Purchasing additional parts

If a department that carries out indoor repairs or upgrades is not equipped with all the necessary parts and needs additional parts from a third party, a purchase order can be generated from a work order (depot repair) or service order (field service) to buy these parts.

Step 1. Create a work order or service order
  1. In the Work Order (tswcs2100m100) or Service Order (tssoc2100m100) session, specify an item for which you need additional parts.

  2. Perform one of these steps:

    1. Work order
      On the appropriate menu of the Work Order (tswcs2100m100) session, click Material Resources to add the required additional parts to the work order in the Work Order Material Resources (tswcs4110m000) session.
    2. Service order
      On the Materials tab in the Service Order (tssoc2100m100) session, which refers to the Service Order Material Costs (tssoc2122m000) session, add the required additional parts to the service order.
  3. Specify an item and select Via Purchase (work order), or By Purchase Order or By Field Purchase (service order) in the Delivery Type field to determine that it is Procurement that delivers the materials to the work order or service order.

You can also specify activities for a work order or service order.

After you created the work order or service order header:

  1. On the Activities tab of the Work Order (tswcs2100m100) or Service Order (tssoc2100m100) session, specify an activity.
  2. In the Work Order Activity (tswcs2610m000) or Service Order Activity (tssoc2110m100) session, on the relevant tab, add material resources to the work order activity, or materials to the service order activity.
  3. In the Work Order Material Resources (tswcs4110m000) or Service Order Material Costs (tssoc2122m000) session, specify an item and select Via Purchase (work order) or By Purchase Order/ By Field Purchase (service order) in the Delivery Type field.

The date you specify in the Earliest Start Time field or the Planned Start field of the work order or service order is displayed as the planned delivery date in the purchase order.

Step 2. Plan a work order or service order
  • Work order
    Plan the work order in the Work Order Planning/Releasing (tswcs3200m000) session to generate a purchase order. After the work order is planned successfully, the status of the work order is Planned and a purchase order is generated with order type Maintenance. This can be viewed in the Origin field of the Purchase Orders (tdpur4100m000) session.
  • Service order
    Plan the service order in the Service Order Resource Planning (tssoc2260m000) session to generate a purchase order. After the service order is planned successfully, the status of the work order is Planned and a purchase order is generated with order type Service. This can be viewed in the Origin field of the Purchase Orders (tdpur4100m000) session.

On the appropriate menu of the Purchase Order Lines (tdpur4101m000) session, click Purchase Order Line - Linked Information to view the original maintenance work order or service order in the Purchase Order Line - Linked Information (tdpur4502s000) session.

Step 3. Commit inventory for a work order or service order

The receipts for additional parts are carried out in Warehousing.

If the Inventory Commitments Required check box is selected in the Maintenance Sales Control Parameters (tsmsc0100m000), Work Order Parameters (tswcs0100m000), or Service Order Parameters (tssoc0100m000) session, the additional parts that are received on a purchase order can be committed. If this is required, a purchase receipt automatically results into an inventory commitment for the work order or service order in Warehousing. Warehousing commits the received quantity until the total required quantity is committed for the order.

In the Purchase Order Lines (tdpur4101m000) session, these fields provide information about the commitment of goods:

  • Inventory Allocated
  • Committed Inventory

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