Receive Substitute Part
Explanation
This activity is used to receive a substitute part. This can be used when
the manufacturing process results in another than the intended part number.
To manually receive a shop order from:
- The navigator, open the Receive Shop Order Manually
assistant.
- Shop Order, click Receive
and then Manual Receive.
- Shop Order Tracked Structure and
Shop Order Operations Reporting, click Manual
Receive.
- Shop Orders, select the order(s) to
receive, click Receive and then Manual Receive.
If you select more than one order, the Receive Shop Order
Manually
assistant will iterate over all selected orders.
- Shop Floor Workbench, select the last
operation on a shop order, click Receive and then
Receive Manually.
In the assistant:
- Select Substitute Part from the Source
drop-down.
- Select the part number to receive in the Substitute Part
drop-down.
- If you want to automatically issue any not already issued material up
to the received quantity, enable the Backflush option.
- If you want to skip the normal material check, enable the Simplified
Material Check option.
- If you want open, not already reported operations to be automatically
reported up to the received quantity, enable the Auto Report Operations
option.
- 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 Force Shop Order Closure option.
- If you want the receipt to be executed in the background, enable the
Background Job option.
- Enter the quantity to receive in the Qty to Receive
field in the Inventory Receipt list.
- You can either enter the quantity to receive in an existing row,
or create a new row to receive it into a new location. When creating
a new row, select the relevant Location,
W/D/R No, Part Revision, Handling
Unit ID etc.
- If the part is lot/batch tracked, select the lot/batch number to
receive in the Lot/Batch No field.
- If the part has an input UoM group defined, you can enter the
quantity to receive in the input unit other than the inventory unit
of measure by selecting the row and clicking Input UoM. 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.
- If the part has a catch quantity defined, enter the quantity to
receive in the catch unit of measure in the Catch Qty to
Receive field.
Prerequisites
- A shop order of type Manufacturing or
Repair that has reached
at least the Released status must exist. The order cannot be an
MRO shop order.
- At least one material line must exist on the shop order.
- If the original part is lot/batch tracked, the lot/batch numbers to
receive must have been reserved to the shop order.
- If the order is connected to a control plan for which the Receipt
Not Allowed option is enabled, 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 option be disabled.
- The Backflush feature for catch unit enabled components can be
performed only if the full quantity on the inventory location is issued.
- The original part should not be a serialized part.
- The original part and the substitute part must have the same tracking
definition on the Part page.
- The part to be received must not belong to shop order part and/or be
a by-product of the shop order.
System Effects
- The substitute part is received at the specified inventory location(s).
- If the Simplified Material Check option is enabled, 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 option is enabled, 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 Shop Order Material Issue for more detailed information.
- If the Auto Report Operations option is enabled, 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
drop-downs on
the Work Center page, standard time for labor and machine
may, or may not be reported according to the quantity reported as complete.
- If the Force Shop Order Closure option is enabled, 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
option is disabled.
- If the Background Job option is enabled, a background
job executing the receipt will be posted.
- Inventory transaction history OOREC transaction(s) are created.
- If the received part is lot/batch tracked with
Multi-Level Tracking option is enabled in the Part page, an as-built structure is created and can be
viewed from the As-Built Structure page. Note
that the components in the as-built structure for the substitute will be
based on the tracked structure created for the shop order part on the
shop order. It is not possible to define a separate tracked structure
for the substitute part prior to the receipt.
- If the Close Code drop-down is set to Auto
Close and the total quantity of parts received is within the
closure tolerance defined for the shop order, the status of the shop
order is changed to Closed.
- If the shop order is connected to a project
activity, the parts are received into project inventory.
- When you receive substitute part and you have the parent part manually pegged
to a demand you will get an error message if the quantity remaining for parent
part is below the quantity pegged.
- When receiving a substitute of a lot/batch tracked part, the lot/batches reserved to the shop order are
still used. If you need to receive the substitute part with a different lot/batch
number, you should first un-reserve the incorrect lot/batch number, and then reserve the correct values.