Estimate Work Request Job Content – Non-Stocked Materials

This document explains how you connect materials, such as spare parts, that are not held in your inventory to a work request. These types of materials are generally known as nonstocked items.

Use this instruction when you plan the material requirements for a work request.

Outcome

Required, nonstocked spare parts are connected to the work request.

Uses

When the work request is released to become a work order, a purchase order is created in 'Planned Purchase Order. Open' (PPS170), providing the work order receives status 20 when it is released.

How the system is affected

Information about the work request materials is stored in the following tables:

  • Work request operations (MMPOPE)
  • Work request materials (MMPMAT).

Before you start

  • The starting conditions listed in Estimating Job Content must be met.
  • A nonstocked item record should be defined in 'Item. Open' (MMS001). This item must not have a warehouse record in 'Item. Connect Warehouse' (MMS002).
  • The sequence used to search for the item number when adding the spare part, must be defined in the 'Check sequence – item ID' field on the P panel. If you want to use the customer's item number, that number must be defined in 'Customer. Connect Item' (OIS005). If you want to use the alias number, that number must be defined in 'Item. Connect Alias Number' (MMS025). If you use alias numbers, you must also define the sequence in which to search for the alias number in the 'Search sequence' field on the P panel.
  • For nonstocked based material lines, ensure that parameter 41 in (CRS780) is selected, to enable the system to generate nonstocked purchase requests. Ensure that a type 20 order type is used. These are defined in (PPS095). ‘Auto close nonstock items’ must be disabled in 'Work Order Type. Open' (MOS120) or 'WO Type. Connect Facility Parameters' (MOS122) if there is a specific setup for the facility, to allow a purchase request to be generated when a work request is converted to a work order.

Follow these steps

  1. Start 'Work Request. Open Line' (MOS171/B).

    This panel can be reached either by selecting option 'Materials and operations' in 'Work Request. Open' (MOS170) or by selecting option 'Materials and operations' in 'Work Request. Open Toolbox' (MOS197).

  2. Set the panel sequence to M and select sorting order 1.

    Panel M displays summary information for material. If you want to use some detail fields for material not mentioned in this instruction, such as issuing method and drawing position, set the panel sequence to EF instead.

  3. On the B2 panel, specify the sequence number of the material and the operation number to which the material and the purchase are to be connected.

    The sequence number is specified as, for example, 001, 002 and 003.

  4. Specify the reference number for the nonstocked material as defined in 'Item. Open' (MMS001). Select Create.

    You can also specify the alias number of the reference number or the customer's item number. Note, however, that the reference number as defined in (MMS001) is automatically retrieved during entry and used on the picking list and other internal documents.

  5. On the M panel, specify the quantity required.

  6. Specify a supplier, if required.

  7. Specify a technical reference and text to describe the purchase request, if required.

    The technical record is transferred to the purchase request.

  8. Specify an estimated price.

    The price is used for information and is displayed in 'Work Request. Open Line' (MOS171) and 'Work Order. Open Line' (MOS101), but is not copied to the purchase request.

  9. Set the subcontract control to 1 or 2.

    The subcontract control must have one of these settings. Otherwise, no purchase request is created. The recommended setting is 2.

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