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A customer submits a service request for the inspection and repair of serialized equipment that has broken down at their site. The company logs the service request in IFS Cloud and assigns a technician to visit the customer's location. Upon inspection, the technician determines that the equipment cannot be repaired onsite and must be sent to the company's workshop for further repairs. At the workshop, the required materials are issued from inventory, and the technician records the time spent on repairs. Once the repairs are complete, the equipment is shipped back to the customer.


The proposed solution involves creating a customer order linked to the service request, which then generates a work order (WO). The supervisor assigns the work task to a technician, who visits the customer's location to inspect the equipment. The technician determines that the equipment cannot be repaired onsite, it is shipped to the company workshop for further repairs. However, I am uncertain about the best approach to manage the repair and return process in this scenario.

@nkotakonda have you considered the Component Repair Order scenario to receive the customer owned stock and do the repair + ship back the asset?

More details can be found below:

https://docs.ifs.com/ifsclouddocs/24r2/ComponentRepair/AboutComponentRepairOrder.htm?StandAlone=true


Hello​@Marcel.Ausan 

Thank you for your response. The customer has not purchased CRO, they only have EAM.

Therefore, I am working on providing a solution within EAM itself.

 

Thank You

Best Regards

NK


Hi ​@nkotakonda ,

It should be possible to manage this in EAM itself.

But it is hard to advice based on this information only.

It would be different if the service technician works with a mobile solution (MWO or the service tecnician portal), or just work on printed version of the Work Task.

In case the service technician works with a mobile solution, then it is good to set up the remote warehouse. On the work task, it is possible to set a return. this return is the recieved on the remote warehouse. From there, the equipment can be set on an workshop location. Now create a new work task (could be on the same work order, can also be a different work order) and do the repair with the necesary resource. when the repair is done, remove the equipment  to a picking locationa and deliver this with a customer order back to the customer.

Still a lot of questions to answer, but this wil be my main solution.

Open questions:

How to triger the work tasks?

How to set up the inventory locations?

How is the customer invoiced?

What to do with the costs?

Are you making use of service contracts?

Is the equipment send to the customer, or is this done by the service technician who also installs it?

Many more questions…

 

Good luck,

 

Robert Kool


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