Create MRB Case

Explanation

Use this activity to report a detected non-conformance or defect of a raw material, part, component, or product, thus creating a Material Review Board (MRB) case. Any item that does not conform to the governing specification, drawing, or other approved product description can be reviewed through the MRB. The non-conformance can include discrepancies such as expired parts, physical appearance not up to standard, parts not fitting properly etc.

The specific type of non-conformance is entered in the Create MRB Case dialog box along with a specific availability control which is set to isolate or freeze the parts and prevent them from being available for use. A non-conformance can be reported for an individual part or for a whole batch of the same lot number, or just for a serial number. A Material Review Board case can be generated against on-hand material in a purchase order receipt, a shop order receipt, shop order work in process (WIP) or a shop order material.

Prerequisites

• Basic data for non-conformance must be defined.
• The part must be an inventory non-pallet handled part.

For the Shop Order, Shop Orders, Report Work Center Operation, Report Shop Order Operation, Shop Floor Workbench windows:

• A shop order or a shop order operation that is in Started or Parked status must exist.
• The shop order material should be in Issued status.
• An inventory part in stock, or a purchase order that is not yet received in to inventory must exist.   
• If you are creating a MRB case for shop order WIP, the operation cannot be an outside operation.

For the Inventory Part In Stock window:

• The part must be in a location other than Arrival or Quality Assurance.
• The quantity in stock must be greater than zero.
• Any previous MRB cases existing for the part in that location, must have been completed.

For the Purchase Order Receipts and Purchase Order Receipt windows:

• A purchase order in To be Received or To be Inspected status must exist.
• Any previous MRB cases existing for the receipt must have been completed.

For the Inspection Management window:

• A purchase order in To be Inspected status must exist.
• Any previous MRB cases existing for the receipt must have been completed.

System Effects

• A Material Review Board case will be created for the whole quantity in the selected location or for the whole quantity in purchase receipt and the non-conformant parts will be isolated until the disposition is decided.
• The valid part availability control will be the one entered in the Create MRB Case dialog box. When the case is entered from inventory, the part's availability is changed according to the selected availability control.
• For purchase receipts, parts can only be moved to a quality inspection location until the entire quantity for the MRB case is dispositioned.
• For purchase receipts, more parts cannot be received in to stock, parts cannot be scrapped or returned, and any connected purchase order receipts cannot be canceled, until the MRB case is resolved.
• If the Print Labels check box is selected, labels will be printed.
• If a serialized and/or lot/batch tracked part is submitted to the MRB case, a record will be saved in the part serial history and/or lot batch history indicating its submission to the MRB.
• If a default checklist template has been defined for the entered non-conformance code, this will be used on the MRB case. If a default value for the non-conformance code does not exist, but a default value exists for the site, this value will be used on the MRB case.   
• An event server message will be sent to the planner who submitted the parts.

Window

Shop Order
Shop Orders
Work Center Operations Reporting
Shop Order Operations Reporting
Shop Floor Workbench
Inventory Part in Stock
Inspection Management
Purchase Order Receipts
Purchase Order Receipt

Related Window Descriptions

Create MRB Case
Shop Order
Shop Order/Operation
Shop Order/Detail
Shop Orders
Work Center Operations Reporting
Shop Order Operations Reporting
Shop Floor Workbench
Inventory Part in Stock
Inspection Management
Purchase Order Receipts
Purchase Order Receipt

Procedure

Using the Inventory Part In Stock, Inspection Management, Purchase Order Receipts or Purchase Order Receipt window:

1. Open one of the windows mentioned above and search for the desired part.
2. Right-click and then click Create MRB Case.
3. In the Create MRB Case dialog box that appears, enter the MRB case description, the non-conformance code and the availability control (only required when using the Inventory Part In Stock window).
4. If you need to print MRB labels, select the Print Labels check box.
5. A report title can be entered if desired.
6. Click OK.

Using the Shop Order, Shop Orders, Report Work Center Operation, Report Shop Order Operation or Shop Floor Workbench window:

1. Search for the desired shop order or work center in any of the windows mentioned above.
2. Select a material or operation record and right-click, or right-click anywhere in the header, point to Material Review Board and then click Create. The Create MRB Case dialog box appears. 
3. Enter the ID for the MRB case in the Case ID field. If a value is not entered in this field, the system will automatically generate a sequence.  
4. Optionally, you can enter the description in the Case Description field.
5. Enter the non-conformance code in the NonConform Code field, or select one from the List of Values.   
6. Optionally, you can select the Print Labels check box if you want to print labels to identify the parts being reviewed by the MRB.
7. If the parts are submitted from inventory stock, enter the availability control ID in the Availability Control ID field. This will prevent those parts from being used while they are handled by the MRB.        
8. Enter the quantity that needs to be inspected by the MRB in the MRB Quantity field.  
9. Click OK.

Note: You can subsequently use the MRB Case window to change header information and edit individual disposition items as long as their status is not Completed or Canceled. To do so, right-click anywhere in the window, point to Material Review Board and then click View. The MRB Case window will open and you can make changes accordingly.