Executing Disposition Shop Order—Exercises

Basic Data Setup

Inventory Part

Purpose: purpose of this exercise is to create an inventory part used in the exercise below.

Menu Path: Inventory Part

Note: If you have not yet already done so, create the following:

• Create a manufactured inventory part. Replace XX with your initials

General exercise for Manufactured Inventory Part

Customer

Purpose: The purpose of this exercise is to create a customer in need of purchasing service.

Window: Customer

Note: If you have not yet already done so, create the following:

• Create a customer with the information given below, where XX is your initials.

General exercise for Customer

Create Repair Codes

Purpose: Create repair codes to be used in order to group materials and operations in the repair code structure and repair code routing.

Window: Repair Setup Basic Data/Repair Code

Note: If you have not yet already done so, create the following:

1. Open the Repair Setup Basic Data window.
2. Click the Repair Code tab.
3. Create repair codes based on the information give below.

General exercise for Repair Code

Connect Repair Part to Repair Codes

Purpose: Connect the repair part to the repair codes in order to define the repair codes as optional when creating the repair code structure, repair code routing and the work scope setups for the service type.

Window: Repair Setup Basic Data/Repair Code Part

Note: If you have not yet already done so, create the following:

1. Open the Repair Setup Basic Data window.
2. Click the Repair Code Part tab.
3. Query for the repair codes you created.
4. Create a new record in the table and use the list of value to connect your repair part XX-187-CS to each repair code.

General exercise for Connecting Repair Codes and Inventory Parts

Create Disposition Code

Purpose: Disposition codes are predefined values used during the disposition process to indicate what should be done with parts: for example, accept it, clean it, scrap it etc. Create disposition codes to be used when performing the disposition process.

Window: Repair Setup Basic Data

Note: If you have not yet already done so, create the following:

1. Open the Repair Setup Basic Data window.
2. Click the Disposition Code tab.
3. Create a disposition code XX-CSINS1 and select the Create Inventory, Discrepancies Required, Create Material Demand and Reuse Part check boxes. save.
4. Save the created disposition code.
5. Right-click and select Activate in order to activate the disposition code.
   
   If necessary repeat steps 1-4 in order to create a few more additional disposition codes.

General exercise for Entering Disposition Codes

Connect Disposition Code to the Repair Customer

Purpose: Disposition codes must be linked to customers, and one disposition code can be tied to many customers. Only the disposition codes valid for the customer will be available for use during disposition.

Window: Repair Setup Basic Data

Note: If you have not yet already done so, create the following:

1. Open the Repair Setup Basic Data window.
2. Click the Customer Disposition Code tab.
3. Create a new record and use the list of value to select one of your disposition codes and to select the repair customer XX-9080.
4. Save the created record.
5. Enter a note about the created customer disposition code connection. This step is optional.

General exercise for Connecting Disposition Codes and Customers

Create Discrepancy Code

Purpose: Create discrepancy codes that represent the problems encountered during the disposition inspection of a part.

Window: Repair Setup Basic Data

Note: If you have not yet already done so, create the following:

1. Open the Repair Setup Basic Data window.
2. Click the Customer Discrepancy Codes tab.
3. Create a discrepancy code including your initials XX, and enter a proper discrepancy description.
4. Save the created discrepancy code.
5. Enter a note about the created discrepancy code. This step is optional.
6. Repeat steps 1-4 if you need to create additional discrepancy codes.

General exercise for Entering Discrepancy Codes

Connect Repair Part to Discrepancy Code

Purpose: Connect the repair part to the discrepancy codes in order to define the discrepancy codes as optional when performing the disposition of the repair part.

Window: Repair Setup Basic Data

Note: If you have not yet already done so, create the following:

1. Open the Repair Setup Basic Data window.
2. Click the Discrepancy Code Part tab.
3. Query for your discrepancy code.
4. Create a new record in the table and use the list of value to connect your repair part to each discrepancy code.
5. Select the MRO Service Source as Internal Repair Only.
6. Repeat steps 1-5 in order to connect your repair part XX-187-CS to all discrepancy codes. If you wish you can select some other MRO Service Source.

Note: If you select a MRO Service Source containing external repair then an ESO supplier must be defined.

General exercise for Connecting Discrepancy Codes and Inventory Parts

Connect Repair Codes to Discrepancy Code

Purpose: Connect your repair part with a discrepancy code available to include in the disposition process. Create the discrepancy work scope by connecting repair codes.

Window: Discrepancy Repair Code

Note: If you have not yet already done so, create the following:

1. Open the Discrepancy Repair Code window.
2. Query for your discrepancy codes.
3. Search for your discrepancy and connect a repair code based on the data in the table below, then save.
4. If you have several discrepancy codes repeat steps 1-3 in order to connect some optional repair codes to them as well.

General exercise for Connecting Discrepancy Codes and Repair Codes

Required Data

Repair Structure

Purpose: The purpose of this exercise is to define a repair structure. The repair structure represents a union of all extra material needed when performing repair work (consumables, tools, etc.) for a given part.

Window: Product Structure

Note: If you have not yet already done so, create the following:

1. Open the Product Structure window.
2. Query for the part XX-187-CS.
3. The structure type should be Repair.
4. Create a repair structure containing the parts created in the previous exercise. Use the quantities given in the table below.
5. Now the components are connected to the parent part. Save your record.
6. Set the repair structure to Buildable.

Note: The inventory part revision must be in line with the phase-in date for the product structure.

General exercise for Setting Up Basic Data in Manufacturing Standards

Repair Routings

Purpose: The purpose of this exercise is to define repair routings.

Window: Routing

Note: If you have not yet already done so, create the following:

1. Open the Routing window.
2. Query for the part XX-187-CS.
3. Create a repair routing based on the details in the table below. Define appropriate machine set up times, machine run factors, labor set up times and labor run factors for the operations.
4. Set the repair routing as Buildable.

Note: The inventory part revision must be in line with the phase-in date for the product structure.

General exercise for Setting Up Basic Data in Manufacturing Standards

Create Repair Structure

Purpose: Connect repair codes to the repair code structure and include the relevant material lines for each repair code. Activate the repair codes.

Window: Repair Code Structure

Note: If you have not yet already done so, create the following:

1. Open the Repair Code Structure window.
2. Query for your repair part XX-187-CS.
3. In the upper table create new records for the repair codes connected to your repair part.
4. In the lower table select repair structure lines for each repair code based on the table below.
5. On the upper table right-click, and then click Activate in order to activate the repair codes.

General exercise for Setting Up Predefined CRO Work Scope

Create Repair Routing

Purpose: Connect the repair codes to the repair code routing and include the relevant material lines for each repair code. Activate the repair codes.

Window: Repair Code Routing

Note: If you have not yet already done so, create the following:

1. Open the Repair Code Routing window.
2. Query for your repair part XX-187-CS.
3. In the upper table create new records for the repair codes connected to your repair part.
4. In the lower table select repair operation numbers for each repair code based on the table below.
5. On the upper table, right-click and then click Activate in order to activate the repair codes.

General exercise for Setting Up Predefined CRO Work Scope

Create Component Repair Orders

Purpose: The purpose of this exercise is to create a component repair order that is required for being able to run the main exercises.

Window: Component Repair Order
 

The customer, XX-CMRO, is requesting a part to be repaired.

1. Open the Component Repair Order window.
2. Create a new record.
3. Enter the customer number XX-CMRO.
4. Enter the current date as the start date and a date within two months as the latest completion date.
5. Save your changes.
6. Click the CRO Lines tab.
7. Create a new record.
8. Select part XX-187-CS as the part to be repaired. Enter 5 as the quantity.
9. Select Dispostion Shop Order as repair order type.
10. Save your record.
11. View or directly Confirm the Task List, depending on if a Modification shall be included or not.
12. Select the component repair order line, right-click and then click Release to Repair.
13. In the Process Repair dialog box click OK.

Note: You can also create the component repair order by using the assistant.

General exercise for Entering Component Repair Order

Main Exercise

Purpose: The purpose of this exercise is to show you how to process a disposition shop order created from a component repair order.

Window: Shop Order

Process the Disposition Shop Order

1. Select the component repair order line and click the Repair Order tab.
2. Select the line, right-click and then click Disposition Shop Order. The CRO Disposition Handling window opens.
3. Right-click anywhere in the Shop Order Disposition Handling window, point to Material Actions and then click Issue. In the Enter Criteria for Issue dialog box, select the Issue All Reserved Material check box and click OK to issue the main disposition part (same quantity as defined for the component repair order line) and any additional order materials from inventory to the disposition order.
   Note: The disposition operations and material lines are generated based on the disposition structure and routing for the repair part. The disposition line is defined with the default service type, if such is selected for the component repair order line. The disposition operations and material lines inherit the default service type, i.e. all transactions related to the disposition process will be connected to the default service type.
4. Right-click anywhere in the Shop Order Disposition Handling window and then click Report. In the MRO Shop Order Operations Reporting/Operations tab, select all the records, right-click and then click Report Time.
5. Create a new record in the disposition line table area. Enter a disposition quantity equal to the lot size defined for the disposition shop order header. Use the List of Values to select a disposition code defined for your customer XX-9080 (Could be the race disposition code if it has been connected to the customer). Enter the repair part XX-187-CS in the Required Part field. Enter your initials in the Inspector ID field. Use the List of Values to select the condition code at receipt of the repair part in to inventory. Save the disposition line record.
6. Select the new disposition line record, right-click and then click Record Serials or Lot Batch.
7. In the Record Part Tracking Data dialog box, enter a new line in the table area to identify the lots and/or serials to be dispositioned for this disposition line. Enter a disposition quantity of 1, then enter a serial number for an item issued to this order (should be a serial number equal to a number initially reserved to the component repair order line). Repeat this for all parts and click OK to save the lot/serial information.
8. The disposition method and specific items applied to this disposition line can now be identified and it is possible to proceed and mark the disposition line as having identified parts. Select the disposition line record, right-click and then click Parts Identified to indicate that the identity of the parts being dispositioned has been verified.
   Note: If there are modifications to be performed, these would now appear in the Modifications tab.
9. Select the disposition line record again, right-click and then click Release to receive the parts into inventory.
10. Click the Discrepancies tab and create a new record. Use the list of value to select a discrepancy code for the part. In this case make sure that you select a discrepancy code defined as MRO Service Source Internal Repair only. (Could be the race disposition code if the repair part has been connected to it). Save the record.
11. If modifications have not been included in the work scope jump to step 13, else continue.
12. Click the Modification tab. The modifications recorded for the repair parts will appear. All modifications are set to Included by default, but can bet set to Excluded if requested. It is also possible to deduce whether the modification shall be performed as an external- or internal repair as well as who the preferred ESO supplier is. In this case make sure that you have included a modification code defined as MRO Service Source Internal Repair only.
13. Navigate back to the component repair order. Click the Service Type tab and create records for the service types which correspond to the discrepancies and/or possible modifications recorded. Save the records created..
    At this point you have performed the main tasks to disposition this item. The material and labor transactions are completed. You have also defined how to execute the repair of the discrepancy and/or modification, internal repair. The next step involves approving the disposition line to indicate that the dispositioning is completed.
    Note: : If the service types which correspond to the discrepancies are connected to the same repair codes as the discrepancies and/or modification, then these service types will appear in the service type field in the Repair Code tab. If internal repair is selected then the MRO Shop Order material and operation work scope will inherit these service types. This means that the MRO Shop Order transactions will be connected to the service types with repair codes common to the discrepancies identified during the disposition process.
14. Select the disposition line, right-click and then click Modifications Complete.
15. Select the disposition line again, right-click and then click Discrepancies Complete.
16. Right-click again and then click Create Repair Codes.
17. Verify that a repair code is now shown in the Repair Codes tab. All repair codes are set to Included by default, but it is possible to manually change it to Excluded. An excluded repair code will not contribute to the work scope (material and operations) when creating the MRO Shop Order. If additional work needs to be included in the work scope then it is possible to manually include other repair codes. In the latter part of this table it is also possible to study the repair source for the repair code. The possible options are; Discrepancy, Modification or Manual.
18. Select the disposition line record, right-click and then click View Disposition Line Status. Review the status indicators for this disposition line. Verify that all the steps required according to the disposition code specified are complete. Click OK.
19. Select the disposition line, right-click and then click Repairs Complete.
20. Select the disposition line record, right-click and then click Approve. This indicates that the disposition line is completed.
21. Click the Repair Shop Order tab. Here a record should exist for a MRO shop order.
22. Select the disposition line, right-click and then click MRO shop order to navigate to the shop order.
    Note: If the discrepancy code for the part is defined as MRO Service Source External Repair Only, then select the disposition line, right-click and then click Purchase Order. In order to process the external service order, study the exercises related to Execute External Service Order.
23. In the MRO Shop Order window, click the Material tab and note that the repair part XX-187-CS is already reserved for this order. Other material may also be shown, depending on any material requirements that might have been identified in the repair codes that were used to create the repair order. If there are other material shown, right-click on the header, point to Material Actions and then click Reserve in order to reserve material for the additional material requirements.
24. Right-click anywhere in the header, point to Material Actions and then click Issue. In the Enter Criteria for Issue dialog box, select the Issue All Reserved Material check box and click OK to issue the engine from inventory to the repair order.
25. Right-click anywhere in the MRO Shop Order window and then click Report. In the MRO Shop Order Operations Reporting/Operations tab, select all the records, right-click and then click Report Time.
26. Return to the MRO Shop Order window. Right-click anywhere in the header, point to Material Actions and then click Manual Receive to open the MRO Receive Shop Order window.
27. In the Receive MRO Shop Order window, verify that the value in the Received Part Type field is Products.
28. Create a new record in the table on the Serial Inventory Receipt tab. Enter 1 in the Quantity Received field. Use the List of Values to enter the serial number expected for the part in this position. In the Condition Code field, use the List of Values to select an appropriate condition. Save the created record.
29. Repeat step 28 for all parts.
    Note: The repair parts are automatically reserved to the dispatch customer order line when the parts are received in to inventory after completion of repair.