9Working with Inventory

View Inventory

You can view the inventory associated with each job on your route.

  1. Click or tap an activity on your home screen.

    Note: A message in red displays if you are missing any inventory required for that activity.

    The Activity details screen displays.

  2. Click or tap Inventory to view the inventory list.

    The Inventory List screen displays.Inventory at the customer location is listed under a green house icon. All of the inventory on the technician’s truck is listed under a yellow truck icon.

  3. Click or tap the serial number to display the Inventory details screen.

    The screen shows the inventory type, an includes options to deinstall or exchange the piece of equipment.

Search for Inventory

Field managers and resources can search the Parts Catalog for inventory that is required for installation, maintenance, or repair jobs.

While resources usually can predict which parts they will need to have on their trucks, the final determination can only be made when at the customer's site. The Parts Catalog allows resources to search for and view details about a part, such as price and availability.

The Parts Catalog updates automatically every 30 minutes after Oracle Field Service Mobility Cloud Service is launched, and supports both online and offline activity.

  1. Do one of the following:

    • (Field manager) From the Manage (time view) screen, first select a resource and then click or tap the clipboard icon to access the Activity details screen.

    • (Resource) Ensure that you are viewing your home screen.

  2. Click or tap the Search (magnifying glass) icon to open the search window.

    This figure shows the Parts Catalog search window, from which you can search by keyword. It also includes a percentage indicator that changes as the catalog download progresses, and a cache indicator, which indicates how much memory is being consumed.
    The first time you perform a search, the Parts Catalog starts to download, and the top (percentage) indicator changes as the download progresses. The bottom (cache) indicator tells you how much memory is being consumed. When the download completes, the progress indicator displays Downloaded and the cache indictor displays the total memory consumed. Once cached, the Parts Catalog is available for use when working offline.
  3. Enter the part number for which you want to search, for example, “200–10009”, and then click or tap Search.

    The inventory list displays.

    This figure shows the Parts Catalog search results, including part number, name, and description
  4. Click or tap the part number to display the Catalog item details page.

Add, Exchange, or Uninstall Inventory

When you install or uninstall inventory, you move items from your resource pool to the customer pool, and vice versa.

  1. Click an activity on your home screen.

    The Activity Details screen displays.

  2. Click Inventory.

    The Inventory list screen displays.

  3. Click the piece of inventory that you want to add, exchange, or uninstall to display its serial number, and then click the corresponding number.

    The Inventory details page displays.
    Note: Inventory actions generally only appear after an activity has been started.
  4. Click Add, Exchange, or Deinstall.

    If this is an exchange, the Exchange inventories screen displays. The screen contains a list of inventory items and their associated serial numbers.

  5. Click the serial number of the piece of inventory that you want to replace.

    The screen updates to show the inventory installed at the customer’s location, as well as the inventory in the resource pool that you are carrying in your vehicle.
    Note: If you make a mistake, you can undo an install or deinstall. Click on the serial number of the device and perform the opposite action. For example, click Deinstall if you installed a device in error.

Send Information to a Piece of Inventory

When inventory has been installed and specifically configured, you can send certain information to it using a service request.

For example, if the piece of inventory is a cable box, you might need to send the list of channels or you might send a test message to make sure that the connection is working.

  1. Mark the piece of equipment as installed in the Oracle Field Service Mobility Cloud Service interface.

  2. From the list of installed equipment, click the serial number of the piece of inventory to which the information will be sent.

    The Inventory details screen displays.

  3. Click Hit Inv.

    The Send request screen displays.

  4. Select the request and hit types from the drop-down lists.

  5. Click Submit.

    The screen refreshes with the request details.

Searching the Parts Catalog

The search function in Mobility allows you to search inventory in the Parts Catalog, as well as in all other inventory pools.

The search key that you enter must contain a minimum of 3 symbols. Leading and trailing spaces are not included in the search key. The key is then matched against all inventory pools associated with the current resource, and against the inventory in the Parts Catalog.

Note: If the search key is only found in one source, the section for the other does not display.
This figure shows Parts Catalog after inventory search.

Parts Catalog after inventory search

The search results in the Inventory list in which the inventory item is found. If an item found in the Parts Catalog also happens to be in the resource's pool, the item is marked with a truck icon.

If you select an item from Inventory, the Inventory details screen is displayed. If you select an item from the Parts Catalog, the Catalog item details screen is displayed. This screen displays the following information:

  • General information about the selected catalog item

  • A Linked items section that suggests items that you can use instead of the selected Parts Catalog item. Click a linked item. A screen with the details of the linked item is displayed.

  • An images section that shows available images of the selected item

If the selected item can be found in the resource's inventory, the Catalog item details screen also includes a Quantity in the truck section that shows how many units the resource has.

If you initiated the search from the Add to installed or Add to deinstalled dialog of a started activity, you can click Select to select any item found in the Parts Catalog.

This figure shows the Select button in Parts Catalog.

Select button in Parts Catalog

The item’s properties will also automatically populate the appropriate fields on the screen from which you initiated the search.

This figure shows the fields on the Add to Installed dialog.

Track the Caching Process of Parts Catalog

You can track the current status and progress of the Parts Catalog caching process in Mobility. The caching progress is used to calculate how long a resource has to stay online before leaving an area with reliable level of connectivity.

Prerequisites are as follows:
  • For Setup environments with Parts Catalog containing 100000 or more items, the total amount of raw items data must be more than 10 MB.

  • Setup user must have access to the Mobility and Parts Catalog modules.

  • Mobile devices must have Internet Explorer Mobile 11 (for Windows), and Chrome (for Android).

  • Mobile devices must have the possibility to simulate low bandwidth connectivity.

  1. Open the Mobility screen.

  2. Select any resource on the Mobility screen and click the Search icon.

    A progress indicator displays the status of the Parts Catalog caching process:
    • Initialization—Indicates that caching has just started

    • Loading—Indicates that caching is in progress displaying the percentage of caching that has completed.

      Note: When internet connectivity is relatively slow and a significant number of items exist in Parts Catalog, Loading status may show up to 30 or 60 minutes.
    • Loaded—Indicates that caching has completed