Receive Shop Order Handling Unit

Explanation

This activity is used to receive a handling unit completed on a shop order into inventory.

To receive a shop order handling unit from:

• Shop Order Handling Unit Structure page, select the handling unit node to receive from the tree structure and click Receive.
• Shop Floor Workbench page, expand an operation, open the Handling Units tab, select the handling unit to receive and click Receive.

In the dialog:

• Select the inventory location in the Location 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 the completed quantity on open operations to be automatically reported so their completed quantity plus bypass quantity equals 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 Close Shop Order option.
• If you want the receipt to be executed in the background, enable the Background Job option.
• If the part is lot/batch tracked, select the lot/batch number in the Lot/Batch No field in the Receive Attributes section. If the part is not multilevel tracked, order based tracked with many lots per order allowed, a lot/batch number will be automatically generated and assigned to the receipt.
• Optionally, you can enter the W/D/R No, Manufacturing Date, Expiration Date and Availability Control ID fields from the Receive Attributes section.

To receive a shop order handling unit from the Warehouse Data Collection page:

• Click Receive Shop Order Handling Unit.
• Enter or scan the handling unit ID and click Save.
• Enter or scan the location number and click Save. If the shop order has a proposed location it will appear automatically.
• 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

This activity requires that:

• At least one handling unit has been created and connected to the shop order with a value in the Qty to Attach field on the lowest level in its structure.
• The part is not catch UoM handled.
• The part is not serial tracked.
• The shop order status is Released, Reserved or Started.
• At least one material line exists on the order.
• If receiving a multi-level tracked part, the reserved structure must exist.
• 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 must 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.
• Optionally an inventory part can be connected to the Handling Unit Type basic data in order to get consumption of packaging material as part of the packing process.

System Effects

• The selected handling unit and its sub-levels are received into the specified inventory location. The parts completed on the shop order are attached to the lowest level handling units in the structure according to the specified Qty to Attach.
• The received handling unit and its sub-levels will be disconnected from the shop order.
• If a Lot/Batch No, W/D/R No, Manufactured Date, Expiration Date, Condition Code and/or Availability Control has been defined for the receipt, it will be applied for all the received parts.
• 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 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, completed quantity will be reported on open operations so their completed quantity plus bypass quantity equals 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. Note: No additional quantity will be reported as completed on operations that already have a completed quantity plus bypass quantity that is equal to or greater than the quantity reported on this operation.
• If the Close Shop Order 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 not disabled. When the shop order is closed, any remaining reserved lot/batch numbers are removed automatically.
• If the Receipt in Background option is enabled, a background job executing the receipt will be posted.
• If the part is not multilevel tracked, order based tracked with many lots per order allowed, a lot/batch number will be automatically generated and assigned to the receipt.
• If a multi-level tracked part is received, a record will be created in the As-Built Structure window.
• If the shop order is pegged to a customer order line, the received parts is 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.
• Project activity: If the shop order is connected to a project activity, the parts will be received into project inventory.
• Project delivery: If the shop order is created from project delivery, the delivery project will be 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.
• The packaging material parts (inventory parts) are consumed by the whole handling unit structure when any part is attached to the handling unit(s) from a shop order receipt. See the About Handling Units for more detailed information.

Pages

Shop Floor Workbench
Shop Order Handling Unit Structure

Activity Diagrams

Receive Shop Order
Receive Shop Order from Shop Floor Workbench