Receive and Backflush Operations

Explanation

Use this activity to receive manufactured parts into inventory and to automatically report the operations performed.

Prerequisites

This activity requires that:

• The shop order must have Released status before you can receive parts into inventory using backflush with automatic reporting of operations.
• If the order is connected to a control plan for which the Receipt Not Allowed check box is selected, the control plan analysis needs to be confirmed and all time triggers need to be stopped.

System Effects

• As a result of this activity the system receives parts into inventory and reports machine and labor operations based on the number of parts received. When labor operations and machine operations are reported automatically, the standard time is used.
• If the shop order is connected to a project activity the parts are received into project inventory.
• If the shop order is created from Project Delivery, the Delivery Project is updated with quantity received.
• If the shop order is created from Project Miscellaneous Demand, the Project Miscellaneous Demand record is updated with quantity received.
• If the shop order is pegged to a project miscellaneous demand or a project item, the material should automatically be reserved to the demand source.
• If the shop order is customer order-based and was created when a customer order line was entered, the received part is automatically reserved for the customer order line. Work In Process (WIP) transactions are created.
• When issuing material lines by using backflush for a pegged shop order, the issue will reduce the pegged quantity by the same quantity that was issued. However, if there is more than one supply pegged to the same demand you will be notified to manually adjust the peggings before the issue can be performed.
• If catch unit (CU) enabled component parts exist in the parent structure and if they have not been reserved, a message will appear informing you about the unreserved CU enabled components.

Window

Shop Order
Shop Orders
Receive Shop Order
Shop Floor Workbench

Related Window Descriptions

Shop Order
Shop Orders
Receive Shop Order
Shop Floor Workbench
Approve Operation

Procedure

Shop Order or Shop Orders:

1. Right-click and then click Manual Receive.
2. Select the Auto Report of Operations check box in the Material And Operations area to automatically report machine and labor operations.
3. Select an inventory location for the part, then type the quantity you want to receive into this inventory location in the Quantity Received field. You can receive into more than one inventory location. If the part is catch unit enabled, you have to enter the catch quantity as well.
4. If you do not want to receive into one of the specified inventory locations, create a new record and type a new inventory location in the Location No field. Type the quantity of parts you want to receive in the Quantity Received field. Use the List of Values to select from available locations.
5. Save.

Receive Shop Order:

1. Select the shop order for which you want to receive the completed parts in the Order No list.
2. Select the Auto Report of Operations check box in the Material And Operations area to automatically report machine and labor operations.
3. Select an inventory location for the part, then enter the quantity you want to receive into this inventory location in the Quantity Received field. You can receive into more than one inventory location. If the part is catch unit enabled, you have to enter the catch quantity as well.
4. If you do not want to receive into one of the specified inventory locations, create a new record and type a new inventory location in the Location No field. Type the quantity of parts you want to receive in the Quantity Received field. Use the List of Values to select from available locations.
5. Save.

Approve operation

1. In the Shop Floor Workbench window, select the last operation on the shop order on which you want to receive the completed parts and click Approve Operation.
2. In Approve operation dialog box, make sure the Receive Into Inventory and the Report Previous Operation check boxes are selected.
3. Enter the quantity to receive in the Qty to Receive field.
4. Select an inventory location which the parts should be received to by entering a value in the Receive Into Location field or use the List of Values.
5. Click OK.

Note: It is not possible to use the report previous operation functionality if clocking records exists for any operations in Open status on the shop order. (The start / stop feature has been used.)