Manage an item removed from the BOM
Taking the example of reducing the P quantity further, you might remove an item completely from the Project BOM. This could be because you forgot to mark an item as Reference Only in the BOM; the parts were already delivered to you by the customer and should have been submitted as an Adjustment Requisition instead; or designs changed and certain parts were no longer needed.
Whatever the case, you now have orphaned items that you must deal with to ensure you are not paying for things you don’t need.
Requirements
Items that you want to return must:
- Exist or have historically existed within the same End item as the End Item sent to the change notice (CN) you're about to create.
- Have had an H quantity recorded against it (ie. the CN workflow contains the System primitive with Type configured as Create mbom and clear locks and it successfully completed).
To return orphaned items:
Send the End Item that the item was removed from to a new change notice.
A new CN is created. Note that there is no indication that there are orphaned items on this CN.
Click Show Orphaned.
The Orphaned Items window opens.
Switch to the Full list view. Each item is shown with a warning symbol beside it indicating that the anomaly has not yet been resolved.
Select the box beside the orphaned items you want to return.
The R Qty column displays a negative quantity against the item you selected.
(Optional) Insert a note beside each item you are returning in the orphaned items window.
Click Confirm return quantities.
Close the Orphaned Items window.
(Optional) Select any other items that need to be ordered (or returned) at this time.
Ensure the CN Type is set to Regular Requisition.
Choose a workflow from the Workflow drop-down list and click Save.
Start the workflow.
Once the workflow has been completed, the Requisitioned column on the Project Management dashboard updates to show the items have been 100% Requisitioned.