Monitor procurement requests assigned for pickup

Audience: Field technicians

To reduce delays and improve coordination, arrive at the warehouse already informed about available materials. Track and review procurement requests (PRs) you are responsible to collect. In a read-only view, track statuses, identify pickup locations, and prepare for material withdrawal without contacting a dispatcher.

Prerequisites

Before you see PRs on your mobile device:

• Log into the FSM Mobile app.

• Ensure you are assigned as “Responsible for pickup” for active PRs.

• Check that your device has performed a data synchronization to retrieve the latest request statuses.

Access the monitor

Important: All information in the monitor is read-only for consultation only.

To find the monitor:

1. On the mobile app, either:

   • Navigate to the Procurement section.

   • On the main menu, select the Van stock item.

2. At the top-right, tap the Notes icon.

3. In the Procurement request monitor, scan the list for:

   • Status of requests.

   • Location of requests.

   • Note: By default, the list shows only requests that meet the configuration parameter criteria.

Note: The system filters the list to show only your assigned requests.

Filter the request list

To find a specific request:

1. Above the list, use the filter to search for a specific PR by:

   • Code.

   • Description.

2. To access additional filter parameters, at the top right, tap the funnel icon.

3. Optional: To display requests with a specific status, use the status field.

   • For example, the status can be “Successfully sent”.

4. To filter requests created within a date range, use the “From” and “To” fields.

Cancel filter requests

To reset all criteria and start a new search, on the right, tap the Eraser icon.

Understand header information

Each monitor row represents a procurement request:

Note: The procurement request's code and description are separated by a dash and bolded.

Open request details

To review the PR’s positions:

1. In the Procurement request monitor, tap a row.

2. At the top of the Procurement request detail page, review the PR’s information:

   • Code

   • Description

   • Request status

   • Central warehouse

   • Delivery status

3. Below on the Procurement request detail page, review information on PR positions, like:

   • Material code: The code of the material.

   • Name: The name of the material.

   • Requested vs. delivered quantity: The requested amount that can be compared to the available pickup quantity.

   • Status: Whether the material is fully delivered, partially delivered, or not delivered.

   • Reservation code: The material reservation’s identification code assigned by the external system to document and facilitate material pickup.

   • Note: Scroll to view positions not visible on the screen.

4. To the right of each row, there can be two clickable icons:

   • Toolbox: Indicates the material is in the technician's van material kit. 

     • When clicked, it shows a pop-up with the material's code, description, minimum reorder threshold, and minimum increment.

   • Document: Appears only for procurement requests with fully or partially delivered status. 

     • When clicked, you can access the list of delivered serial numbers.