Exchanging Parts for External Repair Orders—Exercises

IMPORTANT
If you are a student, 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

Arrival Location

Purpose: The purpose of this exercise is to set up an arrival location, which is required to report the arrival of the exchanged purchase part.

Windows:
Inventory Locations

  1. Open the Inventory Locations window.
  2. Populate the window and then create a new record for your site.
  3. In the Location No field, enter ROA.
  4. In the Warehouse field, enter RepOrderArrival.
  5. In the Location Name field, enter CPCS Area.
  6. In the Location Group field, enter ARR or select it from the List of Values.
  7. Save the record.

General Exercise for Arrival Locations

Purchased Inventory Part

Purpose: The purpose of this exercise is to set up purchased inventory parts.

Windows:
Inventory Part

  1. Open the Inventory Part window.
  2. For each of the parts shown in the table below, create a new record.
  3. Enter the information in the header and on the tabs as indicated below.
  4. In some fields, not mentioned below, the system displays the default values. Do not modify these values.
  5. Save each record.
Header General Tab Cost Tab
Inventory Part Part Description Site Part Type Planner U/M Comm. Group 2 Estimated Material Cost
212 Wire Harness Your Site Purchased Your Planner ID PCS 500 400.00
213 Wire Harness Your Site Purchased Your Planner ID PCS 500 400.00

Part Catalog

Purpose: The purpose of this exercise is to activate serial tracking and lot/batch tracking for the purchased inventory parts.

Windows:
Part

  1. Open the Part window and query for the parts shown in the table above.
  2. For each part, select the Inventory Serial Tracking and After Delivery Serial Tracking check boxes on the General tab.
  3. In the Serial Rule list, click Manual.
  4. In the Lot/Batch Tracking list, click Lot Tracking.
  5. Save each record.

Alternate Part

Purpose: The purpose of this exercise is to define an alternate part for the purchased inventory parts set up above. 

Windows:
Alternate Purchase Part Base Data

  1. Open the Alternate Purchase Part Base Data window and create a new record.
  2. In the Part No field, enter 212.
  3. In the Alternate Part No field, enter 213. A message appears informing you that the alternate part relationship does not exist in the part catalog and asks you whether you would like to set it up now. Click Yes.
  4. Save the record.
  5. Create a new record.
  6. In the Part No field, enter 213.
  7. In the Alternate Part No field, enter 212.
  8. Save the record.

Required Data

Viewing the Released Purchase Order for External Service

Purpose:  The purpose of this exercise is to view one of the purchase orders you released in the Handling Purchase Orders for External Repair Orders lesson.

Windows:
Purchase Order

  1. Open the Purchase Order window and query for the purchase order you released for part number 212, Wire Harness.

Main Exercise

Reporting Arrival of an Exchange Part at Arrival Location

Purpose:  The purpose of this exercise is to show you how to report arrival of the part that was exchanged in conjunction with an external repair order.

Windows:
Register Purchase Order Arrivals

  1. Open the Register Purchase Order Arrivals window and populate it.
  2. Select the purchase order line for part no. 212 (Wire Harness), serial no. B1, and lot/batch number 9.
  3. Right-click, and then click Modify Receipt Conditions. The Modify Receipt Conditions dialog box appears. 
  4. The information in the Current Values for the Receipt Part area appears automatically and reflects the as-shipped information for the part, as entered in the purchase order line.
  5. Use the Modify Values for the Receipt Part area to record the as-arrived status as follows:
        Part No: 213
        Serial No: B2
        Lot/Batch No: 5
        External Service Type: EX--CPCS WH
  6. Click OK.
  7. Refresh the Register Purchase Order Arrivals window.
  8. Select the purchase order line for part number 213 (Wire Harness), right-click and then click Receive Order with Serials. The Receive with Differences window opens.  
  9. If required, enter a receipt reference in the Receipt Reference field.
  10. In the Location No field, enter ROA or select it from the List of Values. The name of the location (RepOrderArrival) appears in the Warehouse field.
  11. Select the Print Arrival Report check box.
  12. Click OK. The Report Print window opens.
  13. Click OK to print the arrival report, or click Preview to view the report on the screen.