1. Using Service Logistics
  2. Add Parts

Add Parts

You can add part requirement lines to any document using the Add Parts drawer.

Documents include service requests, service work orders, replenish warehouse, replenish technician warehouse, and third party documents.
Note: You must set the INV_DEFAULT_ORG_ID to access this UI.

To access the Add Part drawer:

  1. Click the Add Part button in Part Requirement UI. This opens the Add Part drawer.

  2. Add or confirm part details.
    Note:

    You can create part exchange shipments, using the PE Ship service activity, when a broken part won't be returned by the customer. Specifically, you can reference a broken customer asset when you create a part exchange shipment. When a new part is shipped to the customer, its asset record is updated with the parent asset and the remaining warranty/subscription from the broken asset. Also, the broken asset is updated to indicate that it has been replaced.

  3. Click Add or Save and Add Another.

The fields that appear on the UI will depend on whether your document is a work order, or a service request and the service activity that you choose. The following table lists the fields that appear based on the selected document and service activity:

Fields that Appear on the Add Part Drawer for the Selected Document Types

Add Part Fields Service Request or Third Party Service Request Document Type Selected (UI also changes based on selected Service Activity) Work Order or Third Party Work Order Document Type Selected
Service Activity Yes - Return, Ship, DR Return, PE Return, PE Ship (No Return) No
Item or Shipment Item
  • Return: Yes
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 Yes
Description
  • Return: Yes
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 Yes
Revision
  • Return: Yes
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 Yes
Asset
  • Return: Yes
  • Ship: No
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): No
 No
Broken Customer Asset
  • Return: No
  • Ship: No
  • DR Return: No
  • PE Return: No
  • PE Ship (No Return): Yes
No
Quantity
  • Return: Yes
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 Yes
UOM
  • Return: Yes
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 Yes
Return Reason
  • Return: Yes
  • Ship: No
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): No
 No
Return-from Customer
  • Return: Yes
  • Ship: No
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): No
 No
Return-from Address
  • Return: Yes
  • Ship: No
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): No
 No
Destination Organization
  • Return: Yes
  • Ship: No
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): No
 Yes
Destination Subinventory
  • Return: Yes
  • Ship: No
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): No
 Yes
Need By
  • Return: No
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 Yes
Source Organization
  • Return: No
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
No
Source Subinventory
  • Return: No
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 No
Requested Ship Date
  • Return: No
  • Ship: No
  • DR Return: No
  • PE Return: Yes
  • PE Ship (No Return): Yes
 No
Shipping Method
  • Return: No
  • Ship: No
  • DR Return: No
  • PE Return: Yes
  • PE Ship (No Return): Yes
 No
Ship-to Address Type
  • Return: No
  • Ship: No
  • DR Return: No
  • PE Return: No
  • PE Ship (No Return): No
 Yes
Ship-to Customer
  • Return: No
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 Yes
Ship-to Address
  • Return: No
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 Yes
Bill-to Customer
  • Return: Yes
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 No
Bill-to Account
  • Return: Yes
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 No
Bill-to Address
  • Return: Yes
  • Ship: Yes
  • DR Return: Yes
  • PE Return: Yes
  • PE Ship (No Return): Yes
 No
Additional Information
  • Return: No
  • Ship: No
  • DR Return: Yes, if applicable
  • PE Return: Yes, if applicable
  • PE Ship (No Return): Yes, if applicable
 Yes, if applicable