Modifying unplanned return details
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This page allows you to modify the details of the unplanned return. You can modify the details of the return in the “Draft” or the “Fresh” status. You can modify the details of the warehouse, the reference documents and the parts returned. Once the status of the return changes to “Fresh”, the return can be sent for confirmation. The system stores the login user ID and the server date along with the modification details.
Select the "Edit Unplanned Return" link in the “Select Return #” page. Alternatively, select the hyperlinked return number in the multiline of the same page.
The “Edit Unplanned Return” page appears.
The system displays the following:
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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:
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Return # |
The number identifying the unplanned return .The number is displayed based on the status selected in the “Status” field. |
Enter the following in the “Return Document Details” group box, to modify the details of the selected return:
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Status |
Use the drop-down list box to set the status of the unplanned return to “Draft” or “Fresh”. Mandatory. |
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The system displays “Blank” by default. |
The system displays the following in the “Return Document Details” group box:
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Return Type |
The type of the return. |
Enter the following in the “Return Document Details” group box:
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User Status |
Use the drop-down list box to modify the user-defined status assigned to the unplanned return. The system lists all the user statuses of the type “User Status” defined in the ”Create Quick Codes” activity, that are in the “Active” status. |
The system displays the following in the “Return Document Details” group box:
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Return Warehouse # |
The warehouse for the Unplanned Return transaction. |
Enter the following in the “Return Document Details” group box:
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Return Category |
Use the drop-down list box to set the return category. The system lists all the quick codes of the “Return Category” type defined in the “Create Quick Codes” activity and that are in the “Active” status. |
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Ref Document # |
A unique number identifying the reference document based on which this unplanned return is created (Alphanumeric, 40). |
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Return Date |
The date on which the parts are returned to the warehouse (Date Format). |
Enter the following in the “Accounting Details” group box:
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Account Usage |
Use the drop down list box to select the type of the account. The system lists all the “Active” user defined “Usage” as defined in the “Account Rule Definition” business component. The system displays “Blank” by default. |
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Note: 1) Ensure that the “Account Usage ” is entered for the stock return, if (i) the part is of expense type “Revenue” and issue basis other than “Returnable” (ii) the “Expensing Policy” is not set as “On Receipt” and (ii) the “Ownership” of the part is neither “Customer” nor “Supplier”. 2) Do not enter account usage, if: (i) Part ownership is Customer. (ii) Part ownership is Supplier and, stock valuation for the supplier of the part is not required. (iii) Expense type for the part is Capital. (iv) However, if stock valuation is mandatory for a supplier-owned part, the stock status must also support valuation. Alternately, the reverse of this must also be true. |
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Costing Usage |
Use the drop down list box to select the type of the costing to be used. The system lists all the “Active” user defined “Usage” as defined in the “Costing Center Rule Definition” business component. The system displays “Blank” by default. |
Note: Ensure that the costing usage is selected for the stock return, if (i) the part has “Expense Type” as “Revenue” (ii) “Return Basis” other than “Returnable” (ii) the “Expensing Policy” is not set as “On Receipt” and (ii) the “Ownership” of the part is neither “Customer” nor “Supplier”. This is applicable, only if the current business component interacts with the “Cost Center Rule Definition” business component.
Enter the following fields in the “Trading Partner Information” group box:
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Trading Partner Type |
The type of the trading partner, which could be “Supplier” or “Customer”. See the table for permitted trading partner type selection |
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Trading Partner # |
The code identifying the trading partner (Alphanumeric, 45). The Trading Partner# entered here must be specified in the “Customer/Supplier” business component. Ensure that a value is entered in this field, if the “Stock Status” selected in the multiline is owned by the “Trading Partner Type” in the “User Defined Stock Status” business component. Note: You can change the trading partner # only after you have changed the trading partner type. Help facility available. |
The system displays the following:
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Trading Partner Name |
The name of the trading partner. |
Note: The system retrieves and displays the “Trading Partner #”,”Trading Partner Type” and “Trading Partner Name” as defined in the “Return Document”.
Enter the following field in the “Part Information” multiline, to add parts in the unplanned return:
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Return Part # |
The number identifying the part that is returned (Alphanumeric, 40). Mandatory. Ensure that this value is greater than zero. The part number entered must be defined in the “Create Parts Main Information” activity of the “Part Administration” business component. The system sets this field as the part number displayed in the “Issued Part #” field by default. Also ensure that the part number is set as “Maintainable” in the “Part Administration” 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 Administration” business component. Note: If the part is owned by a supplier for which stock valuation is required, the valuation method for the part must be “Actual Cost”. Help facility available. |
The system displays the following in the “Parts Information” multiline:
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Part Description |
The description of the part that has been returned. |
Enter the following field in the “Parts Information” multiline:
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Return Lot # |
The number identifying the lot to which the part belongs (Alphanumeric, 18). |
Note:This field is applicable only when the part is lot-controlled or lot- and serial -controlled. Ensure that the lot number is already associated with the warehouse/zone/bin in the “Stock Maintenance” business component and has the required quantity in the required status.
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Manufacturer Lot # |
The number identifying the lot number of the part issued by the manufacturer. Help facility available. |
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Return Serial # |
The serial number of the part that is returned (Alphanumeric, 40).
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Note:This field is applicable only when the part is serial-controlled or lot- and serial-controlled. Ensure that the serial number being returned is already defined for the part selected in the “Stock Maintenance” business component and the status of the part is the same as that required.
1) If the issue basis of the part being returned is set as “Returnable” in the “Part Administration” business component, then only those serial numbered parts which are “Issued” would be returned. 2) The returned part # and serial #/lot # combination must not be a part issued against a loan order.
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Return Quantity |
The quantity of the returned parts (Decimal). |
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Note: The system updates the return quantity as 1 on clicking the “Create Material Return”, if the returned part is serial-controlled, or both serial-controlled and lot-controlled. Note: Ensure that the return quantity is entered if the returned part is lot-controlled or none-controlled. |
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Return UOM |
The unit of measurement of the part that is being returned (Alphanumeric, 10). Help facility available. |
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.
Note: If the transaction UOM is different from stock UOM, check in the part administration component and in the interactive UOM component provided that conversion exists between the transaction UOM and the stock UOM for the part.
Note: If this field is left blank, on clicking the “Edit Unplanned Return” pushbutton, the system displays the stock UOM by default.
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WH – Zone # |
The number identifying the zone in the warehouse to where the part is being returned (Alphanumeric, 10). Data entry in this field is mandatory when the storage type of the warehouse is “Normal”. Ensure that the zone is already associated with the warehouse in the “Create Warehouse Information” activity of the “Storage Administration” business component and is in the “Active” status. Help facility available. |
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Bin # |
The number identifying the bin in the warehouse towhere the part is being returned (Alphanumeric, 10). Data entry in this field is mandatory when the storage type of the zone is “Normal”. Ensure that the bin is already associated with the zone in the “Create Warehouse Information” activity of the “Storage Administration” business component and is in the “Active” status. Help facility available. |
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Stock Status |
Use the drop-down list box to select the stock status. Mandatory. The system lists all the “Active” system-defined, “User”-defined stock statuses mapped for the “Unplanned Return” transaction type in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component. By default, the system sets this field as the stock status that is specified for the transaction type in the activity mentioned above. |
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Note: 1) The stock status of the part must be set to “PBH”, only if the part is identified as “Under PBH” in the “Supplier” business component. 2) The stock status of all parts in the receipt must either support or not support valuation. This means the receipt document cannot have parts of which some are valuated while others are not. 3) However, if stock valuation is mandatory for a supplier-owned part, the stock status must also support valuation. Alternately, the reverse of this must also be true. |
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Return Basis |
Use the drop-down list box to select the basis on which the part is being returned. The system lists values such as "Core", "Excess" and "Returnable". |
Note: The system displays the return basis as “Returnable”, if the issue basis of the part is set as “Returnable” in the “Storage Area Administration” business component.
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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” and if the “Return Valuation Based On Return Classification” is set as “Yes” in the “Set Options” activity of the “Stock Maintenance” business component.
The system displays the following field in the “Parts Information” multiline:
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Current Condition |
The current condition of the part. |
Note: The system displays the “Current Condition” as specified in the “Aircraft” business component.
Enter the following field in the “Parts Information” multiline:
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Condition Returned |
Use the drop-down list box to select the condition in which the stock is being returned. The system lists the options as “Overhauled, “Serviceable” or “Unserviceable” and leaves the field blank by default. This field must be entered for a part of type “Component”. |
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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 in the “Part Administration” business component and the expiry date is not entered then the system,
The system displays the following field in the “Parts Information” multiline: |
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Part Type |
The type of the part, such as components, being returned. |
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Part Control Type |
The part control type of the requested part, which could be one of the following: |
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Expense Type |
The type of expense incurred while purchasing the part, which could be either “Capital” or “Revenue”. |
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Value |
The value of the part that is returned against each reference document. |
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Current Ownership |
The current ownership of the part, which could be “Customer”, “Supplier” or “Owned”. |
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Owning Agency |
The code identifying the agency that owns the part. |
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Note: The system displays the “Current Ownership” and “Owning Agency” as specified in the “Aircraft” business component.
Note: For a part with issue basis as “Returnable”, the “Ownership” and “Current Ownership” details will be the same.
Enter the following field in the “Other Details” group box:
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User Defined Detail – 1 |
User defined details of the parts returned. |
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User -Defined Detail – 2 |
User- defined details of the parts returned. |
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Remarks |
Textual description of the comments. |
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Returned By |
The user name and code of the person who return the parts. |
Enter the following field in the “Attachments” group box:
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File Name |
The name of the file used for document reference that is associated with the stock return (Alphanumeric, 50). |
Select the “View File” link to view the reference file details
Click the “Edit Unplanned Return” pushbutton to modify the unplanned return.
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) 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. 3) 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 in the “Last Modified By” and the “Last Modified Date” fields.
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.
The system maintains the account code for each of the line item.
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 of the type “Serial Controlled”, “Lot Controlled” or “Serial and Lot Controlled”, the system performs the following on clicking the “Edit Unplanned 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 the 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 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.
The system 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.
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 displays the following details in the “Record Statistics” group box:
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Created By |
The name of the user who created the return document. |
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Created Date |
The date on which the return document was created. |
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Last Modified By |
The name of the user who last modified the return document. |
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Last Modified Date |
The date on which the return document was last modified. |
To proceed, carry out the following
Select the “Edit References” link at the bottom of the page to enter the reference details.
Select the “Confirm Unplanned Return” link at the bottom of the page to confirm or cancel the unplanned return.
Select the “Generate Return Document Report” link at the bottom of the page to generate the return document report.
Select the “Record HAZMAT Compliance” link at the bottom of the page to record HAZMAT compliance information for HAZMAT parts in the unplanned return.
Select the “Record Inspection Details” link at the bottom of the page to record inspection details of the parts in the unplanned return.
Select the “Manage Part Serial MOD Details” link at the bottom of the page to record / manage the MOD details for the part serial combination.
Refer to "Managing Part Serial Mod Details" topic under the Stock Maintenance business component for further details.
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.
You can select and modify an unplanned return.
Use the “Select Return #” page to select an unplanned return and modify it.
Use the “Edit Unplanned Return ” page to modify the unplanned return.