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
- Open the
Inventory Locations window.
- Populate the window and then create a new record for your site.
- In the Location No field, enter ROA.
- In the Warehouse field, enter RepOrderArrival.
- In the Location Name field, enter CPCS Area.
- In the Location Group field, enter ARR or select it from the List
of Values.
- Save the record.
General Exercise for Arrival
Locations
Purpose: The purpose of this exercise is to set up purchased inventory
parts.
Windows:
Inventory Part
- Open the
Inventory Part window.
- For each of the parts shown in the table below, create a new record.
- Enter the information in the header and on the tabs as indicated below.
- In some fields, not mentioned below, the system displays the default
values. Do not modify these values.
- 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 |
Purpose: The purpose of this exercise is to activate serial tracking
and lot/batch tracking for the purchased inventory parts.
Windows:
Part
- Open the Part
window and query for the parts shown
in the table above.
- For each part, select the Inventory Serial Tracking and After
Delivery Serial Tracking check boxes on the
General tab.
- In the Serial Rule list, click Manual.
- In the Lot/Batch Tracking list, click Lot Tracking.
- Save each record.
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
- Open the
Alternate Purchase Part Base Data window
and create a new record.
- In the Part No field, enter 212.
- 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.
- Save the record.
- Create a new record.
- In the Part No field, enter 213.
- In the Alternate Part No field, enter 212.
- 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
- Open the
Purchase Order window and query for the purchase
order you
released for part number 212, Wire Harness.
Main Exercise
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
- Open the
Register Purchase Order Arrivals window and
populate it.
- Select the purchase order line for part no. 212 (Wire Harness), serial no.
B1, and lot/batch number 9.
- Right-click, and then click Modify Receipt Conditions. The
Modify
Receipt Conditions dialog box appears.
- 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.
- 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
- Click OK.
- Refresh the
Register Purchase Order Arrivals window.
- 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.
- If required, enter a receipt reference in the Receipt Reference field.
- 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.
- Select the Print Arrival Report check box.
- Click OK. The Report Print window opens.
- Click OK to print the arrival report, or click Preview to
view the report on the screen.