BorrowingMaterials
Borrowing materials
Path：Field Service->Repair Management->Material/Borrow Order
Flow Chart
Spare Parts free of charge:
Not Handover equipment: After synchronizing the material borrowing form with ERP, a free spare parts verification is required upon completion of the service order. The verification type is Internal Repair Write-off, and the verification form is automatically synchronized with ERP;
Within the Warranty Period equipment: After synchronizing the material borrowing form with ERP, a free spare parts verification is required upon completion of the service order. The verification type is Free Parts Write-off, and the verification form is automatically synchronized with ERP;
Out of warranty equipment: After synchronizing the material borrowing order with ERP, a report verification is required upon completion of the service order, and a gift request is generated. The gift request generates a free accessory order;
Chargeable:
Delivered equipment: After the service order is completed on site, a chargeable accessory order will be automatically generated without the need for verification.
Initiate
Based on the preceding maintenance, repair, or retrofit orders, a request can be initiated; as long as the equipment is not from an agent, regardless of its warranty status, a request to borrow materials from a subsidiary can be initiated. Locate the material borrowing form, confirm the accuracy of the seller, shipping factory, and warehouse, select the order type as borrowing from a subsidiary, choose the order reason, outbound method, and other mandatory information, then save. Verify again whether the parts information is indeed the parts required for this service, and if there are no issues, submit for approval
After the approval is granted, check whether it has been successfully synchronized with the ERP system. Once the synchronization is successful, use the ERP code. Proceed with the outbound process in the ERP system. If the wrong materials were borrowed or an excess amount was borrowed, you can first proceed with the normal outbound process and then handle the return of materials subsequently
