Receive Shop Order Manually

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 lot size as well as split the receipt to different locations, W/D/R numbers, handling units etc. Optionally you can also attach the received parts into handling units.

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 Main Product from the Produced Part Type 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 / Serial 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 serial tracked, select the serial number to receive in the Serial No field.
  • 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 catch UoM is enabled for the part, enter the quantity to receive in the catch unit of measure in the Catch Qty to Receive field.
• 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.

To receive a shop order using Warehouse Data Collection page:

• Click Receive Shop Order.
• If the part to receive is lot/batch tracked, enter or scan lot/batch no and click Save.
• If the part to receive is serial tracked, enter or scan serial no and click Save.
• Enter or scan the handling unit ID and click Save.
• Enter or scan the quantity to receive and click Save.
• Enter or scan the location number and 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.

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 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 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 main product 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.

Pages

Receive Shop Order Manually
Shop Floor Workbench
Shop Order
Shop Order Operations Reporting
Shop Order Tracked Structure
Shop Orders

Activity Diagrams

Handle Repair Shop Order
Receive Repaired Part into Inventory
Receive Shop Order
Receive Shop Order from Shop Floor Workbench