This appendix covers the following topics:
The following system items are replicated to the mobile device:
Items used in a service request assigned to or created by the mobile user
Item instance items used in a service request assigned to or created by the mobile user
Items used in debrief lines
Items used in item orders
Items present in subinventories assigned to the mobile user
Most frequently returned Items controlled by the two new profiles:
• CSM: Maximum Number of Items
• CSM: Return Activity Duration
Note: You can set the category profiles for the Oracle Mobile Field Service applications only at the responsibility level.
Complete the following steps to set up system items for install base transactions:
Log in to the Forms application using the responsibility Inventory.
Create a miscellaneous transaction, putting the item in a Subinventory.
Navigate to Setup > Organizations > Subinventories.
Create at least one subinventory in the Service Master Organization.
The subinventory should be a Quantity Tracked, Asset Subinventory.
Set the Locator Control value to None.
Create a subinventory in the inventory organization, which will be used as the good subinventory.
In the same organization as the subinventory of the mobile resource, create system items that are one of the following:
Transactable (Inventory tab page)
Trackable (Inventory tab page)
Serviceable (Service tab page)
Of type Material (Service tab page)
Put the trackable item you defined above in your good Subinventory (using Miscellaneous Transactions). Also put a non-trackable item there. The trackable item should be created as an install base product instance in the back end.
Under the responsibility Field Service Manager, navigate to Spares Management > Setup > Resource Addresses and Subinventories.
Create a new record for your mobile resource by entering its name. Assign a Primary Address and the two Subinventories you created to it.
The condition of the Subinventory in the Master Organization should be set to Defective and the condition of your Transaction Organization Subinventory should be set to Usable.
Set up profiles as indicated in the following table:
Adjusting transaction types so they can be used for install base updates can be done under the responsibility Install Base Admin and navigating to Setups > Transaction Types and Sub Types. Transaction types can be used for removing install base products by setting the Change Owner To field in the Source Info section of the form to Internal. By setting this field to External, the transaction type can be used for installing new install base products.
Whether an install base update is done when removing a part in Oracle Mobile Field Service Store and Forward depends on the selected transaction type when doing a material transaction.
If the Change Owner To value of the selected transaction type is set to Internal, then the install base product to be removed can be indicated in Oracle Mobile Field Service Store and Forward.
If the Change Owner To value is set to External, than a trackable product can be indicated from a usable subinventory. An install base product will be created upon debriefing the material transaction in Field Service Debrief with the Update Installed Base check box selected.
To create an item order in an Oracle Mobile Field Service Store and Forward application, at least one usable (good) subinventory has to be defined and assigned to the field service technician. Two usable subinventories have to be defined and assigned to the field service technician to perform transfers.
Subinventories are set up using the Field Service Administrator responsibility and the Resource Addresses and Subinventories window. See the Oracle Field Service Implementation Guide for more details.