Issuing Material to Service Orders

Use the SRO Material form to issue material to service orders.

  1. Select Infor CSI Shop Floor > Material > SRO Material. The SF SRO Material form is displayed.
  2. Specify or review this information:
    Partner ID
    Scan a partner number.
    Warehouse
    Specify the warehouse from which to issue the item.
    Trans Type
    The type of transaction. Possible values:
    • Inventory Issue
    • Inventory Unissue
    • Customer Return
    • Customer Shipment
    • Exchange Return
    • Exchange Shipment
    • Loaner Return
    • Loaner Shipment
    Reason Code
    The reason code for processing the service order request.
    Note: This field is displayed only when the type of transaction is set to Customer Return.
    SRO
    A service repair order.
    Line
    The ID of an order line.
    Operation
    An operation numbers.
    Item
    The item specified for the issued material.
    Customer Item
    The customer item number.
    Location
    The location of the SRO material.
    Note: This field is defaulted based on the Item stock room location for the transaction. The location is same for both BOM Item and the new item issue.
    Qty
    The quantity of materials to issue.
    Note: The quantity value is defaulted to 0.
    Qty Available
    The Quantity available at the location / lot specified.
    UOM
    The unit of measure of the material.
    Bill Code
    The bill number is displayed.
    Note: This field is displayed only if the Bill Code and Price Code Display parameter is selected for this transaction.
    Unit Price
    Unit price of the material.
    Note: This field is displayed only if the Bill Code and Price Code Display parameter is selected for this transaction.
    Document Number
    A document number for the material transaction re-consolidation or grouping in CSI.
  3. If applicable, select a lot number on the Lot/Serial tab.
  4. If applicable, specify the lot number in the Confirm Lot field.
  5. If applicable, the quantity of serial numbers that have not been assigned are displayed in the Un-Assigned field on the Lot/Serial tab. To assign serial numbers to the material you are issuing, select the arrow button.See Assigning Serial Numbers for details.  You must assign all unassigned serial numbers to issue the material.
  6. Select Issue Material.