Order Parts for Field Service

Use this process to order service parts for service work orders: Generic, Oracle Field Service Cloud, and standalone.

These work orders are created either in the standalone Work Order page or through the Create Work Order option in the Service Request page.

1. Open the work order for which you want to order parts.

2. Click the Part Details tab.

3. Click the Add Part (+) button to access the Add Part window.

4. Select the item.

5. Enter the quantity, need-by date, and ship-to address. You can select a technician's address, or a customer's address, or a warehouse to ship the item to. If the Ship-to Address Type is Customer, the shipping address defaults to the customer's primary ship-to address. If the Ship-to Address Type is Technician, the address type defaults to the primary address of the selected technician (Party Site) as set up in MDM Person page. When Ship-to Address Type is Warehouse, the default destination subinventory is displayed. If no default subinventory has been defined, then the default destination organization is displayed.

6. Click Add.

7. The parts search program will run automatically to source the required parts based on the order defined in the Field Service parts search lookup (ORA_RCL_PART_SOURCING_FS). Note that you can change the stocking location if you find it unsatisfactory. Click the search icon next to the Stocking Location value to access the Parts Search window.

8. The check boxes indicate other sourcing methods. Enable your choices. Pick the desired stocking location from the search results returned by the parts search program. Save your record. See the section on the Parts Search window to understand how the sourcing options are filtered for field service.

9. On the Work Order Part Details tab, click Save. A transfer order is created for the selected item.