Before You Install the Recipe

You must perform the following configuration tasks on your Fusion Service instance to successfully connect and sync to external systems using Oracle Integration.

Configure Service Logistics

To configure Service Logistics for this integration, you must do the following:

1. Create an integration user that uses the privileges associated with the Field Service Administrator job role.
   Note: Although Service Logistics offers predefined job roles, you should create your own unique job roles and enable only the functionality that you plan to use.
2. Complete the following Service Logistics setup:

   Set the Default Parent Resource Name profile option to match the top node in the resource hierarchy in Oracle Field Service.

   Note: The Default Parent Resource Name is a text field that must exactly match the external name of the resource in Oracle Field Service. The Default Parent Resource Name must be set up in the Work Area lookup before it can be added to this profile.

Configure Field Service

To configure Field Service for the integration with Service Logistics, do the following:

1. Set up API access in the Configuration - Application UI.
2. Set up the unit of measures for the items that have inventory balances in the technician stocking locations.
   1. In Field Service, navigate to Configuration, then Properties.
   2. Search for the property called UOM. Enter values for Unit of Measure and UOM Code.
3. Set up service activity codes for labor debrief.
   1. Navigate to Configuration, then Properties.
   2. Search for the labor_service_activity property label.
   3. Enter values for the Service Activity and Service Activity Code. The service activity code must match the service activity code defined in Service Logistics.
4. Set up service activity codes for labor expense.
   1. Navigate to Configuration, then Properties.
   2. Search for the expense_service_activity property label.
   3. Enter values for the Service Activity and Service Activity Code. The service activity code must match the service activity code defined in Service Logistics.
5. Set up service activity codes for parts used in debrief.
   1. Navigate to Configuration, then Properties.
   2. Search for the part_service_activity_used property label.
   3. Enter values for the Service Activity and Service Activity Code. The service activity code must match the service activity code defined in Service Logistics.
6. Set up service activity codes for parts returned in debrief.
   1. Navigate to Configuration, then Properties.
   2. Search for the part_service_activity_returned property label.
   3. Enter values for the Service Activity and Service Activity Code. The service activity code must match the service activity code defined in Service Logistics.
7. Set up labor items.
   1. Navigate to Configuration, then Properties.
   2. Search for the labor_item_number property label.
   3. Enter values for the labor item. The labor item must match the item number defined in Product Information Management.
8. Set up expense items.
   1. Navigate to Configuration, then Properties.
   2. Search for the expense_item_number property label.
   3. Enter values for the expense item. The expense item must match the item number defined in Product Information Management.