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Siebel Partner Relationship Management Administration Guide > Managing Service Requests with Siebel PRM > Examples of Field Service with Siebel PRM > Example of the Brand Owner and Partner Managing InventoryThis topic gives one example of field service with Siebel PRM. You might use this feature differently, depending on your business model Siebel PRM allows the brand owner and partners to work together to manage inventory, such as the spare parts that the partner needs to do repairs. The brand owner can share inventory with the partner. The partner can locate inventory and use it to service customers. The brand owner can automatically warn the partner if the inventory of a given part is too low. For more information about working with inventory, see Siebel Field Service Guide. This example consists of the following tasks:
Setting up an Inventory Location for the Partner (Brand Owner)First, the brand owner sets up one primary inventory location for each partner who uses inventory. The organization for this inventory location must be the partner's organization, so other partners cannot see this inventory. To set up an inventory location for a partner
Transferring Products to the Inventory Location (Brand Owner)Next, the brand owner associates products with the partner's inventory location. These can be transferred from the brand owner's inventory location, or they can be transferred from a virtual location that the brand owner created to hold products that are transferred to partners. To transfer a product to the partner's inventory location
Transferring Inventory to Inventory Sublocations (Partner)The partner service administrator logs into the Siebel PRM Portal and sees that this inventory location has been assigned to him or her. A small partner company with only one physical location for inventory could use this inventory location to represent its physical inventory location. A larger partner company with several physical locations for inventory would create a subinventory location under this inventory location to represent each of its physical inventory locations. Then it would transfer the inventory from the inventory location that the brand owner created to these inventory locations. To transfer inventory to product inventory locations
Finding Needed Parts (Partner)Now, when a partner service agent needs a spare part, the agent can use the part browser to find where the part is located. The part browser limits the agent to the partner company's inventory locations. Then, when the partner service agent creates a service order, the partner associates it with the inventory location where this part was found. Siebel PRM automatically adjusts the quantity of that part in inventory to reflect the fact that parts were used in service orders.
Monitoring Partner Inventory Level (Brand Owner)The brand owner can monitor each partner's inventory for each part by navigating to the Part Browser screen and to the All Parts Across Organizations view. The brand owner can monitor each partner's inventory locations by navigating to the Inventory screen and to the All Inventory Locations Across Organizations view. Then, the brand owner can click the Product Inventory view tab and see if the partner is short of inventory by looking at the following fields in the Product Inventory Record:
The brand owner can set up Siebel Business Process Designer to automatically send the partner a notification telling the partner to reorder a part when the inventory of that part reaches the level in the Safety field. If the inventory of a part reaches the level in the Min field, Siebel Business Process Designer can send a more urgent warning to the partner, or it can send email to one of the brand owner's sales representatives who contacts the partner personally. |
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