Creating Component Work Order/A/C Maint. Exe. Ref # Based Returns

Creating Component Work Order/A/C Maint. Exe. Ref # Based Return

This page allows you to create a work order- based return document . Tell me more.

Select the “Comp. Work Order/A/C Maint. Exe. Ref # Based Return” link at he bottom of the “Select Reference Document ” page.

The “Creating Comp. Work Order/A/C Maint. Exe. Ref # Based Return” 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. If the format is not defined, the system will display the date format from the “Enterprise Modeling” business component by default.

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

Return #

The number identifying the return document that must be used to create the work order- based material return.

Note: The system generates the Return# based on the numbering type, on clicking the “Create Material Return” pushbutton.

Enter the following in the “Return Document Details” group box:

Numbering Type

Use the drop-down list box to specify the numbering type of the material return. Mandatory. All the numbering types in Active status set for the transaction type in “Maintenance Return” in the “Document Numbering Class” are available for selection.

The system displays the following:

Return Type

The type of the return, which will be "Maintenance".

Enter the following:

Status	Use the drop-down list box to specify the status of the return document. Mandatory. The system provides the options: “Fresh”, ”Draft”.
Return Category	Use the drop-down list box to select the category to which the return belongs. The system lists all the return categories defined in the “Create Quick Codes” activity. Leave this field blank if you do not wish to specify the return category. The system leaves the field blank by default.
Return Warehouse #	Use the drop-down list box to select the warehouse number to which the parts are returned. The system lists all “Active” warehouse numbers created in the “Storage Administration” business component. If the reference document is component work order, the system leaves the field blank by default; else, the system displays the issue warehouse associated with the technical log.
Note: This field must not be left blank.
Return Date	The date on which the parts are returned. Mandatory.
User Status	Use the drop-down list box to specify the user-defined status of the material return. The system lists all the “Active” quick codes of “User Status” type as defined in the “Create Quick Codes” activity of the current business component. The system retrieves all the return documents whose user-defined status is similar to the status specified here. The system sets the field as blank by default. Leave this field blank to retrieve all the return documents, irrespective of their user-defined status.

The system displays the following as defined in the reference document, in the “Reference Document Details” group box:

Ref. Document Type	The type of the return document which will be “Component Work Order” or “A/C Maint. Exe. Ref # ”.
Ref. Document #	The number identifying the reference document for which the parts is being returned
Ref. Doc Location	The organization unit in which the reference document is located.

The system displays the following as defined in the reference document, in the “Trading Partner Information” group box:

Trading Partner Type	The type of the trading partner, which could be “Supplier” or “Customer”.
Trading Partner #	The code identifying the trading partner. The system displays the Customer# as Trading Partner# from the CWO/Techlog document.
Trading Partner Name	The name of the trading partner. The system retrieves and displays the customer name as Trading Partner Name, if the current business component interacts with the “Customer" business component.

Enter the following in the “Additional Search” group box:

Part #

A unique number identifying the part (Alphanumeric, 40). Ensure that the part number is already defined in the “Create Parts Main Information” activity of the “Part Administration” business component and is in the “Active” status.

Help facility available.

Click the “Get Details” pushbutton to retrieve the details:

Note: After “the return document is created/edited, the pending return quantity must be updated into the “Component Work Order” business component.

Note: After the return document is canceled, the pending return quantity must be updated again, at the Lot #/Serial # level.

The system displays the following:

Base Currency

The base currency of the logged on organization unit.

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

Line #	The line number for every returned part listed in the multiline.
Issue Part #	The number identifying the part, that was issued.
Note: The “Issue Part #” will be left blank, if the reference document is “Component Work Order”, the job type is “Make” and the material type is “Main Core”.
Lot #	The number identifying the lot to which the part belongs.
Serial #	The number identifying the serial number of the part that is returned.
Return Basis	The basis on which the part must be returned, which could be "Core", "Excess" or "Returnable".

Note: The system displays the return basis as “Returnable”, if the issue basis of the part is set as “Returnable” in the “Part Administration” business component. The system ensures that the Return Part # is same as the Issued Part #, if the issue basis of the part is set as “Returnable” or “Non-Returnable”.

Note: The system displays the return basis as “Excess”, if the issue basis of the part is set as “Non-Returnable” in the “Part Administration” business component.

Enter the following in the “Part Information” multiline:

Return Classification

Use the drop-down list box to specify the classification of the returned part. The system lists all the “Active” quick codes of the type “Return Classification” as defined in the “Create Quick Codes” activity of the current business component.

By default, the system leaves the field blank.

Note: This field must be left blank, if the “Return Basis” is “Returnable”, the material type is “Main Core” and the “Return Valuation Based On Return Classification” is set as “Yes” in the “Set Options” activity of the “Stock Maintenance” business component.

Return Part #

The number identifying the part to be returned to the warehouse (Alphanumeric, 40). Ensure that the returned part has a value, when the part quantity is returned without issuing a part.

By default the system displays the issue part as the returned part.

Help facility available

Note: If the returned part is serial-controlled, or both serial-controlled and lot-controlled, the system ensures that the stock quantity for the part serial number in the “Stock Maintenance” business component is zero.

Note: The system validates if the Part Classification is allowed in the return 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.

Return Quantity

The quantity of the part, which is to be returned to the warehouse (Decimal).

Note: The system updates the return quantity as 1, on clicking the “Create Material Return” pushbutton, if the returned part is serial-controlled, or serial-controlled and lot-controlled.

Note: Ensure that the return quantity is specified, if the returned part is lot-controlled or none-controlled. The return quantity specified must not be greater than the pending return quantity.

Return UOM

The unit of measurement for the part that is returned (Alphanumeric, 10). Mandatory Ensure that the UOM is already defined in the “Create UOM Information” activity of the “Unit of Measurement Administration” business component and is in the “Active” status.

Help facility available

Note: If the transaction UOM is different from stock UOM, check in part administration component and in interactive UOM component provided that conversion exists between the transaction UOM and the stock UOM for the part.

Return Stock Status

Use the drop-down list box to select the return stock status. The system lists all the active system-defined and user-defined stock statuses mapped for the “Maintenance Return” transaction type in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component. By default, the system displays the following values, if the Issue Basis of the return Part # is “Core Returnable”;

Displays the Issue Stock Status, if the Return Part # is returned as “Excess”
Displays the Stock Status of the Return Serial/ Lot, if the Return Basis is “Core” and the Return Serial / Lot is known.
Leaves the field blank, if the Return Basis is “Core” and the Return Serial / Lot is not known.

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

The system ensures the following, if this field is selected and the Return Basis is “Core”:

If the ownership of the Return Serial / Lot in stock maintenance is other than “Supplier”, the ownership of the return stock is the same as the ownership of the stock in the stock maintenance table for the part/ serial/ lot.
If the ownership of the Return Serial / Lot in stock maintenance is other than “Customer”, the trading partner # of the return serial/ lot is the same as the trading partner # of the return serial/ lot in the stock maintenance table.
The status of the return stock is “PBH”, if the return serial/ lot type is “New” and the part is under PBH.
The ownership of the return stock selected is “Customer”, if the return serial/ lot type is “New” and the ownership of the aircraft/ component referred to is “Customer”.
The ownership of the return stock selected is “Internal”, if the return serial/ lot type is “New” and the ownership of the aircraft/ component referred to is “Internal”.
The ownership of the return stock is not “Supplier”, if the return serial/ lot type is “New” and there is no reference to an aircraft/ component.

The system updates this field with the following, if this field is not selected:

Updates as the Stock Status from the Stock Maintenance table, if the Return Serial/ Lot type exists and its Stock Status is other than “Consignment”.
Updates as “PBH”, if the return serial/ lot type is “New” and the part is under PBH.
Updates with Preferred Stock Status of the aircraft/ component, if the Return Serial/ Lot Type is “New” and there is reference to an aircraft/ component.
Updates as set in the “Set Option” activity of the “Logistics Common Master” business component, if the Return Serial/ Lot Type is “New” and there is no reference to an aircraft/ component.

Note: The stock status of the returned part must be set to “PBH”, only if the stock status of the corresponding issued part is “PBH”.

Note: The stock status of the returned part, that is not associated with an issue part number, can be set to “Customer”, only if the work order is based on aircraft or component owned by the customer.

Note: If the stock status is modified for the returned part, ensure that the ownership of the modified stock status is the same as the ownership of the defaulted stock status of the returned part.

Note: The ownership of the stock status for the newly added line items must be same as the “Trading Partner Type” or “Internal” in the “User Define Stock Status” business component.

The system displays the following:

To Stock Status

To Stock Status is same as the Return Stock Status.

Enter the following in the “Part Information” multiline:

Return Serial #

The number identifying the serial number of the part that is returned (Alphanumeric, 40) This field is applicable only when the part is serial-controlled or both lot-controlled and serial-controlled.

Note: The returned serial number should be unique for the multiline. Note: The returned serial number – lot number combination must be unique in the multiline. If the material type is “Regular”, and if: The issue basis of the part being returned is set as “Non Returnable” in the “Part Administration” business component, then only those serial-numbered and/or lot-numbered parts which were issued can be returned. The issue basis of the part being returned is set as “Returnable” in the “Part Administration” business component, then only those serial-numbered and/or lot-numbered parts which were issued can be returned. The returned serial/lot number can be different from the issued serial/lot number when there exists a “Part #/ Serial # Change” transaction in the “Stock Maintenance” business component with “Change Status” as “Completed”, “Change Basis” as “Correction” and “Change Type” as “Serial Reference Change” or “Part / Serial Reference Change”. The issue basis of the part being returned is set as “Core Returnable” in the “Part Administration” business component, then the return part number and/or serial/lot number can be different from the issue part number and/or serial/lot number. The returned serial and/or lot number must have been defined in the “Stock Maintenance” business component. If the material type is “Main Core”, and if: The reference document type is CWO with work order type as “Piece Part” or “Make”, then the return part number and/or serial number can be different from the issue part number and/or serial number. The system ensures that the returned serial number is not defined in the “Stock Maintenance” business component, if the return serial number is different from the issue serial number. There exists a “Part #/ Serial # Change” transaction in the “Stock Maintenance” business component with “Change Status” as “Completed”, “Change Basis” as “Correction” and “Change Type” as “Part Reference Change” or “Part / Serial Reference Change”, then the return part number and/or serial number can be different from the issue part number and/or serial number (Returned Part / Serial same as New Part / New Serial in the Part #/ Serial # Change document). The reference document type is CWO that is not based on “Engineering Order”, with work order type as “Component”, then only those serial-numbered and/or lot-numbered parts which were issued can be returned.
Manufacturer Serial #	A unique number identifying the serial issued by the manufacturer (Alphanumeric, 18). The system retrieves the Manufacturer Serial # for the Part #-Serial # combination from the “Stock Maintenance” business component.
Return Lot Type	Use the drop down list box to select the return serial/ lot type of the part. The system lists the following options.
	Existing – Select this option if the Return Serial # / Return Lot # exists.
	New – Select this option if the Return Serial # / Return Lot # is new. The system leaves the field blank by default. For the Part # - Serial # or Part # - Lot # combination, the system retrieves and displays the Manufacturer Serial # or Manufacturer Lot # as defined in the “Stock Maintenance” business component. For the newly added line items, if "Return Serial/ Lot Type" is selected as "New" then value entered in "Manufacturer Serial # / Manufacturer Lot#"-Part# combination should not be existing in Stock Maintenance, On submit system will generate the Serial No/ Lot No based on numbering type set in Part administration.

Enter the following in the “Parts Information” multiline:

Return Lot #

The number identifying the lot to which the part belongs (Alphanumeric, 18). This field is applicable only when the part is lot-controlled or both lot-controlled and serial-controlled.

Note: The returned lot number should be unique in the multiline.

Manufacturer Lot #

A unique number identifying the lot number issued by the manufacturer (Alphanumeric, 18).

Note: The system ensures that the lot details are entered, if (i) the part is lot controlled part (ii) the Return Basis is “Core” and (iii) the “Mandate Lot # for Core Returns” is set as “Yes” in the “Logistics Common Master” business component.

Certificate #

The number identifying the certificate (Alphanumeric, 40). This field is mandatory, if the “Certification Reqd?” field is set as “Mandatory” in the “Part Administration” business component or the Certificate Type/ Certificate Date is entered.

This field can be left blank, if the Return Warehouse is an “Unserviceable” warehouse as defined in the “Material Inquiry” page or the Return Part is of Part Type “Component” and the return condition is “Unserviceable”.

Certificate Type

Use the drop down list box to select the certificate type associated with the part. The system lists all the certificate types that are issued for parts, as defined in the “Logistics and Common Masters” business component. The system leaves the field blank by default. This field is mandatory, if the Certificate Date/ Certificate #is entered.

Certificate Date

The date on which the certificate was issued (Date Format). The certificate date must be in the same format as displayed in the “Date Format” field. Ensure that the certificate date is earlier than or the same as the current date. This field is mandatory, if the Certificate # / Certificate Type is entered.

Note: For the Part/Serial/Lot combination in the multiline, the system retrieves and displays the “Certificate #, “Certificate Type”, and “Certificate Date” as defined in the “Stock Maintenance” business component.

Note: If there is no Certificate detail defined in the “Stock Maintenance” business component, the system leaves the “Certificate Type” field blank by default.

Note: You must enter the Certificate Details or the Expiry Date, if the returned part has a shelf life.

Enter the following fields in the “Part Information” multiline:

Account Usage

Use the drop-down list box to select the account usage, only if (i) additional parts are being returned through the Component Work Order/ A/C Maint. Exe. Ref # and (ii) the newly added line item has at least one part whose expense type is not "Capital". The system displays the “Usage” which is in “Active“ status, as defined in the “Account Rule Definition” business component and mapped to the event "Unplanned return" The system leaves the field blank by default.

Costing Usage

Use the drop-down list box to select the type of the costing usage, if (i) additional parts are being returned through the Component Work Order/ A/C Maint. Exe. Ref # and (ii) the new line item added has at least one part whose expense type is not "Capital". The system lists the “Active” user-defined “Usages” as defined in the “Cost Center Rule Definition” business component which are mapped to the event "Unplanned return". The system leaves the field blank by default.

The system displays the following field in the “Parts Information” multiline:

Trading Partner Type	The type of the trading partner, which could be “Supplier” or “Customer”.
Trading Partner #	The code identifying the trading partner.
Condition Returned	The condition in which the stock is being returned.

Enter the following field in the “Part Information” multiline:

Expiry Date

The date of expiry of the part being returned. (Date Format).

Note: The expiry date can be ignored, If the part being returned is not “Shelf Life” controlled in the “Part Administration” business component.

Note: If the part being returned is “Shelf Life” controlled as defined in the “Part Administration” business component and the expiry date is not entered the system calculates the expiry date as follows:

For parts with return basis "Main Core Returns",

Expiry Date = Completion date/execution date of the referenced work order/technical log + Shelf Life in days.

If the completion date/execution date is not available the current server date will be considered.

For parts with return basis "Excess" or Returnable, the system retrieves the expiry date from the "Stock Maintenance" business component.

The system displays the following field in the “Parts Information” multiline:

Part Description	The textual description of the part.
Part Type	The type of the part (such as components) being returned
Part Control Type	The part control type of the requested part, which could be one of the following: Lot -Controlled – This indicates that the part is lot -controlled. Serial -Controlled – This indicates that the part is serial- controlled. Lot- & Serial -Controlled – This indicates that the part is lot- and serial- controlled. None – This indicates that the part is not lot- or serial- controlled.
Expense Type	The type of expense incurred while purchasing the part, which could be either “Capital” or “Revenue”.
Value	The value of the part that is returned against each reference document.
Issued Quantity	The quantity of parts that were issued (Decimal)
Issued UOM	The unit of measurement of the part is issued.
Issue Warehouse #	The number identifying the warehouse from which the part was issued.

The system displays the following:

WO Line #

The work order line number of the component work order, for every returned part listed in the multiline.

Task #

The task associated with the work order for every part returned, if the reference document type is “Component Work Order”.

Material Type

The material type, which could be “Main Core” or “Regular”.

Main Core: Indicates the part on which the maintenance work is carried out.

Regular denotes other parts.

Enter the following field in the “Other Details” group box.

User- Defined Detail – 1	User-defined details of the parts being returned
User Defined Detail – 2	User- defined details of the parts being returned
Remarks	Any further information pertaining to the creation of work order based return. (Alphanumeric, 255)
Returned By	The user name and code of the person who returned the parts.

Enter the following field in the Attachments” group box.

File Name

The name of the file used for document reference that is associated with the stock return (Alphanumeric, 50)

Click the “Create Material Return” pushbutton to create the component work order- based material return or technical log based material return.

Note: If the returned part is of type "Component", the part condition must be allowed in the return warehouse, as specified 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 returned to the warehouse.

Note: The system generates the line number for the multiline rows.

The system performs the following functions:

Sets the status of the return document as “Fresh”:

If the return warehouse is a “Free” warehouse and the serial/lot details are entered for the returned part that is serial/lot controlled.
If the return warehouse is a “Normal” warehouse and the placement strategy of all the returned parts is “Automatic” and the serial/lot details are entered for parts that are serial/lot controlled.

Sets the status of the return document as “Draft”:

If the return warehouse is a “Free” warehouse and the serial/lot details are not entered for parts that are serial/lot controlled.
If the return warehouse is a “Normal” warehouse, the placement strategy is “Manual” and the storage details or serial/lot details are not entered for the returned part.

For serial controlled parts, the system ensures that there exists only one return document in draft or fresh status, for every returned part number-serial number combination.
Retrieves the zone, bin, issue quantity for the parts to be return based on the issue document, if issue warehouse is same as return warehouse. Else if return warehouse is different from issue warehouse then the system stores the warehouse zone and bin based on placement stratergy defined for the Trading Partner #-warehouse-part combination.
Updates the newly generated serial number (if any), in the “Stock Maintenance” business component.

Updates the “Component Work Order Reporting” business component with the details of the returned quantity for each work order line number, if the reference document type is “Component Work Order”.
Ensures that the valuation method exists for the Return Classification-Return Basis-Expense Basis combination in the “Valuation Policy For Return Classification” multiline in the “Set Options” activity of the “Stock Maintenance” business component. The system ignores this validation if the parts have issue basis “Returnable” and Material Type “Main Core” and if the “Return Valuation Based On Return Classification” is set as “Yes” in the “Set Options” activity of the “Stock Maintenance” business component.
For parts that are of the type “Serial Controlled”, “Lot Controlled” or “Serial and Lot Controlled”, the system performs the following on clicking the “Create Material Return” pushbutton.

Ensures that the warehouse is mapped to the trading partner as “Exclusive” or “Shared” Storage Category, if the warehouse is “Free”.
Ensures that the “Warehouse-Zone” combination is mapped to the given trading partner as either "Exclusive" or "Shared" storage category, If the warehouse is “Normal” and Zone is “Free”.
Ensures that the “Warehouse-Zone-Bin” combination is mapped to the given trading partner as either "Exclusive" or "Shared" storage category, if the warehouse, zone and the bin are “Normal”.
Ensures that at least one storage area is mapped as either "Exclusive" or "Shared" storage category for the given trading partner (Customer/Supplier), if the “Warehouse #” is not specified.

Ensures that the value of the returned part is “Zero”, if the “Part Expensing Policy” is set as “On Receipt” in the interacting “Part Administration” business component.
Ensures that the “Non-Stockable” field is set as “No” in the interacting “Part Administration” business component for each part in the Material Return document.
Ensures that the task is not in “Cancelled”, “Preclosed” and “Closed” status when a new line item with Task and Ttask Seq # is entered.

To proceed, carry out the following

Select the ”Returns Against Return Slip” link at the bottom of the “Select Reference Document” page to create the material returns against return slip.
Select the “Issue- Wise Returns” link at the bottom of the “Reference Document Selection” page to create the issue- wise material return.
Select the “Storage Information” link at the bottom of the “Issue Wise Returns” page to update the material return details.
Select the “Edit Material Return” link at the bottom of the “Issue Wise Returns” page to update the material return details.
Select the “Edit References” link at the bottom of the page to update the reference document details.
Select the “Confirm Return” link at the bottom of the page to confirm the return.
Select the “Generate Return Document Report” link at the bottom of the page to generate the return document report.

Creating Component Work Order/Technical Log - Based Returns – An overview

This activity allows you to create a component work order/technical log - based return document. You can create the material return based on the numbering type, the return type, the status, the return category, the number of the return warehouse, the return date selected and the user status. You can also enter additional information such as the user- defined details, the remarks pertaining to the return document and the name and code of the user who returns the material. This activity also enables you to return parts without any issue reference as additional line items.

What you can do in this page

Choose a numbering pattern to generate return number

You can select a numbering type for the return number. A unique return number will be generated by the system based on the numbering type you select in this page.

Select the numbering type in the “Numbering Type” drop-down list box.
Enter all other return details.

On clicking the “Create Material Return” pushbutton, the system creates the component work order-based material return or technical log based material return using the selected numbering type.