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Siebel Field Service Guide > Repairs > Overview of Siebel Repair >
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:
- Generate an inventory transaction as a Stock Transfer.
- Commit the inventory transactions.
- 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 133.
Table 133. Rules for Inventory Transactions: Internal Repair Inventory Level1
(InvLoc + Status + Avail) Old Value New Value Transactions Required? NULL NULL No NULL INV1 No INV1 INV1 No INV1 INV2 Yes. Normal inventory transaction as Stock Transfer, with all validations. INV1 NULL No
1Previously a "bucket."
Repairs Sent to a Third-Party Vendor
In Shipping > Repair Pick Ticket (seeRepair Pick Ticket View), 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. These steps summarize the transaction process:
- Generate inventory transaction as Ship to TP and De-Allocate.
- Commit inventory transactions.
- 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 134.
Table 134. Rules for Inventory Transactions: Send to Third-Party Vendor Inventory
Transaction
Type Source Destination Inventory Inventory Level1 Assets2 Inventory Inventory Level1 Assets2 Ship to TP Source Invloc ID
Comes from the Service Order screen, Line Items view, Actions subview and is the Source Location field. On HandGood/Defective Yes Destination Invloc ID
Comes from the Service Order screen Line Items view, Actions subview and is the Destination Location field. On HandDefective Yes De-Allocate Source Invloc ID
Comes from the Service Order screen, Line Items view, Actions subview and is the Source Location field. Reserved No Customer On Order No
1Previously a "bucket."
2The assets rows are included in the transaction validation if the product is serialized.
Repairs Received 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 Orders screen, Terms view 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:
- Generate an inventory transaction as Receive from TP.
- Commit the inventory transaction.
- 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 135.
Table 135. Rules for Inventory Transactions: Receive from Third-Party Vendor Inventory
Transaction
Type Source Destination Inventory Inventory Level1 Assets2 Inventory Inventory Level1 Assets2 Receive from TP Source Invloc ID
Comes from Service Order screen, Line Items view, Actions subview
and is the Destination Location field. On HandDefective Yes Destination Invloc ID
Comes from Service Order screen, Line Items view, Actions subview and is the Source Location field. On HandGood/Defective Yes
1Previously a "bucket."
2The assets rows are included in the transaction validation if the product is serialized.
Third-Party Vendor Swaps an Asset During 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 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.
Shipping to a Customer
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.
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Siebel Field Service Guide Published: 21 April 2003 |