AvSight Purchasing—Processing Purchases for Tear down

This article will cover the procedure used to process the purchase of a major component, having it disassembled and adding the individual parts to inventory as a lot purchase.

This article uses processes that are integrated with many of the other parts of AvSight and will require information from other areas already covered in earlier articles. Since this is an advanced topic, it highly recommended that you familiarize yourself with the procedures outlined in the articles listed in the Related Articles section below.

The first step in the process is to acquire the main component to be disassembled.  In this tutorial, we will walk thought the entire process of acquiring a PT6C engine, sending it to a vendor for disassembly and receiving the individual parts into inventory as part of a lot.

Acquiring the main component

Navigate to the PO tab in the main menu and select New Purchase Order.

Finish processing the PO as usual (See Working with POs article below) and update the PO as needed with the information received from the vendor. 

Receiving the new asset

The next step will be to receive the main component into inventory.  Switch to the Operations Module by clicking the Apps Launcher.  Select the Receiving tab and enter to the PO number to open the receiving screen. Receive the item as usual and note the INV number created.

Sending the Main Component to be Disassembled

A Repair Order is used to process the disassembly.  This provides a mechanism for paying the cost of the disassembly, even if done in house.  To create a repair order, select the Repair Order tab in the main menu and select New Repair Order.  Fill in the required information for the RO header and Click Save. Switch to the Lines tab and click New to add a new Repair Order Line.

Creating a Repair Line by the Numbers

Prep for Receiving the Disassembled Parts

The next step in the process is to prepare to receive the parts generated by the tear down.  Since the cost of the initial purchase must be transferred to the lot, it will need to be removed from the initial inventory.  This will keep the acquisition costs accurate.  To do this, navigate to the Inventory tab in the main menu and select the inventory of the original purchase. Select Inventory update and in the resulting screen, set the new cost to 0.00 and click Submit.

Creating a new owner code

The next step in preparing to receive the new parts is providing an Owner Code for the lot to be assigned to. An existing owner code may be used as long as it is a lot type code, but there may be advantages to creating a new one for each teardown.  For instance there is only one charge out rate that can be assigned to an owner code.  If a lot purchase requires a different charge out rate, it will need to be assigned to a different owner code.

Navigate to Administration in the main menu and select Financial Admin then Owner Code Master.  Select New to create a new owner code.

In the New Owner Code screen fill in the information required by following the steps below.

Receiving the new parts

There are two methods to receive the parts—inventory upload or receiving from a Lot PO.

Method 1. Inventory Upload

Switch to the Operations Module using the Apps Launcher and select Operations Tools from the main menu, then select Inventory Upload.

Since the inventory upload method requires inserting data directly into the database, the format of the data must match the existing database information.  The Import Spreadsheet Wizard make the process simple.  Follow the steps below to import the part information.

While most databases allow the data to be exported to a CSV file, and existing spreadsheets can be converted to CSV format, it’s important to remember that the column headers must have the same name as is shown on the sample file template. 

Once the import is finished, open the Owner Code to verify that it was successful.

Method 2 Receiving a Lot PO

The Vendor should be set to the repair vendor.  The PO Type needs to be Lot.  All other information is optional.  Click Save to open the Lines View.

Only one line is allowed for Lot POs.  Set the part number to the part number of the main component.  Add the condition code and the warehouse where the parts will be received. Set the owner code to the new owner code that was just created.  Click Save and then Generate PO.  Since this is not going to be sent to the vendor, an internal email address can be used for To: field in the email generated. In order to proceed to the next steps, the email must be sent.

Receiving against the Lot PO

Navigate to the Receiving tab in the Operations Module.  Enter the PO number and click Search. Before a Lot PO can be received, the original line from the PO must be split.  Click the “+” at the far right of the line and enter the number of lines to be added.  NOTE:  Quantities greater than one of the same part can be entered on one line, provided their data is not unique.  For instance, five A100 parts can be received on one line if they are not serialized and will all be stored in the same warehouse location. Otherwise each will require a separate line to be received.

Adding parts to be received

These methods may also be used in combination to add the information.

Selecting multiple lines by checking the box to the left of the item (all can be selected by checking the box at the top of the Line column) will activate the Mass Upload button. 

Selecting multiple lines by checking the boxes on the right side of the list will activate the Mass Update button.  Mass Update allows information such as warehouse location, vendor source, manufacturer, etc. to be added to multiple lines at once.  Mass Update can be performed multiple times to update information common to all or some of the parts.  For instance all of the parts may have the same source vendor, but some may be going to different warehouse locations.  Selecting all of the lines and using Mass Update adds the same source vendor to all of the parts.  Selecting some of the lines and using Mass Update again allows the warehouse location to be added for those parts.

Once all of the information has been entered for the lines to be received, click Receive to complete the process.

Receiving the RO

The last step is to receive the Repair Order for the tear down.  This allows it to be closed out and the repair costs to be paid to the vendor that performed the tear down.

Open the RO created for the tear down process.  Enter the final repair costs on the Lines List View and click Update.

Switch to the Operations Module using the App Launcher and select the Receiving tab from the main menu.  Enter the RO number into the search field to open the RO for Receiving