Pickup Task
What is a Pickup Task?
The Pickup Task in Request Management is used to execute the pickup of
material required for service work, prior to arriving at the customer’s
location. It displays the material that needs to be picked up from a
supplier or from a warehouse, the Pickup Date and the Assignee responsible
for performing the task.
Explanation
Pickup Task creation
- For material planned on the Work Task, if the supply code is set as
Purchase Order or Shipment Order together with the delivery method “Pickup”,
these material lines are eligible for pickup. Material to be purchased from
a supplier can be picked up from the supplier’s location, while material via
a shipment can be obtained from the site’s warehouse.
- Pickup Tasks are created when releasing material lines containing such a
set up. This happens when the Work Task-Service is Released.
- New Pickup Tasks will be created in released state.
- For a single work task, many Pickup Tasks can be created based on Pickup
location and logistic site.
Dependency to Work Task
- The Pickup Task is set as a predecessor of the Work Task. The main Work
Task is dependent on the Pickup Task.
- If the " Ignore Dependencies " flag is set to TRUE on the main Work Task
and the Pickup Task is connected to the main Work Task, both can be
transferred to the mobile.
- It is not possible to change both the Set "Dependency" flag and the
“Ignore Dependencies” flag.
- The dependencies of the Work Task will be available on the "Work Task
Dependencies" page. The Pickup Tasks from the selected Work Task and other
Work Tasks present in the scope are shown on this page.
Grouping of Material Lines
If there is a Work Task with a “New” state that has multiple material lines
and the Delivery Method is set to “Pickup”, the Same supplier if the Supply code
is “Purchase Order” and, Same warehouse if the Supply code is “Shipment Order”,
- A one Pickup Task should be created with the multiple Pickup lines when
releasing the Work Task. The Pickup Task and all Pickup lines should be
consolidated to one Purchase Requisition or one Shipment Order.
- When adding new material lines for the Released Work Task, it should be
created separate Pickup Tasks for each material lines.
Pickup Address
- The Pickup Address which states the address from which the material
needs to be picked up.
- For material purchased from a supplier (Supply code: Purchase Order),
the Pickup Address will be fetched from supplier’s default visit address.
- For material obtained via a shipment (Supply code: Shipment Order), the
Pickup Address will be fetched from the Main Warehouse set on the
Site/Maintenance page, for the logistic site of the material planned on the
work task.
Pickup Date
The “Pickup Date” displays the latest value of the
“Promised Receipt Date” of the Pickup lines.
Pickup Duration
The "Pickup Duration" displays the time for picking up the required material
from the logistic site. Pickup duration is fetched from the default duration set
on the Site/Maintenance page, for the logistic site of the material. Duration
can be changed if needed and is in Minutes.
Pickup Lines
The "Pickup Lines" displays the list of material lines from the work task
that needs to be picked up from this particular pickup task. Changes done to
material lines in work task (Eg: update to quantity required) will be seen on
pickup lines.
Resource Demand
- The “Resource Demand” displays the first demand line of the main Work
Task If Resources exist on the main Work Task when creating the Pickup Task.
- If a Resource demand line is planned on the main Work Task after the
Pickup Task has been created, and there exists no Resource Demand lines on
the Pickup Task, the first demand line should be fetched to the pickup task.
- When copying the Resource demand to the Pickup Task, quantity should
always be set to one.
Assignee
The "Assignee" displays the Work Assignment that is assigned
from the "Assign work" on the Pickup Task. The Allocations on Resource Demand
and Direct Allocation can be used to assign a work. Only one work assignment is
used to execute to the Pickup Task.
PSO Scheduling Info
In this tab, we are visualizing Scheduling Type, Availability, Location,
Preferences & Allocation. Scheduling type is a non-editable field and the data
visualized here is based on basic data in Task.
Users can specify Availability, Preference & Location according to task
requirements and those parameters are synced to the Scheduling engine via
change & Load operations. Once the activity/activities for a work task are
transferred to the Scheduling engine are scheduled, an allocation plan with
the current scheduling status, resource assignment, and activity start and
finish dates are returned to IFS Cloud. This information is visualized under
Allocation.
Execute Pickup Task
This expains the execution process of Pickup task in mobile client. Pickup task
is syncronized to mobile with its' source task where respective pickup materials
have been planned.
Prerequisites for Pickup flow (Shipment)
- Defualt location should have been defined for location type "Picking" for user
connected default remote warehouse in Wareouse Navigator > Remote Warehouse.
- Automatic Receipt flag should have been set as true for Shipment Type which is set for user logistic site.
- User default warehouse should be a remote warehouse.
Execute Pickup Task
Ready To To Picked Up flag
- Pick up via a Shipment Order: Flag is set as true when Shipemnt header is set to Complete
- Pick up via a Purchase Order: Flag is set as true when Pick-Up Date is earlier than or equal to device time
Pickup assigment has following statuses and system effects upon changing the statuses.
- Cancel: Pickup assignment is set to cancelled. Source task can be processed ignorning the Pickup
materials demands.
- Accept: Set Pickup assignment to accepted.
- On Route: Technician is supposed to start travel when Ready To Be Picked Up flag is set true. Else,
system gives an inquiry, but user is still allowed to start travel the Pickup assignment, if he wish.
- Work Start: Pickup task is set to started. If pick up is going to do from a warehouse (shipment),
Receiver ID is updated in Shipment as user default remote warehouse and default location is set as part
receive location. If pick up is going to do from a supplier (purchase), user default remote warehouse is
fetched as the Destination Warehouse in Purchase Order line.
- Incomplete: Pickup assignment is set to Incomplete. Source Task can still be proccessed.
- Complete: This will complete the Pickup assignment and Pickup task is set to Picked Up. The shipment will
be delivered. Shipment and Shipment Order are closed. Parts which have been shipped are updated in Inventory Stock
(backend) and in My Stock (mobile) as reservations.
Receive materials to user warehouse which have been picked up from supplier.
- Purchase receipt lines of released or confirmed Purchase Orders are synchronized (batch) to mobile device.
- Receipt of materials to a location of user default remote warehouse is done manually.
Receive materials to user warehouse which have been picked up from a warehouse (shipment)
- Completed shipment lines are synchronized (batch) to mobile device.
- Receipt of materials to user warehouse is automatically handled upon completion of Pickup
assignment.
Pickup Task execution flow in mobile is offline supported.