GCSS-Army Transaction Guide

Transcription

1 GCSS-Army Transaction Guide Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Business Purpose Use this transaction to create and to process a return (ZXS) purchase requisition (PR) to turn-in an unexpected material return from a customer to a Supply Support Activity (SSA). Business Trigger Perform this transaction when you need to create and to process the turn-in for an unexpected material return to an SSA. Navigating to the Transaction To navigate to the transaction, type YOBUX in the SAP Easy Access screen Command field and press Enter.

2 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 2 of 22

3 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 3 of 22 Recoverable/Reparable Conversion by Material 1. Type your entry in the Receiving SLOC (SSA) field (for example, WDM1). Enter the SSA SLoc that is to receive the unexpected material return. 2. Type your entry in the Issuing SLOC (Customer) field (for example, 000H). Enter the Customer's issuing SLoc for the unexpected material return. 3. Type your entry in the Material field (for example, ). Enter the National Item Identification Number (NIIN) of the unexpected material return. 4. Click the ZXS/YRR - Excess option button to display the return (ZXS) PR for processing an unexpected material return. 5. Click the Background Processes option button to select the background option that is to be used to process the unexpected material return. 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 (PGIs) the OBD to the SSA.

4 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 4 of Click the ZXS button to create a return (ZXS) PR. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3f

5 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 5 of 22 Create Excess Retograde PR 7. Type your entry in the Quantity/Unit of Measure field (for example, 1). Enter the quantity of the unexpected material return. 8. Type your entry in the Batch field (for example, A). Enter the condition code (batch) of the unexpected material return. 9. Click the CFC field. 10. Click the CFC options. search help button to display the customer fund code selection

6 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 6 of 22 CFC (X) X Entries found (Dialog Box) Double-click a CFC (customer fund code) list item to associate the return (ZXS) PR with a specific line of accounting. Leaving the field blank is a valid entry for a CFC. The default blank entry is associated with a Cost Center and a Department of Defense Address Activity Code (DoDAAC). If applicable, select a different CFC. The Directorate of Resource Management/ Deputy Chief of Staff (DRM/G8) is responsible for providing guidance when a different CFC is required for the return (ZXS) PR. If applicable, select a WBS (Work Breakdown Structure) element. WBS elements are generally associated with a customer-specific reimbursable or direct charge, or when the WBS element is mission specific. 11. Double-click the CFC list item.

7 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 7 of 22 Create Excess Retograde PR (Screen 1) 12. Click the Execute button to create a return (ZXS) PR.

8 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 8 of 22 Create Excess Retograde PR (Screen 2) 13. Click the Back button to return to the previous screen.

9 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 9 of 22 Create Excess Retograde PR (Screen 3) 14. Click the Back button to return to the previous screen.

10 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 10 of 22 Recoverable/Reparable Conversion by Material Now that the return (ZXS) PR has been created, process it for turn-in to the supporting SSA. 15. Click the Execute button to run the transaction.

11 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 11 of 22 YOBUX - Monitor Excess Returns (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 (ZXS) PRs that are due for processing. Determines the age of a return (ZXS) 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.

12 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 12 of 22 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 (ZXS) PRs that are due for turn-in. 16. Click the number of the Material link that is to be processed as an unexpected material return. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3f

13 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 13 of 22 YOBUX - Monitor Excess Returns (Screen 2) The return (ZXS) PRs are sorted in ascending order from the oldest to the newest. Always process the oldest return (ZXS) PR first. 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.

14 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 14 of 22 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 (ZXS) 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 (ZXS) 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 (ZXS) 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 Total value PR Qty UOM BVC Identifies the number of the return (ZXS) 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 (ZXS) PR document type that is used to process the unexpected material return. Identifies the origination date of the return (ZXS) PR. Identifies the customer s Department of Defense Address Activity Code. Identifies the price paid by the Unit for the unexpected material return. Identifies the total value of the unexpected material return. Identifies the quantity of the unexpected material return turn-in that is associated with the return (ZXS) 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 (ZXS) PR. - Incorrect Batch: Indicates the condition code is incorrect in the associated return (ZRL) PR. Batch DoDAAC Bin Identifies the batch (condition code) of the unexpected material return in the associated return (ZXS) PR. Select this check box to perform a virtual turn-in of the unexpected material return. The Customer retains the material physically until the directed further by the supporting SSA. This check box defaults as either selected or unselected depending on the Customer settings in the Display Org-FE Report (ZSPTX). Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3f

15 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 15 of 22 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 (ZXS) PR deletion. 17. Click the Purchase Req row selector button. 18. Click the Convert PR to PO button to process the selected return (ZXS) PR. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3f

16 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 16 of 22 YOBUX - Monitor Recoverables/Reparables 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 (ZXS) 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 (ZXS) 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 (ZXS) 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.

17 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 17 of 22 Field Dtyp Req Date Issue SLOC Recv SLOC DoDAAC PR Total value PR Qty UOM Return Qty DoDAAC Bin Field Description Identifies the return (ZXS) PR document type that is used to process the unexpected material return. Identifies the origination date of the return (ZXS) PR. Identifies the customer s issuing SLoc. Identifies the alphanumeric code of the receiving SSA SLoc, followed by a text description of the receiving SSA SLoc. Identifies the customer s Department of Defense Address Activity Code. Identifies the total value of the return (ZXS) PR for the unexpected material return. Identifies the quantity of the unexpected material return turn-in that is associated with the return (ZXS) PR. Identifies the unit of measure (UoM). Identifies the actual quantity of the unexpected material return turn-in. Select this check box to perform a virtual turn-in of the unexpected material return. The Customer retains the material physically until the directed further by the supporting SSA. This check box defaults as either selected or unselected depending on the Customer settings in the Display Org-FE Report (ZSPTX). 19. Click the Okay to Continue button to continue processing the selected return (ZXS) PR. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version: 3f

18 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 18 of 22 Maintain Serial Numbers (Dialog Box) The Maintain Serial Number dialog box only displays if the unexpected material return is serial number tracked in GCSS-Army. A value must be entered in the Serial Number field for each material that is being processed for turn-in if the quantity is greater than one. 20. Type your entry in the Serial Number field (for example, ). 21. Click the Continue button to pick and PGI the serialized material to the OBD.

19 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 19 of 22 YOBUX Message Log (Dialog Box) The return (ZXS) PR is converted into a return (ZXSS) stock transport order (STO). An outbound delivery (OBD) is created with reference to the return (ZXSS) STO. 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). 22. Click the Continue button to confirm the document postings.

20 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 20 of 22 YOBUX - Monitor Excess Returns If more than one return (ZXS) PR exists for the selected material or the quantity of the return (ZXS) PR that was just processed was decreased, the previous YOBUX - Monitor Recoverables/ Reparables screen continues to be displayed. If this occurs, click the Reparables screen. Back button to display the second YOBUX - Monitor Recoverables/ The material is no longer displayed on this screen if no other return (ZXS) PRs exist for the material that was selected and the return (ZXS) PR was processed completely. 23. Click the Back button to exit the transaction.

21 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 21 of 22 Recoverable/Reparable Conversion by Material From this screen, you can do any of the following: Create and process another return (ZXS) PR for an unexpected material return. Process a return (ZRL or ZRX) PR for a recoverable/reparable material turn-in. Log off GCSS-Army. 24. You have completed this transaction.

22 Create and Process Return (ZXS) Purchase Requisition - Unexpected Material Return (YOBUX) Page: 22 of 22 Summary You have created and processed a return (ZXS) PR to turn-in an unexpected material return from a customer to an SSA.