This section explains various stock movement activities that mobile users can perform using the mobile application. These activities include,
In the IFS Cloud Mobile solution, there are three main workflows for moving stock between warehouses:
On the Move Stock page, these are displayed under the following categories:
This is how it appears on the mobile client.
The planned stock movement workflows use Transport Tasks for moving stock between warehouses. The unplanned movements do not use Transport Tasks. Instead, the system registers the receipt of stock at the receiving end by scanning the QR code generated by the sender.
The planned stock movement workflows use Transport Tasks for moving stock between warehouses. The unplanned movements do not use Transport Tasks. Instead, the system registers the receipt of stock at the receiving end by scanning the QR code generated by the sender.
In this scenario, mobile users can:
Note: it is not possible to create a transport task to replenish your own stock from a central warehouse using the mobile app. This functionality is available only in IFS Cloud Web.
The incoming stock move process explained below enables the mobile user to replenish his/her van stock in a timely manner so that the required material is readily available for his/her tasks. A prerequisite for this process is defining the user connection to the warehouse in the Maintenance/Basic Data/Users Connected to Warehouses page in IFS Cloud Web.
A transport task can either move the inventory immediately (e.g. you are picking up the material from the warehouse and placing it straight into the van. The inventory will move as soon as the transport task is executed. ) Or via transit (e.g. the parts are being transported/shipped to you, before you receive them physically and you will be able to see that they are in fact in transit) . The process is controlled by the Destination value on the transport task lines.
Here the list shows transport tasks with Destination
set as Move to Inventory. A planner can create a transport
task in the back office, or another mobile user can create a transport task
from their mobile device to move stock directly from their warehouse. The transport
task has the To Location set to one of the receiver's connected
warehouses.
The record is synchronized to the mobile user’s device from the
back office with push Synchronization.
Note: if another mobile user creates the transport task from their mobile device, there may be a delay in areas of low connectivity, as the record must reach the server before it gets pushed to the receiver’s device.
Once the record is synchronized to the mobile user’s device, use the Execute action to receive the parts into the target warehouse and this removes the record from the list and updates the warehouse stock.
This list shows transport tasks with the destination
set as Move to Transit. Once the sender executes the transport
task, the next batch synchronization of the entity InventoryPartInStock
brings the in-transit record to the receiving mobile user’s device.
The receiving
mobile user can then use the Receive All command to receive
parts from transit into his/her stock, and this removes the record from the
Incoming Stock – In Transit list.
Here, executing a transport task with a drop-off location creates a new transport task between the drop-off location and the destination location. Once the record is synchronized to the mobile device, it updates either,
This is based on the value set for the Destination of the Transport Task. The receipt of incoming stock from this point onwards follows the same process as for incoming stock without a drop-off location.
This outgoing stock move process allows mobile users to move unwanted or
unusable stock from his/her warehouse to the central warehouse. Also, the mobile
user can send the required parts to another mobile user’s warehouse.
To perform
this, use the Add Transport Task command on the
Move Stock page to create a Transport Task.
Note: When creating transport tasks from the mobile app, the application parameter DEFAULT_MOBILE_TT_DESTINATION controls whether the part is directly moved to the destination warehouse (MOVE_TO_INVENTORY) or if there is an in-transit step between the source and destination warehouse (MOVE_TO_TRANSIT).
The Outgoing Stock list shows transport tasks that have not yet been executed. Use the Execute All command to execute the transport tasks from the sender's end. This removes the records from the Outgoing Stock list and reduces the quantity sent from the own stock.
When a mobile user sends a part to another mobile user’s
warehouse and executes the transport task, the system synchronizes the information
with the back office. As a result, the relevant Inventory Parts in Stock record
is updated on the server.
The next batch synchronization of the InventoryPartInStock
entity brings these updates to the receiver. Depending on the app parameter
value for DEFAULT_MOBILE_TT_DESTINATION, the receiver’s stock
is updated directly or after the receiver completes the receipt from In-Transit.
This list shows transport tasks that have not yet been executed and will be available for receipt in the future. It includes:
Note: This list is for mobile user information only and does not provide any action.
The planned stock movement process allows mobile users to receive parts reserved against their assigned tasks.
This list shows transport tasks generated when a material demand for a task
has been reserved from a central warehouse. Mobile users can find Receive
Reserved Parts records on both the Move Stock
page and the Work Details/Material page in the mobile
client.
The destination of the transport task is set as Move to Inventory.
Executing the transport task moves the part to the mobile user’s remote warehouse.
This is how it appears on the mobile client.
When a warehouse worker executes a transport task from the back office with a drop-off location, it creates a new transport task between the drop-off location and the destination location. Once synchronized to the mobile user’s mobile device, this updates the Receive Reserved Parts record. Executing this transport task updates the stock in the mobile user’s warehouse.
This process allows mobile users to exchange parts with another mobile user. It is assumed that the sender and receiver are nearby, as these exchanges occur when the mobile users meet physically. To complete the exchange, the receiver scans the QR code generated by the sender.
Use the Unplanned Outgoing Stock command
to initiate an unplanned stock move without a transport task. This feature works
offline.
In the Unplanned Stock Move Assistant, select the part and the originating
warehouse. Ensure that Location by User is enabled to choose the
target warehouse. This setting allows mobile users to first select the receiving
mobile user and view their associated warehouse(s). After completing these steps,
the system generates a QR code for the receiving mobile user to scan.
The Unplanned Incoming Stock command is
used by the mobile user who receives the part in the scenario explained above Unplanned
Outgoing Stock Scanning the QR code adds the part to the target warehouse.
The
Inventory Part Offline Move record is created in IFS Cloud Web
with an initial status of Unacknowledged. This record is created
by either the sender or the receiver, depending on who synchronizes with the server
first. Also, the mobile user can monitor these records in the Warehouse
Management/Transaction History/Inventory Part Offline Move Transactions
page.
The Inventory Parts in Stock record in the back office
is updated as soon as the record is created. Once you receive the stock, the status
Unacknowledged is updated to Complete. If scanning
the QR code fails, the mobile user can manually enter the details using the
Unplanned Incoming Stock assistant in the mobile client.