Change to an Alternate Part
Explanation
This activity is used to replace a prime part on a work order material
requisition line with a valid alternate part. An alternate part is a part that
fulfills requirements (e.g., equivalent in performance, reliability or
maintainability) and is interchangeable with a primary part.
There can be instances where the material to be used on the work order is out
of stock or no longer utilizable. Responsible personnel, such as, maintenance
planners, need to ensure the material is replaced in time so that the work can
be carried out without any delays due to material shortages. One way of doing
this is to raise a purchase requisition and order the parts. Another is to
replace the prime part with a valid alternate part, as described in this
activity description.
It is possible to replace all or part of the quantity of the primary part with
a valid alternate by using the Change to Alternate
dialog box. When this is done, material lines will be created for the alternate
parts and added to the same material order to which the original material line
belongs. You can then continue planning the material for the work order.
Note: If a material line which was created for an alternate part is
deleted, the Quantity Required and Quantity Changed fields on the
original line will be updated to reflect the change. If the original material
line has been closed, only the Quantity Changed field will be
updated.
Prerequisites
- A valid alternate part should be available in inventory, at the same
site as the selected material order.
- The remaining quantity for the part on the material line should be more
than zero. Remaining quantity is the required quantity minus both issued and
reserved quantities for the part.
- The part on the material line should not have a pegged quantity.
- The part on the material line should not be a repair part or a rental
tool.
- The material line should not have been created from a purchase
requisition.
- The material line should not be closed.
- Change reasons should be defined in basic data, i.e., in the
Maintenance Basic Data/Alternate Part Change Reason
tab.
System Effects
- A material line will be created for the alternate part that was selected
to replace the prime part. If different alternate parts were selected to
replace the prime part, a material line is created per part. The new lines
will be added to the material requisition order of the original material
line.
- For the material lines that are created for the alternate parts, the
Changes Line No field will be updated automatically with the order line
number that was changed. The Change Reason field will be updated with
the given change reason.
- For the original material line, the Quantity Changed field will
be updated automatically with the quantity of the part that was replaced.
The Quantity Required field will be reduced by the same amount.
Window
Prepare Work
Order
Report In
Work Order
Work Order
Structure
Maintenance
Material Requisition
Maintenance
Material Requisition Lines
Related Window Descriptions
Change to Alternate Part
Prepare Work Order/Materials
Report In Work Order/Materials
Work Order Structure/Materials
Maintenance Material Requisition
Maintenance Material Requisition Lines
Procedure
- Open one of the following windows or tabs depending on your work flow
and select the required material requisition order.
- Prepare Work Order/Materials
- Report In Work Order/Materials
- Work Task/Materials
- Work Order Structure/Materials
- Maintenance Material Requisition
- Maintenance Material Requisition Lines
- Select the material line containing the part that is to be replaced,
right-click and then click Change to Alternate Part. The
Change to Alternate Part dialog box opens.
- In the Change Reason field, enter the reason for changing from
the prime part to an alternate. If a default change reason is specified in
basic data, it appears automatically in this field. Click List to select a
different change reason, if needed.
- In the Qty Changed field in the table, enter the quantity of the
alternate part that is to replace the prime part. This can be entered for
one or more alternate parts provided that the total amount of Qty
Changed does not exceed the Qty to Change amount specified in
the header of the dialog box.
- Click OK.