Purchase Handling in MWO

In IFS MWO, mobile users manage Purchase Requisitions and Orders by creating requisitions for Work Order Tasks, processing Purchase Orders, and receiving items fully or partially. Synchronization can cause delays, and certain items with Lot/Batch or Serial Tracking are excluded from mobile handling.

Purchase Requisitions

In this, mobile users can view and create Purchase Requisition lines in the mobile client using the Purchase Requisition action within a Work Task. This action is available only for Work Order Tasks, and is not accessible for Service Request Tasks.

To create a new Purchase Requisition line, mobile users can specify the Part Number, Quantity, Supplier, and Wanted Receipt Date for either an Inventory or Non-Inventory Purchase Part.

Purchase parts available to you in the mobile client are either connected through an assortment or previously used in existing purchase requisitions within the mobile dataset.

Once mobile users create a purchase requisition line in the mobile app, it must be reviewed and processed into a purchase order in IFS Cloud. Only then will it be available for receipt as a Purchase Order Line.

Purchase Orders

Purchase orders not connected to a Task

In the mobile client, mobile users can view and process Purchase Order Lines that are not connected to a task. Access these lines through the Purchase Handling tile on the Home screen, under the Purchase Order Receipts section.

Mobile users can receive a Purchase Order Line either in full or partially. If the part defined in the Purchase Order Line requires tracking information, mobile users must enter it.

The mobile client supports handling Purchase Order Lines created for an Inventory Part, Non-Inventory Part, and No Part Lines. When the Purchase Order Line for Inventory Part is received, My Stock screen is automatically updated with the new quantity of the part.

Synchronization

 

Purchase Order Lines connected to a Task

In the mobile client, mobile users can view and process Purchase Order (PO) lines connected to the material line of a task. The mobile client supports Purchase Order Lines for Inventory Parts, Non-Inventory Parts, and No Part Lines.

Mobile users can receive a Purchase Order Line either in full or partially. If any tracking information is required for a part defined in the Purchase Order Line, mobile users must enter it during the receipt process.

When the Purchase Order Line for Inventory Part is received, the corresponding material line is reserved and can be issued. It is also possible to use Receive and Issue functionality that combines Purchase Order Line Receipt and Material Issue of the receipt parts.

Synchronization

Mobile users can view and process Purchase Order Lines only if they are in the statuses Released, Confirmed, or Received. Ensure that these Purchase Order Lines are connected to a task assigned to mobile user.

Processing of Purchase Orders

Purchase Order Lines created with delivery method Normal can be received into any inventory location available to mobile users. This is done in the Purchase Order Receipt action for the Work Order connected task.
For Service Request connected tasks, find the Purchase Order Lines under the Material Order Receipts action in the Purchase Order Receipts section.

Purchase Order Lines created with the delivery method To Service Location can be received into system-generated locations known as Service Locations. These locations are linked to the address defined on the Work Task.
This process is available only for Service Requests connected to a task. Mobile users can find these Purchase Order Lines in the Material Order Receipts action within the Purchase Order Receipts section.

Purchase Order Lines created with the delivery method Pick Up can be received at a location within mobile users default remote warehouse. This process needs to be performed in the PickUp Task that is linked to the Service Task assigned to the mobile user.

Limitations

The following PO Lines are not available in the mobile client:

In addition, Purchase Order Lines created for Inventory Parts must have a Receive Case set to Receive into Inventory.

Purchase Order Lines created for Non-Inventory Parts and no part lines must have Receive Case set to Receive into Arrival.