Add/ Modify Material Lines

Explanation

This activity is used to add or modify Material lines on a Request Work Task.

There are three types of parts that can be used on a material line

1. Inventory Part

2. Non-Inventory Part

3. No-Part

• Inventory Parts can be purchased by Supply Code “Invent Order”, “Purchase Order”, and “Shipment Order”.

• Non-Inventory Parts can be purchased only by Supply Code “Purchase Order”.

• No-Parts can be purchased only by Supply Code “Purchase Order”.

Modification of the material line can be done when there’s a change in the quantity of the material required, a change to the required date or a change in the method of supplying the required material.

• Add/modify a material line with Supply Code "Invent Order"
• Add/modify a material line with Supply Code “Purchase Order” and Delivery Method “Normal”

The material line can also be modified based on the location to which the material needs to be delivered. Modifying or adding a material line to enable the Direct to Service Location flow via Shipment order and Purchase Order will be as follows.

• Add/modify a material line with Supply Code "Shipment Order"
• Add/modify a material line with Supply Code “Purchase Order” and Delivery Method “To Service Location”

The material line can also be modified based on the material that needs to be picked up from a Supplier or a Warehouse. The 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.

• Add/modify a material line with Supply Code “Purchase Order” and Delivery Method “Pick Up”
• Add/modify a material line with Supply Code “Shipment Order” and Delivery Method “Pick Up”

Prerequisites

• When the Supply Code is Shipment Order, then the Ship Via and Delivery Terms should be set in Company/ Address/ Supply Chain Information/ Internal Inventory Movement Parameter if the site mentioned in work task service do not have a remote warehouse with address type Geolocation.
• Inventory Location Group and Inventory Part Availability Control should be set in Site/ Maintenance tab for the direct To Service Location flows.
• The address of the service location needs to be set in the work task service header for the direct to service location flows.

System Effects

As a result of this activity,

• If the Supply Code is “Purchase Order” and Delivery Method is “Normal”,
  • When the Request Work Task is in status New, a pegged Purchase Requisition will be created when releasing the Request Work Task.
  • When the Request Work Task is in status Released, a pegged Purchase Requisition will be created upon saving the material line.
• If the Request Work Task Site does not have a remote warehouse for the specified address,
  • When the Request Work Task is in status New, a remote warehouse will be created along with the pegged consolidated Shipment Order/ Purchase Order at Release of the Request Work Task.
  • When the Request Work Task is in status Released, a remote warehouse will be created along with the pegged Shipment Order/ Purchase Order upon saving the material line.
• If the Request Work Task Site has a remote warehouse for the specified address,
  • When the Request Work Task is in status New, the existing remote warehouse will be fetched and create a pegged Shipment Order/ Purchase Order at Release of the Request Work Task.
  • When the Request Work Task is in status Released, the existing remote warehouse will be fetched and create a pegged Shipment Order/ Purchase Order upon saving the material line.
• If the Supply Code is “Purchase Order” and the Delivery Method is “Pick Up”,
  • When the Request Work Task is in status New, a pegged Purchase Requisition and Pickup Task will be created at Release of the Request Work Task.
  • When the Request Work Task is in status Released, a pegged Purchase Requisition and Pickup Task will be created upon saving the material line.
• If the Supply Code is “Shipment Order” and the Delivery Method is “Pick Up”,
  • When the Request Work Task is in status New, a pegged Shipment Order and Pickup Task will be created at Release of the Request Work Task.
  • When the Request Work Task is in status Released, a pegged Shipment Order and Pickup Task will be created upon saving the material line.
• Planning lines will be created and values for Cost, Cost Type and Cost Amount on the corresponding Planning lines will be updated.
• When processing the Purchase Requisition, it is possible to modify the "No Part Price/Curr" value on the Purchase Requisition Line. If the "No Part Price/Curr" value is changed, the value will be updated on the Material Line and on the corresponding Planning Line.

When adding No-Parts for the material lines, the system will fetch the Main Logistics Site of the Service Organization as the Part Site.

Pages

Request Service Work
Work Task - Service

Activity Diagrams

Material Preparation