General

Update with Issue Date; Plant being displayed; Material Group for Requisitions.


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. Extensive changes and improvements, including the ability to perform online searching, were delivered in BlueWorx release SP11.

How it Works

One or more Material Profiles, allocated to a user through their User Profile/s controls 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.

Offline Data Volume Limits

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 type of use case.


CONTENTS

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

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:

ScreenField/ ButtonUse/ Function
SearchSearch for partial hits on: Material Number; Description; Manufacturers Part Number

Note that drop down values are populated for favorited Materials
GroupOptionally restrict the search to one or more Material Groups
Online SearchingOn: Search SAP directly - this is the only option for browsers
Off: In a mobile application search the application data for the material
PlantEnter Plant to search, only applied to materials with a Plant view maintained
Storage LocationOptionally select Storage Location for the selected Plant
Navigate to Favorites and History
Initiate the search

Search Results

In response to a search, the results are displayed on the following screen:

ScreenField/ ButtonUse/ Function
 Type to filter listFurther refine the search results
Filter the list for entries where the balance is not zero
MaterialThe SAP Material Number followed by its Description
Manufacturers Part NumberIn the example above 123-XSFA as the first response
Material TypeIn the example above Spare Parts as the first response
Material GroupIn the example above General Mechanical Spares as the first response
Unrestricted BalanceIn the example above 171m as the first response
Row selectShow 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. 

ScreenField/ ButtonUse/ Function
PlantIn the example above this is Plant 1000 - BlueWorx 1
Storage LocationIn the example above this is 0001 - Main Store as the first response
BinThe Material Master Bin for the Storage Location. In the example above this is 10-22-08 as the second response
SAP BatchThe SAP Batch reference (where batched)
Vendors BatchThe Batch reference allocated by the Vendor/ Manufacturer (where batched) 
SLED/BBDThe Shelf Life Expiry Date / Best Before Date from the Batch record (where batched) 
SAP Serial NumberThe SAP Serial Number for the asset (where serialized). In some cases, this may be an Equipment Number
Manufactures Serial NumberThe 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:

ScreenField/ ButtonUse/ Function
Note that in this screen example the Issue is being made with reference an a Reservation made against the Order.Header
ActionIssue
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. 
OrderThe 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 TextThe Header Text used in the resulting SAP Material Document
Item
MaterialThe 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.
PlantThe Plant used in the resulting SAP Material Document 
Storage LocationThe SLOC used in the resulting SAP Material Document 
Available BalanceThe balance and quantity of unrestricted stock in the selected Plant and SLOC for the material
Quantity | UoMThe Quantity to issue. Can use the plus and minus buttons to selectively increase. The Quantity issued can not exceed to quantity available
Issue DateSelf-explanatory
Item already receivedUsed when processing in SAP to not print Issue pick slip as the material
RecipientSelf-explanatory - defaults to current users SAP ID
Item TextSelf-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:

ScreenField/ ButtonUse/ Function
Header
ActionReservation
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. 
OrderThe SAP Order reference used in the resulting SAP Material Document
OperationSelect the Operation for the Order
Header TextThe Header Text used in the resulting SAP Material Document
Item
MaterialThe 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 NumberSelf-explanatory
PlantThe Plant used in the resulting SAP Material Document 
Storage LocationThe SLOC used in the resulting SAP Material Document. For Reservations, you can optionally remove the SLOC entry
Available BalanceThe balance and quantity of unrestricted stock in the selected Plant and SLOC for the material
Quantity | UoMThe Quantity to Reserve. Can use the plus and minus buttons to selectively increase. 
Required DateThe date on which the Reservation is required to be Issued
RecipientSelf-explanatory - defaults to current users SAP ID
Unloading PointSelf-explanatory
Item TextSelf-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.

ScreenField/ ButtonUse/ Function
Header
ActionIssue
This indicates the transactional action to occur in SAP on processing. 
OrderThe SAP Order reference used in the resulting SAP Material Document
Header TextThe Header Text used in the resulting SAP Material Document
Item
MaterialThe 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 NumberSelf-explanatory
PlantThe Plant used in the resulting SAP Material Document 
Storage LocationThe SLOC used in the resulting SAP Material Document 
Available BalanceThe balance and quantity of unrestricted stock in the selected Plant and SLOC for the material
Quantity | UoMThe 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
RecipientSelf-explanatory - defaults to current users SAP ID
Item TextSelf-explanatory
Item to be replaced
Replaced EquipmentEquipment being replaced. Must exist on the selected Orders object List (can be added to Order where so required from the Order screen)
Move Sub EquipmentOn de-installation, do you want to move the installed sub-Equipment across to the new record?
Receiving PlantSelf-explanatory
Receiving Storage LocationSelf-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

ScreenField/ ButtonUse/ Function


Header
ActionRequisition
This indicates the transactional action to occur in SAP on processing. 
OrderThe SAP Order reference used in the resulting SAP Material Document
OperationSelect the Operation for the Order
Header TextThe Header Text used in the resulting SAP Material Document
Item
MaterialThe 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.
PlantThe Plant used in the resulting SAP Material Document 
DescriptionThe description for the item being Requisitioned
Quantity | UoMThe Quantity to Reserve. Can use the plus and minus buttons to selectively increase. 
Required DateThe date on which the Reservation is required to be Issued
RequisitionerSelf-explanatory - defaults to current users SAP ID
Goods RecipientSelf-explanatory - defaults to current users SAP ID
Unloading PointSelf-explanatory
Tracking NumberSelf-explanatory
Close the dialog without Requisitioning
Add Material Reservation to BlueWorx Outbox for processing on next Sync with SAP