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Overview:
The intent of this document is to outline the different scenarios where maintenance plans material or service resources from a Maintenance Work Order. Certain criteria such as a type of material or warranty considerations may determine how these materials are planned and reduce the confusion and rework during the integration between Maintenance and Supply Chain. As all of the Planning for these resources are carried out from the Operations or Components Tab of the Work Order and basic training has been carried out this outline will assume the user can navigate to a work order and to the appropriate tab to reduce the amount of screenshots and focus on the specific process.
The user should investigate each but this document will only focus on three different search options. Material by Old Material Number Plant Material by Description Search Help for Manufacturers Part number with AMPL
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Material by Old Material Number: This search is helpful when the user knows the Old Ellipse Stock Code Number. You can simply enter the Old Stock Code Number in the Old Material Number Field and Press Enter. Note that this search is not Plant Specific so you will need to validate where the material is stored.
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Plant Material by Description: This search is helpful when the user is not sure of the manufacture, part number, old stock code or any other relevant information that could help narrow the search. The search is carried out for the Plant and a single or multiple words. The key to searching by Description is the use of the Asterisk *. Additionally the user should avoid searching in a Plural form. For Example: Use *Filter*Air* Dont Use Air Filters
Choosing to search without * at either end will greatly reduce your chances of finding materials and removing the S from the end of the search and replacing with the * will find the text string regardless of whether it is included in the description or not.
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Note: If you dont find what you were looking for try Reversing the Order of the Words in the Text. Change *Filter*Air* to *Air*Filter* and try the search again.
Search Help for Manufacturers Part number with AMPL This search is helpful when the user knows the Part Number or a Partial Part Number. The search is also specific to the Plant so the results are more specific. Note: Using a partial part number search with the * is beneficial as the user does not know which part number below was entered in the system: 5|Page
Searching 7Y* will return the best results regardless of the entry.
Note: All of the results begin with 7Y and all belong to Plant 1100.
Double Click on the Material you want and either perform another search, find another material with the same description or transfer the material numbers in the shopping cart to the work order. See below for additional notes on this search. 7|Page
Selected Items will start listing the lower left section of the shopping cart.
Scroll right in the Search list will show how many items are in stock, the moving average price and the material long text.
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Once you have selected all of the items you want click the shopping cart and all the materials will be transferred to the work order.
The process begins with the user entering the stock code and quantity and clicking enter.
The user receives a message that they must enter a valuation type in the Batch Field. Click Enter to confirm.
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The user receives a message to complete all required fields. Click enter
Using the Store Location match code search, select the Store location. In this case MAIN where inventory is available.
Use the Match Code Search for Batch. The system should automatically search for Batches for Plant Material and default the Material Number and Plant Number. Click Enter.
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Once the user returns to the Component Detail Screen Click Enter.
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The screen will update. Save the Order and return the material to the warehouse.
The user is then prompted to complete the Requisition Screen. Ensure the Purchasing Group, Purchasing Org, Goods Recipient, Requisitioner and Unloading Point has been filled out and click enter.
Leave the Part number field blank. You will receive a warning, just click enter.
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The user is then returned to the Components screen to finish planning the order.
The user receives a message asking the user to enter a valuation for the material. Click enter.
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Enter the Store Location from the Match Code Search. In the Match Code search for Batch, select the REMAN item and click enter on the Component Detail Screen.
The user is returned to the main components screen. Enter a second line for the same Component, quantity, store location and enter COR in the Batch Field. Click Enter.
This process allows the warehouse to identify where the Core is coming from and enables them to apply the credit back to the originating work order once the vendor receives a good core back. Save the work order.
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Populate the Requisition Fields: Price Estimated Cost of the Part (Authorization is based on this value) Material Group (A Cost Grouping on the Work Order for Reporting Purposes) Purchasing Group (Buyer Responsible for Procuring the Materials) Purchasing Org (Organization the Buyer Belongs to) Goods Recipient (Who should receive the Materials) Requsitioner (Who is creating the Purchase Requisition) Vendor Material / Part Number (Part Number Note: This field will validate against the material master. If a Stock Code is found the PR will e cancelled and the system will return the stock code in the Component Field. If a match is not found the PR will be generated) G/L Account (Specifies the Account in the General Ledger) Vendor (The Desired Vendor you want the materials to come from) Unloading Point (Where you want the parts delivered)
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To find the G/L Code use the Match Code Search. Use the Cost Element in Chart of Accounts Search help. Use 1000 for Nevada and click enter.
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To Search for a Vendor use the Match Code Search. Enter a Partial name with * on either side and your Company Code. Click Enter.
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GL to Cost Element Mapping: Note that Some G/L Codes are Mapped to Cost Elements but Not All. If a Combination has been selected different to the Mapped combination then you will receive a prompt. Select Yes to continue.
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