Receive Substitute Part

Explanation

This activity is used to receive a substitute part completed on a shop order to an inventory location. This can be used when the manufacturing or repair 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 Produced Part Type drop-down.
• Enter the part number to receive in the Substitute Part field.
• 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. 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.
• 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.
• If the shop order has a pegged direct demand shop order with a material line which requires the received part, it will be automatically reserved to this material line up to its remaining quantity to reserve. If the part is required as an alternate component on a pegged direct demand shop order, an automatic replacement to this part will be performed for the material line up to its remaining quantity to reserve, and the received quantity will be reserved to the replacement material line. If the received part is required on more than one material line on pegged direct demand shop order(s), the logic will prioritize the material line with the earliest required date. Note that in addition to the part number, also the configuration, ownership, and condition code of the received part must match the material line on the pegged direct demand order. A serial tracked part will never be reserved to the pegged demand shop order.

Pages

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

Activity Diagrams

Receive Shop Order
Receive Shop Order from Shop Floor Workbench