Support Warehouse Functionality in Field Service Maintenance Business Accelerator

Currently, the Field Service maintenance cloud accelerator stores inventory in Vehicles or buckets type of resources in OFS. With the introduction of  24A Feature: Support of Warehouse for Activity Related Operations a new resource type role "Warehouse" has been introduced in Field Service. The goal of this enhancement to enable storing inventory in a warehouse type of resource as part of the Field service maintenance cloud accelerator. This will allow Field resources to install the inventory directly from the warehouse when an activity is assigned.

The Field Service - Maintenance Cloud accelerator is enhanced to support inventory synchronization from the Fusion inventory management system to a warehouse resource in Field service, in addition to truck/bucket resources. The key aspect of this feature is the ability to retrieve inventory items from Fusion inventory management and store them in the Field Service warehouse. This capability supports both bulk & incremental updates from Fusion inventory management. When a Field resource is assigned to an activity the inventory organization or sub-inventory configured as the warehouse resource will be added as a preferred resource. This will allow field resources to access the inventory and install it directly from the warehouse, this eliminates the need for teamwork between field and truck resources to share inventory.  Overall this functionality ensures that inventory is effectively managed between Fusion inventory and Field service and proves especially useful for technicians who operate in a specific location where all inventories are available, for instance, the depot repair service.

Steps to Enable

High level architecture (Logical view)

The existing Maintenance Accelerator has been modified to get the Supply subinventory from the Workorder Operation while syncing the Workorder, find the corresponding from OFS and assign the resource to the Workorder activity as preferred warehouse.

Technical design (Implementation View)

Oracle Maintenance OFS Upsert Activity Helper integration has been modified to call a new sub-integration Oracle Maintenance OFS Warehouse Resource Helper to get the valid Warehouse resource and passed on to the activity creation invoke as a preferred warehouse.

Modified OIC integrations:

  • Oracle Maintenance OFS Upsert Activity Helper - Added a new scope in the with and without resource flow of activity creation to find the valid warehouse resource from ofs using a sub-integration and modified the activity creation invoke to pass the warehouse resource ID as a preferred warehouse of the activity
  • Oracle Maintenance OFS Warehouse Resource Helper - This will iterate through each of the items present in the work order operation and find the valid warehouse resource from ofs

OIC Configuration Lookup:

Lookup name: ORCL-BRT-MNT-OFS-CONFIG

Table

Table

Tips And Considerations

Deployment View

The below OIC lookup values needs to be configured as per the business case before syncing the Workorder to OFS.

  1. ORCL-BRT-INV-TYPE-MAPPING needs to be configured to sync the Inventory resource as Warehouse resource in OFS.
  2. Lookup name: ORCL-BRT-MNT-OFS-CONFIG

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