Confirming or canceling unplanned receipts

This page allows you to search and select the unplanned receipt(s) for confirmation or cancellation. Tell me more.

Select the “Confirm Unplanned Receipt” link under the “Stock Receipt” business component.

The “Confirm Unplanned Receipt” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed

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.

Enter the following fields in the “Search Criteria” group box, to search for the unplanned receipt:

Receipt #

The number identifying the unplanned receipt to be confirmed or canceled (Alphanumeric, 18)

You can enter the number in full, or specify it partially using the “*” character. The system lists all the receipt numbers similar to the one entered here. Leave the field blank, to retrieve all the unplanned receipts in fresh status created in the system

User Status	Use the drop-down list box to select the user status of the unplanned receipt. The system lists all the user status of the “User Status” type defined in the ”Create Quick Codes” activity, and that are in the “Active” status.
From Date	The starting date in the range of receipt dates from which the receipt details must be retrieved (Date Format) The system lists all the unplanned receipts in fresh status that have been raised later than this date. The receipt date must be in the same format as displayed in the “Date Format” field. Ensure that the date entered is earlier than or the same as the system date.
To Date	The ending date in the range of receipt dates until which the receipt details must be retrieved (Date Format). The system lists all the unplanned receipts in fresh status that were raised earlier than this date. The receipt date must be in the same format as displayed in the “Date Format” field.
Warehouse #	Use the drop-down list box to select the warehouse for the “Unplanned Receipt” transaction. 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. Note: The warehouse must be exclusively mapped to the supplier, if the received part is supplier-owned and, stock valuation for the supplier is mandatory. On the contrary, if stock valuation is not required for the supplier, the warehouse you select must not allow valuated parts regardless of ownership.
Receipt Category	Use the drop-down list box to select the receipt category. The system lists all the quick codes of the “Receipt Category” type defined in the “Create Quick Codes” activity and that are in the “Active” status.
Part #	The number identifying the part available in the unplanned receipt you wish to confirm or cancel (Alphanumeric, 40) You can enter the number in full, or specify it partially using the “*” character. The system lists all the unplanned receipts, containing part numbers similar to the one entered here.

Click the “Search” pushbutton, to retrieve the search results.

The system displays the following in the “Search Results” multiline based on the search criteria entered:

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

Receipt #	The number identifying the unplanned receipt
Receipt Date	The date on which the receipt was unplanned created
Warehouse #	The number identifying the warehouse
Receipt Category	The category to which the unplanned receipt belongs
User Status	The user status of the receipt which is defined as a quick code

Select the unplanned receipt in the multiline for confirmation or cancellation. .

Note: At least one row must be selected for confirmation or cancellation.

Ensure the following, if the warehouse is of the “Normal” type and the zone is of the “Free” type:

The storage category and rule must be defined in the “Maintain Storage Allocation & Strategies” activity of the “Storage Administration” business component.

The storage category of the part selected can be either “Shared” or “Exclusive” at the zone level.

The storage rule of the part selected can be either “Also At” or “Only At” at the zone level.

Ensure the following, if the status of the receipt is “Fresh” and the warehouse is of the “Normal” type and the zone is of the “Normal” type:

The storage category and rule must be defined in the “Maintain Storage Allocation and Strategies” activity of the “Storage Administration” business component.

The storage category of the part selected can be either “Shared” or “Exclusive” at the bin level.

The storage rule of the part selected can be either “Also At” or “Only At” at the bin level.

Ensure the following, if the “Capacity Constraint” of the warehouse selected is “Volume” and the type is “Free”:

The “Capacity Constraint” set, as “Volume” must be defined in the “Create Warehouse Information” activity of the “Storage Administration” business component.

All the parts of the stock receipt is in “Volume” and must be defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

For conversion of the “Volume UOM” in the warehouse to the “Volume UOM“ in the stock receipt, ensure that the conversion factor is defined in the “Maintain UOM Conversion” activity of the “Part Administration” business component.

The “Volume UOM” of the part and the “Volume UOM” of the warehouse must be different. Also the conversion factor of the two must be different, as defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

Ensure the following, if the “Capacity Constraint” of the warehouse selected is “Weight” and the type is “Free”:

The “Capacity Constraint” set as “Weight” must be defined in the “Create Warehouse Information” activity of the “Storage Administration” business component.

All the parts of the stock receipt is in “Weight” and must be defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

For conversion of “Weight UOM” in the warehouse to “Weight UOM“ in the stock receipt, ensure that the conversion factor is defined in the “Maintain UOM Conversion” activity of the “Part Administration” business component.

The “Weight UOM” of the part and the “Weight UOM” of the warehouse must be different. Also the conversion factor of the two must be different, as defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

Ensure the following, if the “Capacity Constraint” of the warehouse selected is “Volume” and the zone type is “Free”:

All the parts of the stock receipt are in “Volume” and must be stored in the zone of the “Free” type. These parts must be defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

For conversion of “Volume UOM” in the zone to “Volume UOM“ in the stock receipt, ensure that the conversion factor is defined in the “Maintain UOM Conversion” activity of the “Part Administration” business component

Ensure the following, if the “Capacity Constraint” of the warehouse selected is “Weight” and the zone type is “Free”:

All the parts of the stock receipt are in “Weight” and must be stored in the zone of the “Free” type. These parts must be defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

For conversion of “Weight UOM” in the zone to “Weight UOM“ in the stock receipt, ensure that the conversion factor is defined in the “Maintain UOM Conversion” activity of the “Part Administration” business component.

To modify the unplanned receipt details before confirmation or cancellation

Select the “Edit Unplanned Receipt” link at the bottom of the page, to modify the details of the selected unplanned receipt.

To record the HAZMAT compliance information

Select the “Record HAZMAT Compliance” link at the bottom of the page to record HAZMAT compliance information for the HAZMAT parts in the receipt.

To record inspection information

Select the “Record Inspection Details” link at the bottom of the page to record the inspection information for unplanned receipt.

To confirm unplanned receipts

Click the “Confirm Receipt” pushbutton, to confirm the selected unplanned receipts.

The status of the receipt(s) is updated as “Confirmed”.

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.

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

Stores the login user ID and the server date along with the confirmation details.
Generates the lot number and the serial number of the part.
Updates the unplanned receipt details in the inventory.
For parts with ownership as “Customer” and stock status as “Customer Goods”, the system maintains the quantity and ownership details of the stock received through the unplanned receipt.
For parts with the expense type as “Capital”, the system receives the part at “Zero” cost.
The system ensures that the HAZMAT Compliance is recorded for all the HAZMAT parts in the Unplanned Receipt document. This is applicable only if “HAZMAT Compliance” is set as “Enforce Compliance” for the transaction Unplanned Receipt in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component.
The system ensures that for all the parts that require inspection in the Unplanned Receipt document, the “Inspected Status” is set as “Inspected” in the “Inspect / Re-certify Parts” activity of the “Stock Maintenance” business component.
If the warehouse that confirmed the unplanned receipt is mapped to the 'Tech Records Queue - New Components' transaction, the system marks the received parts as pending for technical records update. This implies update of technical records including maintenance programs, parameter values and compliance information of received parts is mandatory before confirmation of the unplanned receipt document.
The system validates if the Part Classification is allowed in the receipt warehouse, based on the Part Classification mapped to the warehouse in the “Storage Administration” business component.

Note: If the Part Classification is set as “None” or not defined in the “Part Administration” business component, then the part is classified as Non-Repairable.

For serial/lot controlled parts and both serial and lot controlled parts, the system updates “Customer”/”Supplier” in the “Trading Partner Type” field, customer #/supplier # in the “Trading Partner #” field, and customer name/supplier name in the “Trading Partner Name” field. These updates take place in the “Inquire Warehouse Stock Balance” activity of the “Stock Maintenance” business component.
The system generates an issue document for the received part if the reference Stock Transfer Order is associated with an “AOG” or “Normal” material request, and updates the quantity details in the “Stock Demand Management” business component. If there is a pending material request of “Low” priority for the received part, the system replenishes the stock level of the part in the “Stock Maintenance” business component and updates the quantity details in the “Material Request” business component. Status of General/Maintenance stock transfer

Note: For “AOG” and “Normal” material requests if the preferred condition for the requested part is available, then only those parts with the specified condition will be allocated.

Note: The system allocates parts against material requests in the order of “AOG” priority, “Normal” priority and “Low” priority.

If there are no pending material requests for the received part, the system moves the parts to the specified warehouse.
The system automatically prints the corresponding “Material Movement Document” on creation of issue document for the parts, or on movement of the parts to the specified warehouse.
Updates the stock account details in the Finance Books, for parts with Stock Status for which Status Attributes is set as ‘Yes’ for “Ownership-Internal” and “Valuated". Similarly, for receipts owned by supplier (group company) for which stock valuation is mandatory, if “Enable Automatic Accounting for Inventory Transactions on behalf of Dest. Company” is set between the login organization and the group company, account entries are posted in finance books of the group company.

Note: This setting for stock status is done in the interacting “User Defined Stock Status” business component.

The system generates component IDs for the serial-controlled parts of type “Component”; this is based on the part number and manufacturer serial number, and the “Stock Status” defined in the “Create Unplanned Receipt” page or “Edit Unplanned Receipt” page. It is applicable, if the “Component ID Generation” field is set to “Auto”, in the “Maintain Maintenance Info. for Part” activity of the “Aircraft” business component.
The system ensures that the “Non-Stockable” field is set as “No” in the interacting “Part Administration” business component for each part in the multiline.

More details on Restricted parts

To cancel unplanned receipts

Click the “Cancel Receipt” pushbutton, to cancel the selected unplanned receipts.

The status of the unplanned receipt(s) is updated as “Canceled”.

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

Confirming or canceling unplanned receipts– An overview

This page allows you to search and select the unplanned receipt(s) for confirmation or cancellation.

You can confirm receipts that are in the “Fresh” status. On confirmation, the system generates the part serial number of the received parts. In case the serial number logic has been specified as manufacturer serial number in the “Part Administration” business component, the serial numbers for the part is generated based on the manufacturer serial number specified for the part. The part details are updated in the inventory after confirmation. On confirmation, the system updates the status of the unplanned receipt as “Confirmed”. The system stores the login user ID and the server date along with the confirmation details.

This page also allows you to cancel unplanned receipts. The status of the unplanned receipt after cancellation is updated as “Canceled”.

You can confirm and cancel unplanned receipts in bulk.

What you can do in this page

Confirm or cancel unplanned receipts

Enter the filter criteria, in the “Search Criteria” group box, to search for the unplanned receipts to be confirmed or canceled.

On clicking the “Search” pushbutton, the system retrieves the unplanned receipts in the “Search Results” multiline.

Click the “Confirm Receipts” pushbutton, to confirm the selected unplanned receipts.

Click the “Cancel Receipts” pushbutton, to cancel the selected unplanned receipts.