Unreceiving Shop Order—Extended Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Discrete Manufacturing Overview Racing Engine

Purpose: The purpose of this exercise is to create the required data that will be used in the Discrete Manufacturing exercises. This sets up data for your site that only needs to be done once for Discrete Manufacturing course exercises.

  1. If you haven't done so already, set up your site for discrete manufacturing of racing engines.

General exercises for Overview of Discrete Manufacturing Data

Inventory Location

Purpose: The purpose of this exercise is to set up inventory picking locations for running functionality isolated by site.

Windows:
Inventory Locations

  1. If you haven't done so already, create the inventory picking locations shown in the table below.
Site Location No Warehouse Location Name Location Group
Your Site 1 Main Main Warehouse 30
Your Site 1A Secondary Secondary Warehouse 30
Your Site 2C Sub Subassembly inv 30

General exercise for Entering Inventory Locations

Required Data

Inventory Part Balance

Purpose: The purpose of this exercise is to verify that you have enough parts to complete the main exercises. 

Windows:
Inventory Part Currently On Hand
Receive Inventory Part

  1. Verify that you have at least the quantity of parts shown on the table below available for manufacturing. If you do not, receive the indicated quantity of the parts into inventory picking locations.
Site Part Number Part Description Quantity Available for Manufacturing
Your Site 21-340 Radiator 10
Your Site 21-341 Thermostat 10
Your Site 21-342 Water Pump 10
Your Site 21-343 Radiator Hose Set 10
Your Site 21-344 Cooling Line Assy 10

General exercise for Receiving Inventory Part

Shop Order

Purpose: The purpose of this exercise is to create the shop order that will be used in the main exercise below.

Windows:
Shop Order

Note: This exercise creates the shop order used in the main exercise below. The shop order will need to be processed to the specific state for the exercise.

  1. Create a shop order for the part and quantity shown in the table below. 
  2. Process the shop order as described in the Shop Order Changes column. 
  3. Record the shop order number in the Shop Order Number column so you can quickly find the shop order for the main exercise.
Site Part Number Part Description Lot Size Shop Order Changes Shop Order Number
Your Site 21-240 Cooling System 10 Issue the component material, report the operations, and receive all 10 cooling systems into inventory.

General exercise for Creating Shop Orders Manually

Main Exercise

Purpose: The purpose of this exercise is to unreceive material that has been received into inventory.

Windows:
Inventory Part Currently On Hand
Shop Order
Inventory Transactions History

Unreceiving Material on a Shop Order

There is a shop order for 10 cooling systems that were received into inventory by mistake. You want to unreceive the cooling systems and verify that resulting inventory values reflect the removal of those production parts from inventory.

  1. Open the Inventory Part Currently On Hand window. Query for the part shown in the table below and record the total quantity available.
Site Part Number Description Total Qty Available
Your Site 21-240 Cooling System
  1. Open the Shop Order window and query for the shop order for this exercise. If you did not record the shop order number, query for your site, part number 21-240 and a quantity of 10. The shop order should have a status of Closed with all operations completely reported, all material issued, and all production reported.
  2. Verify that the value of 10 is in the Qty Completed field.
  3. Right-click anywhere in the Shop Order window header, and then click Open to open the shop order.
  4. Right-click again in the header, point to Material Actions, and then click Manual Unreceive.
  5. When the Unreceive Shop Order window appears, verify that the table displays information regarding the inventory locations that received material from the shop order. Note that the Remaining Qty field has a value of zero. This represents that there are no more parts to be received on the shop order.
  6. On the row for the inventory location, enter 10 as the quantity to be unreceived in the Qty to Unreceive field. Save the information.
  7. Verify that the value in the Remaining Qty field changed to 10. This represents the quantity on the shop order that remains to be received into inventory.
  8. Close the Unreceive Shop Order window.
  9. Refresh the Shop Order window, and verify that the Qty Completed field has the value of 0.
  10. To see that the material was unreceived from inventory, query for the 21-240 part in the Inventory Part Currently On Hand window and verify that the quantity has decreased by 10. You can also view the records for the shop order in the Inventory Transactions History window.

Note:  The quantity to be unreceived on a shop order does not have to be the entire lot size or the total quantity received into inventory.