Substituting traceable components

If a traceable component fails a quality check, you can substitute it in a part complete or complete batch works order if:

• The component has been used in the manufacture of a traceable finished item.
• The finished item has not been sold or issued.

To substitute traceable components

Open: Works Orders > Processing > Substitute Traceable Components.

1. Select the Traceable Assembly. You can use one of the following methods:
   1. Enter the Works Order number. Traceable components identified for the assembly, are displayed.
   2. Enter the Assembly Serial/Batch No. Traceable components identified for the assembly, are displayed.
   3. Find By Component

      Click Find By Component.

      • Select the Stock Code of the component.
      • Select the Identification No of the component.
      • If the item is present on multiple works orders, you must select the works order.
      • Traceable components identified for the assembly, are displayed.
2. You can:
Swap a component

1. Select the traceable component you want to swap, from the list of Traceable Components.

2. Select Swap from the Amend Traceability drop-down list.

   The Swap Traceable Component window appears.

3. Select the Component source.

   You can swap a component from free stock Stock Code, or a component from an existing completed full component traceability works order Identification No.

   The stock code does not have to match the code on the component you are swapping. However, you cannot swap a component which is linked to other allocations, or a temporary traceable item.

4. Select the component you want to swap.
   • If you selected from Stock Code, select the component from the Free Stock list.

   • If you selected from Identification No, select the component from the Completed Works Orders list.

     The available components are listed.

5. If the component is batch traceable, enter the Qty To Add.

   You can enter a different quantity from the component you are swapping. However, you should ensure that the quantity you are swapping is sufficient to make the finished assembly quantity.

6. Click OK.

   The traceable component is swapped with the original component on the assembly's list of traceable components.

Change an assembly

1. Select the traceable component you want to swap, from the list of Traceable Components.
2. Select Change Component's Assembly from the Amend Traceability drop-down list.
3. Select the Move Component To Assembly details from the drop-down lists.
   • Select a Works Order. The current works order is selected by default.
   • Select an Assembly Serial/Batch No.

4. Click OK.

   The traceable component is moved from the current assembly to the selected assembly selected.

Add a component

1. Select the traceable component you want to swap, from the list of Traceable Components.
2. Select Add Component from the Amend Traceability drop-down list.
3. Select the component identification.
• Select the Stock Code.
• Select the Identification No.

You can add a component from free stock Stock Code or from an existing completed full component traceability works order Identification No.

The available components are listed on either the Free Stock tab or the Completed Works Orders tab.

4. Select the Free Stock or Completed Works Orders tab.
5. Select the component from the list of available components.

If the component is a serial item, only one component item will be listed. If it is part of a batch, many component items may be listed.

6. Enter the Quantity to add for the selected component.
7. Click OK.

The traceable component is added to the assembly's list of traceable components.

Return a component to stock

1. Select the traceable component you want to swap, from the list of Traceable Components.
2. Select Return Component To Stock from the Amend Traceability drop-down list.

3. Select the Location to return the component to.

   By default, the location displayed is where the component was issued from originally.

4. If the component is batch traceable, enter the Quantity of the component you are returning to stock.
5. Click OK.

The component is returned to stock.

Scrap a component

1. Select the traceable component you want to swap, from the list of Traceable Components.
2. Select Scrap from the Amend Traceability drop-down list.
3. Select the Scrap Code. The Description is shown automatically.
4. Enter Scrap Text which describes the reason for scrapping the component.
5. If the component is batch traceable, enter the component Quantity you are scrapping.
6. Click OK.

The component is written off.

3. To compare the stock quantities and the stock items with the current active BOM, click Compare with BOM.

   Note: If you are using BOM Versioning, and have a more recent version of the BOM than the one that was used to create the works order, then the comparison will not be valid because it will be between the works order created from the original BOM and the current active BOM which will be different.

4. To view a list of the changes you have made, click Audit.
5. To clear the displayed details, click Clear.
6. Click OK when you have finished substituting traceable components.