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
- For material planned on the Work Task, if the supply code is set to Purchase Order or Shipment Order together
with the delivery method “Pick Up”, the material lines are eligible for pick up. Material to be
purchased from a supplier can be picked up from the supplier’s location, while material delivered via a
Shipment Order can be obtained from the site’s warehouse.
- Pickup Tasks are created when releasing material lines. Material line release happens when the Work Task is
Released.
- New Pickup Tasks will be created in released state.
- For a single work task, many Pickup Tasks can be created based on the Pickup location and logistic site.
- For the creation of a Pickup task, the user should have access to the logistic site. However, at the point of
creating the Pickup task, the service access groups of the source work task will be copied to the Pickup task,
enabling users in those access groups to view the pickup task. It's important to note that even though a user
has access to the pickup task, they must also have access to the logistic site to process the pickup task.
Dependency to Work Task
- When a Pickup Task is created, a predecessor dependency to the work task is automatically created, to ensure
that the pick up is scheduled and executed before the main work task.
- If the "Ignore Dependency in Execution" is set enabled 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 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,
- One Pickup Task will be created with the multiple Pickup lines when releasing the Work Task. The Pickup Task
and all Pickup lines will be consolidated to one Purchase Requisition or one Shipment Order.
- When adding new material lines for the Released Work Task, separate Pickup Tasks will be created for each
material line.
Pickup Address
- The Pickup Address 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
the suppliers default visit address.
- For material obtained via a shipment (Supply code: Shipment Order), the Pickup Address will be set from the
Main Warehouse defined 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 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
- 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 no
resource demand lines exist on the Pickup Task, the first demand line will be fetched to the pickup task.
- When copying the Resource demand to the Pickup Task, quantity is always be set to one.
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.
Scheduling Info
Displays information related to automatic scheduling, such as Scheduling SLA 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.
When the Pick up task is created, the scheduling dataset of the source request work task is copied to the pick
up task and the scheduling dataset is automatically updated on pickup task when it is updated on the source request
work task as long as the status of the pick up task is 'Released'.
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)
- A default location should have been defined for location type "Picking" for user connected default
remote warehouse in Warehouse Navigator > Remote Warehouse.
- The Automatic Receipt flag should be enabled for the Shipment Type which is set for the user logistics
site.
- A User default warehouse should be a remote warehouse.
Execute Pickup Task
Ready To Picked Up flag
- Pick up via a Shipment Order: Flag is set as true when Shipment 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 assignment has following statuses and system effects upon changing the statuses.
- Cancel: Pickup assignment is set to cancelled. Source task can be processed ignoring the Pickup materials
demands.
- Accept: Set the Pickup assignment to accepted.
- On Route: Technician is supposed to start travel when the Ready To Be Picked Up flag is set Yes. If
the task is not ready for pick up when the status is changed, the system will display a warning, but the user is
still allowed to start travel.
- Work Start: The Pickup task is set to started. If the material is from a warehouse (shipment), the Receiver
ID on the shipment is updated with the users default remote warehouse and the part receipt location is set to the
default location. If the material is from a supplier (Purchase), the user default remote warehouse is set as the
Destination Warehouse on the Purchase Order line.
- Incomplete: Pickup assignment is set to Incomplete. The Source Task can still be processed.
- Complete: This will complete the Pickup assignment and Pickup task is set to Picked Up. The shipment will be
delivered, and the Shipment and Shipment Order are closed. Parts which have been shipped are updated in Inventory
Stock (backend) and in My Stock (mobile) as reserved material.
Receive material to a user warehouse, which have been picked up from a supplier.
- Purchase receipt lines linked to Purchase Orders in status Released or Confirmed are
synchronized (batch) to mobile.
- Receipt of material 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 the mobile device.
- Receipt of materials to user warehouse is automatically handled upon completion of the Pickup
assignment.
The Pickup Task execution flow is available offline in the mobile client.