Direct Usage and Unplanned Parts

Business context

Consumption of spare parts for service from available stock which may have been planned (item category = '504') or may not have been planned (item category = '503') in a mobile service order

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Figure 54 Planned (Direct Usage) and unplanned parts process in FSM

Direct usage and unplanned parts consumption: Process Overview

Step 1: Create a Mobile Service Order (Order Type 2502)

Step 2: Create a job type (VSS job) and assign an item with item category = P504 'FSM Part - Direct Usage' for consumption of planned spare parts 

Step 3: Before visit confirmation he checks if he has necessary Spare parts, customer information like their address and contact. This information can be verified in the 'Reserved Materials' tab as shown below.

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Figure 59 Reserved Materials display (stock) in FSM Client

Step 4: For unplanned parts technician uses create material option highlighted from FSM menu to enter consumption quantity of spare parts.

Step 5: For booking consumed materials enter the 'Reserved Materials' section.  Overview of goods movement within FSM client in the ‘Reserved Materials’ section is shown as:

• Quantity: is the reservation of parts proposed by backend service team in VSS

• Shipped Quantity: refers to the actual quantity delivered to customer consignment stock.

Technician has the following options when consuming parts:

• Use: Using this button technician can adjust the actual quantities required for service which will be later billed to customer

• Take to own Stock: Using this button technician can initiate the transfer postings of partial stock available to his van stock for example, for future consumption.

Let us assume that technician consumes 2 PC of planned parts and 5 PC of unplanned parts from available VAN stock.

Step 6: In VSS mobile service order, you can view the consumed planned and unplanned materials in the line items.

Step 7: Finally execute the VSS action to 'Confirm Time Booking'. This step is usually performed by the 'Service Manager'. This is the last step from the service confirmation perspective.

Step 8: Now the order should be open for customer invoice process. Execute 'Billing' for creating billing document.

Parts Management process Overview

The complete movement of goods starting from the procurement to Customer consignment process can be tracked using the action 'Show Overview' from 'FSM Parts' menu.