Setup Guidelines

To use Service Logistics, you must configure the following:

Set up Service Logistics users.
Set up field service stocking locations.
Assign stocking locations to field service technicians. You must assign at least one usable and one defective stocking location to each technician.
Set up service activity codes to ship parts to customers and create a return line for broken or defective parts.
Associate billing types with the service activity codes to filter the item list of values when a part is requested to complete a service request or work order.
Define return routing rules that will be used to route parts returned by customers, field service technicians, and field parts stocking locations to the appropriate warehouse or repair location.
Check the Service Logistics lookups that are referenced by service activity codes.
Set up the default values for the Service Logistics profile options. These values are used in the transfer order and sales order creation process.
Set up the parts search program that's used to search for parts automatically and interactively.

Your Service Logistics implementation also requires data to be set up in various supply chain management cloud applications. Here's a brief overview of the data that you'll need. This is explained in detail in the Getting Started with Service Logistics Implementation guide.

Set up your parts supply chain and the depot repair supply chain, for example, the organizations, subinventories, inventory sources, interorganization parameters, and so on.
Set up labor, parts, and expense items in Oracle Product Master Data Management.
Set up the Installed Base asset or maintenance asset tracking and define maintenance programs in Oracle Maintenance Cloud. This data is required to create preventive maintenance work orders.
Set up service parts price lists and pricing strategy in Oracle Fusion Pricing.
Set up service contracts discounts in Oracle Subscription Management Cloud.
Set up order line types, orchestration processes, process assignment rules, and pre-transformation rules in Oracle Order Management Cloud. This data is required to execute shipment and return of parts and products from customers and bill for field service and depot repair services.
Set up ATP rules and sourcing rules in Oracle Fusion Global Order Promising to find parts, decides shipping methods and carriers, and calculate the arrival date.

To create part orders in Fusion Service, you must have the required roles and privileges. These features must be enabled at the service offering.

For more information about setting up Service Logistics, see the Getting Started with Service Logistics Implementation guide.

For information about setting up the integration with Oracle Field Service Cloud, see the Integrating Service Logistics with Field Service guide.