Connect Material

Explanation

Use this activity to plan material lines for the work task template. Here, you can plan the material you expect to need to perform the action. You can adjust the expected material requirement during planning. Initially, the material can consists of any part from the part catalog. But when the work task template is validated against the site the part must have been entered as an inventory part in IFS/Inventory or purchase part in IFS/Purchasing.

Prerequisites

• Work list line must have been connected to the work task template.
• Inventory parts must be defined in IFS/Inventory. 
• Purchase parts must be defined in IFS/Purchasing. 
• The work task template should not be connected to a PM Action or Work Order.

System Effects

As a result of this activity, material lines are connected to the work task template. When you then decide to link the work task template to a PM action or a work order, all material lines will be copied.

Window

Work Task Template

Related Window Descriptions

Work Task Template 
Work Task Template/Work List/Materials

Procedure

1. Open the Work Task Template window, create a new record (F5) or query for an existing one (F3).
2. Click the Work List tab and create a new record.
3. Click the Work List/Materials tab and create a new record.
4. Enter an appropriate part in the Part No field. Use the List of Values to select a suitable value.
5. Enter the condition code if applicable. Use the List of Values to select a suitable value.
6. Enter the quantity required in the Planned Quantity field.
7. Save the information (F12).

Optional

If you want to invoice the price of the material to a customer;

1. Click the Valid for Sites tab and select the applicable site record.
2. Click the Valid for Sites/Materials tab and enter the Sales Part No.
3. Save the information (F12).