When a work order has been created, you can continue by planning and preparing some material information on the work order. The preparation process varies slightly depending on how the work order was created in the first place i.e. if it was created via a repair work order, a separate or a route standard job, a PM generated work order, or if you are preparing the work on a quotation and so on.
You can plan material on any site that belongs to the same company as the work order (provided the user is connected to the site).
If you are about to use a registered inventory part you just enter the required amount that you need to perform the work order, and you then have the possibility to either reserve it, or to just enter the required value. For each part, you can see how many that already have been issued, and how many that are available in inventory. You will also need to specify which inventory the part is to be supplied from, i.e., whether the part is from a Standard Inventory or Project Inventory. This is so that the cost for the part can be added to the correct source.
Standard Inventory - A part can be supplied from this inventory regardless of whether the work order has a project activity connected to it.
Project Inventory - A part can only be supplied from this inventory if the work order is connected to a project activity.
You can also view information about each part from the inventory register in IFS/Inventory.
When the amount in inventory is below the order point you enter, you need to create and release a purchase requisition. The requisition will then be turned into a purchase order. If the work order is connected to a project activity, the purchase requisition and the purchase order will be indirectly connected to the activity, and the receipt of the purchase will be made to the Project Inventory.
If you are using IFS/Service Management, a sales part can be connected to the inventory part so that the price of the part can be invoiced to the customer. You can also connect a sales part with a sales price to the requisition. When you confirm (receipt) the required material, or book the external invoice, a posting line will be created on the work order. The work order will now contain cost, and the sales price for the material. The sales price can be updated before the posting line is transferred to the customer order.
If the work order is PM-generated, the entire material planning is copied from the PM action to this work order.