Where does the bill of materials come from?

Straight from Business Central. The BOM is resolved to its stocked components, and each one is checked against availability on the activity date.

What if a needed part has no order yet?

The check calculates the lead time a production or purchase order would take, so the date you see already accounts for getting the part in.

How current is the stock it checks against?

Live. It reads Business Central stock directly, so every check reflects the latest balances, orders and reservations.

Delivery, Project & Service Planning

uScheduler Project / Service / Sales

One plan for everything that happens after production.

Once production is done, there’s still delivery, installation, service and project work to plan. uScheduler P/S/S puts all of it in one overview and plans it against capacity, skills, geography, deadlines and material availability. It also checks whether the parts will be there on the day. Sales, logistics and engineers all look at the same board, so promises get kept and there are fewer surprises.

uScheduler P/S/S planning board with project and service orders scheduled across resources

Functionalities · 9

Advanced tier

uScheduler Project / Service / Sales · Materials Check

Materials. At the moment of execution.

This is what catches most installation and service plans out, so we check it. If the parts won't be there on the day, you find out now, before the truck leaves. The check looks at on-hand stock, inbound POs, reservations, inter-location transfers and any planned replenishment, such as production or assembly orders. And if the order that would supply the parts doesn't exist yet, we calculate the lead time it would need.

Component-level check at slot time

Bill of materials resolved to stocked items. Each component is checked against availability on the activity date.

Inbound and transfer aware

A PO due Wednesday makes parts usable from Wednesday, or the day after, depending on your settings. Inter-warehouse transfers are counted on their landing date too.

Counts the replenishment that has to happen

If parts need producing or ordering, the check folds in that lead time. If no order exists yet, it calculates what one would take.

What you see

A check that prevents a truck roll.

Field service is a calculus of trucks. A missed truck is a half-day of lost productivity, a lost callout fee, and a frustrated customer. Material availability is the single most common cause of a missed truck. Checking it in advance is operational money.

BOM-aware availability check per activity
On-hand, inbound, transfer and reservation aware
Shortages surfaced in planning, never on the truck

Project planning board with jobs scheduled across engineers, showing material availability per job

When this matters

Signals you'd reach for this.

Truck rolls without a key part

The engineer drives an hour, opens the box, finds the wrong filter. A pre-check would have caught it before the truck left.

Sales sells what isn’t in stock

A customer ordered a part-included install. The part was on backorder. Nobody told anyone.

Substitutes happen on the floor

When part A is short, the engineer picks part B because “it should work”. Without a substitute rule, the install is a future warranty claim.

Inter-warehouse transfers are forgotten

A part in warehouse 2 is usable in region 1 if a transfer is scheduled. Without the transfer in the plan, the part is invisible.

FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

Each engineer's van is modelled as a location. Van stock is on-hand stock for that engineer's activities. The replenishment policy is set on that location itself.

See uScheduler Project / Service / Sales in a 30-minute demo.

A real screen-share with someone who built it. No slides.

The uTools suite