Receive Shop Order

Explanation

This activity is used to receive parts completed on a shop order to an inventory location. You can receive complete shop order, or only a part of the material. Catch-unit enabled parts can also be received by entering the catch quantity in addition to the quantity received.

You have the option of receiving position parts instead of real parts. This is possible only in the case of disassembly shop orders which are pegged to disposition shop orders. Note that in a shop order, you can either receive all the units of a part as position parts or all as real parts. For any given part, you cannot receive a combination of both types on a single order.

Prerequisites

• The shop order must have reached at least the Released status.
• If you want to use multiple units of measure (UoM) when entering the quantities of parts to receive, an input UoM group must have been connected to the part and the Manufacturing Usage Allowed check box must have been selected 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 check box is selected, 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 check box must be cleared.
• 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.

System Effects

• The material is reported as received at the specified inventory location.
• If the Simplified Material Check check box is selected, the material will be received without verifying that the required material has been issued to satisfy the received quantity.
• If the Backflush check box is selected, 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 Rules for Shop Order Backflush for more detailed information.
• If the Auto Report of Operations check box is selected, 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 lists in the Work Center window, standard time for labor and machine may, or may not be reported according to the quantity reported as complete.
• If the Close Shop Order check box is selected, 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 check box is not selected.
• If the Receipt in Background check box is selected, 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 the Pack check box is selected, the Attach Parts to Handling Unit for Receipt dialog box will appear.
• 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 is automatically reserved either to the DOP temporary inventory, or to the shop order pegged to the parent DOP order.
• A work in progress (WIP) transaction is created.
• When you enter the shop order, you can specify that it should be closed automatically, provided that the number of parts received is within the closure tolerance. If it is, the shop order is closed automatically. If you have selected manual closure, you must close the shop order after you have completed the receipt.
• Project: If the shop order is pegged to a project miscellaneous demand or a project item, the material is automatically reserved to 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 the project miscellaneous demand, the project miscellaneous demand record is updated with the quantity received.
• MRO shop order: If the part is received on an MRO shop order, there are additional system effects that are based on the type of MRO order.
• Disassembly: If the part is serial-tracked, the serial will be removed from the serial structure in VIM. If position parts are received, they will be reserved to the next disposition order but will not be disconnected from the VIM serial structure. For further information refer to the about description for position parts.
• Assembly: The system will verify that the components are valid parts or alternate parts for the structure position or template. For each component part that is serial-tracked:
  • The serial will be set to Non-Operational.
  • The serial will be added to the serial structure in VIM. For further information see activity description for Enter or Modify Serial Structure.
  • A record will be created in the Replacement History for the serial component.
  • The Location for the serial component will be updated.
  • The Current Position for the serial component will be set to Contained.
  • The serial structure in Part Serial will be updated.

Window

Receive Shop Order
Receive MRO Shop Order
Shop Floor Workbench
Warehouse Data Collection

Related Window Descriptions

Receive Shop Order
Receive Shop Order/Inventory Receipt
Receive MRO Shop Order
Receive MRO Shop Order/Inventory Receipt
Input UoM Parameters
Shop Floor Workbench
Approve operation
Warehouse Data Collection

Procedure

From the Receive Shop Order window:

1. Search for the shop order for which you want to receive the completed parts.
2. If you want to automatically issue any material that has not been issued up to the received quantity, select the Backflush check box.
3. If you want to skip the normal material check, select the Simplified Material Check check box.
4. If you want open, not already reported operations to be automatically reported up to the received quantity, select the Auto Report of Operations check box.
5. 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 check box.
6. If you want the receipt to be executed in the background, select the Receipt in Background check box.
7. If you want to attach the received parts into handling units, select the Pack check box.
8. Create a new row in the table and select an inventory location for the part in the Location No field, then enter the quantity you want to receive into this inventory location in the Qty to Receive field. You can receive into more than one inventory location.
   • Note: If the Input UoM Group check box in the Receive Shop Order window is selected, you can enter the quantities of parts to be received in the input unit other than the inventory unit of measure. You can select an input UoM from the Input UoM list and enter the parameters either in the Input Qty field or the Input UoM Parameters window.
   • 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. Please refer Select Input UoM and Enter Parameters.
9. If you do not want to receive into one of the specified inventory locations, create a new record and type a new inventory location in the Location No field. Type the quantity of parts you want to receive in the Quantity Received field. Use the List of Values to select from available locations.
10. You can also define the W/D/R No, Expiration Date, Availability Control ID, and Catch Quantity fields by creating a new record.
11. Save.

From the Receive MRO Shop Order window (disassembly, non-serial receipt):

1. Search for the shop order to receive.
2. In the Received Part Source list, select the type of receipt to be performed. The normal choice will be Disassembly Products.
3. In the Received Part No field, select the part to be received. The part to be received will be a real part. The list of expected products for the disassembly shop order (seen in the MRO Shop Order/Produced Part tab) displays position parts expected, and for each of these, the list of real parts that can be received for the position part.
4. In the Inventory Receipt tab, create a new line for each location instance of the part to be received. Specify the quantity, location no and condition code for each line of receipt.
5. Save.

From the Receive MRO Shop Order window (assembly, non-serial receipt):

1. Search for the shop order to receive.
2. In the Received Part Source list, select the type of receipt to be performed. The normal choice will be Products.
3. In the Received Part No field, select the part to be received. The part to be received will be a real part. The list of expected products for the assembly shop order (seen in the MRO Shop Order/Produced Part tab) displays the position part expected, and the list of real parts that can be received for the position part.
4. In the Inventory Receipt tab, create a new line for each location instance of the part to be received. Specify the quantity, location no and condition code for each line of receipt.
5. Save.

From the Shop Floor Workbench window:

1. In Shop Floor Workbench window, select the last operation on the shop order on which you want to receive the completed parts, and click Approve Op, the Approve Operation will appear.
2. Make sure the Receive Into Inventory check box is selected.
3. Enter the quantity to receive in the Qty to Receive field. If you want to enter the quantity to receive in an alternative unit of measure, click the Input UoM option.
4. Enter the inventory location into which the parts should be received in the Location No field, or select one using the list of values.
5. If you want to automatically issue any not already issued material up to the received quantity, select the Backflush check box.
6. If you want to skip the normal material check, select the Simplified Material Check check box.
7. 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 check box.
8. If you want to attach the received parts into handling units, select the Pack check box.
9. You can also define the W/D/R No, Expiration Date, Availability Control ID and Catch Quantity fields using Receive Parameters dialog box which can be opened by Receive Parameters button.
10. Click OK.

From the Data Warehouse Collection window:

1. Click Receive Shop Order.
2. If the part to receive is lot/batch tracked, enter or scan lot/batch no and click Save.
3. If the part to is serial tracked, enter or scan lot/batch no and click Save.
4. Enter or scan the handling unit ID and click Save.
5. Enter or scan the quantity to receive and click Save.
6. Enter or scan the location number and click Save..
7. Click Save.

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.