Hi
The following material fulfillment use case relates to NGSM 25R1, and I would appreciate community feedback on whether this approach is considered best practice. If not, I would welcome recommendations on alternative methods or better-aligned best practices.
Demand Creation by Field Service Desk: The Field Services Desk records the part number, quantity, and required need date in the Materials tab of the Work Task to initiate demand.
SCM Review & Fulfillment Strategy Decision: The Supply Chain Management (SCM) team reviews the requirement to determine the most appropriate fulfillment approach.
In this scenario, the decision is to handle the requirement through:
- Procurement
- Receipt into the central warehouse
- Completing required configuration on the part.
Post-Configuration Handling & New Material Line Creation: Once configuration is completed on the part.:
- The Field Services Desk creates a new material line with the same part number, quantity, and required date.
- SCM updates the Supply Code to Shipment Order
- Delivery Method is updated to “To Service Location”
- The material is then shipped from the central warehouse to the designated customer service location.
Technician Receipt in Mobile App: In the MWO – Service App, the field technician:
- Navigates to Materials Order Receipt
- Receives the material through Shipment Order Receipts
Challenge / Concern: In the Sales Tab, the Field Service team now sees two material lines for what the same material requirement is essentially:
- The original procurement-related line
- The new shipment-related line
However, only one material line should be invoiced to the customer. This raises questions about clean financial visibility, reporting accuracy, and customer billing best practice.
Request for Community Feedback: I would value input on the following:
- Is this process considered best practice in IFS for scenarios involving procurement → central warehouse receipt → shipment to service location?
- Is there a recommended approach to avoid creating duplicate material lines?
Any guidance, lessons learned, or recommended best-practice approaches would be greatly appreciated.
Thank You
NK