Loan Purchase Order - Return

Before you start

• The supporting function can be used when the basic data for loan POs have been defined.
• The component to be returned must have a record created in 'Equipment/Serialized Item. Open' (MMS240).

Follow these steps

The following steps describes the basic activities involved in loan and exchange purchase orders.

1. Create Requisition / Distribution Order

   In order to return the borrowed item, either a requisition or a distribution order must be created to register the component as returned to the party from whom the component was loaned.

   • A distribution order is created for components borrowed from another facility.

     For components that have been borrowed internally (from other facilities), a distribution order must be created to return the component. The distribution order type specified should have a req/distr order type that is defined with transaction type 51 (distribution order issue).

   • A requisition order is created for components borrowed from an external supplier.

     For components that have been borrowed from an external supplier, a requisition order must be created to return the component. The requisition order type specified should have a req/distr order type that is defined with transaction type 41 (requisition order issue).

2. Picking List Reporting

   • Automatic Picking List Reporting

     With automatic reporting, the component is registered as issued when the requisition / distribution order is complete. Two fields determine the level of automation:

     • The allocation check method in 'Req/Distr Order. Open' (MMS100), which controls the order’s release for printing and picking list reporting.
     • The auto level in the order type used for each order, which indicates whether or not picking list reporting is done automatically.
   • Picking List Reporting

     With manual reporting, the picking is reported back to M3 using 'Picking List. Report' (MWS420). This program is available from 'Delivery. Open Toolbox' (MWS410). When the picking is reported, the order is assigned status 99. The order is now ready for transport.

3. Component Records Updated

   If a distribution order was created to move the component back to the facility that loaned the object, the balance ID record in 'Balance Identity. Display' (MMS060) is updated.

   If a requisition order was created to return the component to the supplier, the balance ID record in 'Balance Identity. Display' (MMS060) is deleted.

   Although balance ID record information is updated automatically, the loan information in 'Purchase Order. Update Loan' (PPS216) must be manually updated when the component is returned.