Moving parts at the document level to the warehouse

This page allows you to move the parts available in the goods receipt note to the warehouse. Tell me more.

• Select the “Document Level Movement” link at the bottom of the “Select Goods Receipt Note” page.

The “Move Parts to Warehouse” page appears.

The system displays the following:

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

• Enter the following field in the “Default Entries” group box:

Note: When the field is not left blank and the default warehouse number is different from the number displayed in the multiline, then movement to a different warehouse is allowed,  if an option is set in “Logistics Common Master” business  component”.

Note: If the default zone is of the “Normal” storage type, then ensure that the default bin is not left blank.

Note: Ensure that the default stock status is not blank, if moved quantity is specified.

Note: If only one internal stock status is defined in the “User Defined Stock Status” business component, the system defaults that internal stock status for “Purchase Order” types other than “PBH”, “PBH Exchange” and “Consignment”.

Note: If more than one internal stock status is defined in the “User Defined Stock Status” business component, system defaults the field with blank.

The system retrieves the GRs for which receipt recording option is “GR Movement” (and parts are yet to be moved).

The system displays the following in the “Receipt Information” multiline:

Note: The line numbers must be in the “Inspected” status.

• Enter the following field in the “Receipt Information” multline:

Note: Ensure that the sum total of “Moved Quantity” is less than or the same as the “Accepted Quantity” for the line number and part number combination.

Note: Ensure that the stock status is set to “PBH” or “Consignment”, for goods receipt based on purchase order of type “PBH” or “Consignment”.

The system displays the following in the “Receipt Information” multline:

• Enter the following fields:

Note: If the field is not left blank and the warehouse number is different from the number displayed in the multiline, then movement to a different warehouse is allowed.

If the planning type for the part is “Disposition”, the warehouse number in this field cannot be modified from that specified in the Reference document.

Note: The warehouse must be selected in the “Move to Warehouse #” or “Default Warehouse” field.

Note: If the warehouse is of the “Normal” storage type, the zone number must be entered and valid for the warehouse.

Note: If the zone number is left blank in the multiline for a warehouse of “Normal” storage type, the system defaults the zone number entered in the “Default Zone” field.

Note: If the zone is of the “Normal” storage type, the bin number must be entered and valid for the zone.

Note: If the bin number is left blank in the multiline for a zone of “Normal” storage type, the system defaults the bin number entered in the “Default Bin” field.

Note: Ensure that the stock status is set to “PBH” or “Consignment”, for goods receipt based on purchase order of type “PBH” or “Consignment”.

Note: The stock status should not be left blank, if moved quantity is specified. Also the warehouse number is mandatory.

Note: Ensure that the stock status is set to “PBH” for goods receipt based on purchase order of type “PBH”.

The system displays the following in the “Receipt Information” multiline:

Note: The system retrieves these details from the “Material Planning” business component.

• Enter the following fields:

• Click the “Get Storage Details” push button, to  retrieve the storage details.

The system retrieves the storage details associated with the combination of the part number and the selected warehouse number. The system displays the default Warehouse Zone number and Bin number for that part and warehouse combination as specified in the “Storage Administration” business component, if the placement strategy for that part is not manual.

Ensure that the value selected in the “Stock Status” column is corresponding to all the values retrieved in the “GR Line#” column.

For the warehouse of storage type "Normal", if the "Placement Strategy" for the part is other than "Manual" as defined in the "Maintain Storage Strategies" page of the "Storage Administration" business component, the system performs the following on clicking the "Get Storage Details" pushbutton:

a) For the supplier owned parts, the system retrieves the zone and bin information from the "Maintain Storage Strategies" page of the "Storage Administration" business component if the default zone and default bin information are defined in the "Maintain Storage Strategies" page. Otherwise, the system retrieves the warehouse-zone-bin information to which the supplier is mapped, from the "Maintain External Stock Allocation" page of the "Storage Administration" business component.

b) For internal parts, the system retrieves the zone and bin information based on the part-warehouse-stock status combination from the "Maintain Storage Strategies" page of the "Storage Administration” business component, if available. Otherwise, the system sets the fields "WH-Zone #" and "Bin #" to blank by default.

• Click the “Move Parts” pushbutton, to move the parts to the warehouse.

Ensure that the condition of the part moved to the warehouse is in accordance with  the storage rules defined for the warehouse in the “Edit Warehouse – Stock Status/Condition Allowed” page of the “Storage Administration” business component. For example, if warehouse ‘W001’ is defined to store parts in “New” or “Overhauled” condition, only parts in this condition can be moved to the warehouse.   

The system updates the GR line status as “Moved”.

The system updates the goods receipt as “Moved”, when all the line items are in “Moved” status.

The system updates the GR document status to “Moved” if all the line items in the GR document is moved except the ‘Non-Stockable’ parts provided  the line level status of the ‘Non- Stockable’ parts are either Inspected or Rejected.

The system updates the goods receipt status as “Partially Moved”, when some  line items are in “Moved” status and others are in “Inspected” status.

The system stores the login user ID and the server date in the “Last Modified by” and the “Last Modified Date” fields.

The system performs the following on clicking the “Move Parts” pushbutton:

• Prints the  “Material Movement Document” on movement of the parts to the warehouse.

• Considers all the MR’s, which include planned and unplanned MR’s during receipt pegging and the MR’s whose quantity (Qty) is not satisfied reappears in the “Plan Material” page of the “Stock Demand Management” business component.

Note: Pegging refers to picking of MR (Material Request) to satisfy its quantity requirement based on the priority.

The Total Unallocated MR Qty = MR unsatisfied Qty - PR Pending Qty. MR reappears when this quantity is above zero

Example:

 Scenario 1:

If the Material Request (MR1) is for Part (P1) of 5 quantity and Purchase Request (PR) and Purchase Order (PO) is created for 5 quantities and before the Goods Receipt (GR), there is receipt of 2 quantity for the same part through other receipt (Unplanned Receipt/Stock Transfer receipt/Stock Return/Stock Correction (gain)/Stock Status Conversion (gain)/ loan/Rental Receipt/Repair Receipt). The MR1 unsatisfied quantity is Requested MR Qty - Receipt Qty (5-2 = 3). The MR does not appear in the “Plan Material” page as the pending PR quantity (5) > MR unsatisfied quantity (3)

Note: The MR appears in the “Plan Material” page only if the pending PR quantity < MR unsatisfied quantity.

Scenario 2:

If the GR for the PR is of 5 quantities and there is a high priority MR2 that requires this GR for 3 quantities. Now after satisfying MR2 for 3 quantities, the GR receipt has 2 quantities to satisfy MR 1. The system computes the unsatisfied quantity for MR1, as 3-2 = 1, where MR1 is still unsatisfied for 1 quantity. The MR1 appears in the “Plan Material” page as the pending PR quantity (0) < MR unsatisfied quantity (1).

The Total Unallocated MR Qty = MR unsatisfied Qty (1)  - PR Pending Qty (0) = (1).

Scenario 3:

If the GR is for a different MR2, and if MR1 has higher priority than MR2, the system pegs MR1 and MR2 reappears in the “Plan Material” page.

Generates a stock transfer order / stock transfer issue / issue document for the parts received, if there is a pending material request for the part

Note: If the preferred condition of the part is specified in the material request, then only those parts with the preferred condition will be allocated to satisfy the pending material request.

Note: The system will satisfy the material requests in the order of priorities “AOG”, “Normal” and “Low”. The system generates the stock transfer order in the “Authorized” status and the stock transfer issue in the “Fresh” status.

• Prints the “Material Movement Document” on creation of the stock transfer order / stock transfer issue / issue document for the parts received.

• Updates the quantity details in the “Stock Demand Management” business component. The material request status is set as “Partially Received”, if only some quantity of the requested part is received, or “Closed”, if the entire requested quantity is received.

• Ensures that the warehouse number, zone number, bin number and stock status is entered either in the “Default Entries” group box or in the “Receipt Information” multiline.

Note: The warehouse information should be entered irrespective of whether “Move To” is set as “Warehouse” or “Workcenter”.

• For the warehouse of storage type "Normal", if the "Placement Strategy" for the part is other than "Manual" as defined in the "Maintain Storage Strategies" page of the "Storage Administration" business component, the system performs the following on clicking the "Move Parts" pushbutton:

1. For the supplier owned parts, the system retrieves the zone and bin information from the "Maintain Storage Strategies" page of the "Storage Administration" business component if the default zone and default bin information are defined in the "Maintain Storage Strategies" page. Otherwise, the system retrieves the warehouse-zone-bin information to which the supplier is mapped, from the "Maintain External Stock Allocation" page of the "Storage Administration" business component.

2. For internal parts, the system retrieves the zone and bin information based on the part-warehouse-stock status combination from the "Maintain Storage Strategies" page of the "Storage Administration” business component, if available. Otherwise, the system sets the fields "WH-Zone #" and "Bin #" to blank by default.

• Ensures that, for every part number in the multiline,

a) the warehouse allows the GR transaction, specified stock status, and the part type, to which the part belongs.

b) the stock status is mapped to the GR transaction and the part type, to which the part belongs.

• Ensures that the Purchase Order, Release Slip or Subcontract Order are in the “Open” or “NT Closed” status.

• The system checks 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, the part is classified as Non-Repairable.

• Updates the goods receipt as “Moved”. The system updates the movement details in the “Storage Administration” business component. The system updates the firm receipt for the part of the “Disposition” planning type.

• For parts of planning type ‘Disposition’, the system updates the disposition entries (for requested parts) in the “Stock Planning”  business component . This happens on movement of both the requested parts as well as the alternate parts.

• Updates the stock details in “Stock Maintenance” business component, on movement of actual requested parts, as well as the alternate parts. The system does not update the stock details in the “Stock Maintenance” business component, if the purchase order is of type “DropShip”. The system also updates the expiry date and the system tracking reference number details.

• Generates an issue document automatically for the parts moved to the work center , if the “Move To” field is set as “Work Center” or “Warehouse”, and there are unsatisfied material requests in the “Stock Maintenance” business component. While generating the issue document, the system prints the “Material Movement Document” .

• If the “Ref. Document” is “Purchase Order”, then for purchase order types “PBH”, “PBH-Exchange” and “Consignment”, the system ensures that the Warehouse-zone-bin is mapped to the “Supplier #” as mentioned in “Purchase Order” in “Maintain External Stock Allocation” page of the “Storage Administration” business component.

• For supplier owned none controlled parts, the system ensures that the warehouse-zone-bin combination is exclusive for the “Supplier #” specified in “Purchase Order” as defined in the “Maintain External Stock Allocation” page of the “Storage Administration” business component.

• Ensures that the sum of the moved quantity is less than or equal to the pending quantity for the schedule, if the receipt positive tolerance percentage retrieved from PO/RS/SCO is zero. If the receipt positive tolerance percentage retrieved from PO/RS/SCO is greater than zero, then the sum of the moved quantity for a schedule must be lesser than or equal to:

(Pending quantity) + (Order Quantity * Receipt Positive Tolerance Percent / 100).

• The system updates the “Component Ownership” and the “Component Possession Status” details in the “Aircraft” business component, based on the GR type and the stock status:

a) For GR of type “PBH” or “PBH Exchange” with stock status “PBH”, the ownership and the possession status of the component are updated as “Supplier” and “PBH”.

b) For GR of type “Consignment” with stock status “Consignment”, the ownership of the component is updated as "Supplier" and the possession status of the component is left blank.

c) For GR of type other than “PBH”, “PBH Exchange” or “Consignment”, with stock status “Accepted”, the ownership of the component is updated as “Supplier” and the possession status of the component is left blank.

• For GR having reference document type as PO with expense type “Revenue”, the system calculates the stock value using the following formula:

Stock Value = Basic Value (accepted qty of line * cost/cost per) + Line Level TCD (for moved line) + Apportioned Doc Level TCD

• If the reference document type is Purchase Order for the GR with expense type as “Capital’, the system updates the cost of the parts ordered as zero in the Stock Balance.

Note: The system calculates the stock value based on the forward cover rate specified for the PO. If there exists no forward cover rate defined for the PO, then the system calculates the stock value based on the exchange rate set for the transaction.

• The system processes and updates the financial postings in the “Finance Book Processing” business component from the “Account Group” business component.

• For “Consignment” and “PBH Parts”, the system automatically maps the Warehouse/Zone/Bin to the supplier if the option “Storage Allocation for External Ownership Parts” in the Stock Maintenance business component is set as “Automatic”.

Note: The system will not update the value in stock maintenance for the parts which have Expensing Policy  as “On Receipt” i.e. The part’s value will be expensed off on Acceptance and on movement and subsequent transaction the part will be evaluated only at Zero cost..

• If the line item that is being moved is ‘Hazardous’, then “Hazmat Complinace” information should be provided in the “Record Hazmat Compliance” UI if the option 'Hazmat Compliance' for 'Goods Receipt' is set as 'Enforce Compliance' in Set Inventory Process Parameters activity of the Logistics Common Master business component.

The system displays the following in the “Record Statistics” group box:

To proceed, carry out the following

• Select the “Maintain External Stock Allocation” link at the bottom of the page to maintain external stock allocation details.

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

• Select the “Generate Part Barcode Label” link at the bottom of the page to generate part barcode label.

• Select the “Generate Goods Receipt Note” link to generate goods receipt note.

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

Moving parts at the document level to the warehouse – An overview

This page allows you to move the parts available in the goods receipt note to the warehouse. All the parts available in the goods receipt note are moved as a whole. The system defaults the warehouse details from the corresponding reference documents. You can move only those goods receipts, which are in “Inspected” status, and have parts, which are neither lot-controlled nor serial-controlled. You can also enter the moved quantity for the line number, and the warehouse, zone and bin details. Entries are made in the inventory based on the receipt made in the warehouse after the movement. The status of the goods receipts note after the movement is updated as “Moved”. The system stores the login user ID and the server date along with the modification details.

What you can do in this page

Specify stock status

Specify stock status

Stock status is a user-defined status of the parts. You can specify the stock status, such as “Under Quality Check”, “In Transit” or “Under Inspection”, for the parts.

• Set an appropriate option in the “Stock Status” field to specify the stock status of the part.