Receive Shop Order Manually

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 lot size as well as split the receipt to different locations, W/D/R numbers, handling units etc. Optionally you can also attach the received parts into handling units.

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 Main Product from the Produced Part Type drop-down.
• If you want to automatically issue any material that has not been already issued 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.
• Enter the quantity to receive in the Qty to Receive field in the Inventory Receipt / Serial Inventory Receipt list.
  • You can either enter the quantity to receive in an existing row or create a new row to receive it in 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 serial tracked, select the serial number to receive in the Serial No field.
  • 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 an input UoM and entering an input qty to calculate the quantity to receive. If the input UoM uses a formula, select the row and click Input UoM to use the assistant.
  • If the catch UoM is enabled for the part, enter the quantity to receive in the catch unit of measure in the Catch Qty to Receive field.

To receive a shop order using the Warehouse Data Collection page, click Receive Shop Order and enter/scan the required information according to the configuration of the data capture process and the setup of the data.

Prerequisites

• A shop order of type Manufacturing, Remanufacturing, Prototype, 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 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 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 Order Type is Repair and Multilevel Repair is enabled, there must not already exist an as-built structure for the lot/batch number and W/D/R number combination.
• If the part is multi-level tracked, the tracked structure must be completed for the received serial or lot/batch number(s).
• 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 a multilevel repair shop order:
  • Parent parts must have been completely issued.
  • All the serial tracked components must have been completely issued and other components must be at least reserved.
• If the part is lot/batch tracked but not serial tracked, ensure that no as-built structure exists for the received lot/batch number, W/D/R number, and revision number combination.

System Effects

• The shop order main product 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, the system will only verify that some quantity has been issued.
• If the Backflush option is enabled, not already issued material will be automatically issued 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 are not met. Note: If the criteria for auto closure are 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 a 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.
• For a multilevel repair shop order:
  • The following changes take place in the old as-built structure data:
    • If any component is salvaged (due to remove or replace repair action) in the repair, then those component quantities will be marked in the old as-built structure as removed.
    • If any component (that exists in the old as-built structure) is added to the new as-built structure, then it will also be marked in the old as-built structure as removed.
  • A new as-built structure is created as follows:
    • If the parent part is lot/batch-tracking-enabled, then the lot batch number reserved in the shop order is used for each of the lot/batch-tracking-enabled components.
    • As-built revision is incremented by 1 for all the serial-tracked parent parts.
    • Any of the structure components along with their sub assemblies are excluded if they have been defined as Remove, Replace, Not Present, or Salvage.
    • All the components added through Add, Replace, Install, and repair actions are included. Exception: Components added with Add as the repair action and Exclude from As-Built structure enabled will not be added to the new as-built structure.
    • If there were structure changes defined, then the part revision is saved for parent parts as given.
  • You can view the new as-built structure created on the As-Built Structure page.
• 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, 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 that 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, the configuration, ownership, and condition code of the received part must match the material line on the pegged direct demand order.

Pages

Receive Shop Order Manually
Shop Floor Workbench
Shop Order
Shop Order Operations Reporting
Shop Order Tracked Structure
Shop Orders
Warehouse Data Collection

Activity Diagrams

Receive Repaired Part into Inventory
Receive Shop Order
Receive Shop Order from Shop Floor Workbench