Handling Serial and Lot Batch Numbers in RMA—Exercises

Basic Data Setup

Purpose: The purpose of this exercise is to show you how to create stored sales parts and receive them into inventory so that they can be used as complementary parts. 

Enter Customer

Windows:
Customer

1. Enter C.S.C. Paris as a customer, with XX1002 as the customer number.
2. Enter C.S.C. Oslo as a customer, with XX1001  as the customer number.

General exercise for Enter Customer  

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part
Part

1. Enter Chassis as a sales part, with XX48–111 as the sales part number.
2. Enter Chassis as a sales part, with XX48–222 as the sales part number.
3. Create the appropriate inventory locations.
4. Create the corresponding inventory parts as follows:
   • XX48–111: The part type should be Purchased; the planning method should be any value except T, O, or K; the unit of measure (U/M) should be Piece; the inventory serial tracking and after-delivery tracking options should be activated; and the serial rule should be Automatic.
   • XX48–222: The part type should be Purchased; the planning method should be any value except T, O, or K; the lot tracking option should be activated; and the inventory serial tracking and after-delivery tracking options should not be activated. 
5. Receive a sufficient number of parts of each into stock. 

General exercise for Sales Part

General exercise for Inventory Locations

General exercise for Purchased Inventory Part

General exercise for Receive Inventory Part

General exercise for Part Catalog

Enter Supplier

Purpose: The purpose of this exercise is to show you how to create stored sales parts and receive them into inventory so that they can be used as complementary parts. 

Windows:
Supplier

1. Enter GMC as the supplier and XX1011 as the supplier number.
2. Save your changes.

General exercise for Enter Supplier  

Create Purchase Parts

Windows:
Purchase Part

1. Enter Chassis as the purchase part, with XX48–222 as the purchase part number.
2. Connect GMC as the supplier.

General exercise for Purchase Part

General exercise for Supplier for Purchase Part

Required Data

Entering Customer Order

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

1. Enter a customer order with C.S.C. Paris (XX1002) as the customer and a wanted delivery date one month from now. The order type should be one that stops after each step in the order flow through Report Picking. All steps after Deliver Order can be automatic (create a new order type if needed). You should use your user ID as the coordinator. Use the supply code Purch Order Trans. Note the order number: __________ .

2. Enter an order line with 15 pcs. of the sales part Chassis (XX48–111).

3. Release the customer order. With the customer order selected, right-click and then click Purchase Info. When the Purchase Requisition window appears, note the purchase requisition number: _________.

4. Release the purchase requisition line, and convert the requisition it into a purchase order using the appropriate right mouse button option. Note the purchase order number: _________.

5. Open the Purchase Order window, query for your purchase order, and release it.

6. Open the Purchase Order window, and create a purchase order with GMC (XX1011) as the supplier. Release the order, and note the order number: ___________. 

7. Enter an order line with 20 pcs. of the purchase part Chassis (XX48–222).

8. Open the Purchase Order window, query for your purchase order, and release it.

9. Open the Register Purchase Order Arrivals window, and search for the order. Receive the parts into a picking inventory location using the appropriate right mouse button option. Add a lot batch number, and print an arrival report. Which lot batch number is specified on the report?

10. Repeat steps 7– 9 above. This time you will buy a quantity of 30. Enter a different lot-batch number.

11. Open the Customer Order window, create a customer order with CSC Oslo (XX1001) as the customer and a wanted delivery date one month from now. The order type should be one that stops after each step in the order flow through Report Picking. All steps after Deliver Order can be automatic (create a new order type if needed). You should use your user ID as the coordinator. Use the supply code Purch Order Trans. Note the order number: __________.

12. Enter an order line with 15 pcs. of the sales part Chassis (48–222).

13. Reserve the parts in the Reserve Customer Order Lines window using the appropriate right mouse button option. Create and print the picking list.

General exercise for Entering Purchase Order

General exercise for Entering Customer Order

Main Exercises

Use Serial Numbers in RMA

Purpose: The purpose of this lesson is to show you with how to handle returns using serial numbers.

Windows:
Register Purchase Order Arrivals
Quick Order Flow Handling
Part Serial History
Customer Orders
Return Material Authorization
Receive Authorized Returns
Part Serial

1. Open the Register Purchase Order Arrivals window. Query for the order, right-click, and then click Receive Order with Serials to receive the parts into stock. Note the serial numbers: ________________________________.

2. Open the Quick Order Flow Handling window. Run the customer order from step 1 above through the order flow until it is delivered and closed. Assume that a few weeks later, the supplier, GMC (XX1011), informs you that some of the chassis from the previous delivery are out of specification.  The serial numbers affected are the first five numbers that you noted above.

3. Open the Part Serial History window, and query for the part. Note the customer order number: _________.

4. Use the customer order number query in the Customer Orders window to find the customer name.

5. After informing C.S.C. Paris of the defective chassis, open the Return Material Authorization window, and create an RMA for the five chassis to be returned. Then release the RMA.

6. Once C.S.C. Paris has returned the chassis, open the Receive Authorized Returns window, and receive the five items by right-clicking and then clicking Receive, Scrap and Return into Inventory.

7. Click the Scrap tab. Scrap the five items, and enter the serial numbers manually.

8. Click the Part Serial/History tab. Query for the returned parts using both serial numbers and part number in the query window. Which transaction descriptions are displayed?

Use Lot Batch Numbers in RMA

Purpose: The purpose of this lesson is to show you with how to handle returns using lot-batch numbers.

Windows:
Report Picking with Differences
Deliver Customer Orders
Inventory Part Usage Tracing
Return Material Authorization
Inventory Part Origin Tracing

1. Review the printed picking list. Is any lot batch number listed?

2. The picking staff decides to issue the ordered parts from two lot numbers: 15 from one lot, and 5 from the other. Report the issued parts with deviation in the Report Picking with Differences window. Note the lot batch numbers: _________ and _________.

3. Deliver the customer order. Assume that the latest delivery of  chassis to C.S.C. Oslo was not satisfactory. 10 of them were damaged during transportation. C.S.C. Oslo wants to return these 10 chassis, all of which are from the same lot batch.

4. Open the Inventory Part Usage Tracing window, and query for the part. Review the two displayed lot batch numbers. On which customer order were they delivered?

5. In the Return Material Authorization window, create an RMA for C.S.C. Oslo and the  48–222 parts. Then release the RMA.
6. Receive the 10 parts by right-clicking and then clicking Receive, Scrap and Return into Inventory.
7. Click the Scrap tab. Scrap the parts, and specify the lot batch number in the appropriate field. Because IFS Racing does not produce these chassis themselves, they need to trace the purchase order and inform GMC of the defects.
8. Search for the part and lot batch number in the Inventory Part Origin Tracing window. On what purchase order were the parts delivered?
9. You can now notify your supplier about the defective parts and agree on appropriate compensation.