Receive Shop Order with Reserved Lots
Explanation
This activity is used to receive lot/batch tracked parts completed on a shop
order into inventory.
Prerequisites
- The lot/batch numbers to receive must have been reserved to the shop order.
- The shop order must have reached at least the Released status.
- 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 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 Shop Floor Workbench is used for receipt, the Inventory Valuation Method
of the part must be set to Standard Cost or Weighted Average
in Inventory Part/Misc Part Info tab.
- If the shop order is manually pegged to a demand,
the demand order must be released.
System Effects
- The system receives the completed lot/batches 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. When
the shop order is closed, any remaining reserved lot/batch numbers are removed automatically.
- If the Receipt in Background check box is selected, a background
job executing the receipt will be posted.
- If the Pack check box is selected, the
Attach Parts to Handling Unit for Receipt dialog box will appear.
- 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.
- A work in progress (WIP) transaction is 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.
Window
Shop Order
Shop Orders
Production Line Management
Receive Shop Order
Shop Floor Workbench
Warehouse Data Collection
Related Window Descriptions
Shop Order
Shop Orders
Production Line Management
Production Line Management/Shop Orders
Receive Shop Order
Receive Shop Order/Inventory Receipt
Receive Reserved Lots
Shop Floor Workbench
Approve Operation
Warehouse Data Collection
Procedure
From the Shop Order, Shop Orders
or Production Line Management/Shop Orders
window using the Receive Reserved Lots dialog box:
- Search for the shop order to receive.
- Right-click, point to Receive and then click Receive Reserved
Lots,
the Receive Reserved Lots dialog box will appear.
- If you want to automatically issue any not already issued material up to
the received quantity, select the Backflush check box.
- If you want to skip the normal material check, select the Simplified Material Check
check box.
- 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.
- 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.
- If you want the receipt to be executed in the background, select the
Receipt in Background check box.
- If you want to attach the received parts into
handling units, select the Pack check box.
- If you want to partially receive the lot/batch, specify the
quantity to receive in the Qty to Receive field. If the part
is catch unit enabled, enter the catch quantity to receive in the Catch
Qty to Receive field.
- If a proposed location does not exist for the shop order, enter the
inventory location into which the parts should be received in the Location
No field, or use the List of Values to select
from available inventory locations.
- You can also define the W/D/R No, Expiration Date, Availability Control ID,
and Catch Quantity fields depending on your preference.
- Select the lot/batch to receive.
- Click OK.
From the
Receive Shop Order window:
- Search for the shop order
to receive.
- If a default inventory location does not exist for the part, type a location in the Proposed
Location field, or use the List of Values to select from
available inventory locations.
- If you want to automatically issue any not already issued material up to
the received quantity, select the Backflush check box.
- If you want to skip the normal material check, select the Simplified Material Check
check box.
- 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.
- 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.
- If you want the receipt to be executed in the background, select the
Receipt in Background check box.
- If you want to attach the received parts into
handling units, select the Pack check box.
- Create a new record in the
Inventory Receipt tab.
- In the Location No field, enter an inventory location to receive the part
or use the List of Values to select from available inventory locations.
- In the Qty to Receive field, enter the quantity of the lot/batch
to receive. If the part
is catch unit enabled, enter the catch quantity to receive in the Catch
Qty to Receive field.
- In the Lot/Batch No field, enter the lot/batch number to be received, or use the List of Values to select from
lot/batch numbers reserved to the shop order.
- You can also define the W/D/R No, Expiration Date, Availability Control ID,
and Catch Quantity fields depending on your preference.
- Save.
From the Shop Floor Workbench window using the Approve
Operation dialog box:
- 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 Operation.
- In the Approve Operation dialog box, make sure that the
Receive Tracked Parts check box is selected.
- 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.
- In the Location No field, specify the location to which the parts
should be received.
- You can also define the W/D/R No, Expiration Date, Availability Control ID,
Condition Code and Catch Quantity fields
using Receive Parameters dialog box which can
be opened by Receive Parameters button.
- Click OK, the Receive Reserved Lots dialog box will
be opened.
- If you want to automatically issue any not already issued material up to
the received quantity, select the Backflush check box.
- If you want to skip the normal material check, select the Simplified Material Check
check box.
- 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.
- 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.
- If you want the receipt to be executed in the background, select the
Receipt in Background check box.
- If you want to attach the received parts into
handling units, select the Pack check box.
- If you want to partially receive the lot/batch, specify the
quantity to receive in the Qty to Receive field. If the part
is catch unit enabled, enter the catch quantity to receive in the Catch
Qty to Receive field.
- If you want to receive into another inventory location, type a new
location in the Location No field.
- You can also define the following
optional fields W/D/R No, Expiration Date, Availability Control ID
and
Condition Code depending on your preference.
- Select the lot/batch to receive.
- Click OK.
From the Data Warehouse Collection window:
- Click Receive Shop Order.
- If the part to receive is lot/batch tracked, enter or scan lot/batch no and click Save.
- If the part to is serial tracked, enter or scan lot/batch no and click Save.
- Enter or scan the handling unit ID and click Save.
- Enter or scan the quantity to receive and click Save.
- Enter or scan the location number and click Save. If the shop order has a proposed location it will appear automatically.
- 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.