Moving parts to the warehouse

This page allows you to move the parts received through a goods receipt note to the selected warehouse. Tell me more.

• Select the “Move Parts To Warehouse” link at the  “Select Goods Receipt Note” page.

The “Move Parts to Warehouse” page appears.

The system displays the following:

• Enter the following fields in the “GR Details” group box:

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

• Enter the following fieldsin the “Default Entries” group box:

Note: If 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.

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 and greater than zero.

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 displays the following in the “Part  Details” multiline:

Note: The system retrieves the part details based on the “Display Option” selected.

Note: All the lot number, that have accepted a quantity greater than zero will be displayed based on the number of warehouses selected in the purchase order.

Note: All the serial numbers that have the inspection result as “Accepted” will be displayed in the multiline.

• Enter the following fields in the “Part  Details” multiline:

Note:. For each line in the multiline, if the Part # is serial or serial and lot controlled, the system ensures that the moved quantity is equal to the accepted quantity.

For each line in the multiline, if the Part # is lot or none controlled, the system ensures that the moved quantity is less than or equal to the accepted quantity.

For each GR Line #, if the Part # is lot controlled, the system ensures that the total moved quantity is equal to the accepted quantity.

For each GR Line #, if the Part # is none controlled, the system ensures that the total moved quantity is equal to the accepted quantity.

The sum total of all the moved quantity for a part number must be equal to the accepted quantity for the part number.

The moved quantity for a serial number must be “1” (one).

Note: Ensure that the stock status is not left blank, if moved quantity is specified and greater than zero. Also ensure that the warehouse number is not left blank.

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

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

Note: If the stock status is left blank in the multiline, then the system defaults stock status entered in the “Default Stock Status” field.

The system displays the following in the “Line Number Details” multiline:

• Click the “Get Storage Details” push button, to fetch 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 part number 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”, if all the parts in the specified GR Line is moved to the respective storage areas.

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 as the last modified by and the last modified date respectively.

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 movement of the parts to the warehouse.

• The system generates a stock transfer order / stock transfer issue / issue document for the parts received, if there is a pending material request for the part received.

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 “Authorized” status and the stock transfer issue in “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.

• 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:

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.

• Ensures that for every part number in the multiline,

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

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

• Updates the movement details in the “Storage Administration” business component. The system updates the firm receipt for the parts that have the “Disposition” planning type.

• 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.

• 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”.

• Updates the “Receipt Quantity” in the “Subcontract Order” business component.

• Generates a subcontract receipt automatically for goods receipt based on subcontract order of service type “Conversion”.

• 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.

• Generates the warranty reference number and updates the same in the “Component Warranty” business component for those components for which,

1. “Under Warranty”, “Numbering Type” and “Supplier Part Warranty Agreement” fields are available in the “Edit Parameter Values” page.

2. If the “Associate To Parent” field is enabled in the “Edit Sub Component Parameters” page then the subcomponent gets associated with the warranty reference number generated for the parent 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 updates the total value, variable value and the core value in the “Stock Maintenance” business component, based on the Std. Core Value % specified in the “Maintain Additional Valuation Information” page of the “Part administration” component. This is applicable when new serial number is added and when the stock is moved into the warehouse.

Note: For example, if the Std. Core Value % is specified as 20% and if the total value or the stock value of the part is 20,000, then the core value will be updated as 4000 (i.e. 20% of 20,000) and the variable value will be 16000 (i.e. 20000-4000).

• 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 Compliance” 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 “Maintain Core Value” link at the bottom of the page to maintain the core value details.

Note: This page can be invoked under the following conditions:

1. The status of the GR document must be "Moved" or "Partially Moved".

2. The Expensing Policy must be set as “Core Value On Phase Out” in the “Maintain Planning Information” activity of the “Part Administration” business component.

3. The stock status selected in the multiline must have ownership attribute set as "Internal" in the  “User Defined Stock Status” business component.

• Select the “Generate Goods Receipt Note” 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 line level to the warehouse – An overview

 This page allows you to move the parts received through a goods receipt note to the selected warehouse at the line item level. You can move the parts of only those GR line numbers, which are in “Inspected” status.

The part number available in the selected line number is moved to the warehouse selected in the purchase order or release slip. Entries are made in the inventory based on the receipt made in the warehouse after the movement. This page allows you to move the parts, which are serial or lot number-controlled. The status of the line number is updated as “Moved” and the GR document is updated as “Moved” or “Partially Moved” depending on whether all the parts have been moved. The system stores the login user ID and the server date along with the modification details.

What you can do in this activity

Specify schedule and warehouse information

Specify schedule and warehouse information

Once the part is accepted after visual inspection, it is moved to the warehouse. In case of the parts whose delivery type is “Single”, you can specify the warehouse where the parts need to be moved. In case of the parts whose delivery type is “Multiple”, you can specify the schedule number and the warehouse code.

• Set the appropriate option in the “Sch. – Warehouse Info” field, to specify the schedule number and the warehouse for the parts.