Receive Shop Order Handling Unit

Explanation

This activity is used to receive a handling unit completed on a shop order into inventory.

Prerequisites

This activity requires that:

• At least one handling unit has been created and connected to the shop order with a value in the Qty to Attach field on the lowest level in its structure.
• The part is not catch UoM handled.
• The part is not serial tracked.
• The shop order status is Released, Reserved or Started.
• At least one material line exists on the order.
• If receiving a multi-level tracked part, the reserved structure must exist.
• 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 selected handling unit and its sub-levels are received into the specified inventory location. The parts completed on the shop order are attached to the lowest level handling units in the structure according to the specified Qty to Attach.
• If a Lot/Batch No, W/D/R No, Manufactured Date, Expiration Date, Condition Code and/or Availability Control has been defined for the receipt, it will be applied for all the received parts.
• 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, any remaining reserved lot/batch numbers are removed automatically.
• 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 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 is 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.
• 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.

Window

Shop Order
Shop Floor Workbench
Warehouse Data Collection

Related Window Descriptions

Receive Handling Unit
Shop Order
Shop Order/Handling Unit Structure
Shop Floor Workbench
Shop Floor Workbench/Handling Unit Structure
Warehouse Data Collection

Procedure

From the Shop Order window:

1. Search for the shop order to receive.
2. Click the Handling Unit Structure tab
3. From the tree view, select the handling unit to receive, right-click and then click Receive Handling Unit, the Receive Handling Unit dialog appears.
4. If a proposed location does not exist for the shop order, enter the inventory location into which the parts should be received in the Location field, or use the List of Values to select from available inventory locations.
5. If the part is lot/batch tracked, enter the lot/batch number for the receipt in the Lot/Batch No field, or use the List of Values to select a lot/batch number reserved to the shop order. 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.
6. If applicable, enter values in the W/D/R No, Manufactured Date, Expiration Date, Condition Code and Availability Control fields. The values entered will be applied for all parts received.
7. If you want to automatically issue any not already issued material up to the received quantity, select the Backflush check box.
8. If you want to skip the normal material check, select the Simplified Material Check check box.
9. 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.
10. 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.
11. If you want the receipt to be executed in the background, select the Receipt in Background check box.
12. Click OK.

From the Shop Floor Workbench window:

1. Select an operation belonging to the shop order to receive.
2. Follow the procedure above from step 2.

From the Warehouse Data Collection window:

1. Click Receive Shop Order Handling Unit.
2. Enter or scan the handling unit ID and click Save.
3. Enter or scan the location number and click Save. If the shop order has a proposed location it will appear automatically.

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.