Adding parts to store-to-store issues - HxGN EAM - 12.0.1 - Help - Hexagon

Add parts to store-to-store issues to designate the parts to issue from one store to another.

To add parts to store-to-store issues:

1. Select Materials > Transactions > Store-to-Store Issues.

2. Select the issue to which to add parts, and then click the Parts tab.

3. Click Add Part.

4. Specify this information:

   Part - Specify the part to add to the store-to-store issue. The system automatically populates the part description, Part Org., and Track by Asset. The system populates On Hand Qty. with the quantity of the part from the From Bin and Lot.

   If the selected Part is core tracked, the system calculates Core Qty. as the quantity of parts that are designated for repair in From Store on the issue header, From Bin, and Lot minus any parts that are allocated to repair work orders and parts assigned to external repair requisitions.

   

   • If you entered a Requisition on the store-to-store issue header, you can click Retrieve Parts to retrieve all the part lines from the selected Requisition.

   • If you attempt to retrieve all the part lines from a requisition and the specified Issue Qty. is greater than the On Hand Qty., or if the Issue Core Qty. is greater than the Core Qty., the system sets the Issue Qty. equal to the available On Hand Qty. or sets the Issue Core Qty. equal to the available Core Qty. If there are no parts or core tracked parts to issue, the system does not add the line from the requisition.

   • If you have already issued some parts for a requisition but you have not added the complete quantity of the parts requested, click Retrieve Parts to create a new line for the remaining quantity of the parts to issue from the selected Requisition.

   • The system populates Price and Currency with the Base Price of the selected Part in the From Store. The Base Price in the From Store is determined by the setting of the PRICETYP and PRICELEV installation parameters. The system populates the currency of the price in the adjacent field with the Currency.

   • If the part is a core tracked part, the transaction price for the core tracked part is the Core Value of the part, rather than the price of a new part.

     Condition - Specify the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.

     Line - Specify the line number for the part on the issue. The system automatically assigns the next incremental number to the line based on the setting of the INCRLINO installation parameter.

     Issue Qty. - Specify the quantity of the part(s) to issue.

     If you selected a Requisition on the store-to-store issue header, the system populates Issue Qty. with the Quantity of the part from the store-to-store requisition minus any of the quantity of the part that has been received, scrapped, and any parts that are currently in-transit or that are on an unfinished store-to-store issue for the selected Requisition and Part.

     Issue Core Qty. - Specify the quantity of the for repair part(s) to issue.

     

   • If the selected Part is core tracked, the system enables Issue Core Qty. and populates Core Qty. with the quantity of the parts available to be issued for repair.

   • You cannot issue parts that have already been assigned to work orders or external repair requisitions, even if the parts have not yet been moved to the Qty. at Shop or Qty. at Supplier. Also, you cannot issue parts that are on any Unfinished store-to-store issues (including the current issue).

     From Bin - Modify the bin from which to issue the part if necessary. If you modify From Bin, the system removes the part.

     

   • If you clear From Bin, the system also clears Lot and recalculates On Hand Qty. and Core Qty. for the From Store, which is the sum of all the parts in all of the bins in the From Store.

   • When only From Store is entered and From Bin is blank, the system calculates On Hand Qty. and Core Qty. as the sum of the quantities of the Part in all the bins in the From Store.

   • If you defined a Default Bin or Default Core Bin, the system populates From Bin with that bin.

   • If you select a From Bin, the system updates On Hand Qty. and Core Qty. for the Store and From Bin. Likewise, if you select a Lot, the system updates On Hand Qty. and Core Qty. for the selected Store, Bin, and Lot combination.

   • If a Default Core Bin is defined for the Part in the From Store, and you have not entered a value for Issue Core Qty., then the system populates From Bin with the Default Core Bin. If more than one bin-stock record is defined for the Part in the From Store, the system also populates Lot from the bin-stock record. If the Default Bin for the part does not have a bin-stock record in the From Store, the system leaves From Bin blank.

     Lot - Specify the lot from which to issue the part if necessary.

     The system automatically populates the Manufacturer Lot and Expiration Date.

     If you clear Lot, the system recalculates On Hand Qty. and Core Qty. for all lots in the selected From Bin.

     Asset ID - Specify the code identifying the asset associated with the part to transfer. If the selected Part is tracked by asset, the system enables Asset ID, and you must enter an Asset ID for the part.

     

   • If the selected Asset ID has a status of In Store or Purchased/In Store, the system enters 1 as the issue On Hand Qty.

   • If the selected Asset ID has a status of To Be Repaired, the system enters 1 as the Issue Core Qty. To issue multiples of a by asset part, you must add an individual line for each part to issue.

   • If the selected Asset ID is tracked by serial number, the system populates Serial Number with the serial number of the equipment. The system also populates the From Bin and Lot from the Asset ID, and if you clear the From Bin or the Lot, the system automatically clears the Asset ID.

   • You can use the Quick Store-to-Store Transfer form to transfer equipment with child equipment in an equipment hierarchy within the same organization.

5. Click Submit.

   You can add and delete parts on the issue as necessary, as long as the status of the issue is Unfinished.