Confirm Issue

• Select the “Confirm Issue” link under the “Stock Issue” business component.

The “Confirm Issue” page appears.

The system displays the following field:

Search for the issue document

• Enter the following fields in the “Search Criteria” group box, to search for the issue document. Data entry in the following fields is optional:

Note: The system retrieves only the issue documents in “Fresh” status.

• Click the “Search” pushbutton, to display the search results:

Note: The system checks for the rights of authorization for the user in the “Workflow Management” business component and retrieves all those stock transfer order for which the current user is been assigned the rights of authorization.

The system displays the following fields in the “Search Results” multiline:

• Enter the following field in the “Search Results” multiline:

The system displays the following fields:

• Check the box in the multiline, to mark the issue document for confirmation or cancellation.

To confirm issue

• Click the “Confirm Issue” pushbutton, to confirm the issue.

Note: 1) If the “Part # - Model # Effectivity Check” is set as “Enforce” in the Set Options activity of Stock Maintenance business component;

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 #.

2) Hazmat Compliance should be recorded for all the Hazardous parts in the Issue document if the option for Hazmat Compliance for Issue Type (Exchange Issue, General Issue, Loan Order Issue, Maintenance Issue, Packslip Issue, PBH Exchange Issue, Rental Order Issue, Repair Order Issue and Stock Transfer issue) is set as “Enforce Compliance” in “Set Inventory Process Parameters” activity of the Logistics Common Master business component. Else the system will throw an error message.

3) The system does not allow for confirmation of a maintenance issue involving a spare part for which technical records update is pending, if the process parameter "Allow Issue of Component pending Technical Records Update?" is set as '0' under the entity type Tech Records Process Control of the entity type Records Update in the Define Process Entities activity of the Common Master component.

4) The system does not allow the confirmation of a stock issue under the following conditions:

a. If the stock issue has been generated against an Authorized MR with reference to a deferred discrepancy from a closed package. Note: Deferred discrepancies from a closed package are assigned to new packages for resolution. New material requests against the deferred discrepancy are generated and authorized in the new package.  On confirmation of the issue documents against the new material requests, the old material requests are short closed and any related issued documents are cancelled.

b. If the work center of the material request is different from task / discrepancy work center.

5) On confirmation of issue, if the process parameter “Automatic tracking of parameter value based on Rental Issue in place of attachment” under the entity type “Capacity Maint. Planning” in the Define Process Entities activity of Common Master is set as 0 for ‘Required’, the attachment date and time of the issued component is set to the issue confirmation date and time and the reference document # for the installation is set to the issue document #.

The system performs the following on clicking the “Confirm Issue” pushbutton:

• For part being issued the shelf life period must be greater than zero.

• The system ensures the “A/C Maint. Exe. Ref. Doc #” is not in Fresh, Cancelled or Closed status if the issue document has been created to satisfy the material request(s) of an “A/C Maint. Exe. Ref. Doc #”.

• The system checks the Task # corresponding to the MR# against which parts are issued is not blank if the reference document for the Material Request is “A/C Maint. Exe. Ref #” and the “A/C Maint. Exe. Ref #” is not  left blank in the MR document.

• If the available part quantity reduces below or equals the “Min-Max Level” or the “Reorder Level”, the system automatically replenishes the part quantity.

• If the available part quantity (sum of Internal-owned and Supplier-owned)  drops below or equals the “Min-Max Level” or the “Reorder Level”  and if the “Replenishment Action on Resetting Min/Reorder Qty” is set as “Yes” in the “Set Options” activity of the  “Stock Maintenance”business component, the system automatically replenishes the part quantity.

• On stock issue of a part, if stock quantity drops below (Min Qty – Max Qty)/Reorder Level in the warehouse mapped to a group company, the system generates purchase order/purchase request/stock transfer in accord with the replenishment activity defined for the warehouse. In addition, if the process parameter “Include Supplier Stock other than 'PBH' during Replenishment?" under category Replenishment is set as ‘1’ in the Set Inventory Process Parameters activity of Logistics Common Master, the system also includes the supplier-owned stock quantity (other than ‘Under PBH’) in the replenishment computation. Alternatively, no supplier-owned parts will be considered for arriving at the replenishment quantity, if “Include Supplier Stock other than 'PBH' during Replenishment?" is set as ‘0’.

Illustration

Warehouse level planning parameter definition

Stock details of part P1 in warehouse ATWH

Replenishment triggering scenarios

• If the planning type of the prime part of the part issued is "Reorder Level" and the "Reorder Activity” is at Location Level, the system generates the purchase order, purchase request or stock transfer document based on the planning details defined in the “Part Administration” business component, when the stock  reduces below the reorder level set for the prime part.

• If the planning type of the prime part of the part issued is "Min-Max Level" and the "Reorder Activity” is at Location Level, the system generates the purchase order, purchase request or stock transfer document based on the planning details defined in the “Part Administration” business component, when the stock reduces below the min-max level set for the prime part.

Note: The document number for the purchase order, purchase request or the material request, is generated based on the numbering type set in the “Set Options” activity of the “Stock Maintenance” business component.

Note: The purchase request generated for auto replenishment of the parts will be of type “Owned” and of priority “Normal”.

Note: For replenishment, the system considers only those parts:

1. having  “Replenishment Activity By” set to “Stock Transfer” in the “Part Administration” or “Storage administration” business component.

2. whose stock status attributes “Nettable” and “Ownership-Internal” are set as “Yes” in the “User Defined Stock Status” business component.

3. whose stock status is the default internal stock status defined in the “User defined Stock Status” business component.

• The system ensures that the specified user status is mapped to one of the transaction types “Maintenance Issue”, “General Issue”, “Stock Transfer Issue”, “Repair Order Issue”, “Loan Order Issue”, “Exchange PO”, “PBH Exchange PO”, “Subcontract Issue” or “Rental Order Issue”, as defined in the “User Defined Stock Status” business component.

• If transaction UOM is entered, which is different from the stock UOM, then the system checks whether part dependent conversion exists for the part in the "Part Administration" business component. If not, the system checks whether part independent UOM conversion is defined in the "Unit of Measurement Administration" business component.  If that is also not defined, an error will be thrown.

• The quantity specified in the transaction UOM is lesser than or equal to the pending issue quantity in the requested UOM.

• The transaction UOM is in “Active” status.

• 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.

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

• For stock transfer issue, the system updates the corresponding stock transfer order quantity, if some of the line items of the issue document is cancelled due to selective short closure of the reference material request.

• The system checks whether the quantity for the part is entered in fractions, if fractions are not allowed for UOM. If allowed, then the quantity is rounded based on the options set in the “Set Options” activity.

• The system converts the transaction UOM to stock UOM and if fractions are allowed, rounds the fractional value according to the option set in the “Option Settings” activity.

• 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”.

• If the substitute part is  issued, then for all the issue types except rental order issue and loan order issue, the system deletes all the planned and firm demand raised in the “Stock Planning” business component for the requested part with planning type as “Disposition”.

• If the stock status of the part issued is “PBH”, then the system updates the ownership details of the part as “Owned” and also the change details in the “Aircraft” business component.

• For “Exchange PO” issue, the system updates the account details in the “Finance Book Processing” business component.

• For issues based on subcontract order, the system updates the status of the “Subcontract Order” as “Partially Issued” if there exists some pending quantity to be issued, or as “Open”, if all the requested quantities have been issued.

• For issues based on “Exchange PO” or “PBH Exchange”, the system updates the ownership and ownership code of the component as “Supplier” and supplier code, the core status of the purchase order as “Closed” or “Receipt Due" in the respective purchase order document. Also updates the component status as “Inactive” in the  “Aircraft” business component.

• For issues based on repair order of type “Exchange”, the system updates the component and all  subcomponents associated with the component, as “Inactive” in the “Aircraft” business component. The ownership details of the component are not updated.

• For issues based on Exchange/PBH-Exchange PO, the system rotates the Asset Id / Tag from the issued part to the received part, if a ‘Capital’ expense type serial-controlled part with a valid Asset Id / Tag has been issued against the receipt of  a ‘Capital’ expense type serial-controlled part without a valid Asset Id / Tag.

• For issues based on Exchange/PBH-Exchange PO, the system updates the core status of the issued part in the purchase order as shown in the table

• For issues based on “Repair Order”, the system updates the status of the repair order in “Released” status to “Shipped”, if the core component / spares are issued. If the status of the repair order is other than “Released”, then on confirmation of the issue, the status remains the same.

• For issues based on “Loan Order” with part type as “Component”, the system updates the component status as “Inactive” in the “Aircraft” business component.

• For the parts with Expensing Policy set as “Core Value on Phase Out” in the “Maintain Planning Information” activity of the “Part Administration” business component, and having stock status attribute as “Ownership-Internal”, the system ensures that the core value is specified for the part number and the serial number in the “Maintain Core Value” activity of the “Stock Maintenance” business component.

• For the parts of type “Component” with Expensing Policy set as “Core Value on Phase Out” in the “Maintain Planning Information” activity, and having stock status attribute set as “Ownership-Internal”, the system ensures that there exists an Authorized Maintenance Program for the component. This check is not performed if the Authorized Maintenance Program is revised.

• The system ensures that the parts of type “Component” with Expensing Policy set as “Core Value on Phase Out” in the “Maintain Planning Information” activity, and having stock status attribute set as “Ownership-Internal”, should have “Overhaul Value” defined in the “Edit Usage Based Schedule” page of the “Component Maintenance Program” business component, same as the lead parameter unit defined in the “Maintain Maintenance Info. for Part” activity of the “Aircraft” bsuiness component.

• The system posts the account details in the “Account Group” business component. However, if parts owned by a group company for which stock valuation is mandatory are issued and,  if “Enable Automatic Accounting for Inventory Transactions on behalf of Dest. Company is ‘Yes’ between the login organization and the Group Company, account entries are  posted in finance books of the group company.

•  The system computes the issue value for Issue Types such as,

1. "General Issue", "Maintenance Issue", "Rental Order Issue", Stock Transfer Issue", "Repair Order Issue" and "Unplanned Issue", based on the Valuation Method, Issued Value = Sum (Confirmed Quantity*Rate)

2. "Exchange Issue", Issued Value = Sum (Confirmed Quantity*Rate at which GR posted), if GR made first. Otherwise, based on the Valuation Method, the Issued Value = Sum (Confirmed Quantity*Rate)

Note: On confirmation of issue, if there exists any CWO generated for the part, then the system updates the issue cost of the part in the CWO document corresponding to the part #-serial # -lot # combination, on completion of the component work order.

• The system ensures that “Consignment” is not selected as the Stock Status for Issue Types other than “Maintenance Issue”, “General Issue” or “Stock Transfer Issue”.

• The system ensures that the part is under “PBH”, if the Stock Status selected is “PBH”.

The system performs the following tasks subsequent to the confirmation of a loan order issue, if the Loan Order Type is “Exchange”.

• Converts the stock status of the loaned part to “Internal”.

• Shifts the issue cost of the alternate part issued to the received or loaned part for positive stock correction. A Stock Value Correction document is automatically created with “Authorized” status

• Changes the status of the record of the alternate part issued to “Inactive”. Further, converts the ownership of the part to “Supplier” in the Aircraft component, if the issued part is a component.

• Sets the Asset Tag to “Marked for Retirement” in the Management Asset Tracker component, if the Revenue Type of the issued part is “Capital” and, interaction exists between Stock Maintenance and Management Asset Tracker.

• Sets the status of the Loan Order document to “Shipped”.

• Does not allow issue of a Capital part, if "Available balance check for Capex Proposal on conversion of Consignment stock" is Yes and, sufficient CAPEX Proposal # budget balance is not available for the part. This rule applies even to those Capital parts that have undergone stock status conversion from Consignment to an Internal stock status at he time of issue.

To cancel issue

• Click the “Cancel Issue” pushbutton, to cancel the issue.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

The system performs the following on clicking the “Cancel Issue” pushbutton:

• On cancellation, the system updates the reference document based on which the issue was generated with the quantity of part issued.

• On cancellation of the Stock Transfer Issue, Repair order Issue, Loan Order Issue, Rental Order Issue, Exchange Issue, PBH Exchange Issue, General Issue, Maintenance Issue and Unplanned Issue documents, the system deallocates the parts in the “Stock Maintenance” business component. This is applicable for the parts that are serial-controlled, serial and lot-controlled parts, lot-controlled parts and neither serial-controlled nor lot-controlled.

To print MMD

• Click the “Print MMD” pushbutton to print the material movement document.

After Confirmation or Cancellation

The system sets the status of the issue document to “Confirmed” or “Cancelled”, and updates the stock levels for the parts to be issued in the “Stock Maintenance” business component.

The system updates the issue quantity and the issue level in the Hangar Material Request.

The system updates the Maintenance Material Request and General Material Request documents with the issue quantity and issue level. This happens if the issue has been made with respect to the reference document type "Maintenance Material Request", or "General Material Request" and if any substitute part has been issued.

To proceed, carry out the following:

• Select the “View Issue Details” link at the bottom of the page, to view the issue details.

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

• Select the “Record Shipping Note” link to record details for the shipping note for the confirmed stock issue.

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

What you can do in this page

Confirm issue

Cancel issue documents

Confirm issue

• Enter the details in the “Search Criteria” group box, to search for the issue documents that you wish to confirm.

• Check the box in the “Select” column of the multiline, for the issue documents that must be confirmed.

•   Click the “Confirm Issue” pushbutton, to confirm the issue document.

Cancel issue documents

You can  cancel the issue documents that are listed in the multiline.

• Enter the details in the “Search Criteria” group box, to search for the issue documents that you wish to cancel.

• Check the box in the “Select” column of the multiline, for the issue documents that must be canceled.

•   Click “Cancel Issue” pushbutton to cancel  the issue documents.