Selecting a scrap note for processing

This page allows you to select a scrap note for processing. Tell me more.

Select the “Process Scrap Note” activity under the “Scrap Note” business component.

The “Select Scrap Note” page appears.

Enter the following filter criteria in the “Search Criteria” group box to search for a scrap note. Data entry in the following fields is optional.

Action

Use the drop-down list box to select the action that should be performed on the scrap note. The system displays the following options:

Process Scrap Note – Select this option to process a scrap note and take the required processing action such as “Approval”, “Hold”, “Reject”, or “Return” by providing appropriate processing comments.
Short Close Pending Repl. Qty – Select this option to short close the pending replenishment quantity parts in the scrap note. On short closing the system updates the pending repl. qty as the short closed qty against the part in the corresponding scrap note document.

The system displays “Process Scrap Note” by default.

Note:

The user can process a scrap note that is in the “Confirmed”, “Held”, or “Under Approval” status.
The user can short close the pending replenished quantity of parts for a scrap note that is in the "Approved” status only.

Scrap Note Info	Use the drop-down list box to select a scrap note related field, based on which the search is done. The system lists the following options: Scrap Note # - The code that identifies the scrap note to be retrieved (Alphanumeric, 40). Select this option in the drop-down list box and enter the code in the adjacent text box. You can enter the code in full or specify it partially using the “*” character. Scrap Note Type – The status of scrap note for which the details would be retrieved. Select this option in the drop-down list box and select the scrap note type in the adjacent list box. Scrap Note Date: From – The starting date in the range of scrap note dates, for which the details would be retrieved (Date Format). Select this option in the drop-down list box and enter the date in the adjacent text box. The system lists all the scrap notes that are created later than this date. The date entered must be in the same system format and must be lesser than or equal to the system date. Scrap Note Date: To – The ending date in the range of scrap note dates, for which the details would be retrieved (Date Format). Select this option in the drop-down list box and enter the date in the adjacent text box. The system lists all the scrap notes that are created earlier than this date. The date entered must be in the same system format and must be lesser than or equal to the system date. Depending on the option selected, the not applicable adjacent text box or adjacent list box is disabled. The system displays “Scrap Note #” by default.
Status	Use the drop-down list box to select the status of the scrap note for which the details would be retrieved. The system lists the following options: Only “Confirmed”, “Held” and “Under Approval” status is displayed when the “Action” field is set to “Process Scrap Note”. Only "Approved" status is displayed, when the “Action” field is set to “Short Close Pending Repl. Qty”. The system displays blank, by default.
Other Info	Use the drop-down list box to select other info related field, based on which the search is done. The system lists the following options: Priority – The priority of the scrap note for which the details would be retrieved. Select this option in the drop-down list box and select the scrap note priority in the adjacent list box. The system lists all the “Active” priorities specified in the “Manage Priority Codes” activity in the “Logistics Common Master” business component. Category – The category of the scrap note for which the details would be retrieved. Select this option in the drop-down list box and select the scrap note category in the adjacent list box. The system lists all the “Active” categories defined under the category "Scrap Note” in the “Create Common Category” activity of the Logistics Common Master business component. User Status – The user-defined status of the scrap note, for which the details would be retrieved. Select this option in the drop-down list box and select the scrap note status in the adjacent list box. The system lists “Active” values defined under the document "Scrap Note" in the “Create User Status” activity of the Logistics Common Master business component. Generation Mode – Use the drop-down list box to indicate whether an automatically or manually created scrap note should be retrieved. Select this option in the drop-down list box and select the generation mode in the adjacent list box. Material Control Group – The control group who created the scrap note, for which the details would be retrieved. Select this option in the drop-down list box and select the material control group in the adjacent list box. Note: When the Material Group Control is set as 'Required' for the category “Scrap Note” in the “Set Inventory Process Parameter” activity of the “Logistics Common Master” business component, then the following is applicable: 1. The adjacent list box is loaded with the 'Primary' and 'Secondary' “Active” Buyer Group details of the login user and mapped to the scrap note. 2. When no buyer group is selected, then all the scrap notes that have a reference to a buyer group are retrieved. 3. When a buyer group value is selected, then only those scrap notes mapped to the buyer group are retrieved. Note: When the Material Group Control is set as 'Not Required' for the category “Scrap Note” in the “Set Inventory Process Parameter” activity of the “Logistics Common Master” business component, then the following is applicable 1. The adjacent list box is loaded with all the groups defined in the “Create Buyer Group” activity of the “Buyer Group” business component. 2. When no buyer group is selected, then all the scrap notes including those which do not have any buyer group are retrieved. 3. When a buyer group value is selected, then only those scrap notes mapped to the buyer group are retrieved. Created by User Name – The name of the user who created the scrap note, based on which the details would be retrieved. (Alphanumeric, 75). Select this option in the drop-down list box and enter the the User name in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Initiated by Emp # - The employee code in the material control group who initiated the need for a scrap note, for which the details would be retrieved (Alphanumeric, 25). Select this option in the drop-down list box and enter the employee code in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Note: The “Emp #” must be mapped to atleast one 'Active' Buyer Group and the Effective To Date for the login user in the buyer group should be later than or equal to current date. Initiated by Emp. Name – The employee name who initiated the need for a scrap note, for which the details would be retrieved (Alphanumeric, 75). Select this option in the drop-down list box and enter the the employee name in the adjacent text box. You can enter the code in full or specify it partially using the “*” character. Depending on the option selected, the not applicable adjacent text box or adjacent list box is disabled. The system displays “Category” by default.
Ref. Doc. Info	Use the drop-down list box to select the reference document type and based on the selection the scrap note would be retrieved. Select the reference document type in the drop-down list box and enter the corresponding reference document number in the adjacent field. The system displays blank, by default.
Part Info	Use the drop-down list box to select part info related field, based on which the search is done. The system lists the following options: Part # - The number identifying the part based on which the scrap note would be retrieved. (Alphanumeric, 40). Select this option in the drop-down list box and enter the Part # in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Mfr. Part # - The part number given by the manufacturer, based on which the scrap note would be retrieved. (Alphanumeric, 40). Select this option in the drop-down list box and enter the Mfr. Part # in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Part Description – The name of the part, based on which the scrap note would be retrieved. (Alphanumeric, 150). Select this option in the drop-down list box and enter the part name in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Serial # - The serial number of the part, based on which the scrap note would be retrieved. (Alphanumeric, 40). Select this option in the drop-down list box and enter the Serial # in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Lot # - The lot number of the part, based on which the scrap note would be retrieved. (Alphanumeric, 40). Select this option in the drop-down list box and enter the Lot # in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Mfr. Serial # - The serial number of the part given by the manufacturer, based on which the scrap note would be retrieved. (Alphanumeric, 40). Select this option in the drop-down list box and enter the Mfr. Serial # in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Mfr. Lot # - The lot number given of the part given by the manufacturer, based on which the scrap note would be retrieved. (Alphanumeric, 18). Select this option in the drop-down list box and enter the Mfr. Lot # in the adjacent text box. You can enter the code in full or specify it partially using the “*” character. Part Type – The part type of the part, based on which the scrap note would be retrieved. Select this option in the drop-down list box and select the Part type in the adjacent list box. Expense Type – The type of expense incurred when the part was purchased, based on which the scrap note would be retrieved. Select this option in the drop-down list box and select the Expense type in the adjacent list box. Part Category – The category of the part, based on which the scrap note would be retrieved. Select this option in the drop-down list box and select the Part category in the adjacent list box. The system lists all the “Active” part categories defined in the “Create Quick Code” activity of the “Part Administration” business component. Part Classification – The category under which the part is classified and based on which the scrap note would be retrieved. Select this option in the drop-down list box and select the Part classification in the adjacent list box. Stock Status – The user-defined stock status of the part, based on which the scrap note would be retrieved. Select this option in the drop-down list box and select the Stock status in the adjacent list box. The system lists all the active stock statuses defined in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component. Cur. Condition – The current condition of the part, based on which the scrap note would be retrieved. Select this option in the drop-down list box and select the current condition in the adjacent list box. Depending on the option selected, the not applicable adjacent text box or adjacent list box is disabled. The system displays “Part #” by default.
Note: If any one Part Info is selected, then all the scrap note documents having the Part Info along with the other Part details are retrieved.
Trading Partner Info	Use the drop-down list box to select trading partner info related field, based on which the search is done. (Alphanumeric, 40). The system lists the following options: Customer # - The code identifying the customer who owns the part, based on which the scrap note details would be retrieved. Select this option in the drop-down list box and enter the Customer # in the adjacent field. You can enter the code in full or specify it partially using the “” character. Supplier # - The code identifying the supplier who owns the part, based on which the scrap note details would be retrieved. Select this option in the drop-down list box and enter the Supplier # in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Customer Name – The name of the customer who owns the part, based on which the scrap note details would be retrieved. Select this option in the drop-down list box and enter the Customer Name in the adjacent text box. You can enter the code in full or specify it partially using the “” character. Supplier Name – The name of the supplier who owns the part, based on which the scrap note details would be retrieved. Select this option in the drop-down list box and enter the Supplier Name in the adjacent text box. You can enter the code in full or specify it partially using the “” character. The system displays blank, by default.
Storage Info	Use the drop-down list box to select the warehouse from where the part is removed for scrapping. Select the relevant zone mapped to the warehouse and the relevant bin mapped to the zone in the adjacent fields respectively. The relevant scrap note is retrieved.
Display Option	Use the drop-down list box to select the display option for retrieving the parts in the multiline. The system provides the following options: Show Document – Select this option to retrieve all the scrap note documents in the document level with the following details fetched in each document: Scrap Note #, Scrap Note Date, Scrap Value, Currency, User Status, Scrap Note Type, Category, Warehouse #, Trading Partner Type, Trading Partner #, and Trading Partner Name. Show Part – Select this option to display all the parts under scrap in all the documents, with the following details fetched for each of the part number: Scrap Note #, Scrap Note Date, Scrap Value, Currency, User Status, Remarks, Part #, Part Description, Qty, UOM, Reason for Scrap, Scrap Note type, Category, Warehouse #, Trading Partner Type, Trading Partner #, Trading Partner Name, Line #. The system displays “Show Document” by default. Note: The system displays only “Show Part” when the “Action” field is set to “Short Close Pending Repl. Qty”.

Note: Leave all the fields blank, if you want to retrieve all the scrap notes that are eligible for processing or short closing.

Click the “Search” pushbutton to search for the scrap note.

The system displays the following in the “Search Results” multiline.

Scrap Note #

The unique number identifying the scrap note.

Note: Click on the hyperlinked “Scrap Note #” to view the details of the scrap note in the "View Scrap Note” page.

Scrap Note Date	The date when the scrap note is created.
Scrap Value	The sum total value of all the parts that are specified in the scrap note.
Note: When no further work flow steps are configured and the “Processing Action” is set as “Reject”, then the Total Scrap Value is updated accordingly. (i,e) adjusting (Minus) the “Rejected” line item value against the Total Scrap Value.
Currency	The currency of the scrap note
Remarks	Any additional remarks about the scrap note. Typically, the reason for creating the scrap note.
Part #	The number identifying the part that needs to be scrapped.
Part Description	The name or description of the scrapped part.
Qty	The number of parts that need to be scrapped.
Note: When the “Action” field is set as “Short Close Pending Repl. Qty” then all the scrap part details with the “Repl.Action” set as “Auto PR” or “Manual PR” are retrieved and “'Qty' is calculated as follows: Short Close Qty = Scrap Qty - (Short Closed Qty + Replenished Qty) Only records having “Qty” greater than zero are retrieved. If “Qty” information is not available for retrieval, then display the multiline as 'Blank'.
UOM	The unit of measurement of the scrapped part.
Reason for Scrap	The reason for scrapping the part.
Repl. Action	The method to be adopted to replenish the part quantity. The system lists the following options: Auto PR – The system automatically generates a purchase request document once the scrap note is approved. Manual PR – The user needs to create a purchase request document manually once after approval. None – No replenishment action is taken for the scrap part.
Note: When the Repl. Action is set as “Auto PR” then the “Replenished Qty” is updated accordingly for the corresponding line item against the Scrap Note.
Scrap Note Type	Indicates the type of scrapping that is adopted. The system displays anyone of following Scrap Note types: Regular – The part to be scrapped is present in the inventory. The part is already defined in the “Part Administration” business component. An Issue document is created to scrap the parts. Miscellaneous – The part to be scrapped may or not be present in the inventory.
Category	The category of the scrap note.
Warehouse #	The warehouse from where the part is removed for scrapping.
Trading Partner Type	The ownership status of the trading partner, which could be “Owned”, "Supplier", or “Customer”.
Trading Partner #	The code identifying the trading partner.
Trading Partner Name	The name of the trading partner.
Line #	The number identifying the row in the multiline.

Enter the following fields, if required in the “Search Results” multiline:

Processing Action

Use the drop-down list box to select the action to be taken on the scrap note. Mandatory.

When the “Action” field is set as “Process Scrap Note”, the system displays “Approve”, “Hold", Reject”, and “Return”.
When the “Action” field is set as “Short Close Pending Repl. Qty”, the system displays only ”Short Close”.

Note:

When a “Confirmed” or “Under Approval” scrap note is updated with “Processing Action” as “Reject” or “Return”, then the workflow is terminated.
When no further work flow steps are configured and the line status is “Approved”, then a single “Direct Issue” is created and confirmed for all the allocated parts in the Scrap Note.
When no further work flow steps are configured, the “Repl. Action” is set as “Auto PR”, and the line status is “Approved”, then a purchase request is automatically triggered.
When the “Processing Action” is set as “Short Close”, the retrieved “Qty” is updated as “Short Closed Qty” for the corresponding line item against the Scrap Note.

Processing Comments

The authorizer provides additional comments or reason for the processing action taken on the scrap note.

Note: This field is mandatory when the “Processing Action” is set to “Reject”, “Return”, or “Hold” or when the “Action” field is set to “Short Close Pending Repl. Qty”.

User Status

The user-defined status of the scrap note. The system lists “Active” values defined in the “Create User Status” activity of the Logistics Common Master business component.

Note: Multiple “User Status” value cannot be selected for a Scrap Note.

Select atleast one row in the multiline and Click the “Process Scrap Note” pushbutton.

Note: The document cannot be modified by another user after it has been fetched.

The STS status is updated as follows:

“APP" when the line status is saved as 'Approved.
“RTN” when the line status is saved as 'Return'

For “Process Scrap Note” and “Show Document”

When the “Action” is set as “Process Scrap Note” and “Display Option” is set as “Show Document”, then the system performs the following:

When the “Processing Action” is selected as “Approve” and no further work flow steps are configured, then the document status and line status is updated as “Approved”.
When the “Processing Action” is selected as “Approve” and work flow steps are configured, then only the document status is updated as “Under Approval”.
When the “Processing Action” is selected as “Reject”, then the document status and line status is updated as “Rejected”. The document is not eligible for further work flow, if configured.
When the “Processing Action” is selected as “Hold”, then the document status is updated as “Held”. The document is not eligible for further work flow, if configured.
When the “Processing Action” is selected as “Return”, then the document status and line status is updated as “Return”. The document is not eligible for further work flow, if configured but the document can be modified.

For “Process Scrap Note” and “Show Part”

When the “Action” is set as “Process Scrap Note” and “Display Option” is set as “Show Part”, then the system performs the following:

When a Scrap note is Approved

When the “Processing Action” is selected as “Approve” for atleast one line item, with no “Return” selected, and no further work flow steps are configured, then the document status and Part line status is updated as 'Approved'.
When the “Processing Action” is selected as “Approve” for atleast one line item, with no “Return” selected, and further work flow steps are configured, then the document status is updated as 'Under Approval'.

When a Scrap note is Rejected

When the “Processing Action' is selected as “Reject” for all the line items, then the document status and line status is updated as “Rejected”. The document is not eligible for further work flow steps, if configured.
When the “Processing Action” is selected as “Reject” for some line items and the other line items are selected as “Approve”, then the document status is updated as “Approved” and the corresponding reject part line status is updated as “Rejected”, when no further work flow steps are configured.
When the “Processing Action” is selected as “Reject” for some line items and the other line items are selected as “Approve”, then the document status is updated as “Under Approval” and the corresponding reject part line status will be available for further approval, when work flow steps are configured. The document is eligible for further work flow process.
When the “Processing Action” is selected as “Reject” for all the line items, then the document status and line status is updated as “Rejected” and the corresponding reject parts will not be available for further approval, when work flow steps are configured. The document is not eligible for further work flow process.

Selecting a scrap note for processing – An overview

This page allows you to select a scrap note for processing. You can carry out the search using scrap note info, other info, part info, and storage info related fields. The system displays the scrap note details that are in “Confirmed”, or “Held”, or “Under Approval” status in the multiline based on the search criteria.

This page also allows you to short close the pending replenishment quantity parts in a scrap note.

The status of the scrap note depends on the settings for processing in the “Workflow Management” business component. For example, if the scrap note is set for multi level authorization, then the system sets the status as “Under Approval”. If the authorization level is last, then the system sets the status as “Approved”.

You can select multiple scrap notes and process them in bulk. You can also view a scrap note before processing it.