Receive Shop Order with Reserved Lots

Explanation

This activity is used to receive lot/batch tracked parts completed on a shop order into inventory.

Prerequisites

• The lot/batch 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 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 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 lot/batches 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, 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 Pack check box is selected, the Attach Parts to Handling Unit for Receipt dialog box will appear.
• 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 Orders
Production Line Management
Receive Shop Order
Shop Floor Workbench
Warehouse Data Collection

Related Window Descriptions

Shop Order
Shop Orders
Production Line Management
Production Line Management/Shop Orders
Receive Shop Order
Receive Shop Order/Inventory Receipt
Receive Reserved Lots
Shop Floor Workbench
Approve Operation
Warehouse Data Collection

Procedure

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

1. Search for the shop order to receive.
2. Right-click, point to Receive and then click Receive Reserved Lots, the Receive Reserved Lots 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 to partially receive the lot/batch, specify the quantity to receive in the Qty to Receive field. If the part is catch unit enabled, enter the catch quantity to receive in the Catch Qty to Receive field.
10. 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 No field, or use the List of Values to select from available inventory locations.
11. You can also define the W/D/R No, Expiration Date, Availability Control ID, and Catch Quantity fields depending on your preference.
12. Select the lot/batch 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 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. In the Qty to Receive field, enter the quantity of the lot/batch to receive. If the part is catch unit enabled, enter the catch quantity to receive in the Catch Qty to Receive field.
12. In the Lot/Batch No field, enter the lot/batch number to be received, or use the List of Values to select from lot/batch numbers reserved to the shop order.
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 Operation.
2. In the Approve Operation dialog box, 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. You can also define the W/D/R No, Expiration Date, Availability Control ID, Condition Code and Catch Quantity fields using Receive Parameters dialog box which can be opened by Receive Parameters button.
6. Click OK, the Receive Reserved Lots dialog box will be opened.
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. If you want to attach the received parts into handling units, select the Pack check box.
13. If you want to partially receive the lot/batch, specify the quantity to receive in the Qty to Receive field. If the part is catch unit enabled, enter the catch quantity to receive in the Catch Qty to Receive field.
14. If you want to receive into another inventory location, type a new location in the Location No field.
15. You can also define the following optional fields W/D/R No, Expiration Date, Availability Control ID and Condition Code depending on your preference.
16. Select the lot/batch to receive.
17. Click OK.

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.