Creating a customer goods receipt

This page allows you to create a Customer Goods Receipt (CGR). A CGR is created based on the customer or the customer order selected.  Tell me more

• Select the “Create Customer Goods Receipt” link in the “Select Customer #” page or “Select Customer Order” page. Alternatively, select the hyperlinked customer number or the customer order number in the multiline of the respective pages.

The “Create Customer Goods Receipt” page appears.

The system displays the following:

The system displays the following field in the “Customer Goods Receipt Details” group box, after clicking the “Create Receipt” pushbutton:

• Enter the following field in the “Customer Goods Receipt Details” group box:

Note: The goods receipt date must not be earlier than the reference document date, delivery note date, way bill date or the gate pass date.

The system displays the following field in the “Customer Goods Receipt Details” group box:

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

Note: The system displays the reference doc type as “Customer Order” for the “Customer Order Based Goods Receipt“, and “Others” for the “Direct Customer Goods Receipt”.

Note: The “Ref Document #” displayed here must correspond to the purchase order with status "Open” or "NT closed" and type "Customer Goods" as defined in “Purchase Order” business component.

Note: If the 'Ref Doc Type' is 'Purchase Order', the system retrieves and displays the “Part #”, “Part Description” and “UOM”, for which the pending quantity is above zero in the selected “PO” document.

Note: If the 'Ref Doc Type' is 'Purchase Order', the system retrieves and displays the 'Customer #' and 'Customer Name' from “Supplier Master” business component.

• Enter the following fields in the “Reference Document Details” group box:

The system displays the following fields in the “Customer Information” group box:

• Enter the following fields in the “Delivery Information” group box:

Note: The way bill date must not be earlier than the date of the reference document or the delivery note.

Note: Ensure that the gate pass date is not earlier than the date of the reference document or the delivery note.

• Enter the following fields in the “Warehouse Information” group box:

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

• Enter the following field in the “Receipt Information” multiline:

Note: Ensure that part number is entered, if there exists no customer part number.

 Note: If the 'Ref Doc Type' is 'Customer Order’, ensure that a value is entered in “Part #” and the same value exists in “Customer Order” as defined in the “Customer Order” business component.

 Note: If the 'Ref Doc Type' is 'Purchase Order', ensure that a value is entered in “Part #” and the same value exists in “Purchase Order” as defined in the “Purchase Order” business component.

Note: Ensure that the part number and the customer part number are entered for the “Received Quantity”. Also ensure that the entered “Received Qty” is not greater than the “Pack Slip Quantity”.

The system displays the following in:

• Enter the following field in the “Receipt Information” multiline:

Note: Ensure that either the customer part number or part number is entered.

• Check the box in the “Select” column of the multiline, to mark a part for entering the remaining details.

• Enter the following fields in the “Other Details” group box:

• Enter the following fields in the “Document Attachment Details” group box:

• Select the “View File” link provided alongside, to view the contents of the reference document.

To create the customer goods receipt

• Click the “Create Receipt” pushbutton to create the customer goods receipt.

The system generates and displays the customer goods receipt number and updates the status of the customer goods receipt as “Fresh”.

The system stores the login user ID and the system date in the “Created By” and “Created Date” fields respectively.

The system checks whether the Customer parts are allowed in the specified defaulted warehouse through the service provided in “Storage Administration” business component.

If the Warehouse is not already mapped to the customer and if the “Storage Allocation for External Ownership” option is set as “Automatic” in Stock Maintenance business component then the mapping of warehouse to customer is not required during the creation of the receipt.

If the Placement Strategy for the part is not Manual in “Storage Admin” then, for the Part - Warehouse - Stock Status-Customer #' combination as defined in the "Storage Administration" business component the system will fetch the default placement 'WH-Zone' and 'Bin'.

If the 'Ref Doc Type' is 'Purchase Order' the system ensures that the Received quantity is not greater than Pending Quantity+(Total ordered quantity * receipt positive tolerancepercent/100) where Pending Quantity=Order Quantity-Total Other CGR Received Qty.

If the ‘Ref Doc Type’ is ‘Purchase Order’, and the received part number is different from the ordered part number, then the system ensures that the “Alternate Type” drop-down list box is set as either “Allowed” or “Specific Alternate” in the “Create Purchase Order ” activity of the “Purchase Order ” business component.

If the ‘Ref Doc Type’ is ‘Purchase Order’ and the received part number is different from the ordered part number and the “Alternate Type” is set to “Allowed” in the Purchase Order , then the system ensures that the received part number is an alternate part to the ordered part number as defined in the “Part Administration” business component. The alternate part can be either a direct alternate or a conditional alternate or customer-specific alternate.

If the ‘Ref Doc Type’ is ‘Purchase Order’ and the received part number is different from the ordered part number, and the “Alternate Type” is set to “Specific Alternate” in the Purchase Order, then the system ensures that the received part number is the same as the alternate part number set in the Purchase Order.

To freeze the customer goods receipt

• Click the “Freeze Receipt” pushbutton to freeze the customer goods receipt.

For a specified part number-serial number combination, the system updates the component ID, serial number, stock status and the ownership of the part in the “Aircraft” business component.

The system updates the status of the customer goods receipt as “Freezed”.

The system checks whether the Customer parts are allowed in the specified defaulted warehouse through the service provided in “Storage Administration” business component.

If the Warehouse/Zone/Bin is not mapped to the customer and if  the “Movement to Warehouse on Freeze Receipt” option in this component is set as “Required” and if the “Storage Allocation for External Ownership” option is set as “Automatic” in Stock Maintenance business component then through the service provided in the Storage Administration” business component Warehouse/Zone/Bin will be automatically mapped to the customer.

For parts that are of type “Non Controlled”, the system checks whether the Customer parts are allowed in the exclusive warehouse as defined in the “Storage Administration” business component.

If the Placement Strategy for the part is not Manual in “Storage Admin” then, for the Part - Warehouse - Stock Status-Customer #' combination as defined in the "Storage Administration" business component the system will fetch the default placement 'WH-Zone' and 'Bin'.

Note: In the “Set Options” activity, if the “Movement To Warehouse on Freeze Receipt” option is set as “Required”, then on freezing the receipt, the quantity of the goods received is moved to the designated warehouses.

If “Movement To Warehouse on Freeze Receipt” is set as “Required” and the “Placement  Strategy” is “Automatic”as defined in "Storage Administration" business component.

• The system automatically moves the part to the specified warehouse depending on the default  placement strategy  for the part as defined in the “Part Administration business component or as defined for the  part in the  “Maintain Storage Allocation and Strategies” activity of the “Storage Area Administration” business component.’

• The system ensures that the customer is allocated to the “Exclusive” storage area in the specified warehouse if the  part control type  is non lot  or non serial controlled

• The system ensures that multiple  customer are  allocated to the “Shared” storage area in the allowed warehouse, only if the “Serial Number” and “Lot Number” options are specified for the part in the “Part Administration” business component.

• For the CGR Line #,the system moves the parts to the specified warehouse, updates the status of the CGR line item as “Moved” and refreshes the page.

• The system updates the status of the customer goods receipt document as “Moved” only if the entire quantity of the received goods is moved to the respective warehouse. Else, the status is set as “Partially Moved”.

If “Movement To Warehouse on Freeze Receipt” is set as “Required”, “Placement Strategy” is “Manual” as defined in "Storage Administration" business component.

• The system moves the non serial non lot controlled part(s)  to the specified  warehouse if it is of type “Free”.

• The system ensures that the customer is allocated to the “Exclusive” storage area in the specified warehouse if the  part control type  is neither serial number controlled nor lot number controlled.

• For the CGR Line #,the system updates the status of the CGR line item as “Moved” and refreshes the page

• The system updates the status of the customer goods receipt document as “Moved” only if the entire quantity of the received part(s) is moved to the warehouse. Else, the status is set as “Partially Moved”.

If “Movement To Warehouse on Freeze Receipt” is set as “ Not Required” and “Placement  Strategy” is “Automatic” as defined in "Storage Administration" business component.

• The system updates the status of the CGR line item as “Freezed” for  non serial and non lot controlled part.

• The system updates the status of the customer goods receipt document as “Freezed” only if  all the serial and lot number controlled part details are entered, else the system updates the status of the customer goods receipt document  as “Fresh”.

If “Movement To Warehouse on Freeze Receipt” is set as “Not Required” and “Placement  Strategy” as “Manual” as defined in "Storage Administration" business component.

• The system updates the status of the customer goods receipt document as “Freezed” only if  all the serial and lot number controlled part details are entered, else the system updates the status of the customer goods receipt document  as “Fresh”.

Note: The system updates the status of the Customer Goods Receipt as “Fresh” if none of the CGR line items are in either “Freezed” or “Moved” status.

The system updates the status of the Customer Goods Receipt document as “Fresh”, if only some of the CGR line items are in “Freezed” status.

The system updates the status of the Customer Goods Receipt document as “Partially Moved”, if some of the CGR line items are in “Freezed” status and the remaining in “Moved” status.

Note: Hazmat Compliance should be recorded for all the Hazmat parts in the Customer Goods Receipt document if the option for Hazmat Compliance for Customer Goods Receipt is set as “Enforce Compliance” in “Set Inventory Process Parameters” activity of the Logistics Common Master Business component. Else the system will throw an error message.

To proceed, carry out the following

• Select the “Edit Serial #/ Lot # & Storage Information ” link at the bottom of the page, to record the serial number, lot number and the storage details for the customer goods receipt.

• Select the “Move Goods to Warehouse ” link at the bottom of the page, to move customer goods to a single storage space or warehouse at the document level.

• Select the “Edit References Details” link at the bottom of the page, to enter the reference details pertaining to customer goods receipt.

• Select the “Maintain External Stock Allocation” link at the bottom of the page, to map Customer # -Warehouse # as defined in "Storage Administration" business component.

• Select the “Generate Part Barcode Label” link at the bottom of the page, to generate barcode label details of the individual parts of a customer goods receipt.

• Select the “Generate Customer Goods Receipt Document Report” link at the bottom of the page, to generate a report format of the customer goods receipt document.

• Select “Record Tracking Ref. Document Details” link at the bottom of the page, to record and view the details of processed tracking reference document.

• Select the “Record Hazmat Compliance” link at the bottom of the page to record the hazmat compliance details for the hazardous parts.

Refer to “Entering the reference details for the customer goods receipt – An overview” for further details.

Creating customer goods receipt – An overview

This page allows you to create a Customer Goods Receipt (CGR). A CGR is created based on the customer or the customer order selected. In the case of a customer order based CGR, the customer order is treated as the reference document.

The system generates a unique number for the CGR and updates the status as “Fresh”. You are also provided with the option of freezing the Customer Goods Receipt, in case all the details pertaining to the CGR have been incorporated. The status of the CGR is updated as “Freezed”. You cannot modify the customer goods receipt details after freezing.

On freezing the CGR the customer supplied part(s) can be  moved to the warehouse, if the “Movement To Warehouse on Freeze Receipt” option is set as “Required” in the “Set Options” activity, the received quantity of the part is moved to the respective warehouse and the status of the CGR is updated as “Moved”.

What you can do in this page

Specify the numbering type for the customer good receipt

Specify the user status for the customer goods receipt

Categorize goods receipt

Specify the delivery information for the goods received

Specify the quantity of the parts received

Freeze the customer goods receipt

Specify the numbering type for the customer good receipt

You can specify the numbering type for the customer goods receipt based on the login organization unit and the numbering patterns defined in the “Document Numbering Class” business component.

• Set the appropriate numbering type in the “Numbering Type” field for the customer goods receipt.

Specify the user status for the customer goods receipt

You can specify the user-defined status for the customer goods receipt.

• Set the user status in the “User Status” field for the customer goods receipt.

Categorize goods receipt

You can categorize the customer goods receipt that you create by using the quick codes.

• Set the appropriate option in the “CGR Category” field to categorize the customer goods receipt.

Specify the delivery information for the goods received

You can enter the delivery details of the goods received such as the gate pass number, way bill, delivery note details, number of packs received, consignment weight, unit of measurement and the packaging condition.

• Enter the way bill number in the “Way Bill #” field.

• Enter the way bill date in the “Way Bill Date” field.

• Enter the gate pass number in the “Gate Pass #” field.

• Enter the gate pass date in the “Gate Pass Date” field.

• Enter the number of packs in the “No. of Packs” field.

• Enter the consignment weight in the “Consignment Weight” field.

• Enter the packaging condition in the “Packaging Condition” field.

Specify the quantity of the parts received

You can specify the quantity of parts received.

• Enter the quantity of parts received in the “Received Qty” field.

Freeze the customer goods receipt

You can freeze the customer goods receipt. You can freeze the customer goods receipt at the line item level or the entire CGR at the document level.

• Check the box in the “Select” column of the multiline to mark the line item number to be freezed and click the “Freeze Receipt” pushbutton

• Click the “Freeze Receipt” pushbutton to freeze the selected customer goods receipt.