When a service task has been created, the user can continue by planning
and preparing 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.
There are three primary methods to supply the materials from, for a service work.
If the supply code is Purchase Order and Normal is selected as Delivery Method in work task material line, 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 delivery method To Service Location, a purchase requisition 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 requisition.
Having a defined supplier for the inventory part and an address for the Work Task-Service is mandatory to create the purchase requisition.
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 from purchase reqisition, 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 requisition/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 wanted receipt date in the purchase requistion 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 requisition and vise versa. However, once the purchase order line is created, changes done in work task material line or purchase order line will not be automatically updated to the other page.
Deliver to Service location is only possible when the Work Owning Site is used as the Part Site in work task material line.
When the material line is released with the supply code Purchase Order and delivery method Pick Up, a purchase requisition is created. The materials can be picked up from the supplier. The assigned resource person can use his default remote warehouse of the demand site to go to the supplier and then collect the materials. A pick up task is created when creating a purchase requisition in order to facilitate the pick up process.
When the material line is released with the supply code Shipment Order and delivery method To Service Location, a pegged shipment order is created. 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 into 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 page 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.
When releasing material lines with delivery method Pick Up, the default values for the Shipment Order is fetched from Site/Maintenance page and since the receiver is not known at the time, it will be set to the same as sender (Part Site). The ID of the Pickup Task that was created is also transfered to Shipment Order line as Reference ID. It is then possible to work with the Shipment Order and Shipment and prepare it until Completed stage. When the Pickup Task work assignment is started, the assignees default remote warehouse will be set as receiver of the Shipment Order and Shipment and it will be possible to deliver (ie. pick up) the shipment.