External Repair Orders—Basic Data and Requirements Exercises

Basic Data Setup

Main Exercises

Setting up a Maintenance Organization

Purpose: The purpose of this exercise is to set up a maintenance maintenance organization at your site, which is required for the creation of a work order.

Windows:
Organization Basic Data

1. Open the Organization Basic Data window and click the Maintenance Organizations tab.
2. Create a new record.
3. In the Maint. Org. field, enter 4400 to designate the maintenance organization responsible for servicing cabin pressure control systems.
4. In the Description field, enter CPCS Service Dept.
5. In the Rate/h field, enter 65.00 or any other value to designate the hourly labor rate.
6. In the Site field, enter your site or select it from the List of Values.
7. Save the record.

Purchase Component Method

Purpose: The purpose of this exercise is to define Customer Order as the default purchase component method at your site. This will make it possible to convert a purchase order to a customer order and then ship the part as a no-charge component to the supplier for external maintenance or repair service.

Windows:
Site

1. Open the Site window and query for your site.
2. Click the Sales and Procurement tab. Make sure that Customer Order is selected in the Purchase Component Method field.

Default Customer Order Type

Purpose: The purpose of this exercise is to define a default customer order type. The type to be defined should have no stops to prevent the background customer order flow from being stopped at various points (picking, shipping, etc.). That would require the user to restart the flow each time.

Windows:
Sales Basic Data

1. Open the Sales Basic Data window
2. Click the Order Types tab and populate it.
3. In the Order Type list, select RO (Repair Order). 
4. Make sure that the Priority Reservations and Use Shipment Inventory check boxes are not selected.
5. In the table below, make sure that none of the events has the Stop After check box selected. 
6. Save the record.

External Service Types

Purpose: The purpose of this exercise is to define external service types and connect them to a customer order type.

Windows:
Procurement Basic Data

1. Open the Procurement Basic Data window.
2. Click the External Service Types tab and create a new record.
3. In the External Service Type field, enter OV--OFV MOT, and in the Service Description field next to it, enter Overhaul--Outflow Valve Motor.
4. In the Def Cust Order Type field, enter RO or select it from the List of Values. Save the record.
5. Create a new record. In the External Service Type field, enter RE--CPCS WH and in the Service Description field next to it, enter Repair--CPCS Wire Harness.
6. In the Def Cust Order Type field, enter RO or select it from the List of Values. Save the record.
7. Create a new record. In the External Service Type field, enter EX--CPCS WH, and in the Service Description field next to it, enter Exchange--CPCS Wire Harness.
8. In the Def Cust Order Type field, enter RO or select it from the List of Values. Save the record.
9. Create a new record. In the External Service Type field, enter RE--CPC PS, and in the Service Description field next to it, enter Repair--Cabin Pressure Controller Power Supply.
10. In the Def Cust Order Type field, enter RO or select it from the List of Values. Save the record.

Defining Suppliers for Purchase Parts at Your Site

Purpose: The purpose of this exercise is to define suppliers for the purchase parts at your site.

Windows:
Supplier for Purchase Part

1. Open the Supplier for Purchase Part window and create a new record.
2. In the Part No field, enter 111.
3. In the Supplier field, select ALLIED or select it from the List of Values.
4. On the General tab, enter PCS in the Purchase Unit field.
5. In the Price field, enter 2000.00 and USD in the field to the right.
6. In the Price Unit field, enter PCS.
7. The Primary Supplier check box at the bottom of the tab is selected by default.
8. Also at the bottom of the tab, select the External Services Allowed check box. A message appears informing you that ALLIED is not listed as a customer. Click OK.
9. In the Create Customer dialog box that appears, leave the customer number and name as is.
10. In the Cust Stat Group field, enter 30 (Maintenance and repair) or select it from the List of Values.
11. In the Order Type field, enter RO (External Repair Order) appears by default.
12. Click OK. A second message appears asking whether you would like to view the created customer record. Do so if desired.
13. A third message appears informing you that the selected purchase part is not listed as a sales part. Click OK.
14. In the Create Sales Part dialog box that appears, leave the sales part number and name as is.
15. In the Price field, enter the same value as shown in the Price field on the General tab, in this case 2000.00.
16. In the Sales Price Grp field, enter 50 (Service/Warranty Coverage) or select it from the List of Values.
17. In the Sales Group field, enter 10 (General Sales Group) or select it from the List of Values.
18. Click OK. Another message appears asking whether you would like to view the created sales part. Do so if desired.
19. Save the record.
20. Repeat steps 2 through 19 for the other purchase parts shown below.

21. Click the Inspection Info tab. The Receive Case field indicates how the part needs to be handled when it is received back from the supplier. The possible options are: Receive into Inventory, Receive into Arrival, Receive into Arrival—Perform Putaway, Receive into Arrival—Inspect at Arrival, Receive into Arrival—Inspect at QA, and Receive into QA—Inspect at QA.
    
    For now, select Receive into Arrival for each part. The receive case can later be changed in the Register Purchase Order Arrivals window, which is used to record the return of the part from the supplier. 

External Service Prices

Purpose: The purpose of this exercise is to specify the prices of the external service types defined above.

Windows:
Supplier for Purchase Part

Part No. 111—Outflow Valve

1. Open the Supplier for Purchase Part window and populate it.
2. In the Part No list, select part no. 111, Outflow Valve.
3. In the Supplier field, ALLIED appears automatically.
4. Click the External Service Pricing tab.
5. Create a new record and in the External Service Type field enter OV--OFV MOT or select it from the List of Values.
6. In the Service Description field, Overhaul--Outflow Valve Motor appears automatically.
7. In the Valid From field, enter today's date (format: mm/dd/yy).
8. Entering a date in the Valid Until field is optional.
9. In the Price field, enter 450.00.
10. Save the record.
11. Perform steps 2 through 10 for the other parts and external services, as defined in the tables below.

Part No. 212—Wire Harness

1. In the Part No list, select part no. 212, Wire Harness, and enter the values shown below.

Part No. 213—Wire Harness

1. In the Part No list, select part no. 213, Wire Harness, and enter the values shown below.

Part No. 314—Cabin Pressure Controller

1. In the Part No list, select part no. 314, Cabin Pressure Controller, and enter the values shown below.

Part No. 315—Cabin Pressure Controller

1. In the Part No list, select part no. 315, Cabin Pressure Controller, and enter the values shown below.

Creating a Requisitioner

Purpose: The purpose of this exercise is to set yourself up as a requisitioner so you will be able to create purchase requisitions. Note: Before you can enter yourself as a requisitioner, you need to be recorded in the Person window (window: Person).

Windows:
Procurement Basic Data

1. Open the Procurement Basic Data window and click the Requisitioners tab.
2. In the Requisitioner ID field, enter your ID by selecting it from the List of Values.
3. Entries in the Extension and Department fields are not required.
4. Save the record

Coordinator

Purpose: The purpose of this exercise is to define a coordinator and coordinator group for your site.

Windows:
Coordinators

1. Open the Coordinators window.
2. In the Coordinator ID field, enter your name or select it from the List of Values.
3. In the Coordinator Group field, enter V or select it from the List of Values.

Arrival Location

Purpose: The purpose of this exercise is to set up an arrival location, which is required to report arrival of a serviced 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.

Inventory Location

Purpose: The purpose of this exercise is to set up an inventory location, which is required to receive a serviced purchase part into inventory.

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 Number field, enter ROI.
4. In the Warehouse field, enter RepOrderInvent.
5. In the Location Description field, enter CPCS Area.
6. In the Location Group field, enter PICK or select it from the List of Values.
7. Save the record.