Fusion Service

Use Fusion Service to access Service Logistics pages to order parts for service requests and service work orders.

You can access the Manage Charges and Estimates page from the Fusion Service Work Order page in order to create estimates, review and create charges, and post charges.

The following integrations are available between Fusion Service and Service Logistics:
  • Service Request Parts Order
  • Service Request Work Order Parts Order
  • Service Work Order Charges and Estimates
You must select an installed base asset to post service charges and you can optionally select an asset when creating part exchange and depot repair part requirements. You can opt in and use the Fusion Service Installed Base Asset feature on your service requests and work orders. This allows you to capture the installed base asset in either the service request or the work order.
  • If you enter the installed base asset in your service request it defaults to the Add Part page.
  • If you enter the installed base asset in your work order it defaults to the Manage Charges and Estimates page.

Review the following setups.

  1. To open the Service Logistics UI from Fusion Service, you must opt in to the following:

    1. Log in as a setup user and navigate to Setup and Maintenance.

    2. Select Service as functional area from the Setup drop-down list, and click Change Feature Opt In.

    3. Click the Features (pencil icon) for Service. Click the Enable icon (pencil icon) for Service Logistics Parts Order.

      Select Service Request Parts Order, Service Request Work Order Parts Order, and Service Work Order Charges and Estimates. Save and close.
  2. To order parts in Fusion Service, you must have the Manage Part Orders SVC_MANAGE_PART_ORDERS_PRIV privilege or the Parts region will be read-only in both the Service Request and Work Order pages.

  3. To see the Charges button on the Fusion Service Work Order UI, which opens the Manage Charges and Estimates page, you must have the Manage Work Order Debrief and Estimates SVC_MANAGE_WORK_ORDER_DEBRIEF_AND_ESTIMATES_PRIV privilege.
  4. To see the Post Charges button on the Manage Charges and Estimates page, which you access from the Fusion Service Work Order page, you must have the Post Charges for Service Logistics SVC_POST_CHARGES_PRIV privilege or the Post Charges with Rule Check for Service Logistics SVC_POST_CHARGES_RULE_CHECK_PRIV privilege. Without one of these privileges, you will only see the Complete Debrief button.

For more information about opting in to installed base assets, see the Implementing Fusion Service guide.