Release to Repair--Exercises

Basic Data Setup

Inventory Part

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

Windows:
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 set up the basic data required for running this particular functionality.

Windows:
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

Maintenance Organization

Purpose: The purpose of this exercise is to show you how to set up the basic data required for the following exercises.

Windows:
Maintenance Organization

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

• Create a new maintenance organization XX-ME, where XX is your initials.

General exercise for Maintenance Organization

Functional Object

Purpose: The purpose of this exercise is to create an object ID required for the exercises below.

Windows:
Repair Code

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

• Create a new functional object with the information given below. The object should not be connected to any parent object.

General exercise for Create Functional Object

Repair Code

Purpose: The purpose of this exercise is to define the repair codes which will be used to define the work scope for a service type.

Windows:
Repair Code

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

• Create repair codes with the information given below.

General exercise for Repair Code

Associate Repair Codes to Repair Part

Purpose: The purpose of this exercise is to define the repair codes available for each part.

Windows:
Repair Code Part

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

• Connect your part to your repair codes.

General exercise for Associate Repair Code to Repair Part

Required Data

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.

Windows:
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. Save your record.
10. Repeat until you have four component repair orders. A hint is to use the Directive field to distinguish between the orders.

Note: Enter the fault information if you plan to perform the repair by using a work order.

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

General exercise for Entering Component Repair Order

Create Modifications

1. Handle modification for your part in the Modification Repair Code window. You will do two modifications, CRO-1 and CRO-2. For each of the part/modification combination, enter the following in the header section and save the record:

2. Verify that the Affected Part field, displayed in the middle section of the form by default has the same value as the Part No field on top of the window (i.e., your repair part) for the records you created. In each case, the repair source should be set to Internal Repair Only. Save the records as you change the repair source values.
3. For CSFS-1, enter repair code XX-RCCS-2 in the lower section of the form. Save your records.
4. For CSFS-2, enter repair code XX-RCCS-3 in the lower section of the form. Save your records.
5. In the header of the form, right-click and point to Status, then click Set Active for the records you created.

Note: You can only include modifications when using the disposition shop order repair order type. A task list of modifications is just a way of listing some specific repair codes to be preformed for an individual or a group in order to change the form, fit and/or function.

Main Exercise

Purpose: The purpose of this lesson is to create repair orders from a component repair order. When using work order as the repair order type, you will learn how to issue the part as well as how to return the part back into inventory. When using disposition shop order as the repair order type you will learn how the modification concept works and how to include this in the work scope.

Windows:
Component Repair Order
Prepare Work Order
Shop Order
Purchase Order
Modification Repair Codes
CRO Order Disposition

Release to Repair: Work Order

1. Open the Component Repair Order window.
2. Query for your component repair order.
3. Click the CRO Lines tab.
4. In the Repair Order Type field, select Work Order.
5. Save your record.
6. Reserve the part to the component repair order line by either:
   1. Direct reservation: Right-click the line and then click Reserve Material.
   2. Direct receipt: Right-click the line and then click Receive Part.
   3. By a receive order created from the component repair order line.
7. Secure that (at least) service type XX-ST01 and XX-ST02 is defined as work scope for your part XX-187-CS in the Service Type tab.

Note: In order to get a predefined work scope, the same repair codes must exist for the service type and the standard job, and the part number must be the same for the service type and the standard job.

8. Right-click the component repair order line and then click Release to Repair Order.
9. The Process Repair dialog box opens.
10. By default Create Work Order is selected and the repair shop site is the same as the component repair order site. Select the repair object ID and the maintenance organization.

Note: A work order will be created with the repair part as a line in the Materials tab. The part will be reserved for the material line.

11. In the Repair Order tab, right-click and then click Work Order, and you will navigate to the work order.
12. On the work order, the Job tab, verify that the standard job XX-JC-1 and XX-JC-2 is predefined together with the service types XX-ST01 and XX-ST02 for the corresponding standard job. Also, verify that the correct data is used for the standard jobs in the Budget tab, Planning tab, Operations tab, Material tab, Tools and Facility tab, and Permits tab.

Note: It is possible to use the List of Values to change the service type for a predefined standard job. The predefined service type just reflects the setup in the Part Service Definition and Pricing window. If there are circumstances which require a change of service type for a standard job, then there is no obstacle for the user to execute such a change. Even after release to repair you can add a service type to a standard job connected to the work order by using the List of Values. However, it is only possible to select a service type which is within the work scope for the component repair order line, i.e., listed in the Service Type tab.

Release to Repair: Repair Shop Order

This exercise assumes that the Create Multi-level Repair Shop Orders check box in the Site/Manufacturing tab is not selected. If this check box is selected, a shop order is created for each part and the service is completely controlled by the component replacement functionality without any influence of the repair code structure and/or repair code routing.

1. Open the Component Repair Order window and query for the component repair order that you created earlier.
2. Reserve the part to the component repair order line by either:
   1. Direct reservation: Right-click the line and then click Reserve Material.
   2. Direct receipt: Right-click the line and then click Receive Part.
   3. By a receive order created from the component repair order line.
3. Verify that (at least) service type XX-ST01 and XX-ST02 are defined as work scope for your part XX-187-CS in the Service Type tab.

Note: In order to get a predefined work scope, a repair code structure and/or repair code routing must exist for the part with repair code lines in Active status. The repair code structure and/or repair code routing must include lines in Active status, which is in the service types listed for the component repair order line.

4. Select Repair Shop Order from the repair order type list.
5. Right-click the component repair order line and click Release to Repair.
6. The Process Repair dialog box opens.
7. By default Create Repair Shop Order is selected.
8. In the Repair Order tab, right-click and then click Shop Order, and you will navigate to the shop order.
9. In the Operations tab, verify that the requested operations are predefined together with service type XX-ST01 and XX-ST02. In the Material tab, verify that requested parts are predefined together with service type XX-ST01 and XX-ST02.

Note: It is possible to use the List of Values to change the service type for a predefined part and operation. The predefined service type just reflects the setup in the Part Service Definition and Pricing window. If there are circumstances which require a change of service type of a material- and/or operation line, then there is no obstacle for the user to execute such a change. Even after release to repair you can add a service type to an operation- or material line by using the List of Values. However, it is only possible to select a service type which is in the work scope for the component repair order line, i.e. listed in the Service Type tab.

Release to Repair: External Service Order

1. Open the Component Repair Order window and query for the component repair order that you created earlier.
2. Reserve the part to the component repair order line by either:
   1. Direct reservation: Right-click the line and then click Reserve Material.
   2. Direct receipt: Right-click the line and then click Receive Part.
   3. By a receive order created from the component repair order line.
3. On the component repair order line, in the Repair Order Type field, select External Service Order in the list.
4. Right-click the component repair order line and then click Release to Repair.
5. The Process Repair dialog box opens.
6. By default the Create External Service Order option is selected.
7. In the External Service Order Info group box, select a supplier and an external service type.
8. Click OK and an external service order is created.

Note: The external service type selected in the External Service Order Info group box in the Process Repair dialog box corresponds to the component repair order service type defined as default in the CRO Line Service Type tab. This means that the transactions related to the processing of the external service order is mapped against this default service type.

Release to Repair: Disposition Shop Order

1. Open the Component Repair Order window and query for the component repair order that you created earlier.
2. Click the CRO Lines tab
3. Return to the Component Repair Order window.
4. If one or several modification shall be included continue or else jump to step 9
5. Select the line for part XX-187-CS, right-click and pint to Task List then click View List. The CRO Line Task List window opens.
6. Create a new line and use the List of Values in the Mod Code field to select the modification to include, then save the record. Include the modification for all parts.
7. Repeat steps 7 and 8 to include more modifications for the repair parts.
8. Select the line for part XX-187-CS, right-click and point to Task List, then click Confirm.
9. Select the line in the CRO Lines tab, right-click and then click Release to Repair.
10. In the Repair Order tab, right-click and then click Disposition Shop Order. You will navigate to the disposition shop order.

Note: No work scope is predefined for a disposition shop order in the same way as for work order or repair shop order. Disposition shop order is a repair order type for advanced service, hence the work scope is based on the discrepancies discovered during the disposition of the parts. It is the discrepancies discovered during the disposition handling that determines which repair codes to include in the work scope.