Add Part Requirements

You can add new part requirements for service request and service work order document types.

From the Part Requirements pages you can:

Access the service work order or service request.
Add required parts.
Verify the assigned stocking location assigned by autosourcing.
Note: If a line isn't ordered you can make manual updates and perform autosourcing. In this case, the stocking location appears as a link on the Part Requirements search page.
Change the assigned stocking location if required.
Place orders for required parts.

To access the Part Requirements pages:

The Part Requirements details page can be accessed from the Part Requirements search page by clicking either the:

Create Part Requirement button, or the;
Manage Parts icon that's available for each part line.

Select either the service request or service work order in the Document Type field.

Depending on the document type, you can add details such as the document number, ship-to address type, ship-to address, ship-to customer, destination organization, destination subinventory, asset, and the need by date.

Fields that Appear on the Create Part Requirements Page for the Selected Document Types

Part Requirements Field	Service Request Document Type	Service Work Order Document Type
Document Type	Yes	Yes
Business Unit	Yes	Yes
Document Number	Yes	Yes
Customer	Yes	Yes
Ship-to Address Type	No	Yes
Ship-to Customer	Yes	Yes
Ship-to Address	Yes	Yes
Bill-to Customer	Yes	No
Bill-to Account	Yes	No
Bill-to Address	Yes	No
Destination Organization	No	Yes
Destination Subinventory	No	Yes
Asset	Yes	Yes
Need By	Yes	Yes
Purchase Order	Yes	No
Technician	No	Yes
Estimate Number	Yes It only appears when an approved estimate exists for the document number and document type.	Yes (appears as Estimate). It only appears when an approved estimate exists for the document number and document type.

Click Save and Continue. The Part Requirements details page appears.
From here, you can:
- Edit header information.
- Add, edit, and view part requirement lines.
- Perform autosourcing and manual sourcing for the parts.
- Copy part requirements from an estimate, if an approved estimate exists for the selected document number and document type.
- Place orders for the parts, which creates a sales order, purchase requisition, transfer order, or a reservation.
1. To update the header details, click the Edit Details button. This opens the Part requirements details drawer.
  - Update the fields that appear for the document type, such as customer and address information or the need by date. Click Update to make changes.
  - To return to the Part Requirement details page with no changes, click Cancel.
2. In the Part lines region, you'll see information such as item, description, quantity, need by, stocking location, status, order, ship-to customer, and actions that you can perform.
  For service work orders, the Part Sourcing column shows how a part is sourced. These values are defined in the item master and include:
  - Buy Only: Part isn't stocked and is only purchased when it's needed for a work order. In this case a purchase requisition is automatically created and the part is shipped directly to the customer site or field technician.
  - Inventory then Buy: Part is purchased when it's out of stock and needed for a work order.
  - Inventory Only: Part is sourced from inventory. If an Inventory Only item is out of stock, a transfer order is created as a back order.
  - Null: Works the same as Inventory Only.
  Some things to know about part sourcing:
  - If part requirements have been created, but haven't been ordered you won't see a purchase order number.
  - When part requirements are created, Service Logistics automatically tries to find parts in inventory for Inventory Only and Inventory then Buy items.
  - After you order, the purchase requisitions, transfer orders, and reservations are created and display in the Order column.
  - After a purchase order is created from the requisition, the purchase order number displays instead of the requisition number. You can cancel the requisition until the purchase order is created.
  - Click the Delete icon in the Actions column to delete the following:
    
    For transfer orders this action cancels the transfer order.
    
    For reservations this action deletes the reservation.
    
    For purchase requisitions this action reassigns the purchase order to the user and cancels the purchase requisition.
    
    Note: You can only do this if a purchase order hasn't already been created.
3. Click the Add Part button to add a new part. This opens the Add Part drawer.
  - Update the part details such as item and address information or the need by date.
  - Click Save and Close to return to the Part Requirements details page or Save and Add Another to add another part.
  - To return to the Part Requirements details page with no changes, click Cancel.
4. To perform a mass update for unordered parts, select the checkbox for the part lines that you'd like to update, then click the Update Requirements button. This opens the Part requirements mass update drawer.
  - Update the fields that appear for the document type, such as customer and address information or the need by date. Click Perform Mass Update to make changes.
  - To return to the Part Requirements details page with no changes, click Cancel.
5. To create part requirements from an approved estimate, click the Copy from Estimate button. This button appears if an approved estimate exists for the document.
  Note: For work orders, select the Copy from Estimate action from the More Actions action menu.
  
  The part requirement shows the latest approved estimate number and the version in the Estimate Number field within the header. The estimate version might change as new approved versions are created and only appears if there's an approved estimate.
  
  After you click the button or action Service Logistics will:
  - Fetch the material lines from the estimate and copy the to the part lines.
  - Copy the item, description, and quantity.
  - Copy need by date, destination organization, destination subinventory from the header.
  - Assign autosourcing to the stocking location.
  Note: A few considerations:
  - If you click the Copy from Estimate button or action more than once, you'll create multiple lines, and might need to delete duplicate lines.
  - If an approved estimate is changed, then any subsequent lines that you copy from the estimate will use the changed estimate.
  - Estimates can have a different customer, account, address, asset, or item than the actual part requirement. If there's a mismatch the part requirement fields take precedence. The estimate should be searched based on only document number and document type.
  - You can verify estimate details in the associated document. For example, if a work order is associated with an approved estimate, you can view the related information in the Charges section of the Work Order Charges page. You can verify estimate details for service requests and RMAs.
6. Click Order to order selected parts.