Assembly Serial Entry & Field Service Enhancements

Summary of Requirement

ACME Co. produces serial numbered units with several serial numbered subassemblies. Many of these items are from subcontractors and never go through ACME inventory.

GP Manufacturing is used to produce the complete unit, and many of the subcontracted items are not part of the Picklist. GP provides a way to record the serial number of the final assembly but since the subassemblies are not part of the Picklist, there is no place to record these serial numbers. Many of the subassemblies also have serialized subassemblies that need to be recorded.

GP Service is used to track equipment records, configurations and returns. When a sales invoice is posted, the Service module automatically creates Equipment Records (ER) for the serial number of the final unit, but not for serialized subassemblies.

ACME processes all returns from Service Calls. The RMA is generated from the Service Call Parts Line. ACME adds an “R” suffix to the item number of the returned serial number before creating the RMA and an ER Supersession is created to update the Equipment Record with the “R” suffix.

A solution is required that will allow ACME to record the serial numbers of the subassemblies that will be linked to its final serial numbered unit. ACME should be able to record this information at any time during the manufacturing process, and also change the information up to the time of shipping. The user should be able to use a scanner to scan the serial numbers for the subassemblies.

The list of subassembly items that need to be tracked will be listed in a Kit item, so a method needs to be provided to tie the final unit item number to the kit item number. This information should be used to provide the user with an entry window that shows the subassembly item numbers, and provides a place to enter their serial numbers.

When the Equipment Record is created for the sold unit, the system should also create ERs for each of the tracked subassemblies and build a multi-level configuration.

When an I-Line item is added to a SVC Call, an “R” needs to be added to the item number in the 6th position and used for the R-Line. If the I-Line item is serialized, and more than one item exists in the item master with the same first 5 digits, a window needs to pop-up, allowing the user to select which item to choose.

When the SN is identified on the replacement item, the replacement serial number should replace the returned serial number on its configuration. The new serial number is installed by the tech, it needs to take over the warranty and contract information from the returned serial number. The warranty on the replacement serial number is the remaining warranty of the returned serial number or 90 days, whichever is greater. The returned item needs to be canceled off the contract.

If an item number that ends in “RR” is entered as the I-Line, this needs to be treated as a Repair and Return as follows:

1. If the “RR” item doesn’t already exist, it needs to be created as a copy of the SVC Call header item, but at $0 cost.

2. When the R-Line is returned, an equipment record is created for the “RR” item that is a duplicate ER of the item from the SVC Call header.

3. When the I-Line is shipped, the ER for the “RR” item is moved to the Equipment Record Audit table and then deleted from the SVC Master table.

Occasionally, the actual serial number returned to inventory is different than the serial number on the RMA. Since the linked In-Transit Transfer changes the equipment record customer and equipment status before the RMA is received, the original serial number is left with the wrong customer and status. ACME needs the original equipment record to change back to the original customer and the equipment status back to the default equipment status.

SVC allows saving default accounts to service types. These account numbers are used by SVC when billing a SVC Call. Once account type absent from this list is for Markdowns. ACME would like to record a default Markdown account number and have it flow to billing.

All changes to Equipment Records and Configurations need to be recorded in an audit table and be viewable from the UI.

Design Specification

View design specification DS0432