External Repair Orders—Basic Data and Requirements 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
Main Exercises
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
- Open the Organization Basic Data window and click the
Maintenance
Organizations
tab.
- Create a new record.
- In the Maint. Org. field, enter 4400 to designate the maintenance
organization responsible for servicing cabin pressure control systems.
- In the Description field, enter CPCS Service Dept.
- In the Rate/h field, enter 65.00 or any other value to
designate the hourly labor rate.
- In the Site field, enter your site or select it from the List of
Values.
- Save the record.
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
- Open the Site window and query for your site.
- Click the Sales and Procurement tab. Make sure that Customer Order is selected in the
Purchase Component Method
field.
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
- Open the Sales Basic Data window
- Click the
Order Types
tab and populate it.
- In the Order Type list, select RO (Repair Order).
- Make sure that the Priority Reservations and Use Shipment
Inventory check boxes are not selected.
- In the table below, make sure that none of the events has the Stop
After check box selected.
- Save the record.
Purpose: The purpose of this exercise is to define external
service types and connect them to a customer order type.
Windows:
Procurement Basic Data
- Open the Procurement Basic Data window.
- Click the
External Service Types tab and create a new
record.
- In the External Service Type field, enter OV--OFV MOT, and in the Service
Description field next to it, enter Overhaul--Outflow Valve Motor.
- In the Def Cust Order Type field, enter RO or select it from the
List of Values. Save the record.
- 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.
- In the Def Cust Order Type field, enter RO or select it from the
List of Values. Save the record.
- 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.
- In the Def Cust Order Type field, enter RO or select it from the
List of Values. Save the record.
- 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.
- In the Def Cust Order Type field, enter RO or select it from the
List of Values. Save the record.
Purpose: The purpose of this exercise is to define suppliers for the purchase parts at your site.
Windows:
Supplier for Purchase Part
- Open the
Supplier for Purchase Part window and
create a new record.
- In the Part No field, enter 111.
- In the Supplier field, select ALLIED or select it from the List of
Values.
- On the
General tab, enter PCS in the Purchase Unit
field.
- In the Price field, enter 2000.00 and USD in the field to the
right.
- In the Price Unit field, enter PCS.
- The Primary Supplier check box at the bottom of the tab is selected
by default.
- 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.
- In the
Create Customer dialog box that appears, leave the
customer number and name as is.
- In the Cust Stat Group field, enter 30 (Maintenance and repair) or
select it from the List of Values.
- In the Order Type field, enter RO (External Repair Order) appears by
default.
- Click OK. A second message appears asking whether you would like to view
the created customer record. Do so if desired.
- A third message appears informing you that the selected purchase part is
not listed as a sales part. Click OK.
- In the
Create Sales Part dialog box that appears, leave the
sales part number and name as is.
- In the Price field, enter the same value as shown in the Price
field on the
General tab, in this case 2000.00.
- In the Sales Price Grp field, enter 50
(Service/Warranty Coverage) or select it from the List of Values.
- In the Sales Group field, enter 10 (General
Sales Group) or
select it from the List of Values.
- Click OK. Another message appears asking whether you would like to
view the created sales part. Do so if desired.
- Save the record.
- Repeat steps 2 through 19 for the other purchase parts shown below.
Part No. |
Part Description |
Supplier |
Price |
212 |
Wire Harness |
AERO |
400 |
212 |
Wire Harness |
ROBSON |
400 |
213 |
Wire Harness |
ROBSON |
400 |
314 |
Cabin Pressure Controller |
TGS |
15,000 |
315 |
Cabin Pressure Controller |
TGS |
15,000 |
- 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.
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
- Open the
Supplier for Purchase
Part window and populate it.
- In the Part No list, select part no. 111, Outflow Valve.
- In the Supplier field, ALLIED appears automatically.
- Click the
External Service Pricing tab.
- Create a new record and in the External Service Type field enter OV--OFV
MOT or select it from the List of Values.
- In the Service Description field, Overhaul--Outflow Valve Motor
appears automatically.
- In the Valid From field, enter today's date (format: mm/dd/yy).
- Entering a date in the Valid Until field is optional.
- In the Price field, enter 450.00.
- Save the record.
- Perform steps 2 through 10 for the other parts and external services, as defined in the tables below.
Part No. 212—Wire Harness
- In the Part No list, select part no. 212, Wire Harness, and enter
the values shown below.
Part No.
| Description
| Supplier
| External Service Type |
Description |
Valid From |
Price |
212 |
Wire Harness |
AERO |
RE--CPCS WH |
Repair--CPCS Wire Harness |
Today's date |
250 |
212 |
Wire Harness |
AERO |
EX--CPCS WH |
Exchange--CPCS Wire Harness |
Today's date |
200 |
Part No. 213—Wire Harness
- In the Part No list, select part no. 213, Wire Harness, and enter
the values shown below.
Part No.
| Description
| Supplier
| External Service Type |
Description |
Valid From |
Price |
213
| Wire Harness |
ROBSON |
RE--CPCS WH |
Repair--CPCS Wire Harness |
Today's date |
235 |
213 |
Wire Harness |
ROBSON |
EX--CPCS WH |
Exchange--CPCS Wire Harness |
Today's date |
190 |
Part No. 314—Cabin Pressure Controller
- In the Part No list, select part no. 314, Cabin Pressure
Controller, and enter the values shown below.
Part No.
| Description
| Supplier
| External Service Type |
Description |
Valid From |
Price |
314 |
Cabin Pressure Controller |
TGS |
RE--CPC PS |
Repair--Cabin Pressure Controller Power Supply |
Today's date |
850 |
Part No. 315—Cabin Pressure Controller
- In the Part No list, select part no. 315, Cabin Pressure
Controller, and enter the values shown below.
Part No.
| Description
| Supplier
| External Service Type |
Description |
Valid From |
Price |
315 |
Cabin Pressure Controller |
TGS |
RE--CPC PS |
Repair--Cabin Pressure Controller Power Supply |
Today's date |
850 |
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
- Open the Procurement Basic Data window and click the
Requisitioners
tab.
- In the Requisitioner ID field, enter your ID by selecting it from
the List of Values.
- Entries in the Extension and Department fields are not
required.
- Save the record
Purpose: The purpose of this exercise is to define a coordinator and
coordinator group for your site.
Windows:
Coordinators
- Open the
Coordinators
window.
- In the Coordinator ID field, enter your name or select it from the
List of Values.
- In the Coordinator Group field, enter V or select it from the List
of Values.
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
- 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.
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
- Open the
Inventory Locations window.
- Populate the window and then create a new record for your site.
- In the Location Number field, enter ROI.
- In the Warehouse field, enter RepOrderInvent.
- In the Location Description field, enter CPCS Area.
- In the Location Group field, enter PICK or select it from the List
of Values.
- Save the record.