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 a 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 enable 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 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 be received 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.
  • 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 an input UoM and entering an input qty to calculate the quantity to receive. If the input UoM is using a formula, click Input UoM to use the assistant. Note that the input UoM and the input quantity are only used to calculate the inventory quantity, they will not be recorded on the material transaction.
• 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 each lot/batch number at 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 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 are 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 to 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, Remanufacturing, Prototype, 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 for the shop order.
• If the part is lot/batch tracked, the lot/batch numbers to receive must have been reserved for 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 you want to use multiple units of measure when entering the quantities of parts to receive, an input UoM group must have been connected to the part and the Manufacturing Usage Allowed option must have been enabled for at least one input UoM (belonging to that input UoM group).
• 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 quantities 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 the 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 have 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 are permitted per handling unit. This means that the number of handling units must be greater than the number of unique availability controls and expiration dates associated with the received parts.
• 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.
• If the shop order is created from a customer order with a supply code shop order and is connected to a configuration change request, the status of the latest configuration change request revision must be Completed or Cancelled.

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 lines with manual reserve/issue method system will only verify that some quantity has been issued.
• If the Backflush option is enabled, any material that has not yet been issued will automatically be issued up to 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, the 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 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 the 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 demand, the parts will automatically be reserved for the demand.
• If the shop order is pegged to a DOP order, the received parts are 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 the Multi-Level Tracking option enabled on the Part page, and the order type is Manufacturing, Remanufacturing, or Prototype, 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 for 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 for the demand source.
• If the Pack option is enabled:
  • If handling units have not already been created and connected to the shop order, they will be generated based on the packing instructions 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.
  • 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.
• If the Receive By-Products option is enabled, the Receive By-Products step will appear in the assistant. See Receive Byproduct activity for details.
• 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 for 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.

Pages

Manual Issue Shop Order Material Line
Shop Floor Workbench
Shop Order
Shop Order Operations Reporting
Shop Orders

Activity Diagrams

Receive Shop Order
Receive Shop Order for Outside Operation
Receive Shop Order from Shop Floor Workbench
Receive Repaired Part into Inventory