Enter Material

Explanation

This activity is used to plan material that are required to perform the work tasks. You can connect materials from any site of the same company that the service quotation is created to.

Prerequisites

• The service quotation must be in the Under Preparation status.
• A work order and a work task should be created or connected with all the necessary information within the service quotation.
• The inventory part must exist in IFS/Inventory.
• If the material is to be connected to a work task template, the work task templates must have been defined on the Jobs and Templates tab on the work order prior to connecting the material to the work task.

System Effects

As a result of this activity, a work task is planned with material lines.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/Work Orders and Tasks
Service Quotation/Work Order and Tasks/Work Task/Materials

Procedure

If Supply Code is set as Inventory Order or Inventory Return,

1. Open the Service Quotation window and query for the required quotation (F3).
2. On Work Orders and Tasks tab, expand the tree navigator on the left pane and click on a work task. Work Task tab is populated with the information of the selected work task..
3. Select Materials tab and add new record (F5).
4. Enter an appropriate part in the Part No field. Use the List of Values (F8) to select a suitable value. Part Site can be changed if necessary to another site from the same company.
5. Enter the Condition Code if applicable. Use the List of Values (F8) to select a suitable value.
6. Enter a value in the Job ID field if you want to organize the material lines according to work task templates. Use the List of Values (F8) to select a suitable value.
7. Enter the quantity required in the Quantity Required field.
8. Enter a value in Sales Part or change the automatically fetched if required, using the List of Values (F8). Optionally, change values in Unit Sales Price/curr, Discount% or Markup%.
9. Save the information (F12).
10. Repeat step 3 to 9 as necessary.

If Supply Code is set as Purchase Order - Normal or Purchase Order - Ext. Service

1. Open the Service Quotation window and query for the required quotation (F3).
2. On Work Orders and Tasks tab, expand the tree navigator on the left pane and click on a work task. Work Task tab is populated with the information of the selected work task..
3. Select Materials tab and add new record (F5).
4. Enter an appropriate part in the Part No field. Use the List of Values (F8) to select a suitable value. Part Site can be changed if necessary to another site from the same company.
5. Optionally enter a no part description in No Part Description field if the Supply Code is Purchase Order - Normal.
6. Enter a value in Supplier or change the automatically fetched primary supplier if required, using the List of Values (F8).
7. Enter a value in the Job ID field if you want to organize the material lines according to work task templates. Use the List of Values (F8) to select a suitable value.
8. Enter the quantity required in the Quantity Required field.
9. Enter a value in Sales Part or change the automatically fetched if required, using the List of Values (F8). Optionally, change values in Unit Sales Price/curr, Discount% or Markup%.
10. If no part description and a supplier is added on a material line, enter values for Cost and UoM using the List of Values (F8).
11. Save the information (F12).
12. Repeat step 3 to 10 as necessary.