Initiate a request to source parts for work order tasks using the Mobile Agent application

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Initiate a request to source the missing parts of an enterprise asset associated with a work order task by using the Mobile Agent application.

    始める前に

    Role required: sn_eam.enterprise_asset_manager or wm_agent

    このタスクについて

    You can work on part requirements associated with a work order task in the Mobile Agent application but you can't create a part requirement.

    You can only initiate the sourcing workflow using the Mobile Agent application. The sourcing flow can be completed only in the Enterprise Asset Workspace.

    手順

    1. From your mobile device, launch the Mobile Agent application.
    2. On the navigation bar at the bottom of the screen, tap the My Tasks tab.
      The home screen of the My Tasks application opens with the first few tasks in the list of tasks assigned to you displayed.
    3. If the task for which you want to create a source parts request is not displayed, tap See all.
    4. オプション: Filter or sort the task view.
      • To filter your tasks, tap the Filter icon (Filter icon) and enter the values to use as a filter in the Due Date, Asset, Location, or Priority fields.
      • To sort your tasks, tap the Filter icon (Filter icon), tap Sort by, and select the fields by which to sort your tasks.
    5. Tap the task for which you want to request to source missing parts.
    6. Tap the Parts tab.
      The Part Requirements section shows a list with the first few part requirement records associated with the work order task.
    7. If the part for which you want to create a source parts request isn't displayed, tap See all.
    8. オプション: Update the required quantity of parts that you want to source.
      1. Tap the part requirement record.
      2. On the Part requirements form, enter the quantity in the Required quantity field.
      3. Tap Submit.
    9. Tap Source Parts Request.

    タスクの結果

    • A catalog request is created for sourcing the parts.
    • The status of the part requirements record changes from Not requested to Requested.
    • In the Requested items list, an open work order parts request is created automatically.

    次のタスク

    You must complete the sourcing of the requested parts in the Enterprise Asset Workspace. For more information, see Source parts for an Enterprise Asset Management work order or work order task.