Order Field Service Parts

You can create a order for a field service technician.

Order field service parts:

In this case, a customer reports a defect. A field service technician must visit the customer to fix the issue. The field service administrator creates an order for the service parts that the field service technician needs to complete a work order.

Use this process to also order parts for standalone work orders.

If you're a field service technician, you can use this feature to order parts for work orders assigned to you.

1. In the Create Requirement page, select Service Work Order in the Document Type field.

2. Select the work order number from the list of values in the Document Number field. The ship-to address is automatically populated based on the work order details.

3. In the Ship-to Address Type field, choose one of the following:
   • Customer: To ship the parts to the customer address. This is the default selection and the ship-to address is automatically populated based on the work order details.
   • Technician: To ship the parts to the field service technician’s address.
   • Warehouse: To ship the parts to a field stocking location. This allows field service technicians to pick up parts at the district office stockroom, a drop box, or another stocking location.

4. Click the Add Part (+) button to go to the Add Part window. Enter the item details and use information from the table below to enter other details.

   Attribute	Value
   Item	Items assigned to the selected destination organization. Items must have the following attributes set up in the Item Master: Must be valid for the destination organization. If there's no destination organization, it must be assigned to the organization set up in the Default Inventory Org profile (INV_DEFAULT_ORG_ID) Stock enabled = Yes Transactions enabled = Yes Internal Orderable = Yes Must be assigned a billing type tied to the billing category Material (Manage Billing Types page)
   Ship-to Address Type	Customer, Technician, or Warehouse. (Technician only displayed when the work order has a Technician Party assigned). The customer name defaults from the work order.
   Ship-to Address	If the address type is Customer, the shipping address defaults from the customer's address on the work order. If the address type is Technician, the address type defaults to the primary address of the selected technician (Party Site) as set up in MDM Person page. When address type is Warehouse, the Ship-to Address field is disabled and the default warehouse's address is displayed.
   Destination Organization	Inventory organizations with at least one subinventory set up in the Manage Stocking Locations page. Defaults to the field service technician’s default stocking location inventory organization if work order has technician assigned. Defaults to the work area's default field service inventory organization if work area is defined on the work order but no technician has been assigned to the work order. Defaults from the default destination organization defined in the profile RCL_DEF_DESTINATION_ORGANIZATION when no technician or work area is found on the work order.
   Destination Subinventory	Subinventories of the selected inventory organization. For shipments, they must also be set up in the Manage Field Parts Inventory page.

5. Return to the main page (Create Part Requirements page).

6. The parts search program runs automatically to source the required parts based on the order defined in the Field Service parts search lookup (ORA_RCL_PART_SOURCING_FS). When automated parts search is unable to find the part or returns a stocking location that's not satisfactory, you can select another stocking location. Click the search icon next to the Stocking Location value to access the Parts Search window.

7. Select the check boxes to use other sourcing options. Pick the desired stocking location from the search results returned by the parts search program. If the part isn't found in the best stocking location, enter a different need-by date and resume your search. Save your record. See the section on the Parts Search window to understand how the sourcing options are filtered for field service.

8. Click Order after you've added the parts. This creates a transfer order. If the parts are sourced from the field service technician trunk stock, a site-dedicated stocking location, or an unmanned field stocking location, a reservation is created. If the parts are sourced from a manned warehouse, a transfer order is created.