Outline:
Note: If you own the Warranty Tracking Module then please review the basic RMA processing. Adding the rework shop order is part of the overall procedure.
- Receive Defective Product to Inventory
- Create Rework Shop Order
- Add Unit to be repaired to the Order Bill and any other Components required for the repair to shop order
- Print Paperwork
- Components are issued
- Operation completions are done
- Order is received to stock complete and moves to status 4 completed
- Post Order Closure is done and creating Materials and Labor Variance Transactions
1) Open the MAX System Manager.
2) Click the Production Tab
3) Select Shop Floor Execution
4) Select Activity then Shop Order
a. Enter the Part, Qty
b. Click Query
c. Check Rework
d. Click Query again then in the Order Bill section add components AND the unit. (Note: you issue the unit to itself so the inventory value is correct. In other words you have the value of the unit in stock from the receipt of the unit to the repair/holding stock room. You issue the unit thereby transferring the dollars in stock to WIP)
5) Add routing steps if desired and save the order
6) Select Report Menu item and select to print shop paperwork. Select which check boxes are appropriate and print the picklist and the router.
7) Pick, Kit, Weigh components or ingredients etc. from pick list.
8) Go to Inventory Control – Activity – Transactions
a. Click Issue Tab and Select Shop from the dropdown menu.
b. In the grid enter the order number and specify the qty you want to issue on the order.
9) Select individual rows or all rows to issue the order complete. Review log and error log by click the logs button.
10) If using a Routing > Go to Activity – Post Operation Completion – post completions on the routing, scrap, enter run and setup time, defect codes.
11) Go to Inventory Control – Activity – Transactions
a. Click the Receipt Tab
b. Select Shop from the dropdown menu
c. Enter the receipt amount in the tab or in the grid and complete the receipt transaction.
12) Close the order and move it to status 5 creating any variance transactions to post to the GL.
a. From System Manager click on the Finance tab and select the Costing Module.
b. Run the query using selected options
c. Double click the order number to review Material and Labor Variances
13) Check the item in the Close column to close the order and move it to status 5.