Contents

• Title and Copyright Information
• Get Help

1 Overview

• Features
• Setup Guidelines
• Service Logistics Landing Page

2 Source and Order Service Parts

• Overview of Parts Ordering
• Order Parts Using Service Logistics
  • Create Part Requirements
  • Sell Parts to Customers
  • Exchange Parts
  • Create a Return Material Authorization (RMA)
  • Order Field Service Parts
  • Order Parts for a Third-Party Work Order
  • Replenish Technician Trunk Stock
  • Replenish Warehouse
• Order Parts Using Fusion Service
  • Order Parts for Sale, Return, and Exchange
  • Order Parts for Field Service
• Source Parts Using Service Logistics Parts Search
• Manage Part Requirements
  • Overview of Managing Part Requirements
  • Cancel Parts Orders
  • Manage Backorders
• Perform Mass Updates on Parts Requirements
  • Perform Mass Updates on Part Requirement Lines

3 Manage Parts Requirements in the Redwood User Experience

• Overview of Part Requirements in Redwood
• Search for Part Requirements
• Add Part Requirements

4 Manage Estimates in the Redwood User Experience

• Overview of Estimates in Redwood
• Search for Estimates
• Create Estimates

5 Return Defective and Excess Parts

• What's Return Routing?
• Route Customer Returns
• Route and Return Field Service Parts

6 Manage Field Service Work Orders

• Overview of Managing Work Orders, Charges, and Billing
• View Work Orders and Related Charges
• Create Charges
• Add Fixed Charge Items to Work Order Charges and Estimates
• Create Debrief Corrections and Charges
• Add Project Details to Work Orders
• Estimate Charges
• Edit and Post Charges
• Bill Multiple Parties for Field Service
• How Can You Post Field Service Charges Automatically?

7 Manage Work Order Charges in the Redwood User Experience

• Overview of Work Order Charges in Redwood
• Search for Work Order Charges
• Create Work Order Charges
• Edit Work Order Charges
• Post Field Service Costs without Posting Associated Charges
• Create a Correction that References an Original Charge
• View Work Order Charges with the Technician View
• Aggregate Charges by Service Request

8 Manage Depot Repair

• Overview of Depot Repair
• Create a Depot Repair Return Material Authorization (RMA)
• Manage a Repair Depot Using the Manage Depot Repair Page
• Create Depot Repair Work Order
• Process a Repair RMA in the Depot Repair Workbench
• Use Transfer Orders to Manage Complex Depot Repair Logistics
• Create Depot Repair Estimates
• Ship a Repaired Part to a Customer
• Depot Repair Billing

9 Manage Depot Repair in the Redwood User Experience

• Overview of Depot Repair in Redwood
• Search for Depot Repair Return Material Authorizations (RMAs)
• Manage Repair Orders from the Depot Repair Page

10 Manage Preventive Maintenance Work Orders

• Overview of Preventive Maintenance Tasks for Customer Assets
• Create Maintenance Work Orders
• Create Service Requests and Field Service Work Orders
• Order, Ship, and Receive Required Parts
• Perform Maintenance and Debrief (Parts, Labor, and Expenses)
• Post Charges and Generate Invoices
• Close Service Requests and Work Orders

11 Manage Field Parts Inventory

• Overview of Managing Field Service Parts
• Transfer Field Service Parts
• Receive Parts

12 Manage Field Parts Inventory in the Redwood User Experience

• Overview of Field Parts Inventory in Redwood
• Search for Field Parts Inventory

13 Report and Analyze

• Overview of Oracle Transactional Business Intelligence (OTBI)
• Create Reports Using Oracle Transactional Business Intelligence (OTBI)