Confirming or canceling unplanned returns

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

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

The “Confirm Unplanned Return” page appears.

The system displays the following:

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

Note: Leave the fields blank, to retrieve all the unplanned returns created in the system irrespective of the search criteria.

Note: The system retrieves only those return documents, that are in “Fresh” status.

• 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:

• Check the box in the multiline to mark an unplanned return for confirmation or cancellation.

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

To confirm unplanned returns

• Click the “Confirm Unplanned Return” pushbutton to confirm the selected unplanned returns.

Note: 1) The system does not allow unplanned return, if the part/component is a restricted part with a restriction code that has the process parameter “Allow Unplanned Return” under the entity type Stock Restriction Code in the Define Process Entities activity set as 0/No during the restriction effective period. (You can place restrictions on specific transactions of parts in the “Manage Part Restrictions” activity of Aircraft by associating a restriction code that does not allow these transactions during the period between Effective From and To dates. Restrictions placed on part # via the restriction code apply to all serial #s/lot #s of the part. Restrictions can also be placed on specific serial #/lot # or on a range of serial #s/lot #s of a part. Process parameters of restriction codes are defined in the “Set Process Parameters” page of “Define Process Entities” activity of Common Master.) 2) The system does not allow the unplanned return of Part # - Serial # that was earlier issued against a ‘Normal’ repair order, if the parameter ‘Enforce part sent for external repair is received only through Repair Receipt if the Repair Order is open and RO Type is 'Normal'?’ under the category Repair Order in the Set Purchase Options activity of Logistics Common Master is ‘1’. Such parts can be received by means of repair receipts only.

• The system stores the login user ID and the server date along with the confirmation details.

• The system updates the “Aircraft” business component with the condition, ownership details and parameter settings of the returned part.

• Updates the stock levels of the returned part in the “Stock Maintenance" business component.

• Updates the expiry date of the “Shelf Life” controlled return parts in the “Stock Maintenance” business component.

• For the part returned with stock status as “PBH”, the system updates the ownership details of the returned part as “Supplier”, owning agency as “Supplier #”, possession status as “PBH” in the “Aircraft” business component.

• 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 Admnistration” 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.

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

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 the material request in the order of “AOG” priority, “Normal” priority and “Low” priority.

• If there are no pending material requests for the returned 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 warehouse.

• 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 ensures that the core value is specified for the part number and the serial number in the “Maintain Core Value” activity of the “Stock Maintenance” business component.

• For the parts of type “Component” with Expensing Policy set as “Core Value on Phase Out” in the “Maintain Planning Information” activity, and having stock status attribute set as “Ownership-Internal”, the system ensures that there exists an Authorized Maintenance Program for the component. This check is not performed if the Authorized Maintenance Program is revised.

• The system ensures that the parts of type “Component” with Expensing Policy set as “Core Value on Phase Out” in the “Maintain Planning Information” activity, and having stock status attribute set as “Ownership-Internal”, should have “Overhaul Value” defined in the “Edit Usage Based Schedule” page of the “Component Maintenance Program” business component, same as the lead parameter unit defined in the “Maintain Maintenance Info. for Part” activity of the “Aircraft” business 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 generated for the parts 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 updated as 16000 (i.e. 20000-4000).

• For parts with Expensing Policy set as “Core Value on Phase Out”, Variable Value Basis set as “Life to Overhaul” in the “Maintain Additional Valuation Information” page, stock status attribute set as “Ownership-Internal”, and with Overhaul Value same as the lead parameter unit, the system calculates the return stock value during Hangar Work Order Return and Technical Log Return, using the following formula:

Return Stock Value = Core Value+ New Variable value, where

New Variable Value= Variable Value *(Overhaul Value - Current Lead Parameter Value)/Overahaul Value

• The system considers only the core value for computation of return cost for non-components, if the Expensing Policy for the part is set as “Core Value on Phase Out” and Variable Value Basis is set as “Non-Life”.

• The maintenance cost for CWO based return will be added to the stock or expensed off based on the “Maintenance Expensing Policy” set for the Maintenance Type “Overhaul”, “Repair”, “Inspection” and “Others” in the “Maintain Additional Valuation Information” page of the “Part Administration” business component.

• The system ensures that the value of the returned part is “Zero”, if the Part’s “Expensing Policy” is set as “On Receipt” in the interacting “Part Administration” business component.

• The sysem 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.

• The system retains the remaining variable value for the parts if “Carry Forward” is selected in the “Residual Value” drop-down list box in the “Maintain Additional Valuation Information” page, and clears the remaining variable value if “Expense Off” is selected in the “Residual Value” drop-down list box.

• For the specified part / serial #, the system updates the latest Component Replacement document to specify that the part removed from the aircraft / component is returned to the warehouse.

• The system ensures that the HAZMAT Compliance is recorded for all the HAZMAT parts in the Unplanned Return document, if the “HAZMAT Compliance” is set as “Enforce Compliance” for the transaction Unplanned Return in the “Set Inventory Process Parameters” activity of “Logistics Common Master” business component.

• The system ensures that for all the parts that require inspection in the Unplanned Return document, the “Inspected Status” is set as “Inspected” in the “Inspect/ Re-certify Parts” activity of “Stock Maintenance” business component.

• The system posts financial entries for those returned parts owned by self having “Expense Type – Revenue” and, “Stock Status” with “Valued” as “Yes” Similarly, for parts 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.

Calculating the value of returned parts

• The system calculates the value of only those parts whose Expense Type is set as “Revenue”, stock status attributes “Valued” and “Ownership-Internal” /"Ownership-Supplier" set as “Yes” in the “User Defined Stock Status” and parts having value greater than zero.

Note: If the part is returned through “Goods Receipt”, “Unplanned Receipt” or “Opening Balance” receipt transactions, the system calculates the value of the returned part based on the valuation method “Standard Cost”, “Weight Average Rate”, “LIFO”, “FIFO” or “Actual Cost”. Else the system calculates the value of the part using  the “Standard Cost” Valuation Method.

• For parts with expense type as “Capital”, the system considers the value of the returned part as zero.

• For parts with expense type as “Revenue”, the system calculates the value of the returned part based on the “Parts Expense Basis” option setting in the “Set Options” activity of the “Stock Maintenance” business component.

• If the option for “Parts Expense Basis” is set as “Expense At First Issue” in the “Stock Maintenance” business component, the following are applicable:

1. 1. The system calculates the rate as [(Issue Part Rate / Issued Quantity of the Part) * Return Quantity] based on the issue cost, irrespective of the valuation method for parts. This is applicable only for “Returnable” parts.

   2. The system calculates the rate as the “Average Issue Cost” for parts with valuation methods other than “Actual cost”. This is applicable only for parts with return basis as “Excess”.

   3. The system calculates the rate at “Actual Cost” for parts with valuation method as “Actual Cost”. This is applicable only for the parts with return basis as “Excess”.

   4. The system considers the rate of the part returned as zero, irrespective of the costing method. This is applicable only for the parts of type “Component” with issue basis as “Core-Returnable”, where the issue flag is set as “Yes” for the part.

   5. The system calculates the rate at “Actual Cost”: This is applicable when the valuation method of the part is “Actual Cost”, the part is of type “Component”, the issue basis is “Core-Returnable” and the issue flag is set as “No” for the part.

   6. The system calculates the rate at “Average issue Cost”, if the valuation method of the part is “Standard Cost“ / “Weighted Average“ / “LIFO“ / “FIFO“, the part is of type “Component”, the issue basis is “Core-Returnable” and the issue flag is set as “No” for the part.

• If the option for “Parts Expense Basis” is set as “Expense At Retirement” in the “Stock Maintenance” business component: and the valuation method of the returned part is “Weighted Average”, the system calculates the cost of each part returned on the issue basis and the return basis.

• For parts with Return Basis other than  “Returnable”, if the “Return Valuation Based On Return Classification” field is set as “Yes” in the “Set Options” activity of the “Stock Maintenance” business component, the system calculates the return value based on the following logic:

1. 1. If the Return Valuation for the Expense Basis-Return Classification-Return Basis combination in the “Set Options” activity of the “Stock Maintenance” business component is “Zero Cost”, the system considers the value of the returned parts as zero.

   2. If the Return Valuation for the Expense Basis-Return Classification-Return Basis combination in the “Set Options” activity of the “Stock Maintenance” business component, is “Valuation Method”, the system calculates the return value using Valuation Method logic set for the returned part in the “Part Administration” business component. If the value calculated is zero then the Issue cost value is taken from the last issue document of the returned part from the “Stock Issue” business component and considered as the returned value. If the issue cost of the returned part is zero then the standard cost of the part is taken from the “Part Administration” business component and considered as the returned value.

   3. If the Return Valuation for the Expense Basis-Return Classification-Return Basis combination in the “Set Options” activity of the “Stock Maintenance” business component is “Issue Cost”, the system calculates the return value using the issue cost logic. If the value calculated is zero then the Valuation method set in the “Part Administration” business component for the returned part is considered as the returned value. If the output of the valuation method is zero then the standard cost of the part taken from the “Part Administration” business component is considered as the returned value.

To cancel unplanned returns

• Click the “Cancel Returns” pushbutton to cancel the selected unplanned returns.

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

• Select the “Upload Documents” link at the bottom of the page to upload various documents associated with the parts.

• Select the “View Associated Doc. Attachments” link at the bottom of the page to view the various documents that are associated to the return document.

Refer to “Object Attachments” Online Help for more details.

To modify the unplanned return details before confirmation or cancellation

• Select the “Edit Unplanned Return” link at the bottom of the page to modify the details of the selected unplanned return.

To record HAZMAT compliance details

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

To record inspection details

• Select the “Record Inspection Details” link at the bottom of the page to record inspection details of the parts in the unplanned return.

Confirming or canceling unplanned returns– An overview

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

You can confirm returns that are in the “Fresh” status. On confirming, the system generates the part serial number of the received parts. The part details are updated in the inventory after confirmation. On confirming, the system updates the status of the unplanned return 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 returns. The status of the return after cancellation is updated as Canceled”.

You can confirm and cancel unplanned returns in bulk.

What you can do in this page

Confirm or cancel unplanned return documents

Confirm or cancel unplanned returns

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

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

• Select the unplanned return(s) to be confirmed or canceled in the multiline.

• Click the “Confirm Unplanned Return” pushbutton to confirm the selected unplanned return(s).

• Click the “Cancel Unplanned Return” pushbutton to cancel the selected unplanned return(s).