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Material Transactions for Depot Repair and Field Service

When you service customers' products, you can pass information to Oracle Inventory to decrement the quantity of used materials. You can use the Transactions window to enter all inventory-related information, including organization, location, lot, serial number, and revision. When you submit charge details to Oracle Order Entry/Shipping to invoice for a service, the inventory-related information you entered in the Transactions window passes automatically to Oracle Inventory. Inventory's Material Transaction Manager processes your data to decrement quantity.

If you do not use Oracle Work in Process for depot repair processing but want to decrement inventory for parts usage, you can enter your information in the Transactions window nevertheless. You will be warned about such transactions because depot repair assumes that all inventory transactions will be performed by Work in Process.

Before you use the Transactions window, you must define a transaction type in Oracle Inventory and specify the values for appropriate profile options. A transaction type is a combination of a transaction source type and a system-defined transaction action. Define a transaction source type, therefore, and associate it with the system-defined action Issue from Stores to create a suitable transaction type. Set the value of the profile option Service:Field Service Transaction Type to match this transaction type. Oracle Service will use the transaction type specified by the profile for all inventory transactions interfaced to Oracle Inventory. Also, set values for the Service:Field Service Transaction Organization and Service:Field Service Transaction Inventory profile options.

See Also

Transaction Managers

Transaction Actions

Transaction Source Types

Transaction Types

Oracle Service Profile Options


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