Receive Shop Order with Reserved Serials

Explanation

This activity is used to receive the serial tracked parts completed on a shop order into inventory.

Prerequisites

• The serial numbers to receive must have been reserved to the shop order.
• The shop order must have reached at least the Released status.
• If receiving a multi-level serial structure part, the reserved serial structure must exist.
• If receiving on an MRO assembly shop order, the serial being received must not already be installed in another parent, must be a valid prime part or alternate in the position or template and, if the received part is an LLP (Life Limited Part), its life limit must not exceed the drop dead date.
• 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 Shop Floor Workbench is used for receipt, the Inventory Valuation Method of the part must be set to Standard Cost or Weighted Average in Inventory Part/Misc Part Info tab.
• If the shop order is manually pegged to a demand, the demand order must be released.

System Effects

• The system receives the completed part serials 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 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. When the shop order is closed, the remaining reserved serial numbers are removed automatically.
• If the Receipt in Background check box is selected, a background job executing the receipt will be posted.
• If the Pack check box is selected, the Attach Parts to Handling Unit for Receipt dialog box will appear.
• The reserved serial structure is moved to Part Serial.
• If a multi-level tracked part is received, a record will be created in the As-Built Structure window.
• 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 are 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.
• Project activity: If the shop order is connected to a project activity, the parts will be received into project inventory.
• Project delivery: If the shop order is created from project delivery, the delivery project will be updated with the quantity received.
• Project miscellaneous demand: If the shop order is created from project miscellaneous demand, the project miscellaneous demand record will be updated with the quantity received. If the shop order is pegged to a project miscellaneous demand or a project item, the material will be automatically reserved to the demand source. 

If the part is received on an MRO shop order, there are additional system effects based on the type of MRO order.

For a disassembly shop order, the following system effects will occur:

• The serial will be removed from the VIM serial structure.
• If the received serial is the expected serial based on the VIM serial structure, the part serial catalog structure record will be updated to reflect the fact that the received serial is no longer contained in the parent serial.
• In the part serial catalog, the operational status of the received serial will be set to Out of Operation while its operational condition remains Operational. 
• In the part serial catalog, the operational condition of the issued serial will be set to Non-Operational if its operational condition was previously Operational.
• The current position for the received serial will be set to In Inventory in the part serial catalog.
• A replacement history record will be created for the received serial.
• The inventory part location for the received serial will be updated to the location into which the part is received.
• The off-log will be updated with the received serial.
• If the received serial is not what was expected based on the VIM serial structure, an information message will be displayed and a structure mismatch log record will be created. Note that user will need to make changes to the VIM serial structure to detach the expected serial.
• If the received serial is not an existing serial, both a part serial catalog and a VIM serial record will be created.

For an assembly shop order, the following system effects will occur:

• The system will verify that within the VIM structure the components are valid prime parts or alternate parts for the structure position or template.
• In the part serial catalog, the operational condition of the serial components will be set to Operational.
• Serial components being assembled will be connected to the received parent part in the VIM serial structure. For more information, refer to the activity Enter or Modify Serial Structure.
• A replacement history record will be created for the received serial.
• The inventory part location for the serial parent will be updated to the location into which the receipt occurs.
• The current position for the serial components will be set to Contained in part serial catalog.
• The current position of the parent part will be set to In Inventory in the part serial catalog.
• For LLPs, a condition which will generate a warning during conformance check occurs if the release life is less than the remaining life for the operational parameter specified in either the MRO Shop Visit or the work scope.
• An invalid alternate components received will raise an error message.
• An as-built serial structure will be created in IFS/Manufacturing.

For a repair shop order that includes a modification which results in a change of part number, the following system effects will occur:

• The new part number as listed in the produced part will be used in all the receipts
• System will validate if the received serial number is issued for the order for the old part number.
• New part serial record is created in part serial and VIM for the new part. Part serial history record is added indicating the part number change
• In the part serial history of the old serial, a record is created indicating the part number change
• If the repair part is an assembly, underlying components are transferred to the new part

For more information on the validations performed in IFS/VIM refer to the online help file Rename Serial.

For more information on the validations performed in IFS/PARTCA refer to the online help file Rename Serial Part.

Window

Shop Order
Shop Orders
Production Line Management
Receive Shop Order
Receive MRO Shop Order
Shop Floor Workbench
Warehouse Data Collection

Related Window Descriptions

Shop Order
Shop Orders
Production Line Management
Production Line Management/Shop Orders
Receive Serialized Parts
Receive Shop Order
Receive Shop Order/Serial Inventory Receipt
Receive MRO Shop Order
Receive MRO Shop Order/Serial Inventory Receipt
Approve Operation
Shop Floor Workbench
Warehouse Data Collection

Procedure

From the Shop Order, Shop Orders or Production Line Management/Shop Orders window using the Receive Serialized Parts dialog box:

1. Search for the shop order to receive.
2. Right-click, point to Receive and then click Receive Serial Parts, the Receive Serialized Parts dialog box will appear.
3. If you want to automatically issue any not already issued material up to the received quantity, select the Backflush check box.
4. If you want to skip the normal material check, select the Simplified Material Check check box.
5. 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.
6. 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.
7. If you want the receipt to be executed in the background, select the Receipt in Background check box.
8. If you want to attach the received parts into handling units, select the Pack check box.
9. If you want, you can also define additional parameters to all the serials by clicking Receive Parameters, and enter the applicable values in the Receive Parameters dialog and press OK. Later, If you want, you can manually change the defined values in the table.
10. If the part is catch unit enabled, enter the catch quantity to receive in the Catch Qty to Receive field.
11. If a default inventory location does not exist for the part, enter the inventory location into which the parts should be received in the Location No field, or use the List of Values to select from available inventory locations.
12. Select the serial numbers to receive.
13. Click OK.

From the Receive Shop Order window:

1. Search for the shop order to receive.
2. If a default inventory location does not exist for the part, type a location in the Proposed Location field, or use the List of Values to select from available inventory locations.
3. If you want to automatically issue any not already issued material up to the received quantity, select the Backflush check box.
4. If you want to skip the normal material check, select the Simplified Material Check check box.
5. 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.
6. 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.
7. If you want the receipt to be executed in the background, select the Receipt in Background check box.
8. If you want to attach the received parts into handling units, select the Pack check box.
9. Create a new record in the Serial Inventory Receipt tab.
10. In the Location No field, enter an inventory location to receive the part or use the List of Values to select from available inventory locations.
11. If the part is catch unit enabled, enter the catch quantity to receive in the Catch Qty to Receive field.
12. In the Serial Number field, enter the serial number for the part to be received, or use the List of Values to select from reserved serial numbers.
13. You can also define the W/D/R No, Expiration Date, Availability Control ID, and Catch Quantity fields depending on your preference.
14. Save.

From the Shop Floor Workbench window using the Approve Operation dialog box:

1. 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 dialog box will appear.
2. Make sure that the Receive Tracked Parts check box is selected.
3. 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.
4. In the Location No field, specify the location to which the parts should be received.
5. Click OK. The Receive Serialized Parts dialog box will appear.
6. If you want to automatically issue any not already issued material up to the received quantity, select the Backflush check box.
7. If you want to skip the normal material check, select the Simplified Material Check check box.
8. 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.
9. 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.
10. If you want the receipt to be executed in the background, select the Receipt in Background check box.
11. If you want to attach the received parts into handling units, select the Pack check box.
12. If you want, you can also define additional parameters to all the serials by clicking Receive Parameters, and enter the applicable values in the Receive Parameters dialog and press OK. Later, If you want, you can manually change the defined values in the table.
13. If you want to receive into another inventory location, type a new location in the Location No field.
14. If the part is catch unit enabled, enter the catch quantity to receive in the Catch Qty to Receive field.
15. Select the serial numbers to receive.
16. Click OK.

From the Receive MRO Shop Order window (disassembly, serial receipt):

1. Search for the shop order to receive.
2. In the Received Part Source list, select the type of receipt to be performed. The normal choice will be Disassembly Products.
3. 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.
4. In the Serial Receipt tab, create a new line for each serial instance of a part to be received. Specify the serial number, location number and a condition code for each line of receipt.
5. Save.

From the Receive MRO Shop Order window (assembly, serial receipt):

1. Search for the shop order to receive.
2. In the Received Part Source list, select the type of receipt to be performed. The normal choice will be Products.
3. 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.
4. In the header of the Receive MRO Shop Order window, right-click, then click either Assembly Tracking Handling/Reserve New Serial or Assembly Tracking Handling/Reserve Existing Serial to identify the serials you are planning to receive from the assembly order. In the dialog box that appears, identify the serial numbers to be received.
5. When the serials to be received have been identified, right-click, then click Assembly Tracking Handling/Build Tracked Structure to build the as-built structure for the assembled part.
6. Right-click, then click Assembly Tracking Handling/Receive Serial Parts to specify a location and receive the reserved serials into that location.

From the Data Warehouse Collection window:

1. Click Receive Shop Order.
2. If the part to receive is lot/batch tracked, enter or scan lot/batch no and click Save.
3. If the part to is serial tracked, enter or scan lot/batch no and click Save.
4. Enter or scan the handling unit ID and click Save.
5. Enter or scan the quantity to receive and click Save.
6. Enter or scan the location number and click Save. If the shop order has a proposed location it will appear automatically.
7. 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.