Customer Goods Receipt – An Overview

A customer goods receipt is generated on the receipt of the parts from the customer to the Repair/Maintenance shop. The customer parts are delivered to the maintenance shop, for performing the services or to be used as apares on the maintenance object. A customer goods receipt is created in the following circumstances:

• Against a customer: The direct customer goods receipt is created when the customer goods are delivered to the maintenance shop for service without any reference to the customer order.

• Against a customer order: A customer order based goods receipt is created based on the order from the customer requesting a service. A customer order communicates the details of the service to be performed on the  maintenance object. It contains details such as the work units, sub-component information, customer-supplied part details, discrepancies and maintenance object details.

The Customer Goods Receipt (CGR) allows you to enter the details such as the serial number and lot number details of the part, the parameter details of the part and the movement of the customer stock to the respective warehouses/zone/bin  at the document level to a  single storage  space or line level to multiple  storage space.

To generate the customer goods receipt, you need to specify certain general information on the consignment such as the customer number, customer order number if any, gate pass number, way bill details and the delivery note.

Once the customer goods receipt details are finalized and the receipt details are frozen, further modifications of the customer goods receipt cannot be done. The parameter values are captured for the parts at this stage after the serial numbers for the parts are generated for the received quantities for the part type component. Then the parts are moved to the designated warehouses. The receipt process is complete only when the item has been moved to the warehouse.

The movement of the customer goods to the designated warehouses happens at two different levels, as mentioned below :

• Document Level: Indicates that all the parts received through a single customer goods receipt can be moved after the details have been entered. The status of the customer goods receipt document is updated as “Moved”.

• Line/Item Level: Indicates that the parts available in the individual lines of the customer goods receipt can be moved to the designated multiple storage location i.e arehouse(s)/zone(s)/bin(s) and the status of the individual line item is updated as “Moved”. The system updates the status of the document as “Partially Moved” or “Moved”, depending upon the status of all the line items available in the customer goods receipt.

Before moving to the designated warehouse, the customer goods receipt undergoes the following status transformation:

• Fresh: The status of the customer goods receipt on creation.

• Partially Freezed: The status of the customer goods receipt document when only certain Line items quantities of the part numbers are in the “Freezed” status.

• Freezed: The status of the customer goods receipt document when the details have been frozen and can no longer be modified.

• Partially Moved: The status of the customer goods receipt document when only certain Line  items quantities of the part numbers have been moved to the warehouse.

• Moved: The status of the customer goods receipt document when all the part numbers available in the line(s) have been moved to the warehouse.

Getting familiar with the activities