Forward Exchange in Maintenance Orders

You can trigger the forward exchange process while you are creating a maintenance order.

Therefore you have to do the following:

In the external procurement details for the operation, set the subcontracting indicator ( Subcontr. ) on the External tab page.

On the Components tab page, double-click on the item number to set the material provision indicator (MPI) to ‘X’ for the part to be received from subcontractor and ‘F’ for all other parts (main component or consumables).

You can also copy components directly from a task list or bill of materials.

Forward Exchange in Purchase Requisitions

If the system creates a purchase requisition from the maintenance order, the forward exchange information is transferred automatically to the purchase requisition. The main component ‘X’ becomes the item in the purchase requisition and all other components appear with the material provision indicator ‘F’.

The subcontracting type (SERRU) in the item is ‘3’ ( Replacement) and the item category is ‘L’ ( Subcontracting).

Forward Exchange in Purchase Orders

You can trigger the forward exchange process while you are creating a purchase order

In the subcontracting monitor (transactionADSUBCON) you can:

Create a forward exchange purchase order from a purchase requisition created from a maintenance order by choosing   Create PO via PR.

Perform forward exchange for an existing subcontracting purchase order or a purchase order you have just created for a normal repair (Subcontracting type ‘1’ Refurbishment with unchanged material number ).

In the subcontracting monitor, choose Forward Exch.   with the quick info text Transform purchase order item into forward exchange structure. This represents forward exchange.

You must check the following prerequisites:

There must be no purchase order items already containing forward exchange information.

There must be no follow-up documents.

The subcontracting type must be set to 1 or 2 on the Spec2000/SC tab page (for business function AD_MRO_CI_3) or the Subcontracting tab page (for business function LOG_EAM_ROTSUB).

You can control if the creation of forward exchange items takes place immediately with a dialog box. This object checks if a user is authorized to convert a purchase order item into forward exchange items.

By default the dialog box appears but you can control the appearance by making the desired setting under System → User Profile → Own Data → Add Parameter.

When the system creates a purchase order with forward exchange information, the subcontracting item is split into several purchase order items. The item from the purchase requisition is deactivated and becomes statistical. Thesubcontracting type (SERRU) and MPI of thestatistical item of the purchase order created during forward exchangeremains unchanged. The statistical purchase order items are then visible in the subcontracting monitor in the tree hierarchy on the left with the related subitems underneath. If you scroll to the right within this hierarchy, you can see:

Subitems that are forward exchange-relevant marked with

Components flagged for deferred delivery

The higher level item number

The components flagged for deferred delivery are then transferred to a return item

In the selection screen for the subcontracting monitor, you can set the forward exchange indicator so that only forward exchange purchase orders appear in the hierarchy.

You need one item for each posting (goods issue and goods receipt). Once you have created a forward exchange purchase order, the statistical item is grayed out and the two or more subitems are active. You can then post the goods issue and goods receipts for the purchase orders using with the quick info text Post goods receipt for purchase order or with the quick info text Post goods issue for purchase order .

You must use forward exchange for a complete quantity of a component, you cannot specify a partial quantity. You can change the requirement date.

Serial Numbers

If subcontracting type 1 or 2, serial numbers already maintained in the purchase order item are copied to the return item that is created for the main component.

See also:

Forward Exchange