Question

How to change Serial Objective Owner

  • 27 October 2021
  • 1 reply
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Userlevel 5
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  • Sidekick (Customer)
  • 87 replies

How can I change the Owner of a Serial Object from one Customer to another Customer?

It’s a Customer Owned Part, and will remain so.

 


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1 reply

Userlevel 4
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Hi Garak,

You can go through the below information, hope it helps.

Transferring ownership of a serial object between two customers cannot be undertaken directly when the serial object is placed in the facility. Therefore, the alternative procedure is, move serial object to the inventory, transferring ownership from one customer to another customer and then moving back the serial object to facility.
To perform this activity the two customers should agree upon transferring ownership, while the serial object placed in inventory. This prerequisite can set up in Customer >> Order tab >> General tab. In there  Allow Part Ownership Transfer  checkbox must be checked. To proceed with the customer order to bring back the object into facility Sales part should be registered and  Create SM Object  checkbox should be checked. This can be done in Sales Part >> Misc Info tab.

Procedure:
1.    Create a serial object with serial part and serial number and set its ownership as  Customer Owned  and select Customer_1
2.    Create a Work Order to move the serial object into inventory. (Maint org and object ID)
3.    Go to Returns tab and add new line for the Part No, Serial No, Planned Quantity and save.
4.    Go to Work Task tab, RMB on work task line and release it.
5.    Go to returns tab, RMB on return line and select  Return parts to inventory .
6.    Select a (picking) location for the return line in the assistant and proceed.
7.    Go to Inventory part in stock window and query for the relevant part serial.
8.    RMB on the line and select  Ownership Transfer  >>  Transfer Ownership between Customers 
9.    Select the Customer_2 and proceed and notice that part ownership has changed to the new customer.
10.    Go to Customer Order window and create new Customer Order for customer_2 (order type SEO) & save.
11.    Add new Order Line (give Sales Part No and Quantity) and go to Ownership field and change it to Customer Owned and select customer_1 from LOV and save.
12.    RMB on Order line and select Manual Reservation & in the assistant give reserved quantity and save. (check the serial No and part No correctly fetched)
13.    Go back to customer order and click on header and release. 
14.    Notice status of Customer order changed to Invoiced /Closed.
15.    Go back to the Serial Object window and note that the Ownership has changed to the second customer.
16.    As an additional check, notice the record for relevant part serial history as well.