Support of Warehouse for Activity Related Operations

This feature allows technicians to install inventory directly from a dedicated warehouse. A new ‘Warehouse’ resource type role is available in Oracle Field Service, so customers can create warehouses to be used as inventory storage, and then assign them to activities. Once a warehouse is assigned to an activity, field resources can find inventory via manual search or barcode scan, install required items, and return items as needed. Customers can control users who can add access for technicians to needed warehouses based on their area of responsibilities. Routing also considers the required inventory based on the warehouse stock.

Additionally, the Resource Preferences screen has been redesigned based on Redwood guidelines.

This feature supports scenarios when field resources don’t need to have inventory on-hand and can use inventory from dedicated warehouses, service centers, or the customer's site. It can be a depot repair case when technicians use inventory right from the shelf/box/etc. to perform a break-fix, or when the technician arrives at the customer site and takes inventory right from the customer’s inventory room.

Steps to Enable

The feature brings the following changes:

  • The new resource type role "Warehouse" is available. The role is used to create resources which will be used to share inventory between resources.
  • The sharing of inventory is controlled by screen Resource Preferences on Activity Details. You can add a warehouse using a new preference type called "Warehouse".
  • After the warehouse is linked to activity by Resource Preference, inventory of the warehouse appears on Activity List - Activity Details - Inventory screen and is available for technician to install.
  • While de-installed inventory could be returned either to the  resource or to the warehouse that it was installed from.
  • Assignment of Warehouses on activity (by creating a new Preference type) could be done through REST API
  • Resource Preferences screen was redesigned according to Oracle JET and Redwood style guides.
  • It was implemented a search of inventory inside the warehouse. The bar-code scanner is also available on mobile devices. The global search could be used to find warehouse inventory also.