Modifying the customer goods receipt

This page allows you to modify a Customer Goods Receipt (CGR). Tell me more

Select the “Edit Customer Goods Receipt ” link in the “Select Customer Goods Receipt”. Alternatively, select the hyperlinked customer goods receipt number in the multiline of the same page.

The “Edit Customer Goods Receipt” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the Enterprise Modeling business component by default.

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

CGR #	The unique code identifying the customer goods receipt to be modified.
Status	The status of the customer goods receipt, which could be “Fresh”.

Note: You can modify the details of the customer goods receipt document, which is either in “Fresh” or “Partially Freezed” status.

Receipt Date

The date on which the goods are received

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

User Status	Use the drop-down list box to assign a user status to the customer goods receipt. The system lists all the “Active” quick codes of the type “User Status” as defined in the ‘Create Quick Codes” activity of the current business component. Leave the field blank, if you do not wish to specify the user status.
CGR Category	Use the drop-down list box to select the category of the customer goods receipt. The system displays all the “Active” quick codes of type “CGR Category”.

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

Ref Doc Type

The type of the reference document, which could be “Customer Order”, "Purchase Order" or “Others”.

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”.

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

Ref Document #	The unique code identifying the reference document that is associated with the customer goods receipt (Alphanumeric, 40).
Note: You cannot modify the “Ref Document #”, if the “Ref. Doc Type” is "Customer Order" or 'Purchase Order'.
Ref Document Date	The date of the reference document (Date Format). Ensure that a value is entered in this field, if the 'Ref Doc Type' is 'Purchase Order'.
Note: You cannot modify the “Ref Document Date”, if the “Ref. Doc Type” is "Customer Order" or “Purchase Order”.
The system displays the following in the “Reference Document Details” group box:
Ordering Point	The location where the customer order is placed.
Enter the following field in the “Reference Document Details” group box:
Other References	Any other additional reference document pertaining to the creation of the customer goods receipt (Alphanumeric, 255). Zoom facility available

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

Customer #	The unique code identifying the customer.
Customer Name	The name of the customer.

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

Way Bill #	The unique code identifying the way bill (Alphanumeric, 40). The way bill note is issued by the person who transports the goods from the customer.
Way Bill Date	The date on which the way bill was raised (Date Format). The delivery note date must be in the same format as displayed in the “Date Format” field in this page. Ensure that the value entered here is earlier than or the same as the gate pass date.

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

Gate Pass #	The unique code identifying the gate pass (Alphanumeric, 40). The receiving location issues the gate pass.
Gate Pass Date	The date on which the gate pass was raised (Date Format). The gate pass date must be in the same format as displayed in the “Date Format” field in this page.

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

No. of Packs

The number of cartons or packages in which the customer parts has been packed (Integer). The value entered must be greater than zero

Consignment Weight

The weight of the entire consignment (Decimal). The weight must be greater than zer.

Use the drop-down list box to select the unit of measurement of the consignment. The system displays all the active unit of measurement as defined in the “UOM” business component.

Packaging Condition

The packaged condition of the parts sent by the customer (Alphanumeric, 25).

Zoom facility available.

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

Warehouse #

Use the drop-down list box to select the warehouse to stock the goods.

For the “Customer Order Based Goods Receipt” the system displays all the receiving locations,which are defined in the “Customer Order “ business component

For the “Direct Customer Goods Receipt” the system displays all the warehouses, where the customer is allowed to stock the goods as defined in the “Maintain Storage Allocation & Strategies” activity of the “Storage Area Administration” business component.

The system lists all the ‘Active’ warehouses as defined in the “Storage Administration” business component.

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

Line #	The sequential number generated automatically by the system for every line containing the part numbers.
PO Line #	The system generated sequential number in Purchase Order reference document for every Part in the purchase order document.
PO Part #	The unique code identifying the part in the purchase order reference document.

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

Part #

The unique code identifying the part (Alphanumeric, 40). Ensure that the part number entered is in “Active” status and as defined in the “Part Administration” business component.

Help facility available

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.

Received Qty

The actual quantity of the parts received from the customer (Integer). Ensure that the value entered is greater than zero.

Note: Ensure that the part number and the customer part number are entered for the “Received Quantity”.

Note: Also ensure that the entered “Received Qty” is not greater than the entered “Pack Slip Quantity”.

Material Type

Use the drop down list box to select the ‘Material Type’ of the part. The system lists the following options:

Main Core: Indicates the part on which the maintenance work is carried out.
Regular: denotes other parts.

Stock Status

Use the drop-down list box to assign a user-defined stock status. The system lists all the active statuses defined for the “Customer Goods” in the “User Defined Stock Status” business component for the transaction type “ Customer Goods Receipt”.

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

Part Description	The textual description of the part.
Part Type	The type of the part which could be ”Raw Material”, “Tools”, “Expendables”, “Kit”, “Component” or “Miscellaneous”.
Part Control Type	The part control type, which could be “Serial Number Controlled”, “Lot Number Controlled”, “Serial No & Lot No Controlled” or “None”.

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

UOM

The unit of measurement for the customer owned part (Alphanumeric, 10). Mandatory. 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.

Help facility available.

Note: You can enter “UOM” in fractions only if the “Fraction Allowed” option is set as “Yes” in the “Unit Of Measurement Administration” business component.

Note: For Purchase Order reference document, if the UOM is left blank, the system defaults the UOM set in the “Maintain Purchase Information” activity of the “Part Administration” business component.

Note: For ‘Customer order’ and ‘Other’ reference documents, if the UOM is left blank, the system defaults the Stock UOM set in the “Part Administration” business component.

Customer Part #

The unique code identifying the customer supplied parts (Alphanumeric, 40).

Help facility available.

Enter the following field in the multiline:

Pack Slip Quantity	The quantity of the parts listed by the customer (Integer).
Packaging Condition	The packaged condition of the part(s) sent by the customer (Alphanumeric, 25).

Remarks

Any further information pertaining to the customer goods receipt (Alphanumeric, 255)

Check the box in the “Select” column of the multiline, to mark a part for modifying the remaining details.
Enter the following fields in the “Other Details” group box:

User Defined Detail – 1

Any other additional details pertaining to the modification of the customer goods receipt (Alphanumeric, 15).

Zoom facility available.

User Defined Detail – 2

Any other additional details pertaining to the modification of the customer goods receipt (Alphanumeric, 15).

Zoom facility available.

Remarks

Any other additional comment pertaining to the modification of the customer goods receipt (Alphanumeric, 255).

Zoom facility available.

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

File Name

The name of the reference file associated with the customer goods receipt (Alphanumeric, 50)

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

To modify the customer goods receipt

Click the “Edit Receipt” pushbutton, to update the modified customer goods receipt details.

The system stores the login user ID and the system date in the “Modified By” and “Modified 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 .

The system ensures that the CGR document is in “Fresh” status.

To cancel the customer goods receipt

Click the “Cancel Receipt” pushbutton, to cancel the customer goods receipt.

Note: A customer goods receipt in “Freezed” status cannot be cancelled.

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 “None Controlled”, the system checks whether the Customer parts are allowed in the exclusive warehouse as defined in the “Storage Administration” business component.

Note: In the “Set Options” activity, if the “Movement on Freeze Receipt” option is set as “Required”, on freezing the receipt, the quantity of the goods received is moved to the respective 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 “Partially Freezed”

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 the customer goods to the warehouse at single storage location.
Select the “Edit References” link at the bottom of the page, to enter the reference details pertaining to the customer goods receipt.
Select the “Maintain External Stock Allocation” link at the bottom of the page, to maintain external stock allocation details.
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.

The system displays the following in the “Record Statistics” group box:

Created By	The name of the user, who created the customer goods receipt document.
Created Date	The date on which the customer goods receipt document was created.
Last Modified By	The name of the user, who last modified the customer goods receipt document.
Last Modified Date	The date on which the customer goods receipt document was last modified.

Modifying the customer goods receipt – An overview

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

This page allows you to modify the details of the selected customer goods receipt. You can modify the details of the customer goods receipts, which are in the “Fresh” status. Once the details are updated, the goods receipt can be freezed and the status of the CGR is updated as “Freezed”.

Note: Once the goods receipt is frozen, you cannot enter or modify any details.

You can also cancel the customer goods receipts, which are in “Fresh” status. The system stores the login user ID and the system date along with the modified details of the CGR.

What you can do in this page

Modify the user status for the customer goods receipt

Modify the customer goods receipt category

Freeze the customer goods receipt

Cancel the customer goods receipt

Modify the user status for the customer goods receipt

User status is the user-defined quick code that defines the status of the customer goods receipt. You can modify the user status for the goods receipt that is already defined in the system.

Set the appropriate option in the “User Status” drop-down list box to modify the user status of the goods receipt.

Modify the customer goods receipt category

You can modify the customer goods receipt category using quick codes of the type “CGR Category” that are already defined in the system.

Set the appropriate option in the “CGR Category” field to modify the customer goods receipt category.

Freeze the customer goods receipt

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

Check the box in the “Select” column of the multiline to mark the line item number to be freezed.
Click the “Freeze Receipt” pushbutton to freeze the selected customer goods receipt.

Cancel the customer goods receipt

You can cancel the goods receipt that is already created. You can cancel the selected part quantity at the Line level or the customer goods receipt document itself.

Check the box in the “Select” column of the multiline to mark the line item number to be canceled and click the “Freeze Receipt” pushbutton
Click the “Cancel Receipt” pushbutton to cancel the selected customer goods receipt.