Overview of Field Service Technicians Setup

Overview of Field Service Technicians Setup Field service technicians must be set up as person parties in Oracle Trading Community Architecture (TCA) with the usage code Field Service Technician. Field service technicians must also be assigned an address. To do this:

1. Go to the Customer Data Management cloud application and click Persons.

2. In the Persons page, select the employee that must be set up as field service technician.

3. Click the person name to access the Edit Person page.

4. To add an address, go to the Addresses section in this page. Click the + (Add) icon to add an address.

5. Next, click the Usage Assignment tab.

6. Click Actions, Add and then select Field Service Technician from the Usage drop-down list.

Note that if you haven't assigned the Field Service Technician usage code, then the first time a stocking location is assigned to a technician, the usage type of Field Service Technician is assigned to the person party.

After you set up the field service technicians you can see their information in the Manage Field Service Technicians page in Service Logistics. You can also assign stocking locations to the field service technicians.

1. Click Setup and Maintenance, then in the Manufacturing and Supply Chain Materials Management offering, click Service Logistics, and then click Manage Field Service Technicians.

2. To find the field service technician, use the following search fields:

   • Technician = List of values displays TCA person parties with the Field Service Technician usage.

   • Organization = List of values displays all organizations that have at least one subinventory defined.

   • Subinventory = List of values displays all the subinventories defined for the selected organization.

3. Click Search. The field service technician details will appear in the search results table.

In the next section, you'll learn how to assign stocking locations to field service technicians to enable them to stock and manage the parts or items that they require to fulfill a work order. These stocking locations represent the technician's trunk stock. Stocking locations set up as the technician's default usable and defective subinventory default into transfer order destinations and can be used in the parts debrief process. Note:

• You can assign multiple stocking locations to field service technicians.

• Every technician must be assigned one default usable and defective stocking location.

Field service administrators use the Manage Trunk Stock page in Service Logistics to monitor the stocking levels of each item in the technician's trunk stock. Field service administrators can create transfer orders to replenish the technician's trunk stock when the item levels fall below the minimum level and receive parts shipped to a technician.