Creating issue

This page allows you to create an issue document for issuing parts. Tell me more.

• Select the hyperlinked reference document number in the multiline in the “Select Reference Document ” page.

The “Create Issue” page appears.

Note: On launching the page, the system displays the requested part details of the reference document. If the parts have already been issued, then only the reference documents for which the requested quantity is greater than the already issued quantity are displayed.

On launching the page, if the Ref Document is “Maintenance Material Request” and any new parts are available, then the system will not fetch the new parts to the “Part Information” multiline. Only existing part details will be fetched.

The system displays the following field:

The system displays the following fields in the “Issue Information” group box:

• Enter the following field:

Note: You can leave this field blank, only if the numbering type or the default numbering type is set for the specified warehouse, in the “Create Numbering Type” activity of the “Document Numbering Class” business component.

The system displays the following fields in the “Issue Information” group box:

• Enter the following fields:

Note: If the parts must be issued from a warehouse of storage type “Free”, and if the parts are not serial or lot controlled, then the status of the issue transaction automatically changes to “Fresh” on creation.

Note: For issue based on “Repair Order”, “Loan Order” or “Rental Order”, the system displays the lot number and/or serial number available in the respective documents, and automatically changes the status of the issue transaction to “Fresh” on creation.

Note: Ensure that the issue date is lesser than or equal to current server date.

The system displays the following fields in the “Reference Document Information” group box:

Note: The system retrieves the trading partner information based on the following conditions:

1. If the Issue Type is "General Issue" or "Maintenance Issue", the system displays the “Customer #” as the “Trading Partner #”,  “Customer” as “Trading Partner Type” and “Customer Name” as “Trading Partner Name” from the Material Request document.

2. If the Issue Type is "Repair Order Issue", the system displays the “Supplier #” as “Trading Partner #”, “Supplier” as “Trading Partner Type” and “Repair Shop Name” as “Trading Partner Name” from the “Repair Order” business component.

3. If the Issue Type is "Stock Transfer Issue", the system displays the “Trading Partner #”, “Trading Partner Type” and “Trading Partner Name” from the “Stock Transfer” business component.

4. If the Issue type is "Loan Order Issue", the system displays the “Supplier #” as “Trading Partner #”, “Supplier” as “Trading Partner Type” and “Supplier Name” as “Trading Partner Name” from the “Loan Order” transaction component.

5. If the Issue type is "Rental Order Issue", the system displays the “Customer #” as “Trading Partner #”, "Customer" as “Trading Partner Type” and “Customer Name” as “Trading Partner Name” from the “Rental Order” business component.

6. If the Issue Type is "Exchange Issue", the system displays the “Supplier #” as “Trading Partner #”, “Supplier” as “Trading Partner Type” and “Supplier Name” as “Trading Partner Name” from the “Purchase Order” business component.

• Enter the following field in the “Additional Search” group box:

Click the “Get Details” pushbutton to retrieve the details :

Note: If the reference document type is “Maintenance Material Request” or “General Material Request”, only those part details would be retrieved for which the reference document status is neither “Short Closed” nor “Issued”.

If Issue Type is "Repair Order" the system retrieves the core component part number as well as the spares for the repair order issue.

The system displays the following fields in the “Part Information” multiline:

Note: If the PO type is “PBH Exchange” or “Exchange”, the system displays the core part number specified in the purchase order as the issue part number.

Note: If the reference document is “Material Request”, the system also displays the substitute part number in the substitute part number field, if there exists any substitute part number for the requested part in the respective material request document.

Note: For “Maintenance Issue”, the system displays only those requested parts for which the usage is set as “Maintenance” in the “Maintain Planning Information” activity of “Part Administration” business component.

• Enter the following field in the “Part Information” multiline:

Note: Ensure that you have not entered fractional values in the “Issue Qty” field, if the “Fractions Allowed” field is set to “No”, for the transaction UOM entered above, in the “Create UOM Information” activity of the “Unit of Measurement Administration” business component.

Note: If the issue type is "Stock Transfer Issue", you cannot modify stock status for the parts specified in the "Stock Transfer Transaction" document from the interacting “Stock Transfer” business component.

Note: Ensure that for an issue based on “PBH Exchange PO”, the stock status of the part is set to “PBH”. For an issue based on “Exchange PO”, the stock status of the part should be with Ownership attribute as "Internal".

The system displays the following fields:

Note: For "Repair Order" issue, the issue basis for core component will be displayed as "Returnable", if the core return option is set to "No change Allowed" in the "Create Repair Order" activity of the "Repair Order" business component. If the core return option is set to other than "No change allowed", the issue basis will be displayed as "Core Returnable".

Note: For maintenance issue based on a “Component Work Order” with material type set to “Main Core”, the issue basis will be displayed as “Returnable”.

• Enter the following field in the “Part Information” multiline:

Note: The expected return date need to be entered for  a returnable part,as it enables the system to keep track of incoming  material  with  respect to the demand

The system displays the following fields:

Note: Ensure that only one record is selected in the multiline.

Note: For issue types “Maintenance Issue” and “General Issue”,

1. If there is a trading partner defined in the header, the parts available in the multiline must be either owned by the trading partner, or by Internal or by both.

2. If there is no trading partner defined in the header, the parts in the multiline must have the stock status with its ownership attribute as “Internal” or “Supplier”. This is not applicable for the parts having stock status set as “Consignment”.

• Click the “Get” pushbutton to get the substituted part as the issue part.

The system retrieves the alternate parts from the “Part Administration” business component based on the “Order of Preference” set in the “Set Options” activity of the “Stock Demand Management” business component or from the Configuration” business component based on the “Position Specific Alternate Parts” defined for the part attached to an aircraft . The alternate parts are thus retrieved irrespective of the “Alternate Warehouse” and the “Alternate Stock Status” of the part.

Note: If the Material Request has reference to the Customer, the system considers the “Customer Specific Alternates” part as the substitute part.

Note: If the Order of Preference is not specified in the “Set Options” activity of “Stock Demand Management”, the system considers the direct alternate part as the first preference, the customer specific alternate part as the second preference and the conditional alternate parts as the last preference.

Note: The system retrieves the substitute parts only for the Issue Types “Maintenance Issue”, “General Issue” and “Rental Issue”.

Note: The system retrieves only the Substitute Part that is available in the reference Material Request Document, if “Alternate Allowed?” is set to “Specific Alternate” in the “Create Material Request” activity of the “Material Request” business component. If no value is selected in the “Alternate Allowed?” field, the system retrieves all the alternate parts based on the “Order of Preference” specified in the “Set Options” activity of the “Stock Demand Management” business component.

Note: If the user clicks the "Get" button more than once, the system retrieves the Alternate Part based on the “Order of Preference” specified in the “Set Options” activity of the “Stock Demand Management” business component.

Note: The system displays the Substitute Part as the Issue Part in the “Issue Part” field, only if the Substitute Part has been specified for the Requested Part.

Note: For “Maintenance Issue” and “General Issue”, the substitute part number, description and criteria will be displayed only if the option “Alternate Allowed” is set as “Yes” in the “Maintain Alternate Part Nos” activity of the “Part Administration” business component, pertaining to the Order of Priority defined here.

Note: For an issue based on the “Material Request” reference document type, the system displays the substitute part number description and criteria only if the material request allows alternate parts, and if the alternate part is of the condition defined in the “Material Request”.

Note: For issues based on rental order, the substitute part number description and criteria will be displayed only if the option “Allow Alternate Part # For Issue” is set as “Yes” in the “Set Options” activity of the “Rental Order” business component.

Note: If the option “Alternate Allowed” is set as “No” in both the “Material Request” reference document and the “Rental Order” reference document, the system displays “Not Allowed” in the “Substitute Part #” and “Substitute Part Description” fields.

Note: The system displays the substitute part as the issued part only if the “Alternate Type” is “Allowed” or “Specific Alternate” in the reference “Purchase Order” document.

Note: If the “Alternate Type” is “Allowed” and if there are multiple alternate parts available for the requested part, the system retrieves the alternate/substitute parts as the issued parts based on priority, on clicking the “Get” pushbutton subsequently.

• Enter the following in the “Other Details” group box:

The system displays the following in the “Attachment” group box:

• Click the “View File” link provided alongside, to view the issue document file details.

• Select the part in the multiline, to mark the issue part for deletion.

• Click the Delete icon in the tool bar above the multiline, to delete the issue parts selected in the multiline.

• Click the “Get” pushbutton to get the substituted part as the issue part.

• Click the “Create Issue” pushbutton, to create the parts issue.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

Note: If the “Part # - Model # Effectivity Check” is set as “Enforce” in the Set Options activity of Stock Maintenance business component then the

a) The system checks whether any Aircraft Reg # is available in the Ref Document # and fetches the Aircraft model for the Aircraft Reg #.

b) The system also checks whether any Aircraft Model # affectivity is available for the Issue Part # and also ensures that the Aircraft model is mapped to the Issue Part #.

The system performs the following actions after clicking the “Create Issue” pushbutton:

• Ensures that the login user has access rights to the specified warehouse from where the part is being issued.

• The issue number is generated according to the numbering type selected. If the numbering type is not selected, the system generates the issue number based on the numbering type set for the specified warehouse, in the “Document Numbering Class” business component. However, if the reference document type is “Shop Work Order” and if the process parameter “Numbering Type for Maintenance Issue” under the entity type “Shop Work Order Type” and entity “User-Defined Entities” in the “Defined Process Parameters” activity of Common Master is set as a valid numbering type, the system generates the issue # on the basis of the identified numbering type. However, if the process parameter is Null, the issue # is generated in accordance with the default numbering type set for the “Maintenance Issue” transaction in the Document Numbering Class component.

• The line numbers are generated for the line items.

• The system ensures that the status of the issue document is set as “Fresh”

• 1. if the picking strategy for the part is “Automatic”.For parts with “Requirement Type” as specific, the picking strategy will be “Manual”.

  2. if the entire requested quantity for all parts is “Hard Allocated”.

• After manual creation of the Issue document in either Draft or Fresh status, the system ensures that Hard Allocation is done in the  “Stock Maintenance” business component for Issues with Material Request, Stock Transfer Issue, Repair Order Issue, Loan Order Issue, Rental Order Issue and Exchange Issue as reference documents. This is based on the following conditions:

1. The "Hard Allocation Required" check box must be selected in the “Material Request” business component.

2. The "Allocable" check box must be checked in the "Maintain Planning Information" page of the “Part Administration” business component.

3. The Stock Status with Status Attribute "Allocable" must be mapped as "Yes" in the “User Defined Stock Status” business component.

4. The "Allow Reservation/Hard Allocation" check box must be selected for the specific Warehouse from where the Issue is happening in the “Storage Administration” business component

5. The same part for the same Ref. Doc #/MR # must not have been allocated earlier.

6. For a specific Ref. Doc # - Part # - Lot #/ Serial # - WH-Zone-Bin combination, if Hard Allocation happened partially at the time of Material Request, you require to Hard Allocate the balance requested quantity. This is applicable if stock is available for the requested part, in the specified Serial/Lot in the specified Warehouse-Zone-Bin.

• The system ensures that the issued part is the same as the requested part, if the issue type is “PBH Exchange  Issue” or “Exchange Issue”. If the issued part is not the same as the requested part, then the issued part must be the one-way altenate part or two-way alternate part of the requested part, as defined in the “Part Administration” business component. The issued part must be of the same condition as defined for the requested part in the reference document.

• The system ensures that for the issue type as “Loan Order” the issued part is the same as the received part. However, if the Loan Order Type is “Exchange”, the issue of alternate part # is allowed.

• If the reference document selected is of type “Repair Order”, then the system ensures that the status of the repair order is “Released”, “Quoted”, “Confirmed”, “Amended” or “Authorized”. Else, the system throws an error message.

• If the reference document selected is of type “Repair Order Issue”, then the system ensures that the status of the Repair Order is in "Released", "Quoted",  "Confirmed", "Amended", "Under Authorization", "Returned" or "Authorized" statuses.

• The system ensures that for “Maintenance Issue”, “General Issue” and “Stock Transfer Issue”, the  quantity of part issued is greater than or equal to the “Minimum Issue Qty” set for the part in the “Maintain Planning Information” activity of the “Part Administration” business component.

• The system ensures that the “Issue Quantity” is less than or equal to the “Pending Issue Qty”.

• For maintenance issue, the system issues the quantities of parts that are associated only with the reference material request document.

• The system checks whether the transaction UOM and stock UOM defined for the part are different and converts the same.

• The system updates the issue details in the corresponding “Material Request",  "Component Work Order", “Stock Transfer”, Repair Order”, “Rental Order”, “Exchange Issue”, “PBH Exchange Issue” or “Loan Order” business components, based on the reference document type and issue type.  

• The system ensures the following when the stock status of the part is set as “Customer Goods”:

1. “Component Work Order” must have been raised for a customer order.

2. The part is issued to the customer, who is identified as the owner of the part in the “Aircraft” business component, and on whom the “Component Work Order” is raised.

• For issue based on “Repair Order”, “Loan Order”, “Rental Order”, the system displays the lot number and/or serial number available in the respective documents, and automatically changes the status of the issue transaction to “Fresh” on creation.

Note: For repair order issue, even if the lot number and/or serial number is displayed, the issue document will attain the “Fresh” status only when spares are not shipped along with the requested part.

• The system saves the login user id as the created by and the server date as the created date.

• The system creates a planned receipt in the “Stock Planning” business component for all the issued parts, if the issue basis is “Returnable” and the reference document type is other than “Rental Order” or “Loan Order”.

• The system maintains the account code for each of the line item by retrieving these details from the “Account Rule Definition” business component.

Note: For Issue types “Repair Order Issue", "Sub Contract Order Issue", "Rental Order Issue" and "Loan Order Issue", the system allows part issue only in the stock status specified in the respective reference documents.

Note: For Issue Type “Exchange Issue”, the following conditions are applicable:

1. If the PO Type is “PBH-Exchange”, the system allows the part issue only in the stock status specified in the “PBH”.

2. If the PO Type is “Exchange”, the system allows the part issue only in the stock status with Ownership Attribute as “Internal”.

Note: For Issue Types "General Issue" and "Maintenance Issue", the system allows issue of only those parts whose stock statuses are defined in “User Defined Stock Status” business component against the Requested Part Stock Status.

Note: For Issue Types “General Issue” and “Maintenance Issue” (Having MR Document as Reference Document), if the "Request For" in the reference MR is

1. "Internal", ensure that only Stock Status with Ownership Attribute as either "Internal" or "Supplier" is selected for the Requested Part, provided the Consignment Stock Status is not allowed.

2. "Customer", ensure that only Stock Status with Ownership Attribute as "Customer" or defaulted Stock Status in the reference document is selected for issuing the Requested Part.

3. "Customer and Internal", ensure that only Stock Status with Ownership Attribute as either "Customer” or "Internal" is selected for the Requested Parts.

Note: For Loan Order issues, if the “Loan Order Type” is “Exchange”, the system allows the stock status of the issued part to be different from that of the loaned part. But the stock status of the alternate part issued for the loaned part should be in an ‘Internal’ stock status as set in the ‘Loan Order’ document.

Note: MMD is printed in the Issue Warehouse if the issue type is either “Exchange Issue” or “PBH Exchange Issue” or “Loan Order Issue” or “Rental Order Issue” and if the issue document is in “Fresh” status. MMD will be printed as the issue document acquires “Fresh” status and it will be printed only once. In the case of Exchange/PBH Exchange and Loan Order Issues, “Supplier” will be printed in the MMD document and in the “Requestor Remarks” field, the following text will be printed in bold “Ship the parts to Supplier : <Supplier #>, <Supplier Name>”. In the case of Rental Order Issues, “Customer” will be printed in the MMD document and in the “Requestor Remarks” field, the following text will be printed in bold “Ship the parts to Customer : <Customer #>, <Customer Name>”.

• For Exchange/PBH-Exchange issues based on Exchange/PBH-Exchange PO, you can create issues for only for parts with core status ‘Open’ or “Core Due”.

• The system computes the issue value based on the Valuation method, Issued Value = Sum (Issue Quantity*Rate).

Conversion of Transaction UOM to Stock UOM

When the transaction UOM is different from the stock UOM, conversion of the issue quantity from transaction UOM to stock UOM takes place. UOM conversion involves the following steps:

• The system checks whether the transaction UOM entered is different from the stock UOM defined for the part in the “Create Parts Main Information” activity of the “Part Administration” business component.

• If the transaction UOM is different, then the system converts the issue quantity from the Transaction UOM to Stock UOM.

• If you have entered a fractional value in the “Issue Quantity” field, then the system checks whether the Stock UOM allows fractional values. If so, the issue quantity gets rounded based on the option set in the “Option Settings” activity. Ensure that the rounding off does not result in zero quantity.

Note: The system also checks whether the value specified in the “Issue Quantity” field is greater than or equal to the value that is already specified as “Minimum Issue Qty” for the part in the “Create Parts Main Information” activity of the “Part Administration” business component. An error message will be displayed, if the quantity to be issued is lesser than the minimum issue quantity set for the part.

• The system sets the status of the issue as “Draft” when the warehouse type is “Normal” and when the parts to be issued from the “Free” warehouse are serial number or lot controlled. Otherwise the details are saved for the free warehouse and the status of the issue is set as “Fresh”.

To proceed, carry out the following

• Select the “Edit Storage Information” link at the bottom of the page, to enter the storage information for the selected part.

• Select the “Edit Issue” link at the bottom of the page, if you wish to modify the details of the  issue.

• Select the “Confirm Issue” link at the bottom of the page to confirm the issue details.

• Select the “Inquire Stock Availability” link at the bottom of the page to view the availability of the stocks.

Refer to “View Warehouse Stock Balance – A summary of the activity” of the “Stock Maintenance” business component for further details.

• Select the “Inquire Stock Availability of Substitute Parts” link at the bottom of the page to view the stock availability of the alternate part.

Refer to “View Warehouse Stock Balance – A summary of the activity” of the “Stock Maintenance” business component for further details.

• Select the "Generate MMD Report" link at the bottom of the page to generate the material movement documents report.

• Select the “Record Hazmat Compliance” link at the bottom of the page to record the hazmat compliance.

Creating issue – An overview

The work order is a document created for carrying out the maintenance work on the component/aircraft. The parts that are necessary for performing the various tasks of the work order are specified in the work order itself. Based on the reference document such as “General Material Request”, Repair Order", "Stock Transfer", "Loan Order", "Rental Order", "Exchange PO", "PBH Exchange PO", "General PO", "Express PO" or "SCO", an issue transaction is created that allows the issue of necessary parts from the inventory to the appropriate organizational units. This page allows you to create an issue document for issuing parts.

Lot Controlled and Serial Controlled items

For the purpose of easy tracking, certain parts in the inventory are categorized as “Lot Controlled”, “Serial Controlled” and “Lot and Serial Controlled”.

•  Lot Controlled – When a lot enters a warehouse, it is assigned a lot number by which all the parts of the lot will be referred to, in the future transactions. Whenever the part is issued or returned, the lot number must be specified. This helps in situations when a particular part is found defective, and when corrective action is to be taken immediately. By specifying the lot number, you can easily track the other parts found in the same lot and carry out the necessary action.

• Serial Controlled – The individual parts that needs tracking can be classified as “Serial Controlled” items. If the part is serial controlled, a serial number is generated when the serial number enters the warehouse. This serial number must be specified when the part is involved in different transactions.

• Lot and Serial Controlled – When the part is both lot and serial controlled, it can be tracked by entering the lot number and the serial number.

This page allows you to create issue document based on the numbering type selected. You can specify the issue details such as the issue type, status, issue category, user status, issue date and remarks pertaining to the expendables issue document.

Status of issue document

The issue document can attain the following statuses:

• Draft – When the issue document is created. This status also indicates that some storage information is yet to be entered in the other pages. For instance, if the warehouse from which the parts must be issued is of type “Normal”, then the details of zone and bin must be entered. For a “Free” type warehouse, if the parts are serial controlled or lot controlled, then the serial number and lot number details must be entered.

• Fresh – When all the information is entered for the issue document. An issue document attains this status on creation, when the warehouse is of “Free” type and the parts are not serial controlled or lot controlled.

All the requested part details are displayed by the system from the reference document. You can enter the part number issued, the number of parts issued, transaction UOM, and the stock status.

Transaction UOM and Stock UOM

Stock UOM refers to the unit of measurement specified for the part in the inventory. Transaction UOM refers for the unit of measurement entered for the part during the transaction. For a part, if the transaction UOM is different from the stock UOM, the issue quantity must be converted from transaction UOM to stock UOM.

Conversion of Transaction UOM to Stock UOM

UOM conversion involves the following steps:

• The system checks whether the transaction UOM entered is different from the stock UOM defined for the part in the “Create Parts Main Information” activity of the “Part Administration” business component.

• If the transaction UOM is different, the system converts the issue quantity from the Transaction UOM to Stock UOM.

• If you have entered a fractional value in the “Issue Quantity” field, the system checks whether the Stock UOM allows fractional values. If so, the issue quantity gets rounded based on the option set in the “Option Settings” activity. Ensure that the rounding off does not result in zero quantity.

• Also, the system checks whether the value specified in the “Issue Quantity” field is greater than or equal to the value that is already specified as “Minimum Issue Qty” for the part in the “Create Parts Main Information” activity of the “Part Administration” business component. An error message will be displayed if the quantity issued is lesser than the minimum issue quantity set for the part.

The system creates the issue document and sets the status as “Draft” or “Fresh”, depending upon the warehouse type and the part control type.

What you can do in this page

Specify issue quantity

Specify transaction UOM

Specify issue quantity

You can enter the number of parts  that must be issued.

• Enter the quantity in the “Issue Qty” field.

Specify transaction UOM

The unit of measurement of the part in which the transactions are made, can be entered.

• Enter the UOM in the “Transaction UOM” field.