Receive and Backflush All

Explanation

Use this activity to receive manufactured parts into inventory and to automatically issue the material and report the operations performed.

When automatically issuing material, below parameters are considered.

• The value in the Reserve/Issue Method field of the shop order material line is considered when automatically reserving/issuing material. This value determines how to reserve/issue material to the shop order.
• For operation connected material, the option selected in the Outside Reserve/Backflush at the Work Center window is considered when automatically reserving material. This value determines how the reserve/backflush of material is allowed from locations other than work center inbound locations.
• If the Shared Location check box is selected in the Location tab of the Work Center window, material can be reserved/issued to any demand. If not selected, only the material demands from operations that are connected to the work center will be allowed to reserve/issue material from this location.

This activity contains a Security Checkpoint which can be activated by an administrator. With an activated security checkpoint on a function you will have to authenticate yourself again in order to fulfill the function. Additionally, whenever a security checkpoint is successfully passed a security checkpoint log is written, creating an audit trail of what is done.

Prerequisites

This activity requires that:

• The shop order must have Released status before you can receive parts into inventory using backflush.
• 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.

System Effects

• As a result of this activity the system receives parts into inventory, automatically issues material and reports machine and labor operations based on the number of parts received. The material is primarily issued from work center inventory or, as a second choice, from the regular inventory locations according to the FIFO (First In, First Out) principle.
• The supply code of the shop order material lines is considered during the automatic issue of parts. If the supply code is Inventory Order only standard inventory is available for issue.
• If the supply code is Project Inventory only project inventory belonging to the project connected to the shop order is available for issue. If possible, parts belonging to the connected project activity are issued.
• When labor operations and machine operations are reported automatically, the standard time is used.
• If the shop order is connected to a project activity the parts are received into project inventory.
• If the shop order is created from Project Delivery, the Delivery Project is updated with quantity received.
• If the shop order is created from Project Miscellaneous Demand, the Project Miscellaneous Demand record is updated with quantity received.
• If the shop order is pegged to a project miscellaneous demand or a project item, the material should automatically be reserved to the demand source.
• If the shop order is customer order-based and was created when a customer order line was entered, the received part is automatically reserved for the customer order line. Work In Process (WIP) transactions are created.
• When issuing material by using backflush for a pegged shop order, the issue will reduce the pegged quantity by the same quantity that was issued. However, if there is more than one supply pegged to the same demand you will be notified to manually adjust the peggings before the issue can be performed.
• If CU (catch unit) enabled component parts exist in the parent structure and if they have not been reserved, a message will appear informing you about the unreserved CU enabled components. The reserved quantities in both the catch unit of measure (UoM) and inventory UoM will be issued during backflush. Inventory locations will be updated with issued and received quantities.

Window

Shop Order
Shop Orders
Receive Shop Order
Shop Floor Workbench

Related Window Descriptions

Shop Order
Shop Orders
Receive Shop Order
Shop Floor Workbench
Approve Operation

Procedure

Shop Order or Shop Orders:

1. Right-click and then click Manual Receive. This opens Receive Shop Order window.
2. Select the Receive with Backflush check box in the Material And Operations area to automatically issue material.
3. Select the Auto Report of Operations check box in the Material And Operations area to automatically report machine and labor operations.
4. Select an inventory location for the part, then enter the quantity you want to receive into this inventory location in the Quantity Received field. You can receive into more than one inventory location. If the part is catch unit enabled, you have to enter the catch quantity as well.
5. If you do not want to receive into one of the specified inventory locations, create a new record and enter 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.
6. You can also define the following fields W/D/R No, Expiration Date, Availability Control ID, Condition Code and Catch Quantity depending on your preference.
7. Save.

Receive Shop Order:

1. Select the shop order for which you want to receive the completed parts in the Order No list.
2. Select the Receive with Backflush check box in the Material And Operations area to automatically issue material.
3. Select the Auto Report of Operations check box in the Material And Operations area to automatically report machine and labor operations.
4. Select an inventory location for the part, then enter the quantity you want to receive into this inventory location in the Quantity Received field. You can receive into more than one inventory location. If the part is catch unit enabled, you have to enter the catch quantity as well.
5. If you do not want to receive into one of the specified inventory locations, create a new record and enter a new inventory location in the Location No field. Type the quantity of parts you want to receive in the Quantity Received field. Use List of Values to select from available locations.
6. You can also define the following fields W/D/R No, Expiration Date, Availability Control ID, Condition Code and Catch Quantity depending on your preference.
7. Save.

Approve Operation

1. In Shop Floor Workbench, 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 the Receive Into Inventory and the Report Previous Operation check boxes are selected.
3. Select the Receive with Backflush check box.
4. Enter the quantity to be received in the Qty to Receive field.
5. Select an inventory location the parts should be received to by entering a value in the Receive Into Location field or use the list of values.
6. 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.
7. Click OK.

Note: It is not possible to use the report previous operation feature if clocking records exists for any operations in Open status on the shop order. (The start / stop functionality has been used.)