Creating store-to-store receipt headers - HxGN EAM - 12.0.1 - Help - Hexagon

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HxGN EAM Version
12.0.1

Create store-to-store receipt headers to specify information related to the entire receipt transaction. The status of the receipt header indicates the progress of the receipt transaction through its cycle.

The system assigns a store-to-store receipt number.

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

  2. Click New Record. The system automatically populates the Date Received with the current system date and time.

  3. Specify this information:

    To Organization - Specify the organization to which to receive the parts. The organization you select must be a specific organization to which you belong.

    Store-to-Store Receipt - Specify a description of the store-to-store receipt in the adjacent field. The system automatically enters a default store-to-store receipt description based on the setting of the TRANDESC installation parameter.

    The system also assigns a store-to-store receipt number after you save the record.

    Status - Select the status of the receipt.

    Changing the status of a store-to-store receipt may affect additional system checks and field changes in these ways:

    Option

    Description

    Unfinished

    While the store-to-store receipt has an Unfinished status, the fields on the header are editable. The receipt must maintain Unfinished status until lines are added to the receipt on the Parts tab.

    Canceled

    Change the status of the receipt to Canceled to cancel the receipt and all of the part lines. The system protects all fields on the receipt when you change the status to Canceled.

    Ready for Printing

    Change the status of the receipt to Ready for Printing after adding the parts to receive on the Parts tab. When the status of the receipt is Ready for Printing, only Status, Description, Class, and Reference Number are editable.

    Approved

    The system populates Approved By with the User ID of the approver of the store-to-store receipt when the status is set to Approved, and all of the fields on the receipt are protected except Status.

    The system also updates store quantities based on the receipt as follows:

    • Parts that are not for repair are moved from In Transit Qty. to Qty. on Hand.

    • Received parts that are for repair are moved from In Transit Qty. to Core Qty.

    • All scrapped parts are moved out of the In Transit Qty., but the parts are not added back to inventory.

      The costs for the receipt transaction are updated for the To Store based on by the setting of the PRICETYP and PRICELEV installation parameters.

      The system does not update the price of repair parts. The price for the receipt transaction of the repairable spare part is the Core Value of the part.

      If the PRICETIM installation parameter is set to I, the system updates prices at the time an invoice is created rather than at the time of a receipt. However, for a store-to-store receipt, the system updates prices as though PRICETIM is set to R because invoices do not apply to store-to-store transfers. Therefore, for store-to-store transfers, price updates always take place at the time the store-to-store receipt is approved.

      For parts that are tracked by asset that are being transferred within the same organization, the system updates the Store on the asset to the new Store in the receiving organization, and the asset Status is set to In Store. If the by asset part needs repair, the asset is transferred to the new store with a Status of To Be Repaired.

      For parts tracked by asset that are being transferred between different organizations, the system makes updates in almost the same manner that it does when transferring assets between organizations using the Transfer Equipment popup, with the following exceptions: electronic signatures are only required for the transfer if a signature is configured for inserting an asset with In Store or To Be Repaired status; the system copies all of the fields from the existing asset to a new record for the asset in the new organization, unless they are not valid in the new organization (in which case, the fields will remain null); and if the Department is not valid in the new organization, the system populates the Department with an asterisk (*).

      Requisition - Specify the store-to-store requisition for which to receive the parts.

      The system automatically populates To Store, From Store, and From Organization.

      If you update the Requisition with a different requisition number, the system overwrites To Store, From Store, and From Organization with the values from the new Requisition. Likewise, if you clear the Requisition, the system also clears To Store, From Store, and From Organization.

      To Store - Specify the store to which to receive the materials.

      From Store - Specify the store from which to receive the materials. The system automatically populates the From Organization with the organization of the From Store.

      Reference Number - Specify a reference number for the store-to-store receipt transaction.

      Class - Specify the class of the receipt. The classes shown belong to the TRAN entity.

  4. Click Save Record.

    After approving a store-to-store receipt, click Create Return Requisition to generate a return requisition for issuing parts between stores for repairable spare parts and their replacement parts more efficiently.