skip the normal material check, select the Simplified Material Check
check box.
- If you want the status of the shop order to be set to Closed as a
result of this receipt even if the criteria for auto closure is not met,
select the Close Shop Order check box.
- If you want to attach the received parts into
handling units, select the Pack check box.
- You can also define the W/D/R No, Expiration Date,
Availability Control ID
and Catch Quantity fields
using Receive Parameters dialog box which can
be opened by Receive Parameters button.
- Click OK.
From the Data Warehouse Collection window:
- Click Receive Shop Order.
- If the part to receive is lot/batch tracked, enter or scan lot/batch no and click Save.
- If the part to is serial tracked, enter or scan lot/batch no and click Save.
- Enter or scan the handling unit ID and click Save.
- Enter or scan the quantity to receive and click Save.
- Enter or scan the location number and click Save..
- Click Save.
Note: The data to enter/scan may differ from the procedure described above as it depends on both the configuration of the data capture process and the setup of the data.