Modifying unplanned issue details

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

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

The “Edit Unplanned Issue” page appears.

The system displays the following field:

Date Format

The format in which the date field is 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 in the “Issue Information” group box:

Issue #

The unique number identifying the unplanned issue.

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

Status	Use the drop-down list box to modify the status of the unplanned issue document, to “Draft” or “Fresh”.
	Draft – Select this status when the details of the unplanned issue are not completely entered.
	Fresh – Select this status when all the mandatory details of the unplanned issue have been completely entered.

Note: If the Issue Warehouse is “Free” and if all the parts are not serial or lot controlled, then the document can be created in “Fresh” status. For PBH parts, the issue document can be created only in “Draft” status.

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

Warehouse #	The warehouse for the Unplanned Issue transaction.
Description	The textual description of the warehouse.

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

Issue Category	Use the drop-down list box to select the category of the unplanned issue. The system lists all the issue categories defined in the “Create Quick Codes” activity. Leave this field blank, if you do not wish to specify the issue category. The system leaves the field blank by default.
User Status	Use the drop-down list box to select the assign a user status for the unplanned issue. The system lists all the user statuses defined in the “Create Quick Codes” activity. Leave this field blank, if you do not wish to specify the user status for the issue. The system leaves the field blank by default.
Ref Document #	The number identifying the reference document that has initiated the unplanned issue (Alphanumeric, 40). This document could be an inter-office memo.
Issue Date	The date on which the parts are issued to the requesting organizational unit (Date Format). If you leave this field blank, the system stores the server date as issue date on clicking the “Edit Unplanned Issue” pushbutton.

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

Enter the following fields in the “Issue To” group box:

Aircraft Reg #	The registration number identifying the aircraft for which the parts must be issued (Alphanumeric, 30). The system ensures that the aircraft registration number is valid and in “Active” status as defined in the “Aircraft” business component. Help facility available.
Discrepancy #	The number identifying the discrepancy for which the parts must be issued (Alphanumeric, 40). Help facility available.
Work Center #	The number identifying the work center for which the parts must be issued. (Alphanumeric, 30). The system ensures that the work center number is valid and in “Active” status as defined in the “Work Center” business component. Help facility available.
Stations	The stations for which the parts must be issued. Help facility available.

Enter the following fields in the “Trading Partner Information” group box:

Trading Partner Type

Use the drop-down list box to select the trading partner type. The system lists the following options:

Supplier – Indicates that the part has been received from the supplier.
Customer – Indicates that the part has been received from the customer.

The system leaves the field blank by default.

Ensure that a value is selected in this field, if the trading partner number is entered. For unplanned issue of PBH parts, the trading partner type must be set to “Supplier”.

Trading Partner #

The code identifying the trading partner (Alphanumeric, 45).

Ensure that the number entered here is a valid Customer # as defined in the “Customer” business component if the Trading Partner Type is Customer.

Ensure that the number entered here is a valid Supplier # as defined in the “Supplier” business component if the Trading Partner Type is Supplier.

Ensure that a value is specified in this field, if the trading partner type is entered.

Ensure that the “Trading Partner #” field is entered, if you select any Part in the multiline whose stock status has the Ownership Attribute as either "Customer" or "Supplier".

Help facility available.

The system displays the following:

Trading Partner Name

The name of the trading partner.

Note: For the specific Issue #, the system retrieves and displays “Trading Partner Information”, from the "Create Unplanned Issue" page.

Enter the following fields in the “Accounting Details” group box:

Account Usage

Use the drop down list box to select the type of the account to be used. The system lists all the “Active” user defined “Usage” as defined in the “Account Rule Definition” business component.

Data entry in this field is mandatory, if the following conditions apply:

There exists a line item that has “Stock Status” with ownership attribute as “Internal”.
And the issue document has at least one Part whose expense type is not "Capital".
Or there exists another Part whose issue basis is not "Returnable”.
There exists an interaction between the current component and the “Account Rule Definition” business component.

Note: 1) You must select account usage for the unplanned issue, if any of the part has the expense type as ”Revenue”, or if issue basis of any part is other than “Returnable”. 2) Do not enter account usage, if: (i) Part ownership is Customer. (ii) Part ownership is Supplier and, stock valuation for the supplier of the part is not required. (iii) Expense type for the part is Capital. However, if stock valuation is mandatory for a supplier-owned part, the stock status must also support valuation. Alternately, the reverse of this must also be true.

Costing Usage

Use the drop down list box to select the type of the costing usage to be used. The system lists all the “Active” user defined “Usage” as defined in the “Costing Center Rule Definition” business component.

Data entry in this field is mandatory, if the following conditions apply:

The issue document has at least one Part whose expense type is “Revenue”.
There exists another Part whose issue basis is not “Returnable”.
There exists a line item that has “Stock Status” with ownership attribute as “Internal”.

Not This field is not mandatory, if the Reference Document Type is selected as "Customer Order" or "Scrap Note".

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

Line #

The sequential line number generated by the system for every requested part listed in the multiline.

Modify the following in the “Part Information” group box, if required:

Issue Part #

The number identifying the part, that is to be issued (Alphanumeric, 40). This can be the part number requested or the alternate part number specified for the requested part number in the “Create Parts Main Information” activity of the “Part Administration” business component. Ensure that the part number is set as “Maintainable”, in the “Part Administration” business component and the planning status of the part is “Active”.

Help facility available.

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

Part Description

The textual description of the issued part.

Modify the following field in the “Part Information” multiline, if required:

Issue Qty.	The number of parts that are issued (Decimal). Mandatory. Ensure that the value entered is positive. This value should not be in fractions, if the transaction UOM does not allow fractions.
Txn UOM	The unit of measurement for the transaction 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 “Active” status. By default this field is set to the UOM displayed in the “UOM” field in the multiline.
	Help facility available

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 entered above, in the “Create UOM Information” activity of the “Unit of Measurement Administration” business component.

Note: If Trading Partner is specified for an issue, ensure that all the Parts are either Owned by the same "Trading Partner" as mentioned in the header or Owned by Internal or both.

Stock Status

Use the drop-down list box to modify the user-defined stock status of the part, which is to be issued. The system lists all the ‘Active’ system defined and user defined stock statuses mapped for the transaction type “Unplanned Issue” in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component.

Note: When the Reference Document type for a direct Issue is “Scrap Note”, then the system loads all the active Stock Status mapped to the transaction "Stock Status Conversion" and with the status attribute "Scrap" set as "Yes".

The system displays the following fields:

Part Type	The type to which the requested part belongs.
Part Control Type	The part control type of the requested part, which could be one of the following:
	Lot Controlled – indicates that the part is lot controlled.
	Serial Controlled - indicates that the part is serial controlled.
	Lot & Serial Controlled - indicates that the part is lot and serial controlled.
	None – indicates that the part is not lot or serial controlled.
Issue Basis	The basis on which the part is issued, that is, whether it is core return / returnable or non returnable.

Enter the following:

Exp Return Date	The date on which the part must be returned (Date format). Data entry in this field is mandatory, if the part has been issued on ‘returnable’ basis, in the “Issue Basis” field.
Note: This field is ignored when the Reference Document Type is selected as "Customer Order" or "Scrap Note".
Remarks	Any additional remark or comment pertaining to the unplanned issue (Alphanumeric 255).

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

Issue to Employee	The employee to whom the parts are issued.
The “Other Details” group box displays the following.
Employee Name	The name of the employee to whom the part was issued.
Enter the following in the “Other Details” group box:
User Defined Detail – 1	Any other additional details pertaining to the modification of unplanned issue (Alphanumeric, 25).
User Defined Detail – 2	Any other additional details pertaining to the modification of unplanned issue (Alphanumeric, 25).
Remarks	Any other additional comment pertaining to the modification of unplanned issue (Alphanumeric, 255).

Enter the following in the "Attachments" group box:

File Name

The name of the file used for document reference that is associated to the unplanned receipt (Alphanumeric, 50).

Help facility available.

Click the "View File" link provided alongside, to view the reference file details.

Note: For an unplanned issue, the system validates if the stock status of any one of the part in the multiline is “PBH”, then all the parts in the multiline is also of “PBH” stock status.

The system ensures that the parts in the multiline are already defined as “Under PBH” with the “Trading Partner #”, in the “Supplier” business component.

The system displays the following:

Created By	The name of the user who modified the issue document.
Created Date	The date, in the specified date format, on which the issue document was modified.
Last Modified By	The name of the user who last modified the issue document.
Last Modified Date	The date, in the specified date format, on which the issue document was last modified

Click the “Edit Issue” pushbutton, to update the modified details of the unplanned issue.

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 #.

Note: When the Reference Document Type is "Customer Order" or “Scrap Note”, the Additional Ref. Type, and Additional Ref. Document # is blank then the user is allowed to modify only

Issue Category
User Status
Remarks field in the multiline
User Defined Detail-1
User Defined Detail-2
Remarks (doc level) and
Document attachment using the File Name field.

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

After manual creation of the issue document either in draft/fresh status, for Issues with MR as reference document, the system ensures that Hard Allocation is carried out in the “Stock Maintenance” business component. It is based on the following conditions:

The "Hard Allocation Required" check box must be selected, in the “Material Request” business component.
The "Allocable" check box must be checked in the “Maintain Planning Information" page, in the “Part Administration” business component.
The Stock Status with Status Attribute "Allocable" must be mapped as "Yes" in the “User Defined Stock Status” business component.
The "Allow Reservation/Hard Allocation" check box must be selected, for the specific warehouse from where the Part is being issued.
The same Part for the same Ref. Doc #/MR # must not have been allocated earlier.
For a specific Ref. Doc #/MR # - Part # - Lot #/ Serial # - WH-Zone-Bin combination, if Hard Allocation happened partially at the time of Material Request, then Hard Allocate the balance requested quantity if Stock is available in the Storage location.
If there was partial hard allocation for a specific Issue Document #-Part #-Lot #/-Serial #--WH-Zone-Bin combination at the time of creating either the Material Request or the Issue document, you require 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.

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

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

Note: When a direct issue has the Ref. Document Type as “Scrap Note”, then the issue cannot be cancelled.

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

The system updates the status of the issue document as “Cancelled”.
On cancellation of the Unplanned Issue, 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 “Edit Storage Information” link at the bottom of the “Edit Unplanned Issue” 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 "Confirm Unplanned Issue" link at the bottom of the page, to confirm the unplanned issue.

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

Modifying unplanned issue details – An overview

You can modify the details such as status, issue category, user status, issue date and remarks pertaining to the unplanned 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 unplanned issue document.

What you can do in this page

Cancel an unplanned issue document

You can cancel the unplanned issue document in this page.

View all the details of the unplanned issue document, before cancellation.
Click the “Cancel Unplanned Issue” pushbutton, to cancel the unplanned issue document that is displayed.

The system sets the cancelled status to the unplanned issue and it cannot be referred in other activities.