Create Service Requests and Field Service Work Orders

Use the following tasks to create service requests and field service work orders:

There are two ways to create the Preventive Maintenance service requests and work orders. There's an ESS job named Create Service Work Orders for Preventive Maintenance and an Oracle Integration Cloud (OIC) solution named Service Logistics Preventive Maintenance. Both processes have the same input parameters, as follows:

Input Parameters (same for ESS job and OIC)
  • Maintenance Organization: Used to retrieve Preventive Maintenance maintenance work orders (MWOs).
  • Service Request Category: Used to create Preventive Maintenance service requests.
  • Create Work Order: Used to create field service work orders, generic or from Oracle Field Service Cloud.
  • Work Order Type: Used to create field service work orders.
  • Work Order Status: Used to create field service work orders. You can select the Submitted, Scheduled, or Started status.

Tasks

Task

Application

Who or what starts this task?

Description

Create Preventive Maintenance Service Request, Work Order, and Parts Requirements

Service Logistics

Usually created by field service planning or dispatchers.

Note: See the Service Request Creation for Preventive Maintenance and the Fusion Service - Work Order Creation for Preventive Maintenance sections that follow.

Create preventive maintenance service requests, work orders, and parts requirements from an asset’s Preventive Maintenance MWOs.

Create Part Orders

Service Logistics

Usually done by a service planner/dispatcher, a field service administrator, or a parts coordinator.

Order the parts required for your preventive maintenance work orders using the Service Logistics Manage Part Requirements page.

Create Field Service Activity

Fusion Service

OIC integration automatically creates the field service activity. Create a service activity to start the planning and execution of the required maintenance.

Service Request Creation for Preventive Maintenance

This table shows how the Create Service Work Orders for Preventive Maintenance ESS job or the Service Logistics Preventive Maintenance Oracle Integration Cloud (OIC) solution - create service requests. Most of the attributes come from the maintenance work order (MWO) that drives this process.

Service Request Creation

Service Request Attributes How's each service request attribute populated?

Title

  1. Work definition name comes from MWO.

  2. If the MWO doesn't have a work definition (for example, if it's created from multiple merged work definitions), Service Logistics uses the MWO’s Preventive Maintenance program name.

Primary Contact Party ID

  1. Contact from asset

  2. Asset customer's preferred contact

Problem Description

  1. MWO work definition description
  2. MWO description

Category ID (Service Request Category)

ESS/OIC input parameter

Inventory Item ID

MWO inventory item

Source ID (where the service request originated)

Null

Account Party ID

MWO asset customer

Install Base Asset ID

MWO asset

Work Order Creation for Preventive Maintenance

This table shows how the Create Service Work Orders for Preventive Maintenance ESS job or the Service Logistics Preventive Maintenance Oracle Integration Cloud (OIC) solution creates field service work orders for the service request that it just created. Most of the attributes come from the maintenance work order (MWO) that drives this process.

Generic and Field Service Work Order Creation

Work Order Attributes

How is the generic work order created?

How is the Field Service work order created?

Title

Service request title from the service request

Service request title from the service request

Service Request ID

Service request ID from the service request

Service request ID from the service request

Work Order Type

ESS/OIC input parameter

ESS/OIC input parameter

Work Order Status

ESS/OIC input parameter

ESS/OIC input parameter

Install Base Asset ID

MWO asset

MWO asset

Account Party ID

MWO asset customer

MWO asset customer

Contact Party ID

  1. MWO asset contact

  2. MWO asset customer's preferred contact

  1. MWO asset contact

  2. MWO asset customer's preferred contact

Contact Name

Contact party name

Contact party name

Contact Email

Contact party email

Contact party email

Contact Phone Number

Contact party phone number

Contact party phone number

Service Address ID

Null

Null

Address1.. Address4, City, County, Postal Code, State, Province, Country

MWO asset location ID is used to retrieve the address components from the TCA Locations table (HZ_Location table).

MWO asset location ID is used to retrieve the address components from the TCA Locations table (HZ_Location table).

Time Zone Code

  • ESS job
    1. MWO asset location (HZ_Location) time zone
    2. FND Time Zone profile option
  • OIC
    1. MWO asset location (HZ_Location) time zone
    2. Coded value in the OIC
  • ESS job
    1. MWO asset location (HZ_Location) time zone
    2. FND Time Zone profile option
  • OIC
    1. MWO asset location (HZ_Location) time zone
    2. Coded value in the OIC

Work Order Area (not a required field)

Null

ESS job calls the Fusion Service REST API (svcWOarea) to get the work area:

Inputs:
  • Postal Code (from MWO asset location)

  • Time Zone Code (from MWO asset location)

  • Country Code (from MWO asset location)

  • Work Order Type (from user input when submitting the ESS job)

Outputs: WO Area (string)

OIC calls the Fusion Service REST API (svcWOarea) to get the Work Area.

Inputs: (configurable by customer)
  • Postal Code (from MWO asset location)

  • Time Zone Code (from MWO asset location)

  • Country Code (from MWO asset location)

  • Work Order Type (OIC input)

Outputs: WO Area (string)

Note: If the svcWOarea API doesn't return a value, Service Logistics can still create the Oracle Fusion Service work order. In this case, you must create an after trigger in Oracle Application Composer that populates the work order area, so that a corresponding activity can be created in Oracle Field Service.

Resolution Due Date

MWO planned completion date

MWO planned completion date