Modifying issue details

This page enables you to modify the details of the issue document. Tell me more.

• Select the “Edit Issue” link in the “Select issue Document” page. Alternatively, select the hyperlinked  issue number in the multiline of the same page.

The “Edit  Issue” page appears.

The system displays the following field:

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

• Enter the following fields in ”Issue Information” group box:

The system displays the following:

• Enter the following fields in ”Issue Information” group box:

Note: Ensure that the issue date is lesser than or equal to current server date.

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

The system displays the following fields in the “Part Information” multiline:

Note: For “Maintenance Issue”, the system displays only those requested parts for which the usage is set as “Maintenance” in the “Maintain Planning Information” activity of “Part Administration” business component.

• Enter the following fields in the “Part Information” multiline:

Note: Ensure that you have not entered fractional values in the “Issue Qty” field, if the “Fractions Allowed” field is set to “No” for the transaction UOM, in the “Create UOM Information” activity of the “Unit of Measurement Administration” business component.

Note: If the issue type is "Stock Transfer Issue", you cannot modify the stock status for the parts specified in the "Stock Transfer Transaction" document from the interacting “Stock Transfer” business component.

Note: Ensure that for an issue based on “PBH Exchange PO”, the stock status of the part is set to “PBH”. For an issue based on “Exchange PO”, the stock status of the part should be with ownership attribute as “Internal”.

• Enter the following fields in the “Part Information” multiline:

The system displays the following field in the “Part Information” multiline:

• Enter the following fields in the “Part Information” multiline:

Note: The system ignores the expected return date, for stock transfer issue and loan order issue, even when the issue basis of the part is “Returnable”.

The system displays the following fields:

Note: Ensure that only one line item is selected in the multiline.

Note: For issue types “Maintenance Issue” and “General Issue”:

1. If there is a trading partner defined in the header, the parts available in the multiline must be either owned by the trading partner, or by Internal or both.

2. If there is no trading partner defined in the header, the parts in the multiline must have the stock status with its ownership attribute as “Internal” or “Supplier”. This is not applicable for the parts having stock status set as "Consignment".

Note: For parts that were not included during issue creation:

1. Sometimes, for "Maintenance Issue" and "General Issue", the "Alternate Allowed" may be set as 'Yes' in the reference document, and the Substitute Part not specified in the reference document. In such instances, the system retrieves and displays the "Substitute Part", "Substitute Part Description" and "Substitute Part - Criteria"(if available) from the “Maintain Alternate Part Nos” page in the “Part Administration” business component, based on the Order of Priority defined.

2. Sometimes, for "Rental Issue", the option "Allow Alternate Part # for Issue" may be set as "Yes" in the 'Set Options' page of the “Rental Order” business component. In such instances, the system retrieves and displays the "Substitute Part", "Substitute Part Description" and "Substitute Part - Criteria" (if any) from the Rental Order document.

3. The system displays the Substitute Part Information for all those parts for which there exists a Substitute Part #.

Note: If "Alternate Allowed" is set as 'No' in the Material Request and Rental Order reference documents, the system displays "Not Allowed" in the "Substitute Part #" and "Substitute Part Description" fields.

• Click the “Get” Substitute part as the Issued part to get the alternate part for the required part.

The system retrieves the alternate parts from the “Part Administration” business component based on the “Order of Preference” set in the “Set Options” activity of the “Stock Demand Management” business component or from the Configuration” business component based on the “Position Specific Alternate Parts” defined for the part attached to an aircraft. This is irrespective of the “Alternate Warehouse” and the “Alternate Stock Status” of the part.

Note: If the Material Request has reference to the Customer, the system considers the “Customer Specific Alternates” part as the substitute part.

Note: Sometimes, the Order of Preference may not be specified in the “Set Options” activity of “Stock Demand Management”. In such instances, the system considers the direct alternate part as the first preference, the customer specific alternate part as the second preference and the Conditional Alternate parts as the last preference.

Note: The system retrieves the substitute parts only for the Issue Types “Maintenance Issue”, “General Issue” and “Rental Issue”.

Note: The system retrieves only the substitute part that is available in the reference Material Request Document, if “Alternate Allowed?” is set to “Specific Alternate” in the “Create Material Request” activity of the “Material Request” business component. If no value is selected in the “Alternate Allowed?” field, the system retrieves all the alternate parts, based on the “Order of Preference” specified in the “Set Options” activity of the “Stock Demand Management” business component.

Note: If the user clicks the Get button more than once, the system retrieves the alternate part based on the “Order of Preference” specified in the “Set Options” activity of the “Stock Demand Management” business component.

Note: If the issue is based on the reference document type “Material Request”, the system displays the substitute part number and description only if the material request allows alternate parts.

Note: The system displays the substitute part as the issued part only if the “Alternate Type” is “Allowed” or “Specific Alternate” in the reference “Purchase Order” document.

Note: If the “Alternate Type” is “Allowed” and if there are multiple alternate parts available for the requested part, the system retrieves the alternate/substitute parts as the issued parts based on priority, on clicking the “Get” pushbutton subsequently.

• Select the record containing the part in  the multiline, to mark the issue part for deletion.

• Click the Delete icon in the tool bar above the multiline, to delete the issue parts selected in the multiline.

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

The system displays the following in the “Attachments” group box:

• Click the “View File” link provided along side, to view the file details.

• Click the “Edit Issue” pushbutton, to modify the issue details.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

Note: If the “Part # - Model # Effectivity Check” is set as “Enforce” in the Set Options activity of Stock Maintenance business component then the

a) The system checks whether any Aircraft Reg # is available in the Ref Document # and fetches the Aircraft model for the Aircraft Reg #.

b) The system also checks whether any Aircraft Model # effectivity is available for the Issue Part # and also ensures that the Aircraft model is mapped to the Issue Part #.

The system performs the following after clicking the “Edit Issue” pushbutton:

• The line numbers are generated for the line items.

• The system checks whether the transaction UOM and stock UOM defined for the part are different and converts the same.

• The system ensures that the status of the issue document is set as “Fresh”:

  1. 1. if the picking strategy for the part is “Automatic”.For parts with “Requirement Type” as specific, the picking strategy will be “Manual”.

     2. if the entire requested quantity for all parts is “Hard Allocated”.

• After the manual creation of the Issue document either in draft/fresh status for Issues with Material Request, Stock Transfer Issue, Repair Order Issue, Loan Order Issue, Rental Order Issue and Exchange Issue as reference documents, the system ensures that hard allocation is carried out in the “Stock Maintenance” business component. The hard allocation is based on the following conditions:

1. The "Hard Allocation Required" check box must be selected in the “Material Request” business component.

2. The "Allocable" check box must be checked in the “Maintain Planning Information" page in “Part Administration” business component.

3. The stock status with Status Attribute "Allocable" must be mapped as "Yes", in the “User Defined Stock Status” business component.

4. The "Allow Reservation/Hard Allocation" check box must be selected for the specific warehouse from where the part is being issued.

5. The same part for the same Ref. Doc #/MR # must not have been allocated earlier.

6. If there was partial hard allocation for a specific Ref. Doc# - Part# - Lot#/ Serial# - WH-Zone-Bin combination, at the time of Material Request, you are required to hard allocate the balance requested quantity. This is applicable, if stock is available for the specific requested part, in the specified Serial/Lot in specified Warehouse-Zone-Bin.

7. If there was partial hard allocation for a specific Issue Document #, at the time of creating either the Material Request or  the Issue Document, you are required to hard allocate the balance requested quantity. This is applicable, if stock is available for the specific requested part, in the specified Serial/Lot in the specified Warehouse-Zone-Bin.

• The system ensures that for the issue type “Loan Order”, the issued part is the same as the received part.

• The system ensures that the issued part is the same as the requested part, if the issue type is “PBH Exchange  Issue” or “Exchange Issue”. If the issued part is not the same as the requested part, then the issued part must be the one-way altenate part or two-way alternate part of the requested part, as defined in the “Part Administration” business component.

• The system ensures that for “Maintenance Issue”, “General Issue” and “Stock Transfer Issue”, the quantity of part issued is greater than or equal to the “Minimum Issue Qty” set for the part in the “Maintain Planning Information” activity of the “Part Administration” business component.

• The system ensures that, the “Issue Quantity” is less than or equal to the “Pending Issue Qty”.

• For maintenance issue the system issues the quantities of parts that are associated only with the reference material request document.

• The system updates the issue details in the corresponding “Material Request", "Line Work Order", "Component Work Order", “Stock Transfer”, Repair Order”, “Rental Order”, “Exchange Issue”, “PBH Exchange Issue”, “Subcontract Order” or “Loan Order” business components, based on the reference document type and issue type.

• The system ensures the following, when the stock status of the part is set as “Customer Goods”:

1. “Component Work Order” or “Component Work Order – MR” must have been raised for a customer order.

2. The part is issued only to the customer who is identified as the owner of the part in the “Stock Maintenance” business component, and on whom the “Component Work Order” or “Component Work Order – MR” is raised.

• The system creates a planned receipt in the “Stock Planning” business component for all the issued parts, if the issue basis is “Returnable” and the reference document type is other than “Rental Order” or “Loan Order”.

• The system maintains the account code, by retrieving these details from the “Account Rule Definition” business components.

Note: For Issue Types “Repair Order Issue", "Sub Contract Order Issue", "Rental Order Issue" and "Loan Order Issue", the system allows part issue only in the stock status specified in the respective reference documents.

Note: For Issue Type “Exchange Issue”,

1. If the PO Type is “PBH-Exchange”, the system allows the part issue only in the stock status specified in the “PBH”.

2. If the PO Type is “Exchange”, the system allows the part issue only in the stock status with Ownership Attribute as “Internal”.

Note: For Issue Types "General Issue" and "Maintenance Issue", the system allows only those parts to be issued whose stock statuses are defined in “User Defined Stock Status” business component against the "Requested Part Stock Status".

Note: For Issue Types “General Issue” and “Maintenance Issue”, which have MR Document as the Reference Document, the following are applicable:

1. If the "Request For" in the reference MR is "Internal", then ensure that only stock status with Ownership Attribute as either "Internal" or "Supplier" is selected for the requested part. This is relevant if, the Consignment Stock Status is not allowed.

2. If the "Request For" in the reference MR is "Customer", then ensure that only stock status with Ownership Attribute as "Customer" or defaulted Stock Status in the reference document is selected for issuing the Requested Part.

3. If the "Request For" in the reference MR is "Customer and Internal", ensure that only stock status with Ownership Attribute as either "Customer” or "Internal" is selected for the Requested Parts.

Note: MMD is printed in the Issue Warehouse if the issue type is either “Exchange Issue” or “PBH Exchange Issue” or “Loan Order Issue” or “Rental Order Issue” and if the issue document is in “Fresh” status. MMD will  be printed as the issue document acquires “Fresh” status and it will be printed only once. In the case of Exchange/PBH Exchange and Loan Order Issues, “Supplier” will be printed in the MMD document and in the “Requestor Remarks” field, the following text will be printed in bold “Ship the parts to Supplier : <Supplier #>, <Supplier Name>”. In the case of Rental Order Issues, “Customer” will be printed in the MMD document and in the “Requestor Remarks” field, the following text will be printed in bold “Ship the parts to Customer : <Customer #>, <Customer Name>”.

• For Exchange/PBH-Exchange issues based on Exchange/PBH-Exchange PO, you can create issues for only for parts with core status ‘Open’ or “Core Due”.

• The system computes the issue value based on the Valuation method, Issued Value = Sum (Issue Quantity*Rate).

Conversion of Transaction UOM to Stock UOM

When the transaction UOM is different from the stock UOM, conversion of the issue quantity from transaction UOM to stock UOM takes place. UOM conversion involves the following steps:

• The system checks whether the transaction UOM entered is different from the stock UOM defined for the part in the “Create Parts Main Information” activity of the “Part Administration” business component.

• If the transaction UOM is different, then the system converts the issue quantity from the Transaction UOM to Stock UOM.

•  If you have entered a fractional value in the “Issue Quantity” field, then the system checks whether the Stock UOM allows fractional values. If so, the issue quantity gets rounded based on the option set in the “Option Settings” activity. Ensure that the rounding off does not result in zero quantity.

Note: The system also checks whether the value specified in the “Issue Quantity” field is greater than or equal to the value that is already specified as “Minimum Issue Qty” for the part in the “Create Parts Main Information” activity of the “Part Administration” business component. An error message will be displayed, if the quantity to be issued is lesser than the minimum issue quantity set for the part.

To cancel the issue document

• Click the “Cancel Issue” pushbutton, to cancel the expendables issue details.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

The system performs the following on clicking the “Cancel Issue” pushbutton:

• Updates the status of the issue document as “Cancelled”.

• On cancellation, the system updates the reference document based on which the issue was generated.

• On cancellation of the Stock Transfer Issue, Repair order Issue, Loan Order Issue, Rental Order Issue, Exchange Issue, General Issue, Maintenance Issue and Unplanned Issue documents, the system deallocates the parts in the “Stock Maintenance” business component. This is applicable for the parts that are serial-controlled, serial and lot-controlled parts, lot-controlled parts and neither serial-controlled nor lot-controlled.

To proceed, carry out the following

• Select the “Confirm Issue” link at the bottom of the page to confirm the issue details.

• Select the “Edit Storage Information” link at the bottom of the page, to enter the storage information for the selected part.

• Select the “Inquire Stock Availability” link at the bottom of the page to view the availability of the stocks.

Refer to “View Warehouse Stock Balance – A summary of the activity” of the “Stock Maintenance” business component for further details.

• Select the “Inquire Stock Availability of Substitute Parts” link at the bottom of the page to view the stock availability of the alternate part.

Refer to “View Warehouse Stock Balance – A summary of the activity” of the “Stock Maintenance” business component for further details.

• Select the "Generate MMD Report" link at the bottom of the page to generate the material movement documents report.

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

• Select the “View Part File” link at the bottom of the page to view the image of the selected part.

Modifying issue details – An overview

You can modify the details such as issue type, status, issue category, user status, issue date and remarks pertaining to the issue document. You can also modify the part details such as the part that is issued, issued quantity, transaction UOM and the stock status.

This page also allows you to cancel the issue.

What you can do in this page

Edit or Cancel the issue document

Edit or Cancel the issue document

You can modify the already created issue in this page. You can also cancel the selected issue.

• Click the “Edit Issue” pushbutton to modify the issue document.

•   Click the “Cancel Issue” pushbutton to cancel the issue.