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:

1. Search for the shop order to receive.
2. 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.
3. 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.
4. 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.
5. 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.
6. If you want to automatically issue any not already issued material up to the received quantity, select the Backflush check box.
7. If you want to skip the normal material check, select the Simplified Material Check check box.
8. 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.
9. If you want the receipt to be executed in the background, select the Receipt in Background check box.
10. 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.
11. If you want to attach the received parts into handling units, select the Pack check box.
12. Click OK.

From the Receive Shop Order window:

1. Search for the shop order to receive.
2. Right-click and then click Match Lots to Serials and Receive. The Match Lots to Serials for Receipt dialog box will appear.
3. 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.
4. 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.
5. 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.
6. If you want to automatically issue any not already issued material up to the received quantity, select the Backflush check box.
7. If you want to skip the normal material check, select the Simplified Material Check check box.
8. 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.
9. If you want the receipt to be executed in the background, select the Receipt in Background check box.
10. 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.
11. If you want to attach the received parts into handling units, select the Pack check box.
12. Click OK.

From the Shop Floor Workbench window using the Approve Operation dialog box:

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 Operation.
2. In the Approve Operation dialog box, make sure that the Receive Tracked Parts 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. In the Location No field, specify the location to which the parts should be received.
5. Click OK, the Match Lots to Serials and Receive dialog box will be opened.
6. 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.
7. 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.
8. 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.
9. If you want to automatically issue any not already issued material up to the received quantity, select the Backflush check box.
10. If you want to skip the normal material check, select the Simplified Material Check check box.
11. 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.
12. If you want the receipt to be executed in the background, select the Receipt in Background check box.
13. 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.
14. If you want to attach the received parts into handling units, select the Pack check box.
15. Click OK.