Audience: Dispatchers, administrators, and field technicians
For each order type, define what materials are allowed and the maximum quantity of those materials. When an external system generates the work order (WO), expected materials may be in the data set, received by the source system, or integrated in NextGen FSM.
Prerequisites
Before you start, either create or import WO types to associate with materials:
Follow the UI path
The instructions start from this system path:
Configuration > Core > Work order management > WO types
Set allowed materials and quantities
Define how much of certain materials is allowed per work order type:
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On the right, in the Filter panel, enter desired parameters for a work order type.
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Click Search.
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In the Work order types list, next to the desired type, click the Three dots menu.
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Select Associate allowed materials.
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In the Search materials tab, enter desired parameters to find materials.
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Click Search.
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In the Select allowed materials section, click all the materials you want to allow.
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Click the Add icon.
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In the Allowed materials list, right click the row of an allowed material.
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Click Set max qty.
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Fill in the Max qty field.
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Click Ok.
Access materials on mobile
Audience: Field technicians
When you perform an intervention in the field, you can register allowed materials and their quantities on the mobile app. As long as they are on the allow list, you can define expected materials for each operation of the work cycle even if they aren’t scheduled.
Note: The quantity and the type of material may be set with or without a serial number.
What’s next
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To import many WO types from a .xlsx file, see Mass import work order type data.
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To associate WO types and activities, see Create activities.