About Material Handling in IFS MWO Service

This document provides a comprehensive guide to material handling processes in the IFS MWO Service App. The mobile app supports various material related activities and helps mobile users to complete their daily tasks effectively and efficiently.

The document is divided into the following sections:

 

Part Related Basic Data

This section outlines the basic data set up required for mobile users to access the relevant inventory parts and purchase parts using warehouses and assortments. It also explains the batch jobs used for synchronization of parts to mobile and how to set them up correctly.

For more details, refer to Part Related Basic Data.

Material Actions on Request Tasks

This section outlines the key features and functions available under the Work Task Materials action on Request and Work Tasks. These are related to plan, issue and receipt of parts against Request or Work Order Tasks.

The Material displayed are grouped into following sections :

Additional key functions Include :

For more details, refer to Material Actions

Part Search

Using Find Part feature , mobile users can find required service part from a nearby warehouse. They can:

 For more details, refer to Find Part.

Purchase Handling

In IFS MWO Service, mobile users can create Purchase Requisitions for Work Order Tasks. This functionality is not available for Request tasks in mobile.

In IFS Cloud, the creation of a Purchase Requisition happens automatically when the necessary supply code is provided on the task’s material demand. When material needs to be purchased, the material line’s Supply Code needs to be set to Purchase Order. There are three delivery methods:

For more details, refer to Purchase Handling

Part Pickup

Parts pickup process links the material supply chain with the execution of service delivery. This automatic link allows customers to manage their technicians better and plan the right part-picking. The Pickup Task is a specific kind of task, created automatically to show the requirement for parts pick-up. It’s connected to a shipment order or to a Purchase Order with the address and date/time for the pickup and linked to the main Task as a predecessor.

This feature allows the mobile user to complete the pickup activity and receive parts into the van at the same time.

Note: This functionality is only available for request-based tasks.

For more details, refer to About Part Pickup.

Ad-hoc Purchasing

Ad-hoc purchasing feature in IFS MWO Service allows mobile users to do unplanned purchases from a registered supplier. The purchase can be done against a Request or a Work Order Task.
This section explains the how to set up basic data required for the Ad-hoc Purchasing process, processing an ad-hoc Purchase Request initiated from mobile and the process of executing an ad-hoc Purchase Request initiated from back office.

For more details, refer to  Ad-hoc Purchasing

Material in Service Location (Direct Material Sourcing)

During work execution, parts required for a job may be delivered to the service technician through various methods. In some cases, parts are sent directly to the service location.
These materials can either come from an external supplier via a Purchase Order or from the Service Organization through a Shipment Order. Service technicians can receive these parts at the service location and use them for the assigned jobs.

This feature is available only for Request Tasks in the IFS MWO Service app. For more information, refer to Material in Service Location (Direct Material Sourcing).


Material Returns

Material Returns allows users to return uninstalled parts into inventory. Parts can be moved to:

This provides an accurate and efficient mechanism for mobile users to track uninstalled service parts.

This section explains the following key features in Material Returns.

For more details, refer to Material Return

My Warehouse Stock

My Stock feature in the IFS Cloud mobile client provides a comprehensive view of the parts in stock that are accessible to the mobile user. It allows users to monitor their stock levels and check availability of the parts required for work execution. 
The following actions available under My Stock feature are explained in this section:

For more details, refer to My Warehouse Stock

Part / Stock Movement

MWO users can conduct various stock movement activities, either standalone against their local warehouse (i.e., van stock) or in the context of the work execution processes. These include :

For more details, refer to Move Stock

 

Stock Counting

The Stock Count Reports feature allows mobile users to do a physical inventory count of the van stock and record the result in a Count Report generated in back office.
Mobile users can access the generated Count Report for their warehouse from mobile , and record the count for each part. The final count can be confirmed in batches or after all parts have been counted.

For more details, refer to Stock Counting