1. Using Core Application
  2. Order a Part

Order a Part

When you arrive at an activity location and realize that you don’t have a required part whether in your van or with nearby mobile workers, you can order for it using the Parts Ordered plug-in. The Parts Ordered tile must be added to the My Route page by your administrator. If you must stop working on the current activity to order a part, you can mark the current activity as Not Done and move to the next activity.

  1. Search for the required part in the Parts Catalog and then go to Part Details.
  2. Click Order Part and add the part to the cart.
  3. Enter the quantity for the part.
  4. To order a part for an activity:
    1. Select Activity for What’s is This Order for?
    2. Choose an activity from the Activity list. You can order parts only for activities that are in Pending, Started, and Not Done statuses. Only such activities are shown in the Activity list.
    3. Verify the address filled in the Ship to field. The address is populated automatically based on the activity selected. Typically, locations defined in Oracle Human Capital Management are used here.
    4. In the Needed by date field, specify the date by when you want the part to be delivered.
    5. Select Create follow-up activity.
  5. To order a part for van replenishment:
    1. Select Van Replenishment for What’s is This Order for? Technician address is populated in the Ship To field. This is the address of the location from where you start your day. Typically, locations defined in Oracle Human Capital Management are used here.
    2. In the Needed by date field, specify the date by when you want the part to be delivered.
    3. Select Create follow-up activity.
  6. Click Submit.
    When you submit the order:
    • A non-scheduled activity named Order is created in Oracle Field Service representing the order.

    • The ordered part is shown as an inventory item in the customer pool.

    • A follow-up activity is created in Oracle Field Service, if you select Create follow-up activity for the order. The follow-up activity is added as not-ordered in your route for the day specified in the Needed by date field.

    • If the follow-up activity date is a non-working day, you must either pick another date or update your calendar.

    • The order for the part is created in Oracle Supply Chain and Manufacturing.

    • A unique shipment number is generated. You can use this number to track the delivery of the part by external carriers.

    If you unable to order for a part, the reason could be:
    • A configuration item required for the plugin is missing in the environment.
    • The parts catalog structure doesn't contain a required field.
    • A required permission in the configuration of the activity or inventory types is missing.

    Contact your administrator to resolve the issue.