About 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 work 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 Tasks 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 the Work Task is in status “New” and the task has multiple material lines with Delivery Method “Pick Up”, the same supplier if the Supply code is “Purchase Order” and the same warehouse if the Supply code is “Shipment Order” then,

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 required to pick up the material. The default pickup duration is set from the "Pickup Duration" defined on the Site/Maintenance page, for the logistic site set on the material. The duration can be changed on the individual pickup task if needed, and the value is in Minutes.

Pickup Lines

The "Pickup Lines" displays the list of material lines from the work task that needs to be picked up on this particular pickup task. Changes done to material lines on the work task (e.g. updating quantity required) will be reflected on the 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

Displays information related to automatic scheduling, such as Scheduling Types, Availability, Region, Preferences and Allocations.

It is possible to specify Availability, Preferences and region details according to requirements and these details will be sent to the Scheduling Engine. 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 will be displayed in the Allocations section.

Execute Pickup Task

This explains the execution process of Pickup task in mobile client. The 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 material to a user warehouse, which have been picked up from a 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.