9.5 PME - New Noun Creation
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Supply Chain Specialist Documentation
1. Cycle Counts & Physicals 19
- 1.1 What would an overview of the Cycle Count process look like?
- 1.2 How do I create a Cycle Count?
- 1.3 How can I determine which parts are due for a Cycle Count?
- 1.4 What mandatory fields should I enter if I am creating a Cycle Count?
- 1.5 How do I know what date to enter for the Count Cutoff Date?
- 1.6 If I enter a date in the Spot Count Date field of the Stock Record, what does this do to the Cycle Count Schedule for this part?
- 1.7 If my site's contract requires that I Cycle Count my stock twice a year, how would I get the stock records changed to reflect this in the system?
- 1.8 What documentation do I have to keep during the Stock Count process?
- 1.9 How do I run the Stock Count Report to count parts?
- 1.10 How do I enter a Stock Count in eFACTORYPRO?
- 1.11 What do I need to know about Stock Count Variances?
- 1.12 When should I run the Stock Count Variance Detail Report?
- 1.13 When should I run the Stock Count Variance Summary Report?
- 1.14 How do I check the Run Log during the Stock Count Process?
- 1.15 What do I do if I find a part in the bin that wasn't on the Cycle Count Sheet?
- 1.16 What do I need to do to run a Physical Inventory?
- 1.17 I found an additional part not listed on my Physical Inventory Count Sheet. How do I add it?
- 1.18 I just posted my Cycle Count and found one more part that should have been included. How can I add it back into the inventory?
- 1.19 How do I create a cycle count to check a bin or a specific part?
2. Requisitions / Purchase Orders 24
- 2.1 GNS: How do I create a Blanket PO for Vendor Managed Inventory?
- 2.2 When SHOULD I use the Emergency After Hours PO process?
- 2.3 How do I see which Work Order and Task the Requisition is being generated for?
- 2.4 Which POs will show up on my Billable PO report (ZPO)?
- 2.5 How do I create a Requisition to send out a Part to IPS for a Repair?
- 2.6 Is there a place I can easily see which work orders have "NEW PART" requests on the Part Need?
- 2.7 Dealing with a BLOCKED requisition
- 2.8 eFACTORYPRO Part Need Fulfillment Open Req/PO Status Management
- 2.9 What kinds of requisitions are considered HOT REQs?
- 2.10 What do the PO Event Error Messages mean?
- 2.11 How do I create a manual requisition for supplies in the CLIENT?
- 2.12 GNS: Is there a table with GNS IDs, PO Categories, and Examples?
- 2.13 How can I request a Service through the Work Module?
- 2.14 How do I approve and process Services requested through the Work Module?
- 2.15 How do I complete a Requisition for a Part?
- 2.16 Examples of each category of "Services" to enter of GNS line type.
- 2.17 How do I move up a Priority 3 Parts Request to get it in under 7 days due to Customer request?
- 2.18 How does EFP split part needs?
- 2.19 What are some suggested searches to save for SCS to make my job easier?
- 2.20 Customizing searches for PO GNS Requisitions
- 2.21 Customizing searches for the PO GNS Receiving Screen
- 2.22 Customizing searches for the Part Need Screen
- 2.23 Customizing Templates for the Logistics Manager
- 2.24 How do I create a manual requisition for Services in the CLIENT?
3. Receiving: Parts & GNS 27
- 3.1 PARTS: How do I know which Work Order the parts are for?
- 3.2 PARTS: How do I determine the Prior Bin for a part?
- 3.3 PARTS: If I order a quantity of two on a PO, and one was back ordered, how do I receive that?
- 3.4 PARTS: How do I receive three lines of a five-line Parts PO and leave the remaining two open to receive later?
- 3.5 GNS: How do I Receive a PO GNS in Full and when should I click the Close Line button?
- 3.6 GNS: How can I tell what the remaining dollar balance is on a Services PO?
- 3.7 GNS: How can I take the PO from Received Partial to Received Full?
- 3.8 GNS: How can I get a GNS receipt reversed if necessary?
- 3.9 GNS: How can I see a list of my PO GNS ready to be received?
- 3.10 What do I do when a PO status says “Change Order” instead of “Posted” when I want to receive it?
- 3.11 What do I do when I am ready to receive a PO, but there is No Cost on the part?
- 3.12 GNS: How can I track the invoice on every GNS receipt?
- 3.13 How does Financial Lock effect receiving?
- 3.14 PARTS: What should I do if I received an extra quantity of an item ordered on a Purchase Order and I want to keep it?
- 3.15 Buyer Unposted PO - No Lines Left to Receive Error
- 3.16 Is there a way to see all Work Orders that have a Part Need entered on them?
- 3.17 Is there a place I can easily see which work orders have "NEW PART" requests on the Part Need?
- 3.18 Can I find the Work Order/Task number on the PO Receipts tab?
- 3.19 How do I receive a GNS PO for Services or Rentals?
- 3.20 PARTS: How do I receive a Part that is not for a Work Order?
- 3.21 How do I add a bin in the Work Module?
- 3.22 How can I request a Service through the Work Module?
- 3.23 How do I approve and process Services requested through the Work Module?
- 3.24 What if I have a GNS PO that shows Received Full, and I need to add another receipt against it?
- 3.25 How do I receive a PO for GNS Supplies?
- 3.26 How can I see Goods and Services Purchase Orders that were Received Partial but not In Full?
- 3.27 How can I find a Supplier ID in eFACTORYPRO?
4. Understanding Inventory Management in EFP 44
- 4.1 Overview of the SCS/Buyer Workflow (non-EDI)
- 4.2 Understanding the Bill of Materials
- 4.3 What do I need to know about the Stock Record?
- 4.4 What do I need to know about the Part Record?
- 4.5 What do I need to know about Alternate Part Numbers?
- 4.6 How can I see the status of NEW PART Requests waiting on the Buyer?
- 4.7 How can I tell if a NEW PART request has been completed by the buyer?
- 4.8 How to investigate when the SCS doesn't get the request for a NEW PART from the Tech.
- 4.9 How do I deal with parts at my site that I have MFG Part Numbers for but they are not listed as Parts in the system?
- 4.10 When would I check the Event Log for a Requisition/Purchase Order?
- 4.11 What do I do if I don't see "Inventory" in my File menu on the CLIENT?
- 4.12 What issues are caused by having only one Supply Chain Specialist listed per site?
- 4.13 My Tech ordered a New Part from the wrong location. It still says NEW PART on the Task -- Can I change the location on the Task, or do I have to contact the Buyer?
- 4.14 How do I set my PO's to default to Billable to Customer?
- 4.15 If I have to order a part in lots of 24, is there a way I can set up the system to force that?
- 4.16 What is the purpose of the Active/Inactive Report?
- 4.17 Is there a report that will help me determine which parts I should stock? (Service Level Report)
- 4.18 Is there an easy way to check to see which parts are missing the Refill Flag in the Stock Record?
- 4.19 How do I add a bin in the Work Module?
- 4.20 How do I fix accidentally hitting PRINT PICKS from the Tasks menu in the CLIENT?
- 4.21 How do I delete a stock record at my site?
- 4.22 New Part Request not tied to a Work Order
- 4.23 How does the Part Need request and Task ID information flow through to the Requisition / Purchase Order / Receipt?
- 4.24 When would I use the Bill of Material (BoM) Report?
- 4.25 How do I add a stock record to my site?
- 4.26 When trying to receive a Part on a PO, I get this error message: Invalid value for column_receiving_unit.bin_id.
- 4.27 My customer wants to see all parts cost on a Work Order/Task. How do I find that?
- 4.28 How can I see my Part Spend for Breakdown Tasks on Work Orders?
- 4.29 How can I see my Part Spend for a Single Machine on Work Orders?
- 4.30 What is the New Part Escalation process? Where do the escalations go? What happens after the Tech enters them?
- 4.31 How did I get Open Part Needs on a Completed Task?
- 4.32 Understanding the Stock Authorization Process
- 4.33 What is the Logistics Manager used for?
- 4.34 Is there an Overview of the different types of ATS Materials Management Contracts ?
- 4.35 How and when to use the Part Transaction Log?
- 4.36 As a Supply Chain Specialist in the UK, how do I update the Preferred Supplier for a Part?
- 4.37 SBS: How do I reverse out a part that has already been used on a Task?
- 4.38 How are the Lead Times that are displayed in the part screens calculated?
- 4.39 What is a Commodity Group?
- 4.40 How does the part need search work when starting from the "Equipment" option?
- 4.41 How do Replacement Parts and Repairable Parts show up in the Part Screen?
- 4.42 How are Bins displayed when the Tech is working with Parts in the Portal?
- 4.43 Understanding the Bill of Materials
- 4.44 4 Pillars and 5S training for both Shop and Storeroom
5. Inventory Transactions 19
- 5.1 How can I Allocate Parts to a Work Order?
- 5.2 How do I perform a Miscellaneous Stock Adjustment to Receive a part into Stock?
- 5.3 How do I perform a Miscellaneous Stock Adjustment to Issue a part out of Stock?
- 5.4 How do I move ALL of the contents from one bin to another?
- 5.5 How do I Scrap a Part?
- 5.6 How do I return a part to the vendor?
- 5.7 When would I see a Replacement Part Number?
- 5.8 How can I see when was the last time this part was issued?
- 5.9 How can I see when was the last time this part was received from a PO?
- 5.10 How can I see all the Part Need Allocations on a Part Number?
- 5.11 How can I tie a Part to the Bill of Materials (BOM) in the Client?
- 5.12 How do I issue a part in the Work Module?
- 5.13 What does Stock Location refer to in eFACTORYPRO?
- 5.14 How can I see if/when the part quantity needed was changed on a Task?
- 5.15 How can I see parts that are ready to be consumed on a work order?
- 5.16 How can I see a list of parts for a work order that are on back order?
- 5.17 I didn't get a requisition for a Task/Work Order? What can I check?
- 5.18 What should I do if the part arrived damaged by the Shipper?
- 5.19 What are some suggested searches to save for SCS to make my job easier? (Logistics Manager, PO GNS Receiving, etc.)
6. SCS Reports 25
- 6.1 How do I print a part label?
- 6.2 When would I use the Simple Inventory Status Report?
- 6.3 How do I run the Stock Count Report to count parts?
- 6.4 When would I run the Stock Count ERRORS Report?
- 6.5 When would I run the Stock Count EXCEPTION Report?
- 6.6 When should I run the Stock Count Variance Summary Report?
- 6.7 When should I run the Stock Count Variance Detail Report?
- 6.8 Is there a report that will help me determine which parts I should stock? (Service Level Report)
- 6.9 What is the purpose of the Active/Inactive Report?
- 6.10 When would I use the Bill of Material (BoM) Report?
- 6.11 Is there a report that shows me Inventory Parts on hand that are not associated with Equipment?
- 6.12 Is there a report that will show me Parts that are only associated with Scrapped/Decommissioned Equipment?
- 6.13 What kind of information is on the Part Details Report and when would the SCS use it?
- 6.14 What information is on the Purchase Order Detail Report?
- 6.15 How can I see my Part Spend for a Single Machine on Work Orders?
- 6.16 How can I see my Part Spend for Breakdown Tasks on Work Orders?
- 6.17 My customer wants to see all parts cost on a Work Order/Task. How do I find that?
- 6.18 Which POs will show up on my Billable PO report (ZPO)?
- 6.19 When would I run the Open Req_PO Report?
- 6.20 How can I see my Part Spend on Work Orders?
- 6.21 I need to run a report on parts consumed on Tasks by asset number. How do I do that?
- 6.22 How do I print 1.1" x 3.5" part labels with Bar Code, ATS and MFG part number, location and bin?
- 6.23 What is the purpose of the Repairable Parts Consumed report?
- 6.24 What information is available for the SCS in Power BI?
- 6.25 Storeroom Dashboard in Power BI
7. Step by Step Instructions for Supply Chain Specialists 11
- 7.1 How do I move ALL of the contents from one bin to another?
- 7.2 How do I Scrap a Part?
- 7.3 GNS: How do I create a Blanket PO for Vendor Managed Inventory?
- 7.4 How can I set up Templates for the Logistics Manager?
- 7.5 PARTS: How can I Allocate Parts to a Work Order?
- 7.6 How do I Receive a Part that was ordered for a Work Order?
- 7.7 How do I create a Template for Misc Adjustments to Issue parts out of stock?
- 7.8 How do I create a Template for Misc Adjustments to Receive parts into stock?
- 7.9 Can I customize a search for the Run Log?
- 7.10 How do I search for a part in the CLIENT using the Site Reference number?
- 7.11 Step by Step: The site can't manually set Hold/WMAT status. How can that be fixed?
8. SAP to EFP Purchasing Conversion Cheat Sheets 6
- 8.1 SBS - How do I create a manual requisition for services?
- 8.2 SBS - How do I create a manual requisition for supplies?
- 8.3 SBS - How do I receive a GNS PO for Services or Rentals?
- 8.4 SBS - How do I receive a PO for GNS Supplies?
- 8.5 SBS - How do I run the Billable PO Report?
- 8.6 SBS - When would I run the Open Req_PO Report?
Other Resources
- eFactoryPro Basics
- Technician Work Module Documentation
- Customer Work Module Documentation
- Supervisor Functions in the Work Module
- Work Module Videos
- Planner Scheduler Documentation
- Planner Scheduler Videos
- Client Tips and Tricks
- SCS - Spirit Aerosystems
- eFACTORY Report Documentation
- ATS Standard Metrics Definitions
- Power BI Documentation
- Power BI Videos
- Mobile Technician
- Mobile Customer
- Mobile App Videos
- Support / Feedback / Training Documentation
- Spanish Documentation
- Planned Outage Longer than Two Weeks
- Purchasing Functions
- What is New in eFACTORYPRO?
- FAQ
- Accounting
- SAP Training Materials: EFP2.0
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