Material in Service Location (Direct Material Sourcing)

During the work execution process, service technicians can receive and utilize parts delivered directly to the service location. These parts may be sourced from an external supplier via a Purchase Order or from the Service Organization via a Shipment Order.

The Material Order Receipts page, accessible under Task actions in the IFS MWO Service app, displays all parts delivered directly to the service location. Service technicians can receive these parts and use them for assigned jobs.

Supported Part Types in Purchase Orders and Shipment Orders:

• Direct Sourcing via Purchase Orders: Inventory parts, Non-Inventory parts, and No Parts are supported.
• Direct Sourcing via Shipment Orders: Only Inventory parts are supported.

 

Prerequisites for Direct Material Sourcing Workflow

1. External Supplier Deliveries

• Material Line for the Inventory Part, Non Inventory Part or No Part should have the Delivery Method set to To Service Location and the Supply Code set to Purchase Order.
• The corresponding Purchase Order line should be processed and ready to be received.

2. Service Organization Deliveries

• Material Line for Inventory Parts should have the Delivery Method set to To Service Location and the Supply Code set to Shipment Order.
• The corresponding Shipment line should be processed and ready for receipt. Refer to the About Shipment Order section for Shipment Order processing details.

Automatic Registration of Remote Warehouse

• A temporary warehouse is automatically created to receive parts at the service location. Basic data for creating this remote warehouse should be defined as outlined in the Automatic Registration section of About Remote Warehouse.
• The generated temporary warehouse will be removed when the Request Task is either Finished or Cancelled, provided this warehouse is not in use by other Request tasks and has no Remaining, Reserved, In Transit Quantity or Frozen stocks.

 

Actions Available from the Material Order Receipts Page

1. Receive Parts from Purchase Order or Shipment Order:

• Materials sent to the service location can be received on the mobile client via the Work Details/Material Order Receipts page using the action Receive.
  This action receives the Inventory Parts at the Service Location and reserves them for the Request Task. These parts are listed under Reserved Materials.
• Non-Inventory Parts and No Parts are received and consumed for the Request Work Task.

2. Issue Received Parts:

• All directly received and reserved Inventory Parts can be issued using the Issue All from Service Location action in the Work Details/Material page.
• To issue individual parts, use the Issue from Service Location action for single records under Reserved Materials.

3. Receive and Issue:

• Parts can be simultaneously received and issued to the Request Task using the Receive and Issue action on the Work Details/Material Order Receipts page.

4. Handle Unused Parts:

• This option is useful to handle parts that have been reserved for a Request Task in a service location, but have not been consumed for the job. These unused parts can be unreserved and moved to a desired location using the Handle Unused Parts command from the Material/Reserved Materials page.
  Parts received through Direct Purchase Orders or Shipment Orders can be moved with the following options:
• Move with Transport Task: This action removes reservations and creates a Transport Task to move parts to a central (non-remote) warehouse. It is possible to execute the Transport Task at the same time.
• Unreserve and Move to User Stock: This option removes reservations and moves them to the user’s connected remote warehouse.
• Handle Unused Parts action is controlled by the Unreserve Materials Workflow action.

5. Return Parts from Service Location:

• This option is useful when unused parts are left over at Service Location from previous completed jobs. These parts can be returned to user stock or a central warehouse via a Transport Task. This action is accessible in the Material page of Request Tasks.
• For this action, parts must be unreserved and the current Request Task must be at the same location as the temporary warehouse where parts are stored.
• The unreserved parts can be moved with the following options:
  • Create Transport Task: This option allows moving parts to a central warehouse, via a Transport Task. It is possible to execute the Transport Task at the same time.
  • Move to My Stock: This option moves parts to the user’s connected remote warehouse.
• This action is controlled by the Allow Return of Unreserved Parts from Service Location Workflow action.

 

Restrictions on Material Flow in Service Locations

• Issued inventory parts cannot be unissued; if not required, they must be returned.
• Parts sourced via Direct Purchase Orders or Shipment Orders can only be issued from the service location.