Transfer orders for depot repair - using warehouse or location

All the items scheduled for repair are received in the central warehouse. The repair is performed by a repair center that may be situated at some other location. Therefore a transfer order is required to move the item from the central warehouse to the warehouse of the repair center. After repair, the item is returned to the central warehouse, from where the item is shipped to the customer. In Depot Repair, the transfer of item from and to warehouse (center warehouse and repair center) can be executed using;

  • warehouse
  • location
  • both warehouse and location
Note

A service department can be specified as Service Office on the Maintenance Sales Order (MSO) and as an Execution Department on the MSO Lines. These departments can be different from each other. The warehouse linked to these departments can be different. You can also use locations in place of warehouses.

Using Warehouses

When you create a Part Maintenance Line, Infor LN defaults the value in the receipt Warehouse and delivery Warehouse fields with the Warehouse Incoming Parts and Warehouse Outgoing Parts specified for the Service Office in the Maintenance Sales Order (tsmsc1100m100) session. The Warehouse Incoming Parts and Warehouse Outgoing Parts are originally defined in the Service Departments (tsmdm1100m000) session.

If the value in the Department field in the Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session and the Service Office field in the Maintenance Sales Order (tsmsc1100m100) session are same, the values in the From Warehouse and To Warehouse in Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session is the same as the value in the receipt Warehouse and delivery Warehouse, and the transfer order is not required.

If the value in the Department field is not the same as the Service Office field, the value in the From Warehouse and To Warehouse fields are defaulted from the Warehouse Incoming Parts and Warehouse Outgoing Parts specified for the Department in the Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session. When the value in the From Warehouse and To Warehouse field are not the same as the receipt Warehouse and delivery Warehouse, the transfer order is created.

The item can be moved from the receipt Warehouse to the From Warehouse and from delivery Warehouse to To Warehouse. If a transfer order is required, Infor LN selects the Transfer order is applicable check box in the Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session.

The transfer order is created after the final receipt of the part maintenance lines, for the received quantity which can be different from the required quantity, specified for the part maintenance lines.

When a work order is created using the Create Work Order option in the Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session, Infor LN defaults the From Warehouse field and To Warehouse field in the Work Order (tswcs2100m100) session from the Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session. You can modify the value of the To Warehouse field. Infor LN defaults this modified value to To Warehouse in the part maintenance line. After the work order is closed, the item must be received in the To Warehouse and a transfer order is created.

The item is moved from the To Warehouse to delivery Warehouse specified in Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session. After the transfer order is processed, the item can be returned to the customer.

Note

When a part maintenance line is canceled, the relevant work order is deleted, and a warehouse order is created to return the item to the customer. The open transfer order are also deleted. When the transfer order are processed, a new transfer order is created to return the item to the delivery Warehouse.

Using Locations

When you create a Part Maintenance Line, Infor LN defaults the value in the receipt Location and the delivery Location field with the Location Incoming Parts and Location Outgoing Parts specified for the Service Office in the Maintenance Sales Order (tsmsc1100m100) session. The Location Incoming Parts and Location Outgoing Parts are originally defined in the Service Departments (tsmdm1100m000) session.

Note

The receipt Location and delivery Location fields are applicable only if the value in the receipt Warehouse and delivery Warehouse fields are not specified.

The value in the From Location field and To Location field in the Work Order (tswcs2100m100) session is defaulted from the value in the Location and delivery Location field in the Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session. After the work order is closed, the item must be received in the To Location and the item can be returned to the customer.

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