Sell Parts to Customers

In the Create Part Requirements page, select Service Request in the Document Type field.

Select the service request number from the list of values in the Document Number field. Ship-to Address Type defaults as Customer and the Ship-to Address is the customer address derived from the Ship-to Customer field. Fields that aren't required are disabled.

Add parts to the service request. Click on the Add Part (+) button to go to the Add Part window. Here you will select the item that you want to order to replace the defective part. Note the following about the fields in this page.

Attribute	Value
Service Activity	Service activities whose billing type is linked to the billing category Material and the business process is Customer Support.
Item	The items are filtered based on the service activity and billing type association in the Manage Service Activities page. Service BOM Filter: Yes You can filter the LOV and list only the items that are defined in the item structure associated with the Fusion Service work order asset's item or the associated service request product's item. This isn't valid for third-party service requests and third-party work orders. Items must have the following attributes: Item Organization = Default Inventory Org profile (INV_DEFAULT_ORG_ID) Stock enabled = Yes Transactions enabled = Yes Customer Orderable = Yes Must be assigned a billing type tied to the billing category Material (Manage Billing Types page)
Revision	Revision values of selected item. Enabled only if the item is revision controlled.
Ship-to Address Type	Customer
Ship-to Customer	LOV used to select a different customer than the one entered for the document type. This is an optional field used to ship parts to a customer address that is different from the service request. Note: When you select a different customer, the Ship-to Address field defaults to the ship-to customer’s address.
Ship-to Address	Defaults to the primary ship-to address of the customer party.
Source Organization	List of values includes all inventory organizations where the item is defined. This is an optional field. Select a source organization only when you want to manually source the part instead of letting the automatic parts search program find the required parts.
Source Subinventory	Field is enabled when a source organization is selected. List of values includes all enabled subinventories of type Storage for the selected source organization.
Return-from Customer	List of values includes valid customers and is the same as the existing bill-to customers. Use this field to change the return-from customer. Create sales orders using the sold-to customer to identify where the part is physically located. This is the customer or organization who is returning the item. You can use the same customer and address information for tax credit calculations.
Return-from Address	The list of values includes the ship-to party addresses related to the customer selected in the Return-from Customer field.

If you want to source the part manually, check that you have selected the source organization and subinventory in the Add Part window.

The following fields are enabled:
- Requested Ship Date = You may enter a date and time to request the shipment.
- Shipping Method = You can select a shipping method from the list of values. LOV shows the shipping methods that are defined for the selected source inventory organization in the Manage Carriers page of the Manufacturing and Supply Chain Materials Management application.
The item will be sourced from the selected inventory organization.
The automatic parts search program won't run.
An estimated arrival time isn't passed to Order Management.

Click Add after you have entered all the item details. A requirement line is created in the main page.

The stocking location and shipping details are identified automatically by the parts search program which will look for parts in the order defined in the Customer Support parts search lookup (ORA_RCL_PART_SOURCING_CS). Automated sourcing (using the parts search program) is the default sourcing option unless you have specified the source organization and subinventory details in the Add Part window.

To select an alternative stocking location, when you're not happy with the option provided by automated search, use the Parts Search window.

Click on the search icon next to the Stocking Location value.
In the Parts Search window, select the alternative sourcing options that you want to use. Pick your desired stocking location from the search results returned by the parts search program. Save and close the window. The part requirement line will be updated with the new stocking location, arrival date, and ship method. In the Parts Search window, you may enter a different need-by date than the date in the Add Part window. This lets you search for parts in optimal stocking locations at a later date if the desired part isn't found on the original need-by date or the search has returned suboptimal stocking locations.

To learn more about using this interactive search window, see the section on the Parts Search window.

The part price that's returned by Pricing appears under the Your Price column in the requirement line. Sometimes you may need to adjust the price. For example, you may need to correct price errors or discrepancies that may arise when the initial price returned from Pricing is different from the price promised to the customer. This ensures that customers are billed accurately. To adjust the price, click on the pencil icon next to the Your Price value and open the Edit Price dialog box.

In the Edit Price dialog box, the price is adjusted according to the adjustment type you choose and the amount you enter. Use the following information to edit the price.

Select the adjustment type. Here are the adjustments that you can make:
- Discount Percent
- Discount Amount
- Markup Amount
- Markup Percent
- Price Override
Enter the adjusted price amount.
Select the basis or the price element. This is the pricing entity used to calculate the price for example the list price or net price.
Select a reason for the adjustment. Seeded values include Price match, Sales negotiation, Error correction, and Other. You can add your own custom adjustment reasons while setting up Service Logistics.
Click Save and Close to save the adjustment line and close the dialog box. You can add multiple adjustment entries for a single line item. When there are multiple line entries, the price is adjusted as per the sequence of the entries.
You can also delete an entry that's not required.

To see the adjustment and other pricing component details applied to the total price, click the highlighted price amount. After the part is priced, subscription adjustments are applied to get the final charge amount.

You can add more parts using steps 1 to 5. When you have added all the parts that you require, click Order to create a sales order. The sales order is created in the Submitted status with the order and order line types defined in the selected Service Activity Code. The order line type is typically used to assign the correct DOO Orchestration Process.