Introduction
BlueWorx provides the functionality to Issue and Reserve Materials and also Requisition both non-stock materials and non-materials. On a mobile device, BlueWorx can function from selected material records synced from SAP when offline. Optionally when online on a mobile device, or exclusively on browsers, users can search for SAP materials directly.
Access
Access to Material and Requisition functionality is provided from multiple places in the application:
- My Assets and Measures > Materials
- My Work > Order > Components | Purchase and Material buttons
- My Work > Order > Operation > Components | Purchase and Material buttons
- My Work > Order > Objects | BOM button > Material list items
- My Work > Components > Order
- My Assets > Equipment or FL > BOM List | Material list items
Business and SAP Context
One or more Material Profiles, allocated to a user through their User Profile/s, control what materials are synced to their mobile device. Prior to release SP11 users accessing BlueWorx via a browser also synced material records but, with the addition of online capability in that release, this additional sync step and local browser data is redundant and has been removed.
The material records that can be searched online are controlled by Material Types set by the BlueWorx Administrators and apply to the whole system. At a user-level settings for the online Plants that can be searched are maintained in Material Profiles. Material profiles to assigned User Profiles which are assigned to users. Non-stock materials, which by their nature do not have a Plant view maintained in SAP, are controlled solely by the Material Types.
Important Information
The offline material functionality is not intended to replicate large numbers of stock records - i.e. beyond 10k records in total. The online search functionality delivered in SP11 addresses the business need for extensive searching, where online access is available. If there is a need for extensive offline material functionality then that should be met from a separate offline Inventory application better suited to that use case.
Contents
Material Search
The search is initiated from the Search side panel. On phones this will be the first screen, on a larger screen the search and search results will initially share the same screen:
| Screen | Field/ Control | Explanation/ Use |
|---|---|---|
 | Search | Search for partial hits on: Material Number; Description; Manufacturers Part Number Notes:
|
| Group | Optionally restrict the search to one or more Material Groups. | |
| Online Searching | On: Search SAP directly - this is the only option for browsers. Off: In a mobile application search the application data for the material. | |
| Plant | Enter Plant to search, only applied to materials with a Plant view maintained. | |
| Storage Location | Optionally select Storage Location for the selected Plant. | |
 | Navigate to Favorites and History. | |
 | Initiate the search. Implemented in Support Pack 12, prior to this release the Search and apply button functionality was combined. | |
 | Swap between the Search Screen and the List Screen. Implemented in Support Pack 12. |
Search Results
In response to a search, the results are displayed on the following screen:
| Screen | Field/ Control | Explanation/ Use |
|---|---|---|
 | Type to Filter List | Further refine the search results. |
 | Filter the list for entries where the balance is not zero. | |
| Material | The SAP Material Number followed by its Description. | |
| Manufacturers Part Number | In the example above 123-XSFA as the first response. | |
| Material Type | In the example above Spare Parts as the first response. | |
| Material Group | In the example above General Mechanical Spares as the first response. | |
| Unrestricted Balance | In the example above 168m as the first response. | |
| Row select | Show balances or, for non-stock items, proceed to Requisition. | |
 | Navigate to Favorites and History. | |
 | Return to the Material Search screen. |
Material Detail
Balances Tab
This screen tab shows the balances for the material selected from the material list screen. Users may be navigated directly to this screen when coming from a specified material in a Work Order. The header of the screen is self-explanatory and follows the material information explained on the previous search results screen.
| Screen | Field/ Control | Explanation/ Use |
|---|---|---|
 | Plant | In the example above this is Plant 1000 - BlueWorx 1. |
| Storage Location | In the example above this is 0001 - Main Store as the first response. | |
| Bin | The Material Master Bin for the Storage Location. In the example above this is 10-22-08 as the second response. | |
| SAP Batch | The SAP Batch reference (where batched). | |
| Vendors Batch | The Batch reference allocated by the Vendor/ Manufacturer (where batched). | |
| SLED/BBD | The Shelf Life Expiry Date / Best Before Date from the Batch record (where batched). | |
| SAP Serial Number | The SAP Serial Number for the asset (where serialized). In some cases, this may be an Equipment Number. | |
| Manufactures Serial Number | The Manufacturers Serial Number from the Equipment/ FL record. This is often the prime ID for serialized assets as it's marked on the assets' permanent data plate. | |
 | Initiate Reservation, Issue or Exchange. | |
 | Toggle this material to add/ remove it from your favorites. The favorites appear in the drop-down list for the Material Search column and in the Favorites and History area. | |
 | Available for browsers only this button opens another tab and displays the SAP Stock Balance using an SAP Web Transaction (where enabled in SAP and by the BlueWorx administrator). |
Issues Tab
When searching online, this screen shows the recent history of issues made for this material. A chart shows the quantities issued by date, below it are the details for the transactions.
 |  |
Selecting a chart entry will highlight the related entries below. But apart from that, all fields are considered self-explanatory.
Material Issue
This Action option is offered when the material is stocked and stock is available:
| Screen | Field/ Control | Explanation/ Use |
|---|---|---|
 Note that in this screen example the Issue is being made with reference to a Reservation made against the Order. | Header | |
| Action | Issue This indicates the transactional action to occur in SAP on processing. You can switch from an Issue to a Reservation and from an Issue to an Exchange for Serialised Material. See more below for further details. | |
| Order | The SAP Order reference used in the resulting SAP Material Document. | |
| Reservation | Where you have navigated from an Order Component Reservation, then the Reservation and Item will be shown and used in the Issue posting. | |
| Header Text | The Header Text used in the resulting SAP Material Document. | |
| Item | ||
| Material | The Material being issued. | |
 | Toggle this material to add/ remove it from your favorites. The favorites appear in the drop-down list for the Material Search column and in the Favorites and History area. | |
| Plant | The Plant used in the resulting SAP Material Document. | |
| Storage Location | The SLOC used in the resulting SAP Material Document. | |
| Available Balance | The balance and quantity of unrestricted stock in the selected Plant and SLOC for the material. | |
| Quantity | UoM | The Quantity to issue. Can use the plus and minus buttons to selectively increase. The Quantity issued can not exceed to quantity available. | |
| Issue Date | Self-explanatory. | |
| Item already received | Used when processing in SAP to not print Issue pick slip as the material. | |
| Recipient | Self-explanatory - defaults to current users SAP ID. | |
| Item Text | Self-explanatory. | |
 | Close the dialog without Issuing. | |
 | Add Material Issue to BlueWorx Outbox for processing on next Sync with SAP. | |
Material Reservation
This Action option is offered when the material is stocked:
| Screen | Field/ Control | Explanation/ Use |
|---|---|---|
 | Header | |
| Action | Reservation This indicates the transactional action to occur in SAP on processing. You can switch from a Reservation to an Issue and from an Issue to an Exchange for Serialised Material. See more below for further details. | |
| Order | The SAP Order reference used in the resulting SAP Material Document. | |
| Operation | Select the Operation for the Order. | |
| Header Text | The Header Text used in the resulting SAP Material Document. | |
| Item | ||
| Material | The Material being issued. | |
 | Toggle this material to add/ remove it from your favorites. The favorites appear in the drop-down list for the Material Search column and in the Favorites and History area. | |
| Manufacturers Part Number | Self-explanatory. | |
| Plant | The Plant used in the resulting SAP Material Document. | |
| Storage Location | The SLOC used in the resulting SAP Material Document. For Reservations, you can optionally remove the SLOC entry. | |
| Available Balance | The balance and quantity of unrestricted stock in the selected Plant and SLOC for the material. | |
| Quantity | UoM | The Quantity to Reserve. The plus and minus buttons can be used to selectively increase and decrease. | |
| Required Date | The date on which the Reservation is required to be Issued. | |
| Recipient | Self-explanatory - defaults to current users SAP ID. | |
| Unloading Point | Self-explanatory. | |
| Item Text | Self-explanatory. | |
| Close the dialog without Reserving. | |
| Add Material Reservation to BlueWorx Outbox for processing on next Sync with SAP. | |
Exchange
This action is offered for stocked serialized materials (Equipment). The exchange action performs an issue and receipt in SAP Inventory Management and an Uninstall/ Install in SAP Plant Maintenance when processing in SAP.
| Screen | Field/ Control | Explanation/ Use |
|---|---|---|
  | Header | |
| Action | Issue This indicates the transactional action to occur in SAP on processing. | |
| Order | The SAP Order reference used in the resulting SAP Material Document. | |
| Header Text | The Header Text used in the resulting SAP Material Document. | |
| Item | ||
| Material | The Material being issued. | |
| Toggle this material to add/ remove it from your favorites. The favorites appear in the drop-down list for the Material Search column and in the Favorites and History area. | |
| Manufacturers Part Number | Self-explanatory. | |
| Plant | The Plant used in the resulting SAP Material Document. | |
| Storage Location | The SLOC used in the resulting SAP Material Document. | |
| Available Balance | The balance and quantity of unrestricted stock in the selected Plant and SLOC for the material. | |
| Quantity | UoM | The Quantity to issue. Can use the plus and minus buttons to selectively increase. The Quantity issued can not exceed to quantity available. | |
| Exchanged date/ time | Self-explanatory. | |
| Add to Object List | Add the Equipment being Issued (that is installed) to the Orders Object List. | |
| Recipient | Self-explanatory - defaults to current users SAP ID. | |
| Item Text | Self-explanatory. | |
| Item to be replaced | ||
| Replaced Equipment | Equipment being replaced. Must exist on the selected Orders object List (can be added to Order where so required from the Order screen). | |
| Move Sub Equipment | On de-installation, do you want to move the installed sub-Equipment across to the new record? | |
| Receiving Plant | Self-explanatory. | |
| Receiving Storage Location | Self-explanatory. | |
| Close the dialog without Issuing. | |
| Add Material Issue to BlueWorx Outbox for processing on next Sync with SAP. | |
Requisition
This Action option is offered when the material is non-stocked or for free form Requisitions.
| Screen | Field/ Control | Explanation/ Use |
|---|---|---|
 | Header | |
| Action | Requisition This indicates the transactional action to occur in SAP on processing. | |
| Order | The SAP Order reference used in the resulting SAP Material Document. | |
| Operation | Select the Operation for the Order. | |
| Header Text | The Header Text used in the resulting SAP Material Document. | |
| Item | ||
| Material | The Material being issued. | |
| Toggle this material to add/ remove it from your favorites. The favorites appear in the drop-down list for the Material Search column and in the Favorites and History area. | |
| Plant | The Plant used in the resulting SAP Material Document. | |
| Description | The description for the item being Requisitioned. | |
| Quantity | UoM | The Quantity to Reserve. Can use the plus and minus buttons to selectively increase. | |
| Price | Enter price, price unit and currency. Note that as of SP12 the standard price for Non Stock Materials will be displayed where maintained. | |
| Required Date | The date on which the Reservation is required to be Issued. | |
| Requisitioner | Self-explanatory - defaults to current users SAP ID. | |
| Goods Recipient | Self-explanatory - defaults to current users SAP ID. | |
| Unloading Point | Self-explanatory. | |
| Tracking Number | Self-explanatory. | |
| Close the dialog without Requisitioning. | |
| Add Material Reservation to BlueWorx Outbox for processing on next Sync with SAP. | |