Receive Shop Order
Explanation
This activity is used to receive the main product completed on a shop order to an inventory
location. You can receive complete shop order, or only a part of the
finished parts. Optionally you can also attach the received parts into
handling units.
This activity can also be used to receive a shop order with the arrived
outside operation purchase order line.
To receive a shop order from:
- Shop Order page, click Receive
and then Receive.
- Shop Orders page, select the relevant
order(s) and click Receive and then Receive.
If you select more than one order, the Receive Shop Order
assistant will iterate over all selected orders.
- Manual Issue Shop Order Material Line page, click
Receive Shop Order.
- Shop Floor Workbench page, select the last
operation for one or more shop orders and click Approve.
If you select more than one operation, the Approve Operation
assistant will iterate over all selected operations. In the first
assistant step, enter the operation reporting details, then enabled the
Receive Main Product option and click Next.
- Register Arrivals page, select the
purchase order line connected to the outside operation to report and
click Receive. Enter the quantity completed by the
supplier in the Qty to Receive field and click
OK.
In the assistant:
- Optionally, you can enter the W/D/R No,
Manufacturing Date, Expiration Date and Availability Control ID
fields from the Receive
Attributes section.
- Enter the quantity to receive in the Qty to Receive
field.
- If the part is serial tracked, you can also select the serial
numbers to receive in the Serials to Receive
section. The total quantity to receive will be automatically updated
based on the selected serial numbers.
- If the part is both serial and lot/batch tracked and you have
not already assigned the serial numbers to receive to a lot batch
number, select the correct lot/batch number for each serial number
in the Lot/Batch No field. To assign the same
lot/batch number for multiple serials, select the relevant rows and
click Assign to Lot/Batch.
- If the part is lot/batch tracked, you can enter the quantity to
receive per lot/batch number in the Lots/Batches to Receive
section. The total quantity to receive will be automatically updated
based on the quantity to receive per lot/batch number.
- 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.
- Select the inventory location for the receipt in the
Location field.
- If the part is serial tracked, you can receive the serial
numbers to different locations by selecting the location in the
Serials to Receive section instead.
- If the part is lot/batch tracked, you can receive the each
lot/batch number to different locations by selecting the location in
the Lot/Batches to Receive section instead.
- 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.
- If you want to attach the received parts into handling units, enable
the Pack option to activate the Pack step
of the assistant. This is only available if the shop order has handling
units attached, or a packing instruction connected.
- To connect accessories to a handling unit. Select the relevant
handling unit in the Handling Units list and click
Accessories.
- If the part has a catch quantity defined, enter the catch
quantity to receive per handling unit in the Catch Qty to
Attach field in the Parts Attached to Handling Unit
list.
- Make sure the structure reflects how the finished parts have
been physically packed. If required, select the
relevant part record from the Parts Attached to Handling
Unit list and click Move to move parts
from one handling unit to another.
- If you want serial shipping container code to be generated,
enable the Create SSCC(s) option.
- If you want labels to be printed, enable the Print
Handling Unit Labels and/or the Print Handling Unit
Contents Labels options.
- If you want to receive by-products into inventory, enable the
Receive By-Products option to activate the Receive By-Product
step of the assistant. This is only
available if the shop order has remaining by-products to receive.
Prerequisites
- A shop order of type Manufacturing or
Repair that has reached
at least the Released status must exist. For a repair shop order,
the Multilevel Repair option must be disabled, and it
cannot be an MRO shop order.
- At least one material line must exist on the shop order.
- If the part is serialized, the serial numbers to receive must have
been reserved to the shop order.
- If the part is lot/batch tracked, the lot/batch numbers to receive
must have been reserved to the shop order.
-
If the part is multi-level tracked, the tracked structure must be
completed for the received serial or lot/batch number(s).
- 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 will be disabled.
- 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.
- To receive the shop order when registering arrival of an outside
operation purchase order line:
- The purchase order line must be connected to an outside
operation being the last operation on the shop order.
- The Receive into Inventory on Last Operation
option must be enabled on the Work Center page for the work center
connected to the outside operation.
- To use the Pack option:
- Handling units must either have been created and connected to
the shop order, or a packing instruction must have been connected to
the shop order.
- If handling units has been connected to the shop order, the sum
of the quantity to attach of the handling units must be equal to, or
higher than the quantity to receive.
- The same location must have been selected for all parts to
receive.
- Only one availability control and expiration date per handling
unit is allowed why the number of handling units must exceed the
number of different availability controls and expiration dates the
parts are received with.
System Effects
- The shop order 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. If Force Shop Order Closure
option is enabled, another background job will be posted to close the
shop order. Note: The shop order may be closed even if
the background job for the receipt ends up in status Error.
- If the part is setup as order based tracked with many lots per order
allowed, but with multi-level tracked disabled, a lot/batch number will be automatically generated
and assigned to the receipt.
- 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 is automatically
reserved either to the DOP temporary inventory, or to the shop order pegged
to the parent DOP order.
- Inventory transaction history OOREC transaction(s) are created.
- If the received part is serial and/or 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.
- If the part is serialized, the reserved serial structure is moved
to Part Serial.
- 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.
- Project: If the shop order is pegged to a project miscellaneous demand
or a project item, the material is automatically reserved to the demand
source.
- Project activity: If the shop order is connected to a project activity
the parts are received into the project inventory.
- Project delivery: If the shop order is created from the project delivery,
the delivery project is 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 Pack option is enabled:
- If handling units not already been created and connected to the
shop order, they will be generated based on the packing instruction
connected to the shop order and the shop order remaining quantity.
- Parts to be received will be attached to the lowest level
handling units starting from the one with the lowest handling unit
ID, respecting the quantity to attach defined for each handling
unit.
- If a part availability control for shop order connected handling
units has been entered on the
Site//Manufacturing/General tab, part records
generated for handling units where the quantity attached is lower
than the quantity to attach will automatically receive this
availability control ID. This availability control will be cleared
when the handling unit is disconnected from the shop order.
- If the Receive By-Products option is enabled, the
Receive By-Products step will appear in the assistant.
See Receive Byproduct activity for details.