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.

Pickup Task can be used to receive Inventory Parts as well as Non-Inventory Purchase Parts and No Part lines from Purchase Order.

Explanation

Pickup Task creation

Dependency to Work Task

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 “Pick Up”, the same supplier if the Supply code is “Purchase Order” and the same warehouse if the Supply code is “Shipment Order”,

Pickup Address

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 (e.g. update to quantity required) will be seen on pickup lines.

Resource Demand

Assignee

The "Assignee" displays the Work Assignment that is created through "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 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 scheduled by the Scheduling Engine, 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 explains the execution process of Pickup task in mobile client. Pickup task is synchronized to mobile with its' source task where respective pickup materials have been planned.

Prerequisites for Pickup flow (Shipment)

Execute Pickup Task

Ready To Picked Up flag

Pickup assignment has following statuses and system effects upon changing the statuses.

Receive materials to user warehouse which have been picked up from supplier.

Receive materials to user warehouse which have been picked up from a warehouse (shipment)

The Pickup Task execution flow is available offline in the mobile client.