Report Receipt Directly from Exchange Line
Explanation
This activity is used to report receipt of exchange parts directly from the
exchange line. The activity can be applied in three different processes:
- For singe exchanges this activity is used to receive the
exchange units sent from the customer. These part can also be received using
a CRO receive order.
- For loans this activity is used to return company owned loan
units from the customer
- For double exchanges this activity is used to return company
owned loan units from the customer, which the customer has been using while
the customer's repair part items is being repaired. The repair parts in a
double exchange scenario need to be received on the appropriate repair line
in the Repairs tab.
In all scenarios described above the parts will be temporarily reserved to
the exchange line as soon as they are reported as received. In order to complete
the receipt process and remove the temporary reservation the activity Confirm
Receipt must also be executed.
Depending on the ownership of the parts on the exchange lines, one out of two
different clients will appear. The system will automatically select which client
to display.
Prerequisites
- An inventory part with the part type Manufactured or Purchased must exist on
the site.
- A picking location must exist on the site.
System Effects
As a result of this activity, parts are received into inventory and
temporarily reserved to the exchange line.
Window
Component Repair Order
Related Window Descriptions
CRO Receive Part
Component Repair Order/Exchange Lines
Component Repair Order
Procedure
Reporting direct receipt
- Open the Component Repair Order window and search for
the record.
- Click the Exchanges tab.
- Select the Exchange line, right-click and click Receive Part.
- The CRO Receive Part window opens for the exchange code
single.
Note: If the exchange code is Loan or Double then is the CRO Exchange
Receive Our Stock dialog open. This dialog provides the option to receive
company owned loan parts from the customer.
- Create a new record.
- Enter the quantity to receive.
Note: If the CRO Exchange Receive Our Stock dialog is used to receive
loan parts then is it possible to update the quantity to receive from the
customer, default is the dispatch quantity. It is mandatory to define a default
location before processing the receipt of the loan parts.
- If the part is condition-code-tracked enter the condition code for the
quantity to be received.
- Save the record.
Reporting direct receipt of serial and/or lot/batch tracked repair parts
- Open the Component Repair Order window and populate the window or query for
the record.
- Click the Exchanges tab.
- Select the CRO line, right-click and click Receive Part.
- The CRO Receive Part window opens.
- Create a new record.
- Enter the quantity to be received.
- If the part is condition-code-tracked enter the condition code for the
quantity to be received.
- Save the record and the Serial No
dialog box appears.
- Create number sequence for serial parts:
- For automatic numbering: If you are using a serial number for the
part, the Serial No dialog box
appears. Since you are using automatic numbering of the part, you
already have a suggestion for the serial number(s). If it is
satisfactory, select OK. Otherwise, you can edit the suggestion
and select OK. You also can select Clear and Sequence. If
you choose to do so, another dialog box appears where you can enter a
sequence of numbers. Note that alphanumerical (e.g., IFS1200) serial
numbers are not allowed when the numbering is automatic.
- For manual numbering: If you are using a serial number for the part,
the Serial No dialog box appears.
Select New and enter the serial number(s). You can also select
Sequence. If you choose to do so, another dialog box will appear where
you can enter a sequence of numbers.
- You have four possible number sequences:
- Sequence: Select New and enter your sequence in the From
Serial No and the To Serial No fields. You can select
preview to get an example view.
- Sequence with prefix: Select Add Prefix and enter your
prefix, e.g., 100. Enter your sequence in the From Serial No
and the To Serial No fields. You can select Preview to
view an example.
- Sequence with suffix: Select Add Suffix and enter your
suffix, e.g., 1999. Enter your sequence in the From Serial No
and the To Serial No fields. You can select Preview to
view an example.
- Sequence with a combination of prefix and suffix: Select and enter
prefix and suffix. Enter your sequence in the From Serial No and
the To Serial No fields. You can select Preview to view
an example.
- Click OK when completed. Depending on your previous choices, you
may have to select OK twice in the dialog boxes.
Note: If the parts are at receipt and are issue tracked, then these parts also exist as identified in the inventory after receipt. These will not be converted to asterisk ( * ) since the receipt serials are automatically reserved to the component repair order line, i.e. these serials will be processed from the component repair order line, hence it is not necessary to change them
as unidentifiable in the inventory.