We’re trying to use Shop Orders of the type Repair to enable us to be able to manage the Receipt, Repair and Return to the Customer of faulty parts that have been either sold directly to them or delivered as part of another product.

We can create a Purchase Order with the Part as a line item, and receive the part against the PO as Customer Owned stock, and when we create the Shop Order as type Repair, it automatically links the Part Number to the Order both as a Material and a Produced Part.

However as these parts are normally serialized we need to manually select which of the Part Serials are to be Reserved and Issued but when the system displays the Parts that are available for Manual issuing, our Customer owned Parts are not visible.

If we try to do a manual Issue of the Inventory Part, we can select the correct part serial number but when we try to Save the Issue, we receive an error message “You are not allowed to perform this transaction NISS on Customer owned stock”.

I suspect that this may be intended to “encourage” people to use the CRO functionality instead, but our client hasn’t purchased the A&D modules which includes CRO, and as this is not a major part of their day to day business it’s going to be difficult to build a business case to convince them to do so.

We’ve also considered the use of Work Orders as an option but we’re hesitant to do so, as this work is sometimes carried out by the Production staff, so we don’t want to cause confusion regarding when to use Shop Orders and when to use Work Orders, and also because we want them to use the SFWB which doesn’t look to be applicable to Work Orders.

Other than building some pretty extensive CRIM’s is there a solution in the standard system that anyone can suggest