Creating unplanned issue

This page allows you to create unplanned issue. Tell me more.

Select the “Create Unplanned Issue” link under the “Stock Issue” business component.

The “Create Unplanned Issue” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

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

Issue #

A unique number identifying the unplanned issue. This number is generated and displayed by the system, when the “Create Unplanned Issue” pushbutton is clicked. The number is displayed with the corresponding prefix and suffix of the numbering type selected in the “Numbering Type” field. The number is incremented from the last number available in the “Document Numbering Class” business component.

Enter the following fields in the “Issue Information” group box:

Numbering Type

Use the drop-down list box to select the numbering type for the unplanned issue transaction. Mandatory. The system lists all the numbering types defined in the “Create Numbering Type” activity of the “Document Numbering Class” business component, that are in the “Active” status for the transaction type as “Unplanned Issue”.

Note: You must not select a numbering type that is mapped to a group company, if the unplanned issue is being created for the login company.

However, if you are creating the unplanned issue for a group company and, if "Separate Numbering Type for Trading Partner Transactions" between the login company and the group company is ‘1’ in the Maintain Options for Partner Transactions activity of Organization Setup, the system automatically generates the unplanned issue # on creation based on the numbering type set for the Unplanned Issue transaction between these companies in the same activity. If "Separate Numbering Type for Trading Partner Transactions" is set as ‘0’, you can select the numbering type for generating the unplanned issue #.

Warehouse #

Use the drop-down list box to select the warehouse for the Unplanned Issue transaction. Mandatory. The system lists the warehouse numbers that have already been defined in the “Create Warehouse Information” activity of the “Storage Administration” business component, that are in the “Active” status.

The system displays the following:

Description	The textual description of the warehouse.
Issue Type	The type to which the issue belongs. The system displays “ Unplanned Issue”.

Enter the following fields:

Status	Use the drop-down list box to assign a status to the unplanned issue document, which could be “Draft” or “Fresh”. The system by default lists the values specified in the Document Numbering Class business component for the transaction type as “Unplanned Issue” .
	Draft – Select this status when the details of the unplanned issue are not completely entered.
	Fresh – Select this status when all the mandatory details of the unplanned issue have been completely entered.

Note: If the Issue Warehouse is “Free” and if all the parts are not serial or lot controlled, then the document can be created in “Fresh” status. If the stock status of the part(s) in the issue document is “PBH”, the issue document can be created only in “Draft” status.

Issue Category	Use the drop-down list box to select the category of the unplanned issue. The system lists all the issue categories defined in the “Create Quick Codes” activity. Leave this field blank, if you do not wish to specify the issue category. The system leaves the field blank by default.
User Status	Use the drop-down list box to assign a user-defined status for the unplanned issue. The system lists all the user statuses defined in the “Create Quick Codes” activity. Leave this field blank, if you do not wish to specify the user status for the issue. The system leaves the field blank by default.
Ref Document #	The number identifying the reference document, based on which the unplanned issue is created (Alphanumeric, 40). This document could be an inter-office memo.
Issue Date	The date on which the parts are issued to the requesting organizational unit (Date Format). If you leave this field blank, the system stores the server date as issue date on clicking the “Create Unplanned Issue” pushbutton.

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

Enter the following fields in the “Issue To” group box:

Aircraft Reg #	The registration number identifying the aircraft for which the parts must be issued (Alphanumeric, 30). The system ensures that the aircraft registration number is valid and in “Active” status as defined in the “Aircraft” business component. Help facility available..
Discrepancy #	The number identifying the discrepancy for which the parts must be issued (Alphanumeric, 40). Help facility available.
Work Center #	The number identifying the work center for which the parts must be issued. (Alphanumeric, 30). The system ensures that the work center number is valid and in “Active” status as defined in the “Work Center” business component. Help facility available.
Station	The station for which the parts must be issued. Help facility available.

Enter the following fields in the “Trading Partner Information” group box:

Trading Partner Type

Use the drop-down list box to select the trading partner type. The system lists the following options:

Supplier – Indicates that the part has been received from the supplier.
Customer – Indicates that the part has been received from the customer.

The system leaves the field blank by default.

Ensure that a value is selected in this field, if the trading partner number is entered. For an unplanned issue of PBH parts, the trading partner type must be set to “Supplier”.

Trading Partner #

The code identifying the trading partner (Alphanumeric, 45).

Ensure that the number entered here is a valid Customer # as defined in the “Customer” business component if the Trading Partner Type is Customer.

Ensure that the number entered here is a valid Supplier # as defined in the “Supplier” business component if the Trading Partner Type is Supplier.

Ensure that a value is specified in this field, if the trading partner type is entered.

Ensure that the "Trading Partner #" filed is entered, if you select any Part in the multiline whose stock status has the Ownership Attribute as either "Customer" or "Supplier".

Help facility available.

The system displays the following:

Trading Partner Name

The name of the trading partner.

Enter the following fields in the “Accounting Details” group box:

Account Usage

Use the drop down list box to select the type of the account to be used. The system lists all the “Active” user defined “Usage” as defined in the “Account Rule Definition” business component.

Data entry in this field is mandatory, if

There exists a line item, which has “Stock Status” with ownership attribute as “Internal”.
And the issue document has at least one part whose expense type is not “Capital”.
Or there exists another part whose issue basis is not "Returnable”.
There exists an interaction between the current component and the “Account Rule Definition” business component.

Note: 1) You must select account usage for the unplanned issue, if any of the part has the expense type as ”Revenue”, or if issue basis of any part is other than “Returnable”. 2) Do not enter account usage, if: (i) Part ownership is Customer. (ii) Part ownership is Supplier and, stock valuation for the supplier of the part is not required. (iii) Expense type for the part is Capital. However, if stock valuation is mandatory for a supplier-owned part, the stock status must also support valuation. Alternately, the reverse of this must also be true.

Costing Usage

Use the drop down list box to select the type of the costing to be used. The system lists all the “Active” user defined “Usage” as defined in the “Costing Center Rule Definition” business component.

Data entry in this field is mandatory, if

The issue document has at least one part whose expense type is “Revenue”.
There exists another part whose issue basis is not "Capital".
There exists a line item that has “Stock Status” with ownership attribute as “Internal”.

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

Line #

The sequential line number generated by the system for every requested part listed in the multiline.

Enter the following in the “Part Information” multiline:

Issue Part #

The number identifying the part, that is to be issued (Alphanumeric, 40). Mandatory. This can be the part number requested or the alternate part number specified for the requested part number in the “Create Parts Main Information” activity of the “Part Administration” business component. Ensure that the part number is set as “Maintainable”, in the “Part Administration” business component and the planning status of the part is “Active”.

Help facility available

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

Part Description

The textual description of the issued part.

Enter the following fields in the “Part Information” multiline:

Issue Qty.	The number of parts that are issued (Decimal). Mandatory. Ensure that the value entered is positive. This value should not be in fractions, if the transaction UOM does not allow fractions.
Txn UOM	The unit of measurement for the part (Alphanumeric, 10). Mandatory. Ensure that the UOM is already defined in the “Create UOM Information” activity of the “Unit of Measurement Administration” business component and is in “Active” status.
	Help facility available.

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 Trading Partner is specified for an issue, ensure that all the Parts are either Owned by the same "Trading Partner" as mentioned in header or Owned by Internal, or both.

Stock Status

Use the drop-down list box to select the user-defined stock status, which has to be issued. The system lists all the ‘Active’ system defined and user defined stock statuses mapped for the transaction type “Unplanned Issue” in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component. By default, the system sets this field to the stock status that is specified as default for the transaction type.

The system displays the following fields:

Part Type	The type to which the requested part belongs.
Part Control Type	The part control type of the requested part, which could be one of the following:
	Lot Controlled – indicates that the part is lot controlled.
	Serial Controlled - indicates that the part is serial controlled.
	Lot & Serial Controlled - indicates that the part is lot and serial controlled.
	None – indicates that the part is not lot or serial controlled.
Issue Basis	The basis on which the part is issued, that is, whether it is returnable or non returnable or core returnable.

Enter the following:

Exp Return Date	The date on which the part being issued must be returned (Date format). Data entry in this field is mandatory, if part has been issued on ‘returnable’ basis, in the “Issue Basis” field.
Remarks	Any additional remark or comment pertaining to the unplanned issue (Alphanumeric 255).

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

Issue to Employee	The employee to whom the parts are issued.
The “Other Details” group box displays the following.
Employee Name	The name of the employee to whom the part was issued.
Enter the following in the “Other Details” group box:
User Defined Detail – 1	Any other additional details pertaining to the creation of unplanned issue (Alphanumeric, 25).
User Defined Detail – 2	Any other additional details pertaining to the creation of unplanned issue (Alphanumeric, 25).
Remarks	Any other additional comment pertaining to the creation of unplanned issue (Alphanumeric, 255).

Enter the following in the “Attachments” group box:

File Name

The name of the file used for document reference that is associated to the unplanned issue (Alphanumeric, 50).

Help facility available.

Select the “View File” link provided alongside, to view the reference file details.

Note: For an unplanned issue, the system validates if the stock status of any one of the part in the multiline is “PBH”, then all the parts in the multiline is also of “PBH” stock status.

The system ensures that the parts in the multiline are already defined as “Under PBH” with the “Trading Partner #”, in the “Supplier” business component.

Click the “Create Issue” pushbutton, to create the unplanned 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 # effectivity 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:

The system checks the user rights of issuing the required part from the specified warehouse , zone or the bin.
The system saves the login user id as the created by and the server date as the created date.
The system ensures that the user enters the return date ,when a Issue has been made for a “Returnable part”, to keep track of the incoming part with respect to the demand.
After manual creation of the Issue document either in Draft/Fresh status for Issues with MR as reference document, the system ensures that Hard Allocation is carried out in the “Stock Maintenance” business component. It will be based on the following conditions:

The "Hard Allocation Required" check box must be selected in the “Material Request” business component.
The Part must be "Allocable" in the "Planning Information" page in the “Part Administration” business component.
The Stock Status with Status Attribute "Allocable" must be mapped as "Yes", in the “User Defined Stock Status” business component.
The "Allow Reservation/Hard Allocation" check box must be selected for the specific warehouse from where the Part is being issued.
The same Part for the same Ref. Doc #/MR # must not have been allocated earlier.
If there was partial hard allocation for a specific Ref. Doc # - Part # - Lot #/ Serial # - WH-Zone-Bin combination, at the time of Material Request, you require to hard allocate the balance requested quantity. This is applicable if Stock is available for the specific requested Part, in the specified Serial/Lot in the specified Warehouse-Zone-Bin.

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”.

To proceed, carry out the following:

Select the “Edit Issue” link at the bottom of the page, to modify the unplanned issue.

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

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 "Confirm Unplanned Issue" link at the bottom of the page, to confirm the unplanned issue.
Select the “Record Hazmat Compliance” link at the bottom of the page to record the hazmat compliance.

Creating unplanned issue – An overview

This page allows you to create unplanned issue. An unplanned issue does not have a Work Order or Material request or Repair order or Stock transfer order as a reference document. It could probably have an inter-office memo as the reference document.

You can enter the issue information such as the category of the issue, the warehouse that would issue the parts, status of the issue, user defined status, reference document number and the issue date. The part details such as the issued part number, quantity issued, the status of the stock, the unit of measurement of the issue and the return date must be entered in the multiline.

You can assign a “Draft” status to the unplanned issue, if the details have not been entered completely. Once the information is complete, the issue can be assigned the “Fresh” status.

What you can do in this page

Specify a numbering pattern to generate the unplanned issue document number

You can select a numbering type for the unplanned issue. A unique number will be generated by the system, based on the numbering type you select in this page.

Select the numbering type in the “Numbering Type” drop-down list box.

On clicking the “Create Unplanned Issue” pushbutton, the system generates the issue number using the selected numbering type.