GCSS-Army Transaction Guide

Transcription

1 GCSS-Army Transaction Guide Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Business Purpose Use this transaction to process a turn-in for a recoverable/reparable material from a Unit to the supporting Supply Support Activity (SSA). A return (ZRL) purchase requisition (PR) is automatically created when a recoverable/reparable material that was requested on a work order is post goods issued (PGI) at the SSA. The return (ZRL) PR must be processed when the recoverable/reparable material is ready for turn-in to the supporting SSA. A return (ZRX) PR is automatically created when an advanced shipping notification (ASN) is received for a recoverable/reparable material that was requested on a dedicated work order from National. The return (ZRX) PR must be processed when the recoverable/reparable material is ready for turn-in to the supporting SSA. Business Trigger Perform this transaction when you need to turn-in a recoverable/reparable material to the supporting SSA. Navigating to the Transaction To navigate to the transaction, type YOBUX in the SAP Easy Access screen Command field and press Enter.

2 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 2 of 21

3 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 3 of 21 Recoverable/Reparable Conversion by Material (Screen 1) 1. Type your entry in the Receiving SLOC (SSA) field (for example, WDM1). Enter the supporting SSA storage location (SLoc). 2. Type your entry in the Issuing SLOC (Customer) field (for example, 000H). Enter the Customer's issuing SLoc for the recoverable/reparable material turn-in that is being processed.

4 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 4 of 21 Recoverable/Reparable Conversion by Material (Screen 2) If a value is entered in the Material field, only the existing return (ZRL or ZRX) PRs for the specified material display in the search results output. This is an issue for materials that belong to an Interchangeability & Substitutability (I&S) chain. Enter a value in this field only if it has been established that the National Item Identification Number (NIIN) is not part of an I&S chain. Refer to the training material Display Supersession Chain (PIC03) for the step-by-step instructions for displaying an I&S chain. Perform one of the following: If a return (ZRL) PR is to be processed, the ZRL - Recoverable / Reparable option button defaults as selected and no action is required. If a return (ZRX) PR is to be processed, select the ZRX - External Returns option button. 3. Click the Background Processes option button to select the background option that is to be used to process the turn-in. Select one of the following: 1. Create Delivery - Creates the outbound delivery (OBD) to the SSA. 2. Create, Pick, PGI Delivery - Creates, picks and post goods issues (PGI) to the SSA. 4. Click the Execute button to run the transaction.

5 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 5 of 21 YOBUX - Monitor Recoverables/Reparables (Screen 1) Review the following fields: Field Field Description Plant Identifies the plant number or the range of plant numbers that was used as selection criteria to display the return (ZRL or ZRX) PRs that are due for processing. Determines the age of a return (ZRL or ZRX) PR: Aging Recv SLOC Issue SLOC - (Red Circle): Greater than 30 days old - (Yellow Triangle): Between 11 and 30 days old - (Green Square): Less than 11 days old Identifies the receiving SLoc. Identifies the customer s issuing SLoc.

6 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 6 of 21 Field Field Description Indicates if the material is part of an Interchangeability and Substitutability (I&S) chain. I&S - (I&S Chain Applicable): Indicates that an I&S chain exists for the associated material. - (I&S Chain Not Applicable): Indicates that an I& S chain does not exist for the associated material. Material Description Number of PRs Identifies the number of the National Item Identification Number (NIIN). Provides a text description of the material. Identifies the number of return (ZRL or ZRX) PRs that are due for turnin. 5. Click the number of the Material link that is to be processed for turn-in. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3g

7 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 7 of 21 YOBUX - Monitor Recoverables/Reparables (Screen 2) The return (ZRL or ZRX) PRs are sorted in ascending order from the oldest to the newest. Always process the oldest return (ZRL or ZRX) PR that is eligible for credit (less than 180 days old). The BVC (Batch Validity Check) symbols are used to check the validity of the batch. - Correct Batch - Incorrect Batch The condition code in the Batch field must be changed before the recoverable/ reparable material can be processed for turn-in. If the NIIN is shelf life managed (such as batteries, tires, chemical masks that have filters that expire, etc.), enter the condition code, followed by 9 zeros.

8 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 8 of 21 Review the following fields: Field Plant Material Receiving SSA Issuing Location Aging Field Description Identifies the plant number or the range of plant numbers that was used as selection criteria to display the return (ZRL or ZRX) PRs that are due for processing. Identifies the material number, followed by a text description of the material that was used as selection criteria to display the return (ZRL or ZRX) PRs that are due for processing. Identifies the alphanumeric code of the receiving SSA SLoc, followed by a text description of the receiving SSA SLoc. Identifies the customer s issuing SLoc. Determines the age of a return (ZRL or ZRX) PR: - (Red Circle): Greater than 30 days old - (Yellow Triangle): Between 11 and 30 days old - (Green Square): Less than 11 days old Purchase Req Substitute Material Dtyp Req Date DoDAAC PR Unit price PR Std price PR Qty UOM BVC Identifies the number of the return (ZRL or ZRX) PR. Indicates the material is part of an I&S chain. Click the drop-down button to display the material substitutes. Note: If the material is not part of an I&S chain, the field label is Material. Identifies the return (ZRL or ZRX) PR document type that is used to process the material turn-in. Identifies the origination date of the return (ZRL or ZRX) PR. Identifies the customer s Department of Defense Address Activity Code. Identifies the price paid by the Unit for the material turn-in. Identifies the standard price of the material turn-in. Identifies the quantity of the material turn-in that is associated with the return (ZRL or ZRX) PR. Identifies the unit of measure (UoM). Provides the Batch Validity Check (BVC) symbol. - Correct Batch: Indicates the condition code is correct in the associated return (ZRL or ZRX) PR. - Incorrect Batch: Indicates the condition code is incorrect in the associated return (ZRL or ZRX) PR. Batch DoDAAC Bin Identifies the batch (condition code) of the material turn-in in the associated return (ZRL or ZRX) PR. Provides a virtual DoDAAC inventory storage bin selection check box option. The parameter settings in the Org-FE Report (ZSPTX) determine if the check box displays as selected or deselected. - This check box is selected when a supporting SSA is processing a return (ZRL or ZRX) PR that has a virtual inventory storage bin. The unexpected material return is physically stored at the Customer s location. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3g

9 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 9 of 21 Cpy Field Reason for Deletion Field Description Select this check box to copy the reason for deletion to the selected rows. Indicates the reason for the return (ZRL or ZRX) PR deletion. 6. Click the Stock Overview button to display the Unit's SLoc inventory for the selected material. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3g

10 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 10 of 21 Stock Overview: Company Code/Plant/Storage Locations/Batch Change the Display Version to 14 if this value is not already defaulted. Display Version 14 is used to display the inventory that is considered to be restricted-use. 7. Click the Execute button to display the Stock Overview.

11 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 11 of 21 Stock Overview: Basic List If the recoverable/reparable material that is being processed for turn-in is not available in the Unit's SLoc, the 262 goods issue has not been performed. Return to the work order and perform this goods movement to PGI the recoverable/reparable material from the work order to the Unit's inventory. If the recoverable/reparable material is available in the Unit's inventory, display the serial numbers that exist in the Unit's SLoc if it is serial number tracked. This information is required for processing a turn-in for a serialized recoverable/reparable material. 8. Click the condition code (batch) row. 9. Click the Environment menu bar item to display the environment selection options. 10. Click the Equipment/Serial Number menu item to display the equipment serial number information.

12 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 12 of 21 Display Equipment: SerNo.Detail The Stock Overview: Serial Numbers List screen displays if more than one recoverable/reparable material is being processed for turn-in and it is serial number tracked. Notate the serial number(s) of the recoverable/reparable material that is being processed for turn-in. 11. Click the Back button to return to the Stock Overview.

13 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 13 of 21 Stock Overview: Basic List 12. Click the Back button to return to the previous screen.

14 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 14 of 21 YOBUX - Monitor Recoverables/Reparables (Screen 1) 13. Click the Purchase Req row selector button. 14. Click the Convert PR to PO button to process the selected return (ZRL or ZRX) PR.

15 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 15 of 21 YOBUX - Monitor Recoverables/Reparables (Screen 2) If applicable, change the Return Qty (Return Quantity) field value. This value can only be decreased. Review the following fields: Field Plant Material Receiving SSA Issuing Location Purchase Req Substitute Material Field Description Identifies the plant number or the range of plant numbers that was used as selection criteria to display the return (ZRL or ZRX) PRs that are due for processing. Identifies the material number, followed by a text description of the material that was used as selection criteria to display the return (ZRL or ZRX) PRs that are due for processing. Identifies the alphanumeric code of the receiving SSA SLoc, followed by a text description of the receiving SSA SLoc. Identifies the customer s issuing SLoc. Identifies the number of the return (ZRL or ZRX) PR. Indicates the material is part of an I&S chain. Note: If the material is not part of an I&S chain, the field label is Material.

16 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 16 of 21 Field Dtyp Req Date DoDAAC PR Total Value PR Qty UOM Return Qty DoDAAC Bin Field Description Identifies the return (ZRL or ZRX) PR document type that is used to process the material turn-in. Identifies the origination date of the return (ZRL or ZRX) PR. Identifies the customer s Department of Defense Address Activity Code. Identifies the total value of the material turn-in. Identifies the quantity of the material turn-in that is associated with the return (ZRL or ZRX) PR. Identifies the unit of measure (UoM). Identifies the actual quantity of the material turn-in. Provides a virtual DoDAAC inventory storage bin selection check box option. The parameter settings in the Org-FE Report (ZSPTX) determine if the check box displays as selected or deselected. - This check box is selected when a supporting SSA is processing a return (ZRL or ZRX) PR that has a virtual inventory storage bin. The unexpected material return is physically stored at the Customer s location. 15. Click the Okay to Continue button to continue processing the turn-in. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3g

17 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 17 of 21 Maintain Serial Numbers (Dialog Box) This dialog box only displays if the recoverable/reparable material is serial number tracked. Enter a serial number for each recoverable/reparable material that is being processed for turn-in if the quantity is greater than one. 16. Type your entry in the Serial Number field (for example, XX20). 17. Click the Continue button to continue processing the turn-in for the serialized recoverable/reparable material.

18 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 18 of 21 YOBUX Message Log (Dialog Box) One of the following is created: The return (ZRL) PR is converted into a return (ZRLU) stock transport order (STO). The return (ZRX) PR is converted into a return (ZRXU) purchase order (PO). An outbound delivery (OBD) is created with reference to either the return (ZRLU) STO or the return (ZRXU) PO. Make note of the OBD number that is post goods issued (PGI). The OBD number is used to print the Issue/Release Receipt (DA Form A). 18. Click the Continue button to confirm the document postings.

19 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 19 of 21 YOBUX - Monitor Recoverables/Reparables If more than one return (ZRL or ZRX) PR exists for the selected material or the quantity of the return (ZRL or ZRX) PR that was just processed was decreased, the previous YOBUX - Monitor Recoverables/Reparables screen continues to be displayed. If this occurs, click the Back button to display the second YOBUX - Monitor Recoverables/Reparables screen. The material is no longer displayed on this screen if no other return (ZRL or ZRX) PRs exist for the material that was selected and the return (ZRL or ZRX) PR was processed completely. 19. Click the Back button to exit the transaction.

20 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 20 of 21 Recoverable/Reparable Conversion by Material From this screen, you can do any of the following: Process another return (ZRL or ZRX) PR for a recoverable/reparable material turn-in. Create and process a return (ZXS) PR for an unexpected material return. Log off GCSS-Army. 20. You have completed this transaction.

21 Process Return (ZRL or ZRX) Purchase Requisition (YOBUX) Page: 21 of 21 Summary You have processed a turn-in for a recoverable/reparable material from a Unit to the supporting SSA.