Rename Serial
Explanation
This activity is used to rename a serial by changing the part and/or the
serial number of the serial.
During its life-cycle a serial may need to be changed for one or more reasons.
This change can be handled through the Rename Serial functionality described
in this activity. Observe the following example:
Assume that you have created a serial (XXYY) in IFS/Fleet and Asset Management.
At its creation you did not know the actual serial number and have therefore
assigned a temporary system generated serial number to the serial. You now know
the actual serial number and need to update serial XXYY with the new serial
number. Furthermore, at some stage of use it has been noted that the serial
XXYY contains an incorrect part number. This part number must be changed, and
the correct part number incorporated in XXYY. The part number and serial number
change can be performed on the serial simultaneously.
When the part and/or serial number of a serial is changed, the operational
status of the old serial (i.e., the serial before the rename) is set to Renamed
and its operational condition is set to Not Applicable. The new serial
containing the changed part and/or serial number will receive the operational
status that the old serial had prior to the rename. Note: If the change
of a part number or a serial number caused the serial's configuration to become
invalid, the operational status of the new serial is automatically set to
Out Of Operation.
If a Supplier Loaned serial is being renamed, please note that it
will not be possible to return the renamed serial using the Purchase Order through
which it was received. The reason for this limitation is that the Purchase Order
only allows you to return items that have been received. You need to use a Customer
Order to return a Supplier Loaned serial which has been renamed.
The following table shows the information that can be updated when performing
the rename of a serial:
Serial information |
Instances where the information
should be modified |
Rename Reason |
Enter the reason for renaming the serial. You
can select from three predefined values, which are Correct Typing
Error, Modify Generated Serial Number and Modification
Compliance. |
Manufacturer |
If the manufacturer of the old part number and
new part number differ, the manufacturer of the new part number must
be entered. |
Manufacturer's part number |
If a new manufacturer is entered the corresponding
manufacturer part number must be entered as well. Furthermore, some
manufacturers change their part numbers once an overhaul is performed
or when a modification is completed. In such instances, the new manufacturer
part number can be updated on the serial. |
Maintenance program data |
When the part number of the serial is changed
the current maintenance program may not be valid for the new part number.
If so, you need to modify the data to include the valid maintenance
program. You can also choose to disconnect the serial from a maintenance
program when performing a part number change. |
Template information |
When the part number of the serial is changed
you may need to change the template of the serial as well. If the serial
belongs to a structure, it will be possible to extend the new template
information to the rest of the serials in the structure. |
Cancel Running Events |
When renaming a serial, all running maintenance
events which will become inapplicable for the serial after the rename
must first be canceled (or finished). Enter the cancellation cause that
will be used to cancel the events. |
Update History |
When the part and/or serial number of a serial
is changed, you can choose to update existing history records for the
serial with the new part and/or serial number. You can also choose to
retain the old part and/or serial number in the history records for
the serial as well. Note however that when the rename reasons Correct
Typing Error or Modify Generated Serial Number is used, the
history records are required to be updated with the new part and/or
serial number. Therefore, all the fields for Update History will be
enabled by default and cannot be cleared. |
Apart from the information detailed above you can enter additional information,
for example, a journal note highlighting the reasons for the part and/or serial
number change.
If access control is established, you can only rename the serials to which
you have access. This is done by assigning a user to an access group which is
defined in basic data. The access groups will be used to spread access to all
or selected parts and serials in a structure. If only the serial number is changed
when renaming a serial, the new serial will automatically receive access rights
from the old serial. However, if the part number of the serial is also changed,
access rights from the old serial will not be updated on the new serial.
When renaming a serial leading to a part identity change, there can occur
differences in templates, such as, new structure positions or removed structure
positions. If empty or not installed structure positions exist in the serial
structure but do not exist in the new template revision (i.e., the template
of the serial after the rename), these empty structure positions will be removed
automatically from the structure. If structure positions exist in the new template
which are not present in the serial structure, these structure positions will
be added automatically to the serial structure as empty structure positions
when performing this activity. Empty or not installed structure positions refer
to the structure positions where expected serials or parts are missing from
the serial structure.
You can perform this activity by clicking the option Rename Serial
from one of the following pages.
- Manage Serial Structure
- Vehicles
- Serials
Following is a description of the information that can be entered in each
assistant step.
Step 1 - Rename Information
- If the part number is to be changed, enter the new part number and the
new part revision. In the new serial number field, enter the serial number
you want.
- In the rename reason field, enter the reason for renaming the serial.
The rename reason Correct Typing Error is set by default but can
be changed if needed.
- If the manufacturer is different for the old part number and new part
number, the manufacturer for the new part number should be entered. You
can also enter the new manufacturer part number. Optionally, you can use
the journal text field to enter additional information regarding the rename
of your serial.
- In the Maintenance Program Changes section, enter the
maintenance program valid for the new part number. The revision of the maintenance
program can be selected in the corresponding field. If needed, the maintenance
group of the serial can also be changed.
- By default, the Disconnect Serial from Maint Program option is
enabled when no valid maintenance program exists for the new part number
and revision.
- When the part number of the serial is changed the template of the serial
must be changed as well. Enter the new template number, the new template
part revision and the required structure position of the new template part
revision in the New Template Structure section.
Note: Maintenance Program Changes and
New Template Structure sections will only be visible if
you change the part number along with the serial number.
Step 2 - Template Information for Structure
- This step of the assistant is shown when the serial being renamed has
a structure and when template information has been changed for the serial
(completed in the previous assistant step).
- Enter the new template details for the serials in the structure. You
need to enter values in the template part number, template part revision
and structure position fields.
Step 3 - Cancellation of MX Events
- This step of the assistant is shown when running events for the serial
becomes inapplicable after a rename. You need to cancel or finish these
events before proceeding with the rename. If an event has been released
for the serial and the new part revision does not have predefined task cards,
the event will also be displayed in this step and possible to cancel. All
started events for the serial that are applicable after renaming, cannot
be automatically re-populated with new task cards. Therefore, these started
events will also be shown in this step so they can be cancelled, if needed.
By default, the cancel option is enabled for all the events that are required
to cancel and cannot be modified.
Note: If you
do not wish to cancel an event which is required to be canceled, you may
exit the Rename Serial assistant and manually
finish the running events before proceeding with the part identity change.
- If you decide to proceed with the rename and cancel the event(s), you
need to enter a valid cause for cancelling the particular event.
Step 4 - History Options
- If you want to keep the old part and/or serial number in a particular
history record (e.g., modification history for the serial), disable the
relevant option. Note: When the old part and/or serial number is
to be retained in the historical records, the latest operational logging
on the old serial will be copied automatically to the new serial (i.e.,
the renamed serial).
- The options indicate the different history records available for the
serial part. By default, all options available in this step of the assistant
will be enabled*. This means that by default, all history records for the
serial will be updated with the new part and/or serial number.
*
If the renaming of a serial were to be reversed, the options in this step
of the assistant will be enabled or disabled based on the previous settings
defined when renaming the serial.
Note: If the rename reasons
Correct Typing Error or Modify Generated Serial Number have
been selected, this step of the assistant will be skipped.
Step 5 - Confirm Serial Rename
- The final step of the assistant contains some additional information
with regard to the rename of a serial. It is recommended that you read this
information before you click Finish to close the
Rename Serial
assistant.
Prerequisites
- The serial must have been created in IFS/Fleet and Asset Management.
- The serial you want renamed cannot be scrapped or locked.
- If the part number is to be changed on a serial that is installed in
a structure, the new part number must have been defined as a valid alternative
to the old part number.
- A valid maintenance group and maintenance program must exist for the
new part number.
- A valid manufacturer and manufacturer's part number must exist for the
new part number.
- A valid cancellation cause must be defined, and you need to have access
to the cancellation cause. Cancellation causes are used when canceling running
event on the serial being renamed.
- The serial cannot have running events that will not be applicable after
rename.
- The serial cannot have running events in status Released where the new
part revision does not have predefined task cards.
- When using a Complex MRO flow, the serial cannot exist on a shop order
with a status between Started and Closed.
System Effects
- The part number and/or serial number of the serial will be changed all
through IFS/Fleet and Asset Management.
- In IFS/Fleet and Asset Management, historical records for the serial
will be updated with the new part number and/or serial number or the old
part and/or serial number that will be retained on the historical records,
as per your requirements.
- If a serial is renamed when connected to an event in status Work
Done, the serial will be renamed to the new part number on the event
on the maintenance order. When the event is set to Finished, the
serial will be stored in the histories with the old part number.
- When history records are not to be updated with the new part number
and/or serial number, the latest operational logging of the old serial is
copied automatically to the new serial.
- The part number and/or serial number of the serial will also be changed
in Part Serial Catalog and history will be generated.
- If the serial is in Inventory (i.e., the Current Position is set to
In Inventory) when being renamed, the correct quantity on hand will be created
for the renamed individual.
- If the part number and/or serial number of the serial is changed on
a serial that exists in the
Work Task/Returns
tab or the
Execute
Work Task/Returns tab, the part number and and/or serial
number of this serial will be updated as well.
- If the serial number is changed on the serial, the new serial number
will receive access rights established on the old serial.
- If the part number is changed on the serial, the serial will not receive
the access rights established on the old serial.
- If the old part number and new part number is assigned to a modification,
this modification will be assigned to the new serial.
- If only the old part number is assigned to a modification, this modification
will not be assigned to the new serial.
- If a new structure position is added to the template as a result of
the serial rename, an empty structure position will be added automatically
to the serial structure as well.
- Empty structure positions in the serial structure that are not
present in the new template revision (after the serial rename) will be removed
automatically.
- The operational parameters for a serial can change when renaming the
part number of the serial. If the serial exists on an open flight log, the
relevant flight (operational ID) will be updated with the new operational
parameters and the invalid operational parameters will be removed from the
log.
- The due calculation for interval maintenance, modifications, post maintenance
checks, life limited parts and fault deferrals will run automatically for
the serial to calculate due dates and values.