Overview of Managing Part Requirements

Use the Manage Part Requirements page to view existing part requirements for:

Service requests and service work orders (generic, Oracle Field Service Cloud, and standalone) that originate from Fusion Service.
Third-party objects such as legacy system service requests or work orders.
Field stock replenishment.

This means that you can:

Create orders for field service technicians who aren't authorized to order parts.
Manage backorders.
Cancel part orders (for transfer orders and sales orders).
Delete part requirements.

To view and edit existing part requirement lines:

On the Manage Part Requirements page, enter your search criteria. You can see the field descriptions from the following table.

Attribute	Description
Document Type	Source of the part requirement, such as a service request, work order, field service parts replenishment request, or a third-party work order or service request. Values are derived from the lookup code ORA_RCL_SOURCE_DOC_TYPE. Service Logistics has the following predefined document types: Service Request Service Work Order Replenish Trunk Stock Replenish Warehouse To order parts for third-party work orders such as from a legacy application, your system administrator must set it up as a Document Type using the Service Logistics lookup ORA_RCL_SOURCE_DOC_TYPE. The Service Work Order document type is used for generic work orders, Oracle Field Service Cloud work orders, and standalone work orders.
Document Number	Numeric identifier for the service request or work order.
Requirement Number	The part requirement number.
Customer	Customer for whom the order is created. List of values shows customer names of all organization parties.
Item	List of values shows all items in item master assigned to the default inventory organization.
Need By	Date by which the parts are required. If you enter a from date, you must enter a to date as well.
Order	Transfer order or sales order number.
Source Organization	All organizations modeled as an inventory organization.
Destination Organization	All organizations modeled as an inventory organization and with at least one subinventory set up in the Manage Stocking Locations page.
Destination Subinventory	All subinventories for the selected destination inventory organization.
Work Order Area	All work areas defined in the Service Logistics lookup ORA_RCL_WORK_AREA. Use this to retrieve part requirements for work orders assigned to the selected work area.
Technician	All TCA person parties with the field service technician usage code. Use this filter to retrieve part requirements created to replenish the field service technician's subinventories or to retrieve part requirements for work orders to which the field service technician has been assigned. This field isn't displayed when the user is a field service technician.
Not Sourced	Select to retrieve all part requirements that haven't been sourced yet.
Sourced Not Ordered	Select to retrieve all part requirements that have a source inventory location but haven't been ordered.
Include Closed Orders	Select to also retrieve part requirements for work orders that are closed.

Click Search. You'll see a list of existing part requirements in Search Results.
Click the requirement number to go to the Create Part Requirements page and view the details and part requirement lines for the corresponding document type.
Here you can do the following:
- Click the Add Part (+) button to add parts to the existing requirement.
- Click the Delete (X) button to remove an existing part.
- Click Order to create a sales order or transfer order for the required part. You can create transfer orders for multiple part requirement lines. To do this, select all the part requirement lines and then click Order. Note that if you select part requirements that create sales orders along with part requirements that create transfer orders, only transfer orders are created.
- Click Create Requirement to navigate to a blank Create Part Requirements page where you can create a new part requirement.

Note: The document type indicates the source of the part requirement, for example a service work order or service request, field service parts replenishment request, or a third-party work order or service request. To use a non-Fusion Service object, such as a work order from a third-party service application, you must define the document type in the Service Logistics lookup ORA_RCL_SOURCE_DOC_TYPE.

Note: You can't edit part requirements for service requests and service work orders that have been created in the Fusion Service pages. Specifically, part requirements created in the Fusion Service pages can only be edited and canceled in those pages (for service request and work orders), even though they're visible in the Manage Part Requirements page.

Note: When ordering parts from unmanned, site-dedicated, and field technician inventory locations, inventory reservations are created instead of transfer orders. The status of these reservations appears in the Status column on the Manage Part Requirements page:

Reserved: The part requirement has an associated inventory reservation.
Reservation Canceled: The inventory reservation was deleted using one of the following methods:
- Manually, from the part requirements table.
- Manually, using the Reservations window in the Manage Field Parts Inventory page.
- Automatically, when the associated Fusion Service work order was canceled.
Reservation Debriefed: The part requirement reservation was automatically deleted when a corresponding parts debrief transaction (same work order, item, and subinventory) was created.
Reservation Unused: The part requirement reservation was deleted as it wasn't used or debriefed. Unused reservations get deleted the first time a work order's charges are posted.