Match Lots to Serials and Receive Shop Order
Explanation
Use this activity when producing parts that are both lot/batch and serial
tracked, to match the reserved lot/batches to reserved serial numbers, and then
receive those parts. The system will receive the ordered part, with the
lot/batch and serial combinations described in this dialog box, into the default
location for the shop order.
This work is done by taking information from the Lot Batch No window and the
Serial No window on the right side of the form, and moving them into the order
matching window on the left side of the form. When you first enter the
dialog box, the order matching window will show the order number,
the Lot Batch No window will show the reserved lot/batches for the order and
the Serial No window will show the reserved serial numbers for the order.
To match lot/batches and serials, you need to first associate the reserved
lot/batches with the order. This is done by first selecting the order
number in the matching window and then selecting one or more lot/batches from
the Lot Batch No window. Use the arrows to the left of the
Lot
Batch No window to move the selected lot/batches over into the matching window.
Next, you need to associate the reserved serials with the lot/batches they
belong to. In the matching window, select the lot/batch that you want to
associate serial numbers with. Next, in the Serial No window select one or
more serial numbers to be associated with that lot/batch. Use the arrows to the left of the
Serial No window to move the selected serial numbers
over into the matching window, where they will appear as children of the
selected lot/batch number.
You can move lot/batches or serial numbers from the order matching window
back into the Lot Batch No and
Serial No windows by selecting the serial numbers
or lot/batches in the matching window that you want to move back, and then using
the appropriate arrow next to the Lot Batch No window or the
Serial No
window.
Prerequisites
- The part must be defined as both inventory serial tracking and lot/batch,
or order based tracking parts in the
Part
window.
- The lot/batches and the serial
numbers to receive must have been reserved to the shop order.
- The shop order must have have a proposed location in the Proposed
Loc field.
- 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 associates lot/batch numbers
reserved to one or more serial numbers reserved
to the same shop order.
- The reserved and linked ranges of lot/batch and serial numbers
are received into the inventory location specified as the Proposed Loc on
the shop order.
- 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 Receipt in Background check box is selected, a background
job executing the receipt will be posted.
- 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 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
Related Window Descriptions
Shop Order
Shop Orders
Production Line Management
Production Line Management/Shop Orders
Receive Shop Order
Shop Floor Workbench
Approve Operation
Procedure
From the Shop Order, Shop Orders
or Production Line Management/Shop Orders
window:
- Search for the shop order to receive.
- Right-click, point to Receive and then click
Match Lots to Serials and
Receive. The
Match Lots to Serials for Receipt dialog box will appear.
- Select one or more lot/batches in the Lot Batch No window and use the
arrow to the left to move the lot/batches to the order matching window
on the far left.
- To link one or more serial numbers to a lot/batch, first select one of the
lot/batches that has been moved into the order matching window, and then
select one or more serial numbers in the Serial No window. Click on the
arrow to the left of the Serial No window to move the selected serial numbers
into the order matching window and associate them with the selected lot/batch
number.
- 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.
- 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 receipt to be executed in the background, select the
Receipt in Background 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 to attach the received parts into
handling units, select the Pack check box.
- Click OK.
From the
Receive Shop Order window:
- Search for the shop order to receive.
- Right-click and then click
Match Lots to Serials and
Receive. The
Match Lots to Serials for Receipt dialog box will appear.
- Select one or more lot/batches in the Lot Batch No window and use the
arrow to the left to move the lot/batches to the order matching window
on the far left.
- To link one or more serial numbers to a lot/batch, first select one of the
lot/batches that has been moved into the order matching window, and then
select one or more serial numbers in the Serial No window. Click on the
arrow to the left of the Serial No window to move the selected serial numbers
into the order matching window and associate them with the selected lot/batch
number.
- 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.
- 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 receipt to be executed in the background, select the
Receipt in Background 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 to attach the received parts into
handling units, select the Pack check box.
- Click OK.
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.
- Click OK, the
Match Lots to Serials and
Receive dialog box will
be opened.
- Select one or more lot/batches in the Lot Batch No window and use the
arrow to the left to move the lot/batches to the order matching window
on the far left.
- To link one or more serial numbers to a lot/batch, first select one of the
lot/batches that has been moved into the order matching window, and then
select one or more serial numbers in the Serial No window. Click on the
arrow to the left of the Serial No window to move the selected serial numbers
into the order matching window and associate them with the selected lot/batch
number.
- 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.
- 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 receipt to be executed in the background, select the
Receipt in Background 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 to attach the received parts into
handling units, select the Pack check box.
- Click OK.