Receiving Customer Parts and Accessories--Exercises

Basic Data Setup

Inventory Location

Purpose: The purpose of this exercise is to enter the inventory location needed to perform the main exercise.

Windows:
Inventory Locations

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

• Create inventory locations by using the information given below.

General exercise for Inventory Location

Customer

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Windows:
Customer

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

• Enter customer XX-CMRO. Replace XX with your initials.
• You must specify a default delivery address, order address information, general order information, as well as a default order type.

General exercise for Customer

Supplier

Purpose: The purpose of this exercise is to enter the customer as a supplier to receive the part through a receive order.

Windows:
Supplier

• Enter a supplier called XX-CMRO and the description Supplier for CMRO.
• Specify English as the language.
• Specify general address information as well as purchase address information.
• Specify general invoice information.
• Connect the supplier record to the customer record. This is considered general purchase information.

General exercise for Supplier

Purchased Inventory Part

Purpose: The purpose of this exercise is to create the purchase part by entering it as an inventory part. The purchase part is automatically created when entering the inventory part.

Windows:
Inventory Part

• Enter an inventory part with the information given below.

General exercise for Purchased Inventory Part

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect your purchase part to the supplier.

Windows:
Supplier for Purchase Part

• Enter a new combination of the purchase part XX-187-CS and the supplier XX-CMRO. The price should be 8 000 USD.

General exercise for Supplier for Purchase Part

Required Data

Create Component Repair Order

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Windows:
Component Repair Order
Component Repair Order/General
Component Repair Order/CRO Lines

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

• Create two component repair order with XX-CMRO as the customer and a component repair order line with the part number XX-187-CS and 5 as the quantity.

General exercise for Entering Component Repair Request

Main Exercises

Purpose: The purpose of this lesson is to receive parts for the component repair order line. This can either be done by a direct receipt or by using a receive order. Furthermore, you will learn how to keep track of any accessories sent together with the part, as well as how to return them to the customer after completed service.

Windows:
Component Repair Order
Component Repair Order/General
Component Repair Order/CRO Lines
Component Repair Order/CRO Lines/Accessories
CRO Material Receive Order
Receive
CRO Material Receive Order/Accessories
Confirm Return

Reserve from CRO Line

The customer has five chain saws in the inventory that need to be repaired. Now you will make a stock reservation of these from the component repair order line.

Note: It is not compulsory that a customer must have been specified on the component repair order to be able to perform this exercise. It is possible to reserve a company owned part from the stock for in-house repair.

1. Open the Component Repair Order window.
2. Query for the first component repair order that you created in the Required Data section.
3. Select the component repair order line, right-click and then click Reserve Material.
4. 4. Create a new record and use the list of values to select the inventory location where the repair part quantity is available.
5. Save your record.
6. Return to the Component Repair Order window and check the status of the component repair order line. The status should be Reserved.

Note: When you create a new line, the Owner field will receive a default value from the Component Repair Order, the General tab, if a value is entered there.

Reporting Receipt from CRO Line

The customer has sent five chain saws that need to be repaired. Now you will make a direct receipt from the component repair order line.

Note: A customer must have been specified on the component repair order for being able to perform this exercise.

1. Open the Component Repair Order window.
2. Query for the first component repair order that you created in the Required Data section.
3. Select the component repair order line, right-click and then click Receive Part.
4. Enter the received quantity to an existing line or create a new line.
5. Save your record.
6. Return to the Component Repair Order window and check the status of the component repair order line. The status should be Reserved.

Note: When you create a new line, the Owner field will receive a default value from the Component Repair Order, the General tab, if a value is entered there.

Reporting Receipt of Accessories from CRO Line

The customer also sent five guide bar covers that later on should be returned.

1. In the Component Repair Order window, click the CRO Lines tab and then click the Accessories sub tab.
2. Select the component repair order line for which you wish to list accessories and create a new record.
3. Enter Guide Bar Cover (Scabbard) as the description of the accessory.
4. Record that you have received 5 pieces.
5. The customer want you to return these parts, so select the Return Part check box.
6. Register the accessories as received by selecting the Received check box.
7. Save your record.

Creating Receive Order

The customer has sent five chain saws that need to be repaired. Now you will receive the parts by using a receive order (based on a purchase order). This makes it possible manage the receipt through the ordinary receipt functionality in IFS/Purchasing.

Note: A customer must have been specified on the component repair order for being able to perform this exercise.

1. Open the Component Repair Order window.
2. Query for the second component repair order that you created in the Required Data section.
3. Click the CRO Lines tab.
4. Select the component repair order line, right-click, click Receive Order Handling and then click Create. A purchase order in Released status is created.
5. A message appears, asking if you want to continue to the created receive order. Click Yes.
6. Study the information on the receive order.

Receive Accessories by Receive Order

The customer also sent five guide bar covers that later on should be returned.

Note: If you for some reason have closed the windows and want to return to the receive order, do the following: Open the Component Repair Order window, search for your second component repair order, click the CRO Lines tab, select the component repair order line, right-click, click Receive Order Handling, and then click View.

1. In the CRO Material Receive Order window, the Accessories tab, enter Guide Bar Cover (Scabbard) as the description of the accessory.
2. Record that you have received 5 pieces.
3. The customer want you to return these parts, so select the Return Part check box.
4. Register the accessories as received by selecting the Received check box.
5. Save your record.
6. Return to the Component Repair Order window and click the Accessories tab. A line for the Guide Bar Cover (Scabbard) should appear.

Reporting Receipt by Receive Order

You have reported the accessories as received, but not the parts to be repaired. Now you will report the chain saws as received by using the ordinary receipt functionality in IFS/Purchasing.

Note: If you for some reason have closed the windows and want to return to the receive order, do the following: Open the Component Repair Order window, search for your second component repair order, click the CRO Lines tab, select the component repair order line, right-click, click Receive Order Handling, and then click View.

1. In the CRO Material Receive Order window, right-click and then click Receive Material.
2. The Receive dialog box opens.
3. Check the information and then click OK.
4. The receive order is closed.

Returning Accessories to Customer

Note: To return an accessory, the Return Part check box and the Received check box must have been selected to indicate that the accessory has been received from the customer and should be returned.

1. Open the Component Repair Order window.
2. Query for one of the component repair order for which you recorded accessories.
3. Click the CRO Lines tab and then click the Accessories sub tab.
4. Select the line, right-click and then click Return Accessories.
5. The Confirm Return dialog box opens.
6. In the Return Note field, enter Returned Guide Bar Cover and click OK.
7. The Returned check box is automatically selected.

Note: Accessories are always non-inventory parts and will not create any inventory transactions.