Connect Material to a Work Order

Explanation

This activity is used to plan material lines that are required to perform the work order. You can also adjust the planned material requirement at any time during planning or when performing a work order. For each part, you can see how many have already been issued, and how many are available in inventory. You can also view information about each part from the inventory register in IFS/Inventory. All of these alternatives are available through several right mouse button options. If a work order is PM-generated, the entire material planning is copied from the PM-action to the work order. If a work order is generated from a maintenance order (in IFS/Vehicle Information Management), all the maintenance order material demands will be transferred to the work order.

When a Work Order is created from a CRO line, a new maintenance material requisition will be created. The component to be repaired will be included as a part with the Repair Part check box selected.

You can connect materials to any site that belongs to the same company as the work order (provided the user is connected to the site).

Prerequisites

• The inventory part must exist in IFS/Inventory.
• If the material is to be connected to a job,  the jobs must have been defined on the Jobs tab prior to connecting the material to the work order.

System Effects

As a result of this activity, the inventory part is linked to the work order.

If demands have already being created in IFS Distribution for the maintenance order material, the demand type will change from Maintenance Order to Work Order. (Demand lines can be viewed in the Inventory Part Availability Planning window.)

Window

Prepare Work Order
Prepare Work Order Quotation
Work Order Execution Logic

Related Window Descriptions

Prepare Work Order 
Prepare Work Order/Materials 
Prepare Work Order Quotation 
Prepare Work Order Quotation/Prepare
Prepare Work Order Quotation/Prepare/Materials
Work Order Execution Logic
Work Order Execution Logic/Materials

Procedure

1. Open the Prepare Work Order window or the Prepare Work Order Quotation window.
2. Click the Material tab (for work order quotations this tab is found under Prepare Work Order Quotation/Prepare), and create a new record. 
3. The site of the work order is displayed in the Site field by default. Use the List of Values to enter a different site the user is connected to. 
4. Enter the signature of the person creating the material line in the Signature field and the internal destination in the Int Destination field. Use the list of Values to select a suitable value.
5. Enter the due date for the material requisition. 
6. Save the record (F12).
7. On the table below, create a new record (F5).
8. Enter an appropriate part in the Part No field. Use the List of Values to select a suitable value.
9. Enter the condition code if applicable. Use the List of Values to select a suitable value.
10. Enter a value in the Job ID field if you want to organize the material lines according to jobs. Use the List of Values to select a suitable value.
11. Enter a value in the Operations field if you want to connect the material line to a particular operation. Use the List of Values to select a suitable value.
12. Enter the date on which the material is needed in the Date Required field, and the quantity required in the Quantity Required field.
13. Enter the sales part site and the sales part number if you want to invoice the price of the material to a customer. Enter a discount if applicable (only applicable to IFS/Service Management).
14. Specify the supply code as to from where the material is supplied.
15. Save the information (F12).

Note: You can also connect materials to a work order in Work Order Execution Logic/Materials.