Understanding how spare parts and equipments are supplied, requested, and accounted for is key to managing inventory effectively. FieldEx supports two distinct methods for managing part supply: Requisition and Consignment. Each method affects how parts are requested, tracked, and transferred.
Requisition
A Requisition is a formal request raised by a user that is usually a technician or site team to receive specific spare parts from a warehouse or central store. This process is used when the item is not yet in the user’s possession and must be issued.
Typically initiated by: Field user or planner
Requires approval: Yes (based on configuration)
Stock ownership: Remains with the warehouse or original placement until issued
Use case: Requesting parts or equipment ahead of a job
Example: A technician creates a requisition for 2 filters and 1 belt needed for an upcoming machine service. Once approved, the warehouse picks and issues the items, and ownership is transferred.
Consignment
Consignment means a quantity of spare parts or equipment is pre-assigned to a technician or site, but ownership remains with the warehouse until the part is actually used. This allows parts to be on-hand without triggering an issue transaction until consumed.
Typically initiated by: Warehouse manager or planner
Requires approval: Yes (based on configuration)
Stock ownership: Still belongs to warehouse until used
Use case: Stocking van bins or remote locations with critical part
Example: A technician is assigned 10 fuses and 5 hoses in consignment. Items are then allocated to the users' bins and will be deducted once used in a job.
Summary
Feature | Requisition | Consignment |
When used | When a part is needed for a job | When parts need to be pre-stocked |
Initiated by | Technician, planner | Warehouse manager, admin |
Needs approval | Depends on Setup | Depends on Setup |