This topic explains how to use the Mobile application to track and review procurement requests where you, as a field technician, are responsible for material collection.
Overview
As a Field Technician, you need real-time visibility into materials to collect from warehouses. The Procurement Request Monitor provides a read-only view of your assigned requests. It lets you track statuses, identify pickup locations, and prepare for material withdrawal without contacting a dispatcher.
This monitor keeps you informed about your material requests and enables efficient pickups once items are ready.
Prerequisites
Before monitoring procurement requests on your mobile device:
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Log into the OverIT FSM Mobile App.
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Be assigned as the Responsible for Pickup for one or more active procurement requests.
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Ensure your device has performed a Data Synchronization to retrieve the latest request statuses.
View and inspect procurement requests
Follow these steps to access your assigned procurement requests and view details.
1. Access the monitor
Navigate to the Procurement section or select the Van Stock item on the main menu within the Mobile App. Tap the “Notes” icon at the top-right corner to open the “Procurement request” monitor and manage requests.
The system filters the list to show only your assigned requests.
All information in the monitor is read-only for consultation only.
2. Review the request list
Scan the list to find the status and location of your requests. The list prioritizes your workflow.
By default, the list shows only requests that meet the configuration parameter criteria.
3. Filter the request list
Use the filter above the list to search for a specific procurement request by entering its code or part of its description.
Tap the “funnel” icon at the top right to access additional filter parameters on the filter bar.
Use the status field to display requests with a specific status (e.g., “Successfully Sent”).
Use the “From” and “To” fields to filter requests created within a date range (e.g., from last Monday to today).
Tap the eraser icon on the right to reset all criteria and start a new search.
4. Header information
Each monitor row represents a procurement request.
In bold, the procurement request's code and description are separated by a dash; the current PR status and delivery status appear on the right.
The delivery status is indicated by an icon:
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“On hold” by an hourglass:
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In progress by a “running man”;
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Done by a “finish flag.”
The second row shows the central warehouse receiving the request and the request's creation date on the right.
The third row indicates the request type: linked to a TR or independent; if linked, it shows the associated TR code.
The fourth row displays the user who created the request—either the field technician, a server user, or another technician—and the number of positions in the request on the right.
5. Open request details
Tap a row to open the Procurement request detail and review the PR’s positions.
The top summarizes the procurement request's main information: the code and description in bold, followed by the request status and the central warehouse involved.
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Delivery Status: Current status of the material’s delivery (eg. On Hold, In Progress, Done)
Below is a list of positions, sorted lexicographically by the code field.
Each row shows a procurement request position; scroll to view positions not visible on the screen.
Each position displays:
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Material code and name.
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Requested vs. Delivered Quantity: Verify requested amount against available pickup quantity.
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Status indicates whether the material is fully delivered, partially delivered, or not delivered. More information on the PR status is available here “Link”.
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Reservation Code: the identification code of the material reservation, assigned by the external system for documentation and facilitating material pickup.
To the right of each row, two icons may appear: a toolbox and a document.
The toolbox icon appears only when the material is in the technician's van material kit. Tap it to view a pop-up with the material's code, description, minimum reorder threshold, and minimum increment.
The document icon appears only for procurement requests with fully or partially delivered status. Tap it to access the list of delivered serial numbers.
Summary and next steps
Using the Procurement Request Monitor provides real-time supply chain visibility, ensuring you arrive at the warehouse informed about available materials. This transparency reduces delays and improves coordination with warehouse operations.
Related topics:
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Understand procurement request and positions.
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Understand transfer request.