User Guide For Work Order Control Rma Depot Repair

Summary

Infor LN Service User Guide for
Work Order Control (RMA &
Depot Repair)
Copyright © 2021 Infor
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Publication Information
Document code tswcsug (U9133)
Release 10.7 (10.7)
Publication date August 30, 2022
Table of Contents
About this document
Chapter 1 Introduction.........................................................................................................................9
Work Order Control (WCS)...........................................................................................................9
Chapter 2 Work Order Control Concepts.........................................................................................11
Subcontracting - Work Order......................................................................................................11
Material allocations, delivery types, and work order (activity) status..........................................12
Processing Subassembly...........................................................................................................12
Action Outgoing Subassembly:.........................................................................................12
Action Incoming Subassembly:.........................................................................................13
Alternative Item...........................................................................................................................14
ATP.............................................................................................................................................14
Impact of ATP Date.....................................................................................................................15
Service Costing Break Hierarchy and Search Path....................................................................16
Project Pegging Costing Breaks in Depot Repair.......................................................................17
Warehouse Transfer Orders.......................................................................................................21
Defining data for transfer orders.......................................................................................22
Planned Delivery Date and Planned Receipt Date...........................................................22
Updating Warehouse Orders and PIT...............................................................................22
Tool refurbishing using maintenance work order........................................................................22
Estimates in Work Control System.............................................................................................23
The impact of the estimates functionality..........................................................................23
Closing a Work Order........................................................................................................25
Deleting work orders, activities and resource lines...........................................................25
Chapter 3 Master Data Setup.............................................................................................................27
Setting up work order control master data..................................................................................27
Chapter 4 Work Order Control Procedures......................................................................................29
Creating a work order.................................................................................................................29
Processing work orders..............................................................................................................30
Close a work order......................................................................................................................32
To use reference activities..........................................................................................................33
Project pegging in depot repair...................................................................................................33
Overview...........................................................................................................................33
Initiation of the pegged transaction...................................................................................34
Propagation of the peg in the depot repair process..........................................................34
Propagation of the peg to service contract and configuration lines..................................34
Propagation of the peg to a call........................................................................................34
Propagation of the peg to the maintenance sales quotations...........................................34
Propagation of the peg to the maintenance sales order...................................................35
Propagation of the peg to the work order for MSO part line.............................................35
Propagation of the peg to the work order linked /originating from a maintenance
sales order........................................................................................................................35
Propagation of the peg to the follow-up work order..........................................................35
Propagation of a material request to LN Warehousing from depot repair.........................35
Propagation of the Peg to generate purchase order.........................................................36
Propagation of the peg to book hours...............................................................................36
Book other costs or bench stock material costs................................................................37
Propagation of the peg to a maintenance sales order coverage line................................37
Internal subcontracting for depot repair......................................................................................37
Overview...........................................................................................................................37
Creation of the Maintenance Sales Order.........................................................................37
Creation of the Work Order...............................................................................................37
Shipment of the Goods.....................................................................................................38
Receipt of the Product......................................................................................................38
Repair Activity...................................................................................................................38
Transfer of the Product.....................................................................................................38
Repair at the Repair Center..............................................................................................38
Customer Invoicing...........................................................................................................38
Internal Invoicing...............................................................................................................38
Internal commercial rates...........................................................................................................40
Overview...........................................................................................................................40
Commercial Material Costs...............................................................................................40
Commercial Labor Rates..................................................................................................41
Using the Work Order Activity Workbench.................................................................................41
Filtering the work order activities......................................................................................41
Using the workbench session...........................................................................................41
Cancel Work Order Activity.........................................................................................................42
Cancel Related Work Order..............................................................................................42
Actions Performed on Outgoing Subassemblies........................................................................42
Actions Performed on Incoming Subassemblies........................................................................44
Handling return of maintenance item(s) and non-consumed items in WCS...............................45
Completing the work order................................................................................................45
Signing off the work order (activities)................................................................................45
Closing the work order......................................................................................................46
Transferring the work order...............................................................................................46
Cancelling the work order.................................................................................................46
Appendix A Glossary.........................................................................................................................47
Index
About this document
This guide provides information about the various concepts and processes such as work order control,
subcontracting and material allocation, available in Work Order Control

Objectives
This document is a User's Guide that is designed to meet the following objectives:
Understand the following concepts
▪ Work order control
▪ Subcontracting
▪ Material allocations, delivery types, and work order (activity) status
▪ Disassembly/assembly process
To perform the following tasks
▪ To create a work order
▪ To process a work order
▪ To close a work order
▪ To handle subassembly
▪ To use reference activities
In this document, you are assumed to already have an understanding of LN Service

Document summary
This guide describes the various concepts and processes available in the Work Order Control

How to read this document
This document is assembled from Online Help topics. As a result, references to other sections in the
manual are presented as shown in the following example:
For details, refer to the LN Service Online Help

To locate a section referenced in this document, refer to the table of contents

Underlined terms indicate a link to a glossary definition. If you view this document online, you click on
underlined text to jump to the glossary definition at the end of this document

Comments?
We continually review and improve our documentation. Any remarks/requests for information concerning
this document or topic are appreciated. Please e-mail your comments to [email protected]

In your e-mail, refer to the document number and title. More specific information will enable us to process
feedback efficiently

Infor LN Service | User Guide for Work Order Control (RMA & Depot Repair) | 7
About this document
Contacting Infor
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If you have comments about Infor documentation, contact [email protected]

8 | Infor LN Service | User Guide for Work Order Control (RMA & Depot Repair)
Chapter 1
Introduction
1
This chapter provides a brief introduction of the Work Order Control functionality available in the RMA
& Depot Repair module

Work Order Control (WCS)
In the Work Control System module, the work order preparation, planning, and execution in a maintenance
shop or repair shop is handled

Work Control System for internal maintenance and for maintenance on customer owned parts. For
maintenance on customer owned parts, Work Control System is fully integrated with the Maintenance
Sales Control module

In addition, Work Control System is related to the following LN packages and modules:
▪ People for labor resources, hours registration, and to transfer all labor hours to maintenance
sales order coverage lines

▪ Purchase Control Purchasing to create a purchase order for required materials or items

▪ Tools Requirement Planning Tooling to allocate tool requirements to a work order or a work
order activity

▪ Warehousing to create a warehousing order, for transactions on economic stock or to increase
or decrease the actual stock, to create inventory commitment, and to check economic stock

▪ General Ledger to book WIP costs in Financials

▪ Maintenance Sales Control to transfer the costs incurred during repair on the work order

▪ Activity Management to select and create reference activities. To create work order activities,
you can select routing options

Infor LN Service | User Guide for Work Order Control (RMA & Depot Repair) | 9
Introduction
10 | Infor LN Service | User Guide for Work Order Control (RMA & Depot Repair)
Chapter 2
Work Order Control Concepts
2
This chapter provides a brief description of the concepts available in work orders

Subcontracting - Work Order
A single company may not deliver the entire range of services. In which case, the company may
subcontract the entire service of a product to a subcontractor

In LN, you can enter into a subcontracting agreement with the supplier to carry out the required services
as specified in the work order activity

You must define a Cost or Service item and a Subcontractor at the work order activity level to identify
that the activity is subcontracted. You can subcontract different activities to various subcontractors

When you release the work order a purchase order is generated for the subcontractor. A subcontracting
cost line is created in the Work Order Other Resources (tswcs4130m000) session with the cost type set
to Subcontracting to register the cost and sales related to the subcontracted work

When the purchase order generated is received, it indicates the delivery of the required services

Note
▪ It is not required to subcontract the entire work order. For example, if a product is defective,
the customer requests a repair and sends the product to the service department. The service
department repairs the product, but some part of the repair is subcontracted to another repair
center. A work order activity line is created for tracking the repair costs incurred by the
subcontracted repair center and this internal invoice is created based on the actual material
used, actual hours booked, and actual other costs such as transportation costs

▪ You can add activities to a work order during the work order's planning phase, during the work
orders preparation phase, and during the execution phase. The work order status must be
Free, Planned, or Released. You cannot add activities to subcontracted work orders in
Released status

Infor LN Service | User Guide for Work Order Control (RMA & Depot Repair) | 11
Work Order Control Concepts
Material allocations, delivery types, and work order
(activity) status
The work order material resource lines are created when the work order or work order activity can have
the following status:
▪ Free
▪ Planned
▪ Released
▪ Completed
For the To Warehouse delivery type, an available-to-promise check is carried out during the Planned
status of the work order or the work order activity. If commitment is required during the planning phase,
a warehouse order is created after the work order is planned, and the material resources are then
allocated. If commitment is required if the work order status is Released, the warehousing procedure
starts after the work order or the work order activity is released

For the Via Purchase delivery type, a purchase order is created when the work order status or the work
order activity status is Planned. If you release the work order or the work order activity, the warehousing
procedure is started to issue the materials

For the following delivery types, the materials are allocated manually to the work order or to the work
order activity after the work order or work order activity is released:
▪ From Service Inventory
▪ From Kit
▪ To Warehouse
Processing Subassembly
When a work order receives an item, that requires maintenance, the item is disassembled into various
components and you can decide upon a follow-up action for each disassembled component. These
disassembled components are called subassemblies

Business Example
A car is received from a customer on a maintenance sales order and a work order is created for the
same. The engine, gearbox, wheels and the tyres are disassembled

Action Outgoing Subassembly:
An outgoing subassembly can be linked to a work order activity or to a work order directly and can be
registered manually. For each disassembled component, an outgoing subassembly is created in the
12 | Infor LN Service | User Guide for Work Order Control (RMA & Depot Repair)

Status of the work order or the work order activity. If commitment is required during the planning phase, a warehouse order is created after the work order is planned, and the material …

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Frequently Asked Questions

What is oracle order management in oracle depot repair?

Oracle Depot Repair uses the Oracle Order Management module to create RMA and Sales Orders, validate customer accounts, and invoice customers for repairs. Oracle Depot Repair integrates with Oracle Order Management Pricing to provide an advanced, highly flexible pricing engine that executes pricing and promotional calculations.

How do i manage rma lines for my repair depot?

On the Manage Depot Repair page, query the RMA lines for your repair depot. The search results include the RMAs for assets that are being repaired in the selected repair depot as well as the broken assets that have passed or are passing through the facility in the process of being repaired.

How do i view a list of the repair work orders?

View a list of the repair work orders. Click on the work order number to open the Edit Work Order page and view the work order details. Click on the service request number to access the Edit Service Request page and view the service request details.

How do i manage transfer orders in complex depot repair and return?

In complex depot repair and return logistics environments, you will create the transfer orders to manage the flow of the broken asset from the source to the destination organization. This tab displays all the transfer orders associated with the repair RMA as well as the repair RMA's return and shipment sales order lines.