Siebel Field Service Guide > Repairs > Siebel Repair >

Process of Generating Inventory Transactions for Repairs

Repair activities, generated from an activity plan, move parts from inventory location to inventory location. Each time a part moves, an inventory transaction is generated. Validations are performed for each transfer; for example, to move an asset to a destination inventory location, it must belong to a source inventory location. These steps summarize the transaction process for an internal repair:

1. Generate an inventory transaction as a Stock Transfer.
2. Commit the inventory transactions.
3. Update the inventory location ID (Prod_INV_ID) on the repair number (S_PART_RPR).

The rules for these inventory transactions are summarized in Table 139.

NOTE:  Previously, buckets were used instead of inventory levels.

Sending Repairs to a Third-Party Vendor

In Shipping > Repair Pick Ticket, clicking the Process Shipment button generates transactions of the type Ship to TP (Third Party) to move a product from the defective inventory location to the third-party vendor, and sets the variables Defective and On Hand. This transaction updates the variables INVLOC_ID, INV_STATUS_CD, and INV_AVAIL_CD. For more information, see Repair Pick Ticket Subview. These steps summarize the transaction process:

1. Generate inventory transaction as Ship to TP and De-Allocate.
2. Commit inventory transactions.
3. Update the inventory location ID (Prod_INV_ID), inventory location (INVLOC_ID), status (INV_STSTUS_CD), and availability (INV_AVAIL_CD) on the Repair Number (S_PART_RPR), using the BusComp FS Repair Without Update logic.

Receiving Repairs from a Third-Party Vendor

On the Receiving screen, the Receive PO, Receive RMA, and the Receive Internal Order views, the Process Receipt command generates transactions, of the type Receive from TP, to move a product from a third-party vendor to the desired inventory location. This transaction updates the variables INVLOC_ID, INV_STATUS_CD, and INV_AVAIL_CD.

To receive an item from a third-party location, define the third-party location in the Service Order screen and the receiving location in the To Inventory field in the Receiving screen > Line Item Receipts view.

To go to the Receive PO, Receive RMA, or the Receive Internal Order view, first navigate to the Receiving screen, All Pending Orders view, and then click on a Receive Type field for any record. This exposes the Receive PO, Receive RMA, or Receive Internal Order views, with their subviews: [Receipt] Line Items, Received Line Item, and Serial Numbers.

These steps summarize the transaction process:

1. Generate an inventory transaction as Receive from TP.
2. Commit the inventory transaction.
3. Update the inventory location ID (Prod_INV_ID), inventory location (INVLOC_ID), status (INV_STSTUS_CD), and availability (INV_AVAIL_CD) on the Repair Number (S_PART_RPR), using the BusComp FS Repair Without Update logic.

The rules for these inventory transactions are summarized in Table 140.

NOTE:  Previously, buckets were used instead of inventory levels. Also, in the preceding table, the asset rows are included in the transaction validation if the product is serialized.

Exchanging an Asset During a Third-Party Repair

If the third-party repair vendor returns a different part, the inventory transactions fails unless the new asset exists in the third-party inventory location. The user can accomplish this in one of two ways:

• Use the same Asset ID and change the serial number associated with this record.
• Create a new asset. Receive it from the third-party vendor using a Receive Other transaction. Then delete the previous asset, using another transaction.

Returning a Product to Good Inventory

To return a product to good inventory:

• For internal repairs, set the Inventory Location, Availability, and Status (usually Good) in the repair record.
• For repair orders, set the Inventory Location, Availability, and Status in the repair record.

Changing the values in the repair record triggers an inventory transaction which changes the inventory quantity.

Inventory Levels for Repaired Parts

If the defective part was received with an RMA Repair/Return, then the repair center returns the part using the regular shipping process (Allocate, Pick Ticket, and Ship).

When the part is repaired, either internally or by a third-party vendor, it receives an inventory level; for example, On Hand/Good. When the part is shipped, the inventory transaction records the product movement, but the information on the Repairs screen still points to the same inventory level, that indicates the last location for the repaired item in inventory. The inventory movements for a product do not update the last location of the product in the repair record.