Configure Parts Search

To use automatic and interactive parts sourcing, you must set up transit times as well as configure the parts search program parameters and the interactive Parts Search page.

Set up Transit Times: To simplify setups with fewer transit times, you can assign the same internal location to all of the field service technician subinventories that can supply parts to a shipping zone. To do this, make sure every subinventory has an internal location assigned, since that’s required in the Transit Times page.

Example: All field service technicians working in Southern California are assigned a single internal location (address) so that only a single transit time needs to be created for the parts search program to source parts from their trunk stock (subinventory). All field service technicians working in Northern California will have a different internal location to create transit times, so they can supply parts to the Northern California zone.

Set Up Shipping Methods: To incorporate in the parts search you must set up carriers in the source organizations in the Manage Carriers page in the Manage Transit Times page.

Set Up Shipping Method Schedules: To incorporate ship method schedules into the parts search use the Shipping Method Schedules page to set up and edit schedules.

Configure the Parts Search Program and Parts Search Page: Service Logistics provides two lookups that will let you configure how the parts search program is executed.

1. Go to the Service Logistics Lookups page and query:

   • ORA_RCL_PART_SOURCING_CS: Configure parts search for customer support (service request parts sales and parts exchange)

   • ORA_RCL_PART_SOURCING_FS: Configure parts search for field service

2. Use the following information to configure the lookups:

   • Lookup Code: Identifies the stocking location type or source type. Note that Replenish refers to inventory replenishment rules.

   • Display Sequence: Decides the sequence or order in which the search is executed

   • Enabled : Select which sourcing options will be used in automatic search and in the interactive Parts Search page.

Here's some other information about the various search or sourcing options work.

Sourcing options available only for field service work orders:

Sourcing Option	Details
Technician	Part is sourced from the technician's trunk stock subinventories that can supply the ship-to address zone (set up in the Manage Transit Times page). When you choose to source from a technician's trunk stock subinventory, no part order is created as the part is available with the field service technician. A reservation is created when parts are sourced from a technician's trunk stock. It's required that you define a shipping method in the Manage Transit Times page but it's not used in this case.
Site Dedicated	Part is sourced from the site-dedicated stocking locations (subinventories) that are associated with the customer ship-to address in the Service Logistics Manage Stocking Locations page. No parts order or reservation is created as the part is assumed to be available at or near the customer site.
Unmanned	Part is sourced from unmanned warehouses that can supply to the ship-to address zone as set up in the Manage Transit Times page. No parts order is created as the field service technician needs to pick up the parts. It's required that you define a shipping method in the Manage Transit Times page but it's not used in this case. A reservation is created when parts are sourced from an unmanned location. It's required that you define a shipping method in the Manage Transit Times page but it's not used in this case.
Inventory Source	Search program uses inventory replenishment rules to find stocking locations that can resupply a field stocking location which is usually the technician's trunk stock. The inventory sources can be defined for combinations of inventory organization, subinventory, and item. If you select this sourcing option, a transfer order is created without a shipping method or arrival date and time as inventory sourcing rules don't include shipping methods.

Sourcing options available for service requests and field service work orders:

Sourcing Option	Details
Manned	Part is sourced from manned warehouses that can supply to the ship-to address zone (set up in the Manage Transit Times page). The search program calculates the Arrival date and time for each shipping method based on the transit times defined in the Manage Transit Time page and then filters out the ship methods that can't meet the need-by date. If Service Logistics shipping method schedules are set up, they are used to calculate the ship date and arrival date. The lead times defined in the Transit Times UI are used only when shipping method schedules aren't set up. If you're sourcing for a work order, a transfer order is created to ship the parts to the technician subinventory. If you're sourcing for a service request, a sales order is created to ship the parts directly to the customer.
Global Order Promising	Select to use the GOP sourcing process.