1.3 Thesis motivation
1.3.2 Thesis outline
1 Open the Non-PO Receipts form. The system displays the List View page.
2 Select the non-PO receipt for which to add parts, and then click the Parts tab. The system displays the Parts page.
3 Click Add Part. The system inserts a new Part Details record.
Note: To automatically create a new part record while adding the part to the Parts list, click Create Part. The system inserts a new Part Details record, creates a part record, assigns the part record a part number beginning with ‘N’, and protects the Part field from update.
4 Part—Enter the part to add to the non-PO receipt.
The system automatically populates the part description and Part Org., and Bin based on the information you entered on the Stores and Stock pages of the Parts form.
Note: The system automatically selects Track by Asset for parts tracked by asset, and you must specify an Asset ID, Asset Type, and Asset Org.
5 Receipt Qty.—Enter the quantity of the part that you received.
Note: For parts tracked by asset, the system only receives the part in quantities of 1. The system
automatically assigns 1 as the Receipt Qty. You must manually add lines for each asset to receive if you want to receive more than one asset.
6 Bin—Enter the bin where the part should be stocked.
7 Lot—Enter the lot for the part.
8 Expiration Date—Enter the expiration date for the lot.
9 Department—Enter the department of the asset if the part is tracked by asset.
10 Manufacturer Lot—Enter the manufacturer lot for the part.
11 Print Qty.—Enter the quantity of the label(s) to print.
Note: The system automatically sets the Print Qty. based on the setting of Label Printing Default on the Stores tab of the Part form:
If set to No Labels—Print Qty. is null.
If set to Single Labels—Print Qty. is set to 1.
If set to Label for Each Item—Print Qty. is equal to the Receipt Qty., but you can modify the Print Qty.
as necessary. Updating Print Qty. does not affect the Receipt Qty.
Click Print Label(s) to print labels for the part(s) to receive, and the system will print labels based on your system configuration and the specified Print Qty.
12 Price—Enter the price of the part.
13 Asset ID—Enter the asset ID number for the part if the part is tracked by asset.
14 Asset Type—Enter the asset type for the part if the part is tracked by asset.
15 Asset Org.—Enter the organization for the asset for the part if the part is tracked by asset.
Notes: If the ASSETASS installation parameter is set to P, a by asset part must already be associated with an asset with a status of Awaiting Purchase to receive the part. If you want to receive a part tracked by asset, you must enter an Asset ID, but all other asset-related fields are protected. After selecting an Asset ID, the system automatically populates Asset Type, Asset Org., Description, Department, and Serial Number (if applicable).
If the ASSETASS installation parameter is set to R, you can create assets when you are receiving a part tracked by asset. You can either associate an existing asset with the part, or you can manually enter asset information to create new assets. If you select an existing asset as the Asset ID, the system automatically populates the Asset Type, Asset Org., Department, and Serial Number (if applicable) from the asset record. If you choose to manually enter the asset information, you must enter an Asset ID, Asset Type, Asset Org., and Description for each asset. The system automatically populates Asset Type with type A (or the system equivalent); however, you can update the Asset Type as necessary.
If the AUTOANUM installation parameter is set to YES and the ASSETASS installation parameter is set to R, the system automatically generates asset numbers for parts tracked by asset, but you must enter an Asset Type, Asset Org., and Description for each asset. You can also update Asset ID if
necessary. The system automatically populates Asset Type with type A (or the system equivalent);
however, you can update the Asset Type as necessary. When you save the record, the system saves the asset information on the receipt; however, the system does not actually create any assets until the receipt Status is Approved. Upon approval of the receipt, the system creates all of the new assets using the part descriptions.
16 Serial Number—Enter the serial number for the part if the part is tracked by asset.
17 Click Submit. The system saves the record and updates the Parts list.
Note: To remove a part line, select the part line to remove, and then click Remove Part. The system removes the record and updates the Parts list.
Issuing and Returning Parts
Issue parts from stores to work orders, equipment, or projects. Return unused parts and parts needing repair to stores.
Issuing Parts to Work Orders, Equipment, or Projects
Issue parts from stores to work orders, equipment, or projects.
Note: If you have selected FIFO or LIFO as your pricing method, the system calculates the transaction price of issues to work orders, equipment, or projects using the R5FIFO table, rather than retrieving the base price from the R5PARTS or R5STOCK table. Refer to "Understanding Time-Based Inventory Valuation (LIFO/FIFO)" earlier in this chapter.
Follow these steps to issue parts to work orders, equipment, or projects.
1 Open the Issue/Return Parts form.
The system automatically populates Transaction Type with Issue to enable issue functionality.
2 Store—Enter the store from which to issue parts.
The system automatically populates Date with the current system date. If a default store is defined for the current user, the system automatically populates Store with the user’s default store.
3 Choose one of the following options:
Issue to a work order—Enter the Work Order – Activity. The system automatically populates Equipment, Equipment Org., Project – Budget, Cost Code, and Department from the work order, as well as the Material List or Pick Ticket if they have been associated with the Activity.
Issue to a piece of equipment—Enter the Equipment. The system automatically populates Cost Code and Department.
Notes: If the selected Equipment is associated with a multiple equipment work order, then the system also populates Equipment Org. and Related Work Order. Refer to "Issuing Parts for Multiple Equipment Work Orders" later in this chapter.
If you select All Equipment for Equipment and you are issuing a By Asset part, then the system clears the Transaction Details.
Issue to a project—Enter the Project – Budget and Department.
4 Issue To—Enter the code of the employee to whom to make the issue.
5 Reference Number—Enter a reference number for the issue. The reference number is simply an internal reference number that is not used by the system for any validation.
6 Material List—Enter the material list from which to issue.
If a material list is already attached with the selected work order/activity, the system automatically populates Material List in the Issue From / Return To section and enables the Material List hyperlink in the Transaction Details section. You can modify Material List as necessary when the parts on the material list have been added to the Transaction Details list.
7 Pick Ticket—Enter the pick ticket from which to issue.
If a pick ticket is already attached with the selected work order/activity, the system automatically populates Pick Ticket in the Issue From / Return To section and enables the Pick Ticket hyperlink in the Transaction Details section. You can modify Pick Ticket as necessary when the parts on the pick ticket have been added to the Transaction Details list
Notes: Pick tickets are not available for issuing parts to a project/budget.
If the selected WO – Activity associated with the Pick Ticket is a multiple equipment work order, then the system automatically populates Equipment with WO Header Equipment. Refer to "Issuing Parts to Multiple Equipment Work Orders" later in this chapter.
8 Department—Enter the department of the store, work order/activity, project/budget, or equipment.
The system automatically populates Department if you have selected a work order/activity or piece of equipment.
9 Date—Modify the date on which to make the issue.
The system automatically populates Date with the current date and time.
10 Choose one of the following options:
If the parts have been included on a material list—Click Material List.
If the parts have been included on a pick ticket—Click Pick Ticket.
If purchased parts were delivered and are ready for distribution—Click Held Items.
If stock parts are reserved for this work order—Click Reserved Items.
The system retrieves the relevant part information and displays it in the Transaction Details list.
Note: If none of these options apply, enter the part information manually. Refer to the following step.
11 Part—Enter the part to issue. The system displays the available quantity, the bin location, and the lot number.
Change the bin location and lot number as necessary.
The system populates Available Qty. with the sum of the quantities of the part in all the bins in the selected Store minus any quantity of the part that is currently allocated to any work orders.
If the part to issue is tracked by asset, the system automatically selects Track by Asset and enters 1 as the Transaction Qty., and you must enter a value for Asset ID for the part. The system populates Available Qty.
with the total quantity of the part that is currently available.
Note: You cannot enter a Transaction Qty. greater than 1 when issuing parts tracked by asset. If you want to issue multiple quantities of a part tracked by asset, you must add the part tracked by asset to the Transaction Details list on individual lines with a Transaction Qty. of 1 until you have reached the number of the part tracked by asset that you wish to issue for the transaction. Track by Asset is hidden by default.
12 Bin—Select the bin from which to issue the part. The system enters the default bin for the part if applicable.
Note: When you select a Bin, the system updates the Available Qty. with the quantity of the part in the selected Bin minus any quantity of the part that is currently allocated to any work orders from that Bin.
13 Lot—Select the lot from which to issue the part.
The system automatically populates Expiration Date, Serial Number, and Manufacturer Lot.
14 Transaction Qty.—Enter the number of parts to issue. The system automatically enters the Available Qty. of the part if applicable.
15 Print Qty.—Enter the quantity of the label(s) to print.
The system automatically sets the Print Qty. based on the setting of Label Printing Default on the Stores tab of the Part form:
If set to No Labels—Print Qty. is null.
If set to Single Labels—Print Qty. is set to 1.
If set to Label for Each Item—Print Qty. is equal to the Receipt Qty., but you can modify the Print Qty.
as necessary. Updating Print Qty. does not affect the Receipt Qty.
16 Failed Qty.—Enter the quantity of the part that failed.
Note: The system does not allow part failures on an Issue for parts tracked by asset.
17 Date Failed—Enter the date the part failed.
18 Problem Code—Enter the code of the problem for the failed part.
19 Failure Code—Enter the reason that the part failed.
20 Action Code—Enter the action taken to correct the problem.
21 Cause Code—Enter the problem cause code, i.e., the root cause of the failure.
22 Failure Notes—Enter comments about the failure.
23 Click Add to List. The system displays the record in the Transaction Details list.
Notes: The Transaction Details list acts as a buffer to temporarily store the parts to issue without actually issuing them until the transaction is submitted. You can add/remove parts for the issue as necessary before submitting the transaction and saving the information to the database. Click Add Part to add additional parts to the issue. To remove a part from the Transaction Details list, select the part record to remove from the issue, and then click Remove from List.
Additionally, you can also update information in the Issue To / Return From and/or Issue From / Return To sections for the transaction as necessary before adding records to the Transaction Details list.
24 Click Submit Transaction. The system issues the part(s), saves the record, and creates a stock transaction of type I for the issuing store with a negative quantity for the issue.
Notes: To print labels for the issue transaction, click Print Label(s).
To record a stockout for a part, select the part, and then click Record Stockouts. Refer to "Recording Stockouts for Parts."
Issuing Parts to Multiple Equipment Work Orders
Issue parts from stores to multiple equipment work orders. Refer to "Adding Equipment to Work Orders to Split Work Order Costs" in Chapter 5 Work Management.
Follow these steps to issue parts to multiple equipment work orders.
1 Open the Issue/Return Parts form.
2 Store—Enter the store from which to issue the part(s). If a default store is defined for the current user, the system automatically populates Store with the user’s default store.
The system automatically populates Date with the current system date and Transaction Type with Issue to enable issue functionality.
3 WO – Activity—Enter the multiple equipment work order/activity to which to issue the part.
The system automatically populates Equipment with All Equipment. The system also populates Related Work Order, Cost Code, and Department from the selected WO – Activity. Equipment is required and Related Work Order is protected.
If the selected multiple equipment WO – Activity is associated with a project/budget, then the system automatically populates Project – Budget, and it is protected.
If the selected WO – Activity is associated with a pick ticket, the system automatically populates Pick Ticket from the associated WO – Activity or Equipment record.
Notes: The system does not display work orders in the WO – Activity lookup for which the value specified for the ISSDAYS installation parameter has been exceeded.
If the selected multiple equipment WO – Activity has reserved parts and not all parts have been issued, then the system enables the Reserved Items hyperlink. Click Reserved Items to retrieve the relevant part information to the Transaction Details list.
If the selected multiple equipment WO – Activity or any of its related work orders have direct material parts that have been purchased and All Equipment is selected for Equipment, then the system enables the Held Items hyperlink. Click Held Items to retrieve the relevant part information to the Transaction Details list.
4 Equipment—Choose one of the following options if the work order is a multiple equipment work order:
Enter a specific equipment to which to issue the Transaction Qty.
Enter All Equipment to evenly to issue the Transaction Qty. to each equipment record on the work order.
Enter WO Header Equipment to issue the Transaction Qty. to the equipment on the work order header only.
Refer to "Adding Equipment to Work Orders to Split Work Order Costs" in Chapter 5 Work Management.
Notes: The system automatically applies any remainder of the Transaction Qty. that could not be distributed evenly to the last equipment record on the Equipment page of the Work Orders form.
If you select All Equipment and at least one of the related work orders has a Completed status (or equivalent user status), the system displays a message enabling you to select whether to distribute the cost of the issue against all equipment or against only open related work orders regardless of whether the related work orders are Open or Completed (or their user-status equivalents).
5 Cost Code—Enter the cost code for which to issue the part. The system populates the description in the adjacent field.
6 Issue To—Enter the code of the employee to whom to make the issue.
7 Reference Number—Enter a reference number for the issue. The reference number is simply an internal reference number that is not used by the system for any validation.
8 Material List—Enter the material list from which to issue parts for the multiple equipment work order. Refer to
"Adding Parts on a Material List to an Issue" later in this chapter.
9 Pick Ticket—Enter the pick ticket from which to issue parts for the multiple equipment work order. Refer to
"Issuing Parts from a Pick Ticket" later in this chapter. The system automatically selects WO Header Equipment for Equipment and enables the Pick Ticket hyperlink in the Transaction Details.
Note: If a pick ticket is associated with the selected multiple equipment WO – Activity, then you cannot select another value for Equipment other than WO Header Equipment. Pick tickets cannot be used to issue parts across all equipment on a multiple equipment work order or to a specific equipment on a work order.
10 Department—Modify the department of the work order.
11 Date—Modify the date on which to make the issue.
12 Part—Enter the part to issue. The system displays the available quantity, the bin location, and the lot number.
Change the bin location and lot number as necessary.
The system populates Available Qty. with the sum of the quantities of the part in all the bins in the selected Store minus any quantity of the part that is currently allocated to any work orders. Asset ID and Tool Hours are protected.
Notes: You cannot distribute issues of parts tracked by asset to All Equipment on a multiple equipment work order. If All Equipment is selected for Equipment, then the lookup for Part displays only unique parts issued to the work order header or any of the related work orders.
If you are issuing a part tracked by asset to a specific Equipment on a multiple equipment work order, the lookup for Part displays only the parts issued to the individual equipment record on the Related Work Order.
13 Bin—Enter the bin from which to issue the part.
The system enters the default bin for the part if applicable. When you select a Bin, the system updates the Available Qty. with the quantity of the part in the selected Bin minus any quantity of the part that is currently allocated to any work orders from that Bin.
14 Lot—Enter the lot from which to issue the part.
The system automatically populates Expiration Date, Serial Number, and Manufacturer Lot.
15 Transaction Qty.—Enter the quantity of the part to issue.
If the part to issue is tracked by asset, the system automatically selects Track by Asset and enters 1 as the
If the part to issue is tracked by asset, the system automatically selects Track by Asset and enters 1 as the