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 receive co-products into inventory, enable Receive Co-Products to activate the Receive Co-Product step of the assistant. This is only available if the shop order has remaining co-products to receive.
• If you want to receive by-products into inventory, enable Receive By-Products to activate the Receive By-Product step of the assistant. This is only available if the shop order has remaining by-products to receive.
• If you want to receive disassembly components into inventory, enable Receive Disassembly Components to activate the Receive Disassembly Components step of the assistant. This is only available if the shop order has remaining disassembly components to receive.
• If you want to pack the received products into handling units, enable Pack to activate the Pack step of the assistant. This is only available if the shop order either has connected handling units, or a packing instruction connected.

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. To receive an existing serial number, the shop order type must be Remanufacturing.
• If the part is connected to a serial lifecycle group, the serial number to receive must not already exist for another part in the same group, except if the Operational Status of the existing part serial is Renamed, or automatic serial rename has been defined on the Serial Lifecycle Group page. The below conditions must be fulfilled in order for automatic serial rename to occur:
  • The shop order type is Remanufacturing.
  • An automatic serial rename record must exist where the From Part is the part for which the serial number currently exists, the To Part is the part to receive and the Process is set to Remanufacturing Shop Order.
• The Operational Status of the existing part serial is not Renamed.
• The Current Position of the existing part serial must be either:
  • Returned to Supplier.
  • Contained and the Current Position Top Part must be Returned to Supplier, Issued (to a customer order, project deliverables or without order connection) or Unlocated (and the top parent Operational Status must not be Scrapped).
  • Issued (to the same shop order, a closed shop order, a customer order, project deliverables or without order connection).
  • Unlocated and the Operational Status is Disassembled.
• The serial number must not be defined as a VIM, Equipment, Tool Equipment or a Plant Design object.
• 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.
• 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 received part is connected to a serial lifecycle group, and the serial number already exists for a part for which automatic serial rename is defined, the existing part serial is renamed to the received part. i.e.:
  • The Current Position of the serial number for the existing part on the Part Serial page is set to Unlocated and the Current Position to Renamed.
  • The rename is logged on the Part Serial Rename History page with the Rename Reason set to Serial Lifecycle Rename.
  • Document and technical class characteristics attached to the part serial of the renamed part are moved to the part serial of the received part.
• 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 Receive Co-Products option is enabled, the Receive Co-Products step will appear in the assistant. See Receive Co-Products for more detailed information.
• If the Receive By-Products option is enabled, the Receive By-Products step will appear in the assistant. See Receive By-Products for more detailed information.
• If the Receive Disassembly Components option is enabled, the Receive Disassembly Components step will appear in the assistant. See Receive Disassembly Components for more detailed information.
• If the Pack option is enabled, the Pack step will appear in the assistant. See Pack Shop Order Receipt for more detailed information.
• 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