Material Requirements—Exercises
Basic Data Setup
Purpose: The purpose of this exercise is to show you how to set up the
purchase part that you will need for the following exercises.
Windows:
Purchase Part
- Open the
Purchase Part window.
- Create a new record (F5).
- Enter a part number and part description.
- Enter the unit of measure for the purchase part in the Default Purch U/M
field using the List of Values (F8).
- Save the new record (F12).
Purpose: The purpose of this exercise is to show you how to set up the
supplier that you will need for the following exercises.
Windows:
Supplier
- Create a new supplier.
General exercise for Supplier
Purpose: The purpose of this exercise is to show you how to set up the
supplier for purchase part that you will need for the following exercises.
Windows:
Supplier for Purchase Part
- Link supplier to a purchase part.
General exercise for Supplier for Purchase Part
Purpose: The purpose of this exercise is to show you how to set up the
inventory part that you will need for the following exercises.
Windows:
Inventory Part
- Create a new inventory part.
General exercise for Inventory Part
Required Data
Create Work Order
Purpose: The purpose of this exercise is to familiarize
you with the
required data that is used in the exercises below. To be able to plan and
prepare material requirements on a work order, you should first create a work
order.
Windows:
Prepare Work Order
- Create a new work order (F5).
General exercise for Prepare
and Plan WO
Main Exercises
Purpose: The purpose of these exercises is to guide you through different
possibilities for planning and preparing material on a work order.
Windows:
Prepare Work Order
- Open the
Prepare Work Order window.
- Query (F3) for a work order that has the Work Request
status.
- Change the status to Under Preparation.
- On the
Materials tab, create a new material requirement
(F5).
- In the Signature field, enter an appropriate value using the List
of Values (F8).
- Save the information.
- In the table, create a new record.
- Select an appropriate part number from the List of Values (F8).
- Enter the date on which the part is required and a number for the quantity required.
- Save the information (F12).
Note: The Status
field shows the current status of the material
requirement. The material requirement can have one of the following statuses: Planned,
Released, or Closed. When all the material is issued, the status of the requirement is
changed to Closed. If you are using IFS
Applications for Service Management, a sales part can be connected to the inventory part.
When you are about to issue an inventory part, the work order is booked with not
only a cost but also a sales price that later will be invoiced on the customer. This
is booked automatically if you have connected the sales part with the inventory part.
- You now have prepared your work order with material. Change the status to
Prepared using the right mouse button menu on the work order header.
- You can now find the material preparations on the
Planning tab. If you are
using IFS/Preventive Maintenance, the material list is inherited from the PM
to this work order.
- Return to the
Materials tab.
- You would now like to check the present and future availability
of all inventory parts/materials on the material list. To do this,
right-click and then click Query – Inventory
Part Availability Planning.
- Close the window.
- Make a reservation on the inventory parts in your table by
right-clicking and then clicking Reserve or Reserve Manually.
Note: The Reserve Manually option is
often used when you want to reserve serials or parts at a specific location. If you are about to use a registered inventory part, you
just enter the required amount that you need for the operation, and you can either reserve
it or just enter the required value. For each part, you can see how many have already been issued and how many are available in inventory.
- If you choose the Reserve Manually option, click OK to
confirm the manual reservation.
- On the same work order, enter a material demand for a
non inventory
part. This material is unavailable. Therefore, you must prepare a purchase requisition (see
the next step).
- Establish a new requisition on the
Requisitions tab.
- Click New, and save. When saving, the
system automatically generates a requisition number and the status is then set to
Planned.
Note: At new entry, the status is
automatically set to Planned. To continue the flow, it must be released by using
the Release Requisition operation. Before doing this, you must first enter a requisition line.
- In the table, create a new record.
- Enter at least one Part Requisition Line with all the
required data.
If you already have connected the part to a supplier, you can find the supplier
using the List of Values.
Conclude the requisition by right-clicking and then clicking Release Requisition Line. The
status is set to Released.
Note: The Released status means that the requisition can be converted to a
purchase order by using the Requisition to Order operation. When the cursor is
placed in the this field, you can also reset the status from Released to Planned using
the Plan Requisition operation.
- On the
Budget tab, you can verify that the accumulated requisition
cost price is shown in the External Under Planned Cost field. You have now completed the preparation of material demand for the
work.
- Click the
General tab, and change the entire work order status to
Released.
Note: You can create also a purchase order using the
right mouse button menu. If you
have not connected a supplier to the part, an error message appears when you release the
line. See the steps 8–12 below, for information on how to connect the part to a supplier.
- Select the line, right-click, and then click Supplier per
Part.
- Create a new record, and enter the part number,
supplier, and price.
Save the transaction, and close the window.
- In the Supplier field, select the supplier for the part from the List of Values.
- Save your changes (F12).
- Select the line, right-click, and then click Requisition to Order.
When the status for the material order is set to Released, you can
create a pick list to be used when picking material from the warehouse.
- Open the
Prepare Work Order window, click
the Materials tab, and retrieve the work order you planned and
prepared above, right-click, and then click Create Pick List
Note: It is also possible to create a pick list from the
work order header in the
Prepare Work Order window for for
several work orders in the
Active Work Orders window. You can also create a pick list from a route work order in the
Report In Route window.
- The Create Pick List dialog is opened
- The pick list description is retrieved from the work order directive by
default but can be modified. Select the option to view the pick list before
printing it (there is also an option to release/print the pick list
automatically). Select the Reserve All Unreserved Lines check
box if you want to reserve all unreserved material order lines
automatically for the work orders/material orders you are creating the pick
list from. Click OK.
- The Pick List window is opened.
- Preview the pick list, right-click, and then click Release to
make it possible for someone to print the pick list report. The pick list is
set to Released status.
- Select Print Pick Lists to make a printout of the pick list
report. The pick list is set to Printed status
- If all the lines on the pick list have been fully picked according to
the quantity to be picked, right-click, and then click Pick All. This will set the pick list to Picked status and the value in
the Quantity Picked field will be set to the same value as the value
in the Quantity to Pick field for all pick list lines.
- If all the lines on the pick list have not been fully picked according
to the original quantity to be picked, right-click, and then click Pick
with Difference. This will launch the Report Picking
with Differences dialog box where you can manually enter a value in
the Quantity Picked field for each of the pick list lines. After
clicking the Report Picking, the pick list will be set to Picked
status.
When the status for the entire work order is set to Released, you can issue
material.
- Open the Prepare Work Order/Materials
window, and retrieve the work
order you planned and prepared above with the Released status.
- Select one row in the table, right-click, and then click Issue. This part is now automatically issued.
Note: If you choose the Issue Manually option, you can
make the issue yourself. This function can be used when you want to issue serials or parts
at a specific location. If you choose this option, you can simply enter the quantity that
you will issue. Confirm the issue manually by clicking OK.
- To unissue a requisition, select the row, right-click, and then click Material
Requisition Unissue.
- Enter the quantity that you want to unissue, and then save the information.
- Close the window, and refresh the Prepare Work Order/Materials
window. The
value in the Quantity Issued field is changed from now on.
- Click the
Requisitions tab and
then the
No Part Requisition Lines tab.
Note: Use this
tab when you want to enter and view information on the
requisition lines for the noninventory parts, and external services that should
be purchased.
- In the table, create a new record. Enter an appropriate
description of the work or noninventory part.
- Enter the supplier using the List of Values.
- Estimate the original quantity, select an appropriate
unit and unit price, and retrieve a sales part using the List of
Values.
- Save the new record.
- Select the row, right-click, and then click Choose the Release Requisition Line.
The requisition on this work order is now
fully prepared.
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