Recording part movement

Select the “Movement Details” tab for recording the details of the part movement.

Enter the following fields in the multiline;

Note; The system ensures that there exists a Receipt # and at least one Part # in the Receipt # is eligible for movement.

Display Option

Use the drop-down list to select the display options available which could be "All Line # - Pending For Movement", "All Line # - Moved", "Specific Line #" and “All Line #”. The system retrieves the information of the part recorded in the receipt document based on the value selected here.

If "All Line # - Pending for Movement" is selected, the system ensures that there is at least one Part # with MOV flag as "NO". The system retrieves and displays all the records which have MOV flag as "NO" in the multiline.

If "All Line # - Moved" is selected, the system ensures that there is at least one Part # with MOV flag as "YES". The system retrieves and displays all the records which have MOV flag as "Yes” in the multiline.

If "All Line #" is selected, the system retrieves and displays all the lines in the movement table in the Receipt #.

Receipt Line #

Use the drop-down list to select the parts eligible for movement in the receipt document. The system loads this field if the Display Option is selected as “Specific Line #”.

The system displays the following fields in the multiline:

HAZ	Indicates whether the part is hazardous. , Appears, if the received part is hazardous. , Appears, if the received part is not hazardous.
MVD	Indicates whether the part has already been moved to the receiving warehouse. Yes, if the part has already been moved to the receiving warehouse. No, if the part is yet to be moved to the receiving warehouse.
Error Indicator	Icon indicating whether the line details contain errors that occurred during the offline processing of the Movement process, for the cases in which Parts received through Customer Goods Receipt on Advance Exchange basis gets stocked with the Customer Order reference intact.
Message Center	The description of the error message because of which the offline processing was not successful.
Mvmt. Proc. Status	The movement processing status of the part to track the offline process which could be ‘Initiated’ or ‘Processed’.
Received Part #	The number identifying the part received from the supplier/ customer
Part Ownership	Indicates whether the part is owned by the company/ supplier/ customer.
Mfr. Part #	The part number provided by the manufacturer of the part

Enter the following fields;

Movement Type

Use the drop-down list to indicate the movement type for the received part. The options in the drop-down list box vary on the basis of the type of receipt that brought in the parts.

If the receipt type is Regular Purchase/Customer Goods Receipt, the drop-down list box displays:

Binning
Allocation
Transfer - Allocation
Repair
External Repair
Transfer - Repair
Non-Stockable
Rejection - Return to Supplier
Rejection - Return to Customer
Rejection - Scrap
Rejection

For a repair receipt, the drop-down list box displays:

Binning
Allocation
Transfer - Allocation
Rejection
Rejection - Return to Supplier
Rejection - Scrap
Work Center
Ship to Customer
Ship to Supplier – Exchange

Note: To simulate allocation for repair receipts, you must select Binning, Allocation or Transfer-Allocation as the movement type.

The system will not allow to modify the following movement types:

Binning
Non Stockable
Ship to Customer
Ship to Supplier-Exchange

The system will allow the following movement types to be modified only to “Binning” :

Allocation
Transfer Allocation
Repair
Transfer Repair
External Repair,
Ship to Customer
Work Center

The system will allow modification of Movement Type “Rejection” to any one of the following :

Rejection - Return to Supplier
Rejection - Return to Customer
Rejection - Scrap

The multiline displays the following.

Pending Qty

The quantity that is yet to be moved/binned to the warehouse. The system displays the corresponding Pending Qty for the movement type. If the entire quantity of the part is already moved, the system displays “0”.

Enter the following in the multiline.

Move Qty

The total quantity that is to be moved. Mandatory.

The system displays the Pending Qty as the Move Qty. If a line is in Moved status, the system displays the Moved Qty here. The system ensures that the value entered is greater than zero.

If the value contains fractions, the system ensures that the stock UOM specified for the Received Part # allows fractions.

Partial movement is not allowed unless the Movement Type is “Binning” and the set option in “Logistics Common Master” business component is defined as “Binning is not a separate process”.

The multiline displays the following.

UOM	The stock unit of measurement for the part. The system displays the UOM of the particular Part – Serial / Lot combination as mentioned in the Serial / Lot Info tab.

Enter the following.

Move To Area	Use the drop-down list to select which area the part is moving to, if the Movement Type is related to rejection. These are interim storage areas of the receiving warehouse. The system lists the options “Rejection Area”, “Shipping Area” and “Scrap Area”. The system leaves the field blank by default if the line is pending for movement. The system displays the saved value if the line is moved. The system ensures that this field is selected only if the line status is "Rejected".
Area ID	Use the drop-down list to select the Area ID which is the interim area. The system lists all the Area IDs defined against "Shipping Area", "Rejection Area", and “Scrap Area" for the Warehouse # in the “Storage Administration” business component. The system leaves the field blank by default if the line is pending for movement. The system displays the saved value if the line is moved. The system ensures that the entered value is valid and in “Active” status as defined in the “Storage Administration” business component.
Stock Status	Use the drop-down list to select the stock status of the received part. The drop-down list box displays Active and valid stock statuses defined in the the “User Defined Stock Status” business component. Drop-down list values Do not select any option, if the Movement Type is “Non-Stockable”. Note: 1) The stock status must be mapped to the part type of the received part. 2) The stock status must be mapped to the receipt type of the receipt. 3) If you are working with a repair receipt, a) the ownership of the stock status of the received part must be the same as the ownership of the stock status of the issued part b) the stock status of the received part must also be PBH, if the stock status of the issued part is PBH. Stock Status drop-down list box values
Condition	Use the drop-down list to select the condition of the received goods. The system lists the options “New”, “Serviceable”, “Overhauled” and “Unserviceable”. The system displays the saved part condition from either serial / lot details tab or inspection screen whichever is the earliest. This field is mandatory if the Part Control Type is not "None Controlled".
Warehouse #	The warehouse in which the received parts must stocked /binned. The warehouse you specify here must be Active and valid as defined in the Storage Administration component. Note: 1) The warehouse # you specify must be Active and valid as defined in the “Storage Administration” business component. 2) The warehouse must allow receipt type of the receipt in order to accept the received parts. 3) The warehouse must permit stock status, part type, part classification and condition of the received part. 4) You must not modify the warehouse # displayed/defaulted in this field, if you are working with a repair receipt and, the repair order associated with the receipt has an exchange order reference. 5 If receipt type is repair receipt or regular purchase and, if the receipt is associated with a group company for which stock valuation is mandatory, the warehouse # must be exclusively mapped to the trading partner #/supplier #. This field is mandatory if the following is true; A value exists in the Zone #. Ref. Doc. Sub Type is other than “Adhoc” or “Service” Part is not non-stockable Material Type is other than "Main Core" If the movement type is ‘Binning’, the warehouse you specify must be Mapped to the Receipt Type transaction. Compatible with the condition, stock status, part type, part classification of the received part. For repair receipts, if Condition is ‘Unserviceable’ and Movement Type is “Work Center”, by default the drop-down list box displays the warehouse # defined for the work center for repair receipts in the Associate Warehouse page of the Associate Work Center Attributes activity of Work Center. Help facility available
Zone #	A unique number identifying the location of the zone in the warehouse (Alphanumeric, 10). The system ensures that this field is left blank, if the Warehouse # entered is a free warehouse as defined in the “Storage Administration” business component. The system ensures that the entered Zone # is valid and in “Active” status as defined in the “Storage Administration” business component. Help facility available
Bin #	A unique number identifying the bin in which the part is stored in the warehouse (Alphanumeric, 10). The system ensures that this field is left blank, if the Zone # entered is a free zone as defined in the “Storage Administration” business component. The system ensures that the entered Bin # is valid and in “Active” status as defined in the “Storage Administration” business component. Help facility available
Comments	Any remarks specific to movement/binning of received parts. The system displays any comments if it exists for the particular part - serial / lot combination This field is mandatory, if the Movement Type is “Non-Stockable”.
Moved by	The employee code mapped to the login user at the time of movement. If this field is left blank, the system displays the Employee Code associated to the Login User as Moved by. If the line is already moved, the system displays the saved value Help facility available
Moved Date	The date when the line was moved. If this field is left blank, the system displays the current date and time as the Moved date. If the line is already moved, the system displays the saved value.

The multiline displays the following.

Note: The following three fields are relevant only for repair receipts.

Work Center #	The execution work center to which the received part must be moved.
Work Order #	The work order # reference for the repair order associated with the receipt.
Work Order Type	The type of the work order, such as AME Ref.# or Shop Work Order.

Enter the following in the multiline.

Transfer to Warehouse #

The code identifying the warehouse to which the part is going to be transferred which is applicable only for Movement Type “Transfer – Allocation”

The system displays Transfer to Warehouse #:

If the Movement Type is "Transfer - Allocation", the system displays the Warehouse # mentioned in the MR# to which the part - serial / lot # is allocated to
For all other Movement Types, the system leaves the field blank.

This field is mandatory if the Movement Type is "Transfer - Allocation"

The system ensures that the Transfer to Warehouse # is the same as in the MR # raised for the Part # - Serial / Lot combination.

Help facility available

The multiline displays the following.

Material Request #	The number identifying the material request for the received part. If the Movement Type is "Allocation" or "Transfer - Allocation", the system displays the corresponding Material Request # to which the part - serial / lot # is allocated
Stock Transfer #	A unique number identifying the stock transfer order. If the Movement Type is “Transfer – Allocation”, then system generates automatic Stock Transfer Order to satisfy an open demand in one of the matrix warehouse defined for the Move to Warehouse.
Received Mfr. Serial #	The manufacturer serial number of part # received through the goods receipt.
Serial #	The (internal/system-generated) serial number of the part received through the goods receipt.
Received Component #	The code identifying the component id for the part. This is applicable only for parts with part type component and this ID will be used to track all maintenance activities of the part. This will be unique for a part – serial combination.
Received Mfr. Lot #	The manufacturer lot number of the part # received through the goods receipt.
Lot #	The internal lot # of the part # number received through the goods receipt.
Part Description	The textual description of the part
BER	Indicates whether the part # and serial #/lot # is beyond economic repair.
Line Status	The movement status for the part.

Click the “Get Storage Info.” pushbutton to retrieve the warehouse, zone, bin information for the parts to be received.
Click the “Simulate Allocation” pushbutton to allocate pending material requests, which is permitted only for certain movement types.

Note: When a Received part has undergone a Part Data Change, Simulate Allocation is not allowed and Movement type is stamped as Binning. If a row is selected to “Simulate Allocation” system ensures the following:

Movement Type is “Binning”, “Allocation”, “Transfer-Allocation”, or “Ship to Customer”, and
MVD flag is “No”

If the above conditions are satisfied then all the pending material requests are checked for the following combination

Part # - Stock Status - Condition - Move to Warehouse - Move Qty

Depending on the demand, the row is split according to the quantity re-allocated to the Material Requests as explained below:

a) If there are pending qauntities that are not allocated to an open demand, then for the remaining quanitities the “Movement Type” is changed to "Binning".

b) If a quantity is allocated against a Material Request that is raised in Move to Warehouse, then the Movement Type is "Allocation".

c) If a quantity is allocated against a Material Request that is raised in a Warehouse, which is mapped to the Move to Warehouse in the “Set Options” activity” of "Stock Demand Management” business component then the “Demand Management Option” field is checked to set the value for “Movement type”.

a. If Demand Management Option is set as "Direct Issue", then the Movement Type is "Allocation"

b. If Demand Management Option is set as "Stock Transfer" then the Movement type is "Transfer-Allocation".

Click the “Move Parts” pushbutton to save and move the part based on the specified movement type.

Note : If Movement Type is “Rejection” system will not change the MVD flag or Line status of that particular line. Movement Type “Rejection” will generate a routing slip to the Rejection Area specified awaiting instruction whether to return to vendor or scrap locally.

On movement of received parts through repair receipt, the system automatically,

Posts finance entries for received parts in relevant accounts.
Generates internal lot # for the received part #/received Mfr. lot #, if it does not match the issued part #/ issued Mfr. lot #.
Sets the Core Availability Status as ‘Scrapped’, if the condition of the received part is ‘Unserviceable’.

Restricted Parts

Derivation of Movement Type

The system derives movement type (though the user can specify this field) for the received parts on confirmation of inspection. The movement type for a received part determines its allocation and eventually the destination for the received part.

Receipt Type	Scenarios post confirmation of inspection of received part	Movement Type
Regular Purchase or Repair Receipt or Customer Goods Receipt	Rejected Qty of received part >0	Rejected
Regular Purchase or Repair Receipt or Customer Goods Receipt (with Material Type 'Regular')	"Allocation required on Receipt Acceptance" process parameter under the category "Goods Inward" is set as "Yes" in the Set Inventory Process Parameters activity of Logistics Common Master Pending material request exists in the receiving warehouse for the received part (or its alternate part) and received stock status (or its alternate stock status) combination.	Allocation
Regular Purchase or Repair Receipt or Customer Goods Receipt (with Material Type 'Regular')	"Allocation required on Receipt Acceptance" process parameter under the category "Goods Inward" is set as "Yes" in the Set Inventory Process Parameters activity of Logistics Common Master Pending material request exists in a warehouse for which the receiving warehouse is transfer warehouse	Transfer – Allocation
Repair Receipt	The repair order for the repair receipt has a customer order reference though does not an exchange order reference.	Ship to Customer
Repair Receipt	The repair order for the repair receipt has an exchange order reference, which in turn has a purchase order reference.	Ship to Supplier-Exchange
Repair Receipt	The repair order for the repair receipt has a shop work order reference & Move To is available as a Work Center	Work Center
Regular Purchase	The purchase order for the receipt has an Advance Exchange MR reference	Ship to Customer
Customer Goods Receipt	Material Type of the Part is 'Main Core' “Customer parts received for Repair” is set as '2 (Move to Work Center)' in the Set Inventory Process Parameters activity of Logistics Common Master Execution Facility is set as 'Internal' in the Customer Order Station mapped to the Receiving Location of the Receiving Warehouse is same as that of the station of work center at which the part would be serviced (as identified in customer order). Receiving location of the work center at which the part would be serviced (as identified in the customer order) is same as the receiving location available in the receipt	Repair
Customer Goods Receipt	Material Type of the part is 'Main Core' “Customer parts received for Repair” is set as '2 (Move to Work Center)' in the Set Inventory Process Parameters activity of Logistics Common Master Execution Facility is set as 'Internal' in the Customer Order Station mapped to the receiving location of the receiving warehouse is different from the station work center at which the part would be serviced (as identified in customer order) or the receiving location of the work center where the part would be serviced (as identified in customer order) is different from the receiving location available in the receipt.	Transfer - Repair
Customer Goods Receipt	Material type of the part is 'Main Core' Execution facility is set as 'External' in the customer order	External Repair
Regular Purchase or Repair Receipt or Customer Goods Receipt	None of the above scenarios corresponding to the receipt type	Binning

Rotation of Asset ID/Tag

On binning of a ‘Capital’ part procured through an Exchange/PBH-Exchange purchase order, the asset ID/tag of the issued part is shifted to the received part. However, this occurs only if the login OU is linked to the Maintenance Asset Tracker

Allocation of received parts to material requests

If the movement type of the goods receipt is ‘Binning’, on click of “Move Parts” pushbutton, the system allocates received parts to material requests by generating stock issues for received parts. This is generally known as pegging of receipts to material requests, which is influenced by the process parameter Prioritization of MR for Receipt Pegging. This process parameter is defined under the category Stock Demand Management in the Set Inventory Process Parameters activity of the Logistics Common Master.

The following content illustrates the pegging mechanism as impacted by the definition of Prioritization of MR for Receipt Pegging.

If Prioritization of MR for Receipt Pegging is set as ‘1’ (All MR), the received parts are allocated to the available unsatisfied/pending material requests on the basis of MR priority. Any remainder of the quantity of the received part is transferred to stock. The entire received part quantity is put to stock, if no unsatisfied material requests are found.
If Prioritization of MR for Receipt Pegging is set as ‘2’ (Originating MR followed by MR without PR), the received parts are allocated to the pending material requests incorporated into purchase order and purchase request covered by the goods receipt. Any leftover quantity is apportioned to unsatisfied material requests found without purchase request antecedents on the basis of MR priority.
If Prioritization of MR for Receipt Pegging is set as ‘3’ (Originating MR followed by all other MR), the received parts are allocated to the pending material requests incorporated into purchase order and purchase request covered by the goods receipt. Any leftover quantity is apportioned to unsatisfied material requests on the basis of MR priority.

Stock conversion

A stock conversion transaction may become necessary when a part available in stock under a different ownership is issued to a customer in exchange of an unserviceable part. This kind of exchange issue against a customer order is undertaken when the customer part cannot be serviced within a defined TAT. Subsequently, the unserviceable part in turn is sent to the repair shop through a repair order. In due course, the serviced part is received from the repair shop via repair receipt. In order to compensate for the part that was issued to the customer via an exchange order, the ownership of the received part is converted to the ownership of the part issued to the customer in exchange of the unserviceable part.

If a Serial-Controlled/Lot-Controlled part is received from the repair shop in Unserviceable condition, “Core Availability Status” for the part is updated as ‘Scrapped’ in the repair order, if the repair order has an exchange order reference.

Documents subsequent to moving received parts to destinations

Receipt Type	Movement Type	Scenario	Destination for received parts	System automatically generates:
Repair Receipt	Binning	The repair order has an exchange order reference	Work Center	A Maintenance material request and an equivalent maintenance issue to facilitate the movement of the received parts to the work center.
Repair Receipt	Ship to Customer	The repair order has a customer order reference	Customer location	An Unplanned/Direct issue for shipment to the customer
Repair Receipt	Ship to Supplier-Exchange	The repair order has a customer order and an exchange order reference	Supplier Location	An exchange issue against the Exchange purchase order used to source the Exchange material request.
Repair Receipt	Work Center	The repair order has an exchange order reference	Work Center	A maintenance issue against the Donor material request # in the exchange order,

Prerequisite for moving parts owned by Group Company

If stock valuation is mandatory for a group company, the base currency/exchange rate for conversion between base currency and other currencies must be established in the group company to enable cost-related computations.

Finance book entries

On confirmation, entries for receipts are posted in the finance book associated with the warehouse/organization unit. For a group company, entries are posted to relevant finance book in the group company.

Automatic generation of stock issues for received parts

The system generates an issue document for the returned/moved/binned part, if there is an “AOG” or “Normal” pending material request for the received part. If there is a pending material request of “Low” priority for the received part, the system updates the quantity details in the “Material Request” business component.

Status of General/Maintenance stock issues: If the parameter “Confirmation of General Issue generated during Receipt pegging to an Open MR”/”Confirmation of Maintenance Issue generated during Receipt pegging to an Open MR” under the category “Process Automation” in the Set Warehouse Process Parameters activity of the Storage Administration is ‘1’, the status of General/Maintenance stock issues automatically generated for the goods receipt will be ‘Confirmed’. However, parameter “Confirmation of General Issue generated during Receipt pegging to an Open MR”/”Confirmation of Maintenance Issue generated during Receipt pegging to an Open MR” is ‘0’ the status of the stock issue is set as ‘Fresh’.

Automatic generation of MMD for stock issues

The system automatically generates the MMD reports for ‘Confirmed’ General/Maintenance stock transfer issues, if the parameter “Print MMD for Maintenance Issue generated in Confirmed status during Receipt pegging to and open MR”/ “Print MMD for Maintenance Issue generated in Confirmed status during Receipt pegging to and open MR” under the category “Stock Management Report” in the Set Warehouse Process Parameters is ‘1’.

To proceed, carry out the following

Select the “Part Details” tab for recording the basic details of the part.
Select the “Serial/ Lot Details” tab for recording the serial/ lot details of the part.
Select the “Work Requested – Customer Parts” tab for recording the work requested for customer parts.
Select the “Supplementary Info” tab for recording the additional details of the part.
Select the “Reports” tab for generating or printing report details of the part.