Processing Receipts in a Work Order
When parts are received in the location specified in a Work Order Request/Receipt line, you should process the receipts to account for the inventory in the receiving location.
To process the receipts for Work Order:
1. Locate the service order by searching in the sidebar or from a list view in the Work Order tab and then click the Work Order number to which you want to process the receipts.
2. Ensure that the Work Order Status is Open and the destination location is not blank. Also ensure that the Work Order has at least one product to be received.
3. Click Process Receipts in the Work Order Actions section, if you want to process multiple parts at a time. You can also click the parts request line and then click Receive Parts if you want to receive a specific part. A screen is displayed as shown below in which you can enter the actual receipt information. The screen lists all products in the Work Order that are not yet received. The Received Qty is defaulted to the pending quantity expected.
4. Click Submit to confirm the entries.
5. If your organization tracks inventory at the serial number level, the bottom section of the screen allows you to enter/select serial numbers for serialized products. To enter serial numbers for a product, check the checkbox against the product in the list. For more information about how serialized tracking of inventory works in ServiceMax, see Serial Number Selection. The Work Order screen refreshes, and the Work Details and Work Order Status display.
When entering the received quantities, one or more of the following scenarios are applicable.
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Receipt Scenario
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How to Process it
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All the products in the Work Order have been received as expected.
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Click Submit. All the open lines and the Work Order will be closed automatically.
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A product has not been received now but is expected to be received at a later date.
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Enter Zero in Received Qty. Ensure that the Close Line checkbox is unchecked. This leaves the line open for a future receipt.
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A product has not been received and it will not be received in future at all.
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This amounts to the cancellation of an open service Order Line. Enter Zero in the Received Qty. Ensure that the Close Line checkbox is selected.
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A product has been received partially now. The remaining quantity is expected to be received at a later date.
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Enter the Received Qty. Ensure that the Close Line checkbox is unchecked. This leaves the line open for the future receipt. If your organization does not permit short-closing line, this checkbox might be disabled.
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A product has been received partially now. The remaining quantity will not be received in future at all.
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This indicates short-closure of a Work Order line. Enter the quantity received. Ensure that the Close Line checkbox is checked. If your organization does not permit short-closing lines, this checkbox might be disabled.
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