This chapter contains the following topics:
Section 6.1, "Understanding Receipt Routing for Rental Contracts"
Section 6.4, "Reviewing Rental Contract Receipts and Dispositions"
You use receipt routing to track the movement of items as they leave the customer's site until they arrive in your inventory through a series of operations that make up a receipt route. Depending on the operations, several steps can exist, such as dock, staging area, and inspection. You can set up a receipt route to require inspection where items are tested to check for quality. You can rework, reject, or scrap unacceptable items during any step prior to being placed into the inventory. These items do not continue in the receipt route and are not included in the stock.
For example, you might need to reject an item and charge the customer (through a sales order) if the customer is liable for any damage to the item, or send the item for servicing (through a service order) before it goes back to the inventory.
See "Routing Receipts" in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide
This section provides an overview of the use of receipt routing for rental contracts, lists prerequisites, and discusses how to use receipt routing for rental contracts.
For rental contracts. you generate purchase orders to initiate and record the return of items from the customer back to your inventory. The JD Edwards EnterpriseOne Rental Management system passes the cost for rental contract purchase orders with zero amounts.
The JD Edwards EnterpriseOne Rental Management system interacts with the JD Edwards EnterpriseOne Procurement system to process the return of items back to the inventory, and uses the disposition functionality to remove items from the receipt route. Based on the disposition type (reworked, rejected, or scrapped) specified for items, the system inserts records in the Rental Contract Related Orders program (P54R20) to generate a sales order or a service order.
When the items move to the last stage in the inventory, or are removed from the route to be reworked, rejected, or scrapped, the system updates the Rental Contract Detail table (F54R11), the Purchase Order Receiver File table (F43121), the Purchase Order Receiver Rentals File table (F54R12), and creates ledger records in the Rental Contract Detail Ledger table (F54R199).
You can set the system to determine the return inbound purchase order date by specifying a value in the RMA Generation Days field in the Rental Constants program (P54R01). The system adds the value that you specify in this constant to the system date to determine the Return Material Authorization (RMA) date. The Rental Contract Related Order Generation program (R54R100) uses this system-calculated date and generates the return inbound purchase order when the rental period expires. To use this default system-calculated date for your rental contracts, you must select the Use RMA Days option in the Rental Action Definition program (P54R02).
To process a return inbound purchase order, the Select On Date value for the rental contract detail record must be less than or equal to this RMA date. The system retrieves the Select On Date value from the Action Details table (F54R021).
Before you complete the tasks in this section:
Add a code in the Route Codes UDC table (43/RC) that you will use for routing receipts for rentals.
Associate the route code (that you set up for rental contracts in 43/RC UDC table) with your business unit in the Receipt Routing Definition program (P43091). Also, specify the operation codes and the fields that the system will update when the item is transferred from one operation to another.
See "Creating a Receipt Route" in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide
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Note: You use the five update fields in the Receipt Routing Definition form to reflect the stage of the inventory within a route: In Transit, In Inspection, In Operation 1, In Operation 2, and On Hand. You can update only one column with a Y for each operation code. You update the On Hand stage only for the last operation of the route. Information regarding the quantity in each of these fields is stored in the F41021 and can be seen in the Detailed Availability program (P41202). The Receipt column shows at which operation the receipt date is captured. The Payment column shows the stage of the operation where goods are eligible for payment. |
For rental contracts, the first stage of routing must have the Receipt column set to Y, so that the dates in the PO Receiver table (F43121) and the Purchase Order Receiver Rentals File table (F54R12) are the same. The receipt date is necessary for billing; therefore, you must complete this setup correctly.
Establish customer and item relationship for the business unit in the Supplier/Item Relationships program (P43090). For rental contracts, you must enter the customer address number in the Supplier field. Enter the route code that you have set up for rental contracts in the Normal Route Code field.
See "Creating Supplier and Item Relationships" in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide
Set up the processing options of the Purchase Order Receipts program (P4312) to activate standard receipt routing, and to specify the version of the Receipt Routing program (P43250) that you want the system to use.
See Section 6.2.4, "Setting Processing Options for the Purchase Order Receipts Program (P4312)"
Specify the versions of the Sales Order Entry program (P4210) and the Work Order Revisions program (P17714) in the processing options for the Receipt Routing Movement and Disposition program (P43250). These processing options are in the Rentals tab of the Processing Options form.
See "Setting Processing Options for Receipt Routing Movement and Disposition (P43250)" in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work With Rental Contract Related Orders | W54R20A | Daily Processing (G54R10), Rental Contract Related Orders
Select a record and click the Process button. |
Inquire and generate related orders. |
| Work With Purchase Orders to Receive | W4312F | Receipt Routing (G54R21), Receipts by Purchase Order | Review available purchase orders to receive. |
| Work With Routing Statuses form | W43250K | Receipt Routing (G54R21), Movement and Disposition
On the Row menu, click Disposition. |
Select an order to apply disposition to items. |
Only those processing options that are applicable for JD Edwards EnterpriseOne Rental Management are discussed here.
Specify whether to activate receipt routing. Values are:
Blank: Do not activate receipt routing.
1: Activate standard receipt routing.
2: Activate Supplier Relationship Management (SRM) receipt into route.
For Rental Management, you must set up this processing option with the value of 1 (Activate standard receipt routing).
Access the Work With Rental Contract Related Orders form and follow these steps:
Select the purchase order line and click the Process button to generate the purchase order for the rental contract. Note the purchase order number for your contract.
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Note: If you have set the system to generate return inbound purchase order, the Rental Contract Related Order Generation program (R54R100) uses a system-calculated date and generates the return inbound purchase order when the rental period expires. |
Access the Purchase Order Receipts program (P4312). On the Work With Purchase Orders to Receive form, search for your purchase order. Verify the purchase order details. To receive the purchase order, click the OK button.
Access the Receipt Routing Movement and Disposition program (P43250). On the Work With Routing Statuses form, select your order, and click Disposition on the Row menu.
On the Routing Disposition form, enter the quantity of the item to be moved to the next routing stage in the inventory in the Movement section of the form. Also, enter the quantity of the item to be reworked, scrapped, or rejected in the Disposition section of the form. You can enter the reason for using the removal method that you select.
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Note: The system is set up to enable only the Qty Reworked, Qty Rejected, and Qty Scrapped disposition fields when the system setup for Rental Management is active in the OneWorld System Control File table (F99410), and the purchase orders are associated with rental contracts. |
When you enter the quantity to be moved to the last routing stage in the inventory, the system updates the quantity stocked in the Rental Contract Detail table (F54R11) and the Purchase Order Receiver Rentals File table (F54R12).
When you enter the quantity to be rejected, the system automatically inserts a line in the Work With Rental Contract Related Orders form to generate a sales order with the version of the Sales Order Entry program (P4210) specified in the processing option of the Receipt Routing Movement and Disposition program (P43250).
When you enter the quantity to be reworked, the system automatically inserts a line in the Work With Rental Contract Related Orders form to generate a service order with the version of the Work Order Revisions program (P17714) specified in the processing option of the Receipt Routing Movement and Disposition program (P43250).
When you enter the quantity to be scrapped, the system does not launch the Work With Rental Contract Related Orders form, and does not insert a related order line.
Click the OK button on the Routing Disposition form to continue processing the movement of items. The system displays the Work With Rental Contract Related Orders form. Note that the system populates the rejected and reworked quantity in the Quantity column of the Rental Contract Related Orders form. You generate a sales order for the items that are rejected, and a service order for the items that will be reworked.
When you create disposition entries to rework or reject quantities of an item, the system:
Updates the quantity fields in the Rental Contract Detail table (F54R11)
Writes the data to the Purchase Order Receiver File table (F43121)
Writes the data to the Purchase Order Receiver Rentals File table (F54R12) and assigns the disposition type
The system inserts a line in the F54R12 table for each of the disposition types (reworked, rejected, scrapped, and stocked) if the corresponding quantities are not zero. The system updates the Receipt Date column in the F54R12 table with the date the quantities are received from the customer.
Creates a ledger record in the Rental Contract Detail Ledger table (F54R199) with Ledger Action 13 (Disposition)
This section provides an overview of the movement of items to inventory after servicing, and discusses how to move serviced items to inventory.
After you complete servicing the items that were moved for rework during the receipt routing process, you must return the items back to the inventory. To move quantities of items back to specified locations in the inventory, you must complete the update stock process.
You can complete the update stock process using any of these work order programs: Planning Workbench program (P13700), Work With Work Orders program (P48201), and Service Management Workbench program (P90CD020).
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work With Work Orders | W48201F | Work Orders (G54R13), Manage Work Orders | Search for work orders. |
| Work Order Revisions | W17714A | On the Work With Work Orders form, select a work order and click Select. | Modify a work order for unscheduled maintenance. |
| Search for Equipment Work Orders | W13700B | Work Orders (G54R13), Manage Equipment Work Orders | Search for equipment work orders. |
| Work Order - Manage [work order description] | W13714B | On the Search for Equipment Work Orders form, select a work order and click Select. | Modify a work order for unscheduled maintenance. |
| Search For Service Work Orders | W90CD020B | Work Orders (G54R13), Manage Service Orders | Search for service work orders. |
| Service Work Order - Manage [work order description] | W90CD002B | On the Search For Service Work Orders form, select a work order and click Select. | Modify a service work order. |
| Select Multiple Locations | W42053B | On the Work Order Revisions form, click the Form menu, Equipment Info, and then click Update Stock.
On the Work Order - Manage [work order description] form, click the Update Stock link. On the Service Work Order - Manage [work order description] form, click the Update Stock link. |
Specify the quantity and location to move items. |
Access the Select Multiple Locations form.
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Note: You access the Select Multiple Locations form by clicking the Update Stock menu or link in the revisions form of the Planning Workbench program (P13700), Work With Work Orders program (P48201), and Service Management Workbench program (P90CD020). The system displays the Update Stock menu or link only for those rental contract service orders that are created during the receipt routing process. |
To move items back to the inventory after servicing:
On the Select Multiple Locations form, enter the quantity of the item that you want to move to specified locations in the inventory.
Click the OK button on the Select Multiple Locations form. The system displays the Work Order Revisions, the Work Order - Manage [work order description], or the Service Work Order - Manage [work order description] form, depending on the work order program that you use. Items are not yet moved to the inventory.
Click the OK button on the Work Order Revisions, the Work Order - Manage [work order description], or the Service Work Order - Manage [work order description] form. The system saves the changes that you made, including the changes that you made in the Select Multiple Locations form. Simultaneously, the system updates the Item Ledger File table (F4111), updates the On Hand quantity in the Item Availability table (F41202), moves the reworked quantity of the item from the Quantity Reworked field to the Quantity Stocked field in the Rental Contract Detail table (F54R11), and updates the Stock Updated field in the Rental Contract Related Orders table (F54R20). Failure while updating any one of these tables reverts the changes in all of the tables.
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Note: The system gives you an option to save the changes you made in the Select Multiple Locations form without saving any updates made in the work order revisions form. To use this option, you must click the Cancel or the Close button on the work order revisions form. |
If you click the Cancel or the Close button on the Work Order Revisions, Work Order - Manage [work order description], or the Service Work Order - Manage [work order description] form, the system displays the Confirm Update Stock window. This window is displayed only when you have made changes to the Select Multiple Locations form. To update the inventory, click the OK button on the Confirm Update Stock window. The system updates these tables: Item Ledger File (F4111), Item Availability (F41202), Rental Contract Detail (F54R11), and Rental Contract Related Orders (F54R20). Failure while updating any one of these tables reverts the changes in all of the tables.
After you move the items to the inventory, the Update Stock menu or link is not available on the form.
This section provides an overview of the Rental Contract Receipts/Dispositions program (P54R12) and discusses how to use the program.
You use the Rental Contract Receipts/Dispositions program (P54R12) to inquire about transactions associated with partial returns and dispositions. You can verify that the inventory was returned according to the rules set up, and that the contract billing lines are correctly updated.
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work with Rental Contract Receipts/Dispositions | W54R12B | Receipt Routing (G54R21), Rental Contract Receipts/Dispositions
Alternately, access Receipts History from the Row menu on the Rental Contract Detail Revisions form. |
Inquire about rental contract records associated with partial returns and dispositions. |
Access the Work with Rental Contract Receipts/Dispositions form.
Use the fields in the General tab to filter records. This tab also includes these options that you can use to filter records:
Select the Receipts option to display only receipt entries for the records.
Select the Dispositions option to display only disposition entries for the records.
Select the All option to display both receipt and disposition entries for the records.
Use the date fields to filter records by dates or date range, such as all records that fall within the dates in the from Start Date and to Start Date fields.
The system populates this field with the date you received the purchase order line. The system does not populate the receipt date if the first stage of receipt routing setup does not have the Receipt column set to Y.
The system uses this date to bill the rental contract.
The system populates this field with the code that is associated with the type of disposition. Values are:
0: Receipt
1: Reworked
2: Rejected
3: Scrapped
4: Stocked