When a service task has been created, the user can continue by planning
and preparing some materials which is required to carry out the service.
Materials Tab in Work Task-Service
page is used for this. Mainly, one can specify the materials,
required quantity, date, time and how the materials are to be supplied. Moreover,
one can specify whether the materials should be delivered to the demand site
or directly to the location where the work being undertaken.
There are three primary methods to supply the materials from, for a service work.
If the supply code is Purchase Order and the Deliver to Service Location toggle is not set to true, a purchase requisition is created. The purchase requisition then can be converted into a purchase order. The materials are delivered to the demand site inventory by the supplier.
When the material line is released with the supply code Purchase Order and the Deliver to Service Location toggle set to true, a purchase order is created. The materials are delivered directly to the service location by the supplier.
At the time of the releasing work task, if there are multiple material lines defined to be delivered to the service location, then all these lines get consolidated and create one purchase order.
Having a defined supplier for the inventory part and an address for the Work Task-Service is mandatory to create the purchase order.
When the material line is released, the system checks whether there’s a remote warehouse for the work task address in the header site and if there’s not any, a remote warehouse is created automatically. To define the location in the automatically creating remote warehouse and the settings in reserving, issuing etc., desired Location Group and the Part Availability Control should be given in Site/Maintenance tab as a prerequisite. Once the purchase order is created, the remote warehouse will be taken as the Destination Warehouse of the purchase order line and the work task address will be the Delivery Address. The pegged purchase order can be viewed from the View Command in material line.
The required date and time in material line will be taken as the planned receipt date in the purchase order line. Then once the purchase order line is confirmed, the planned receipt date will be retrieved as the promised receipt date in material line. If the supplier confirms the purchase order line with differences in the delivery dates, then the calculated planned receipt date in purchase order line is taken as the promised receipt date and time to reflect the date and the time, the materials will be available at the service location.
Any changes in required quantity and date in material line will be replicated to the purchase order if purchase order line is in released or confirmed statuses. However, changes done in purchase order line will not be automatically updated to the material line.
When the material line is released with the supply code Shipment Order, a pegged shipment order is created. For Shipment Order, the Deliver to Service Location toggle is set to true by default as the shipment order is used only to deliver the materials to the service location.
At the time of the releasing the work task, if there are multiple material lines defined to be delivered to the service location, then all these lines get consolidated and create one Shipment Order.
At releasing of the material line, the system checks whether there’s a remote warehouse for the work task address in the header site and if there’s not any, a remote warehouse is created automatically. Even though the ship via and delivery terms are not mandatory fields when creating the remote warehouse and releasing the material line, the actions will be restricted if the ship via and delivery terms are not set in Company/Address/ Supply Chain Information tab/Internal Inventory Movement Parameter, as they are mandatory fields when creating the shipment order. Further, to define the location in the automatically created remote warehouse, the Inventory Location Group and Inventory Part Availability Control should be set in Site/Maintenance tab as a prerequisite. Once the Shipment Order is created, the remote warehouse will be taken as the Receiver ID.
The pegged shipment order can be viewed from the command View in material line. The required date and time will be picked as the wanted receipt date in Shipment Order. The confirmation of the receipt date can be done by editing the Promised delivery date of the shipment order lines or via the Confirmed Delivery Date command introduced in the shipment order header. Upon confirmation the date will be communicated to the work task service material line.
Any changes in required quantity and date in material line will be replicated to the shipment order line if it is in planned statuses. However, changes done in shipment order line will not be automatically updated to the material line.