Executing Repair Shop Order—Exercises

Basic Data Setup

Inventory Part

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

Window: Inventory Part

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

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

Part No	Description	Part Type
XX-187-CS	Chain Saw 187	Manufactured

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:

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

General exercise for Customer

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 your part XX-187-CS.
3. Create a repair routing according to 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 to Buildable.

General exercise for Setting Up Basic Data in Manufacturing Standards.

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 Repair Shop Order as repair order type.
10. Save your record.
11. Select the component repair order line, right-click and then click Release to Repair.
12. In the Process Repair dialog box enter the Supplier ID and select an External Service Type.
13. Click OK

Window: Shop Order

Process Work Order

1. In the Repair CRO Lines/ Repair Order tab, right-click and then click Repair Shop Order.
   Note: For a repair shop order there is always material- and operation lines generated when releasing the component repair order line. The setups for the service type, the repair code structure and the repair code routing determines which material- and operation lines to include in work scope. In order to get predefined work scope a repair code structure and/or repair code routing must exist for the part with repair code lines in Active state. It is always possible to add a service type to the component repair order line after release to repair. The shop order gets automatically updated with material- and operations related to the service type. To be noted is that if the added service type includes a repair code which generates the same structure line number as already added by a previous recorded services type then it will it be excluded, i.e. no duplicates of the repair structure material lines are generated. It is the same for operations, no duplicates of an existing operation number will be generated when adding a new service type to the component repair order line.
   All material- and operation lines are generated together with the service type, this is in order to get a connection between the shop order transactions and the service types. The purpose is that all costs generated when processing the repair should be associated with a service type so that it is possible to follow up how the costs have grown compared to the service type price. It is possible to use the list of value to change the service type for predefined material and operations. If there are circumstances which require a change of a material- and/or operation line’s service type then there are no obstacles for the user to execute such changes. It is also possible to add a service type to an operation- or material line added to the shop order after release to repair by using the list of values. However it is only possible to select a service type which is recorded for the component repair order line, i.e. listed in the Service Type tab.
2. Right-click and then click Issue. The Enter Criteria for Issue dialog box opens
3. select the Issue All Reserved Material check box as well as the Issue Non-reserved Material check box under Criteria for Issue.
.
4. Click OK.
5. From the shop order header right-click and then click Report. The Report Shop Order Operation window opens.
6. Click the Operations tab, then select the line of the operation you want to report.
7. Right-click and then click Report Time, or save. The line is reported with the values supplied by the system, which is the quantity remaining to be reported. The status of the operation changes to Closed.
8. From the shop order header right-click and then click Manual Receive. This opens the Receive Shop Order window.
9. Create a new record in the Serial Inventory Receipt tab.
10. Select an inventory location for the part in the Location No field.
11. Select the serial to receive by using the list of values in the Serial Number field, also update the condition code to what’s applicable (should be the same condition code as defined for the dispatch customer order line).
12. Follow the steps from 9 to 12 to receive more parts.

Note: The repair parts are automatically reserved to the dispatch customer order line, when the parts are received into inventory after completed repair.