Best solution for delivery process in FSM

[Gianluca7]

Hi,

I need to define a technical solution for the process of delivering assets from the warehouse to the point of sale (location), including order preparation, DDT generation, tracking and handling. The aim is to minimise customisation and make the most of what is available out-of-the-box via the FSM module. Possible solutions include using a transfer order or extending the task table by creating a custom table. Which solution is preferable? What are the pros and cons? Are there any better solutions?

Regards

[Sanjay191]

Hi @Gianluca7 

We are recently deliver this kind of solution to client. It is better to Use Transfer Orders (TO) and Transfer Order Lines (TOLs) in ServiceNow FSM, linked with Work Orders and Tasks, to handle asset movement, DDT, tracking, and delivery with minimal customization and full traceability. Use document template for the DDT generation and mobile agent app for the  tracking and handling.

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Thank You

[Sneha KH]

Hello @Gianluca7,
The best practice is to use Transfer Order, Transfer Order Line, Transfer Order Line Task which shows steps of delivery like shipping, out for delivery etc.  for delivery process in FSM and you will get stockroom types to specify like on-site, field agent, pickup/drop-off etc. After the approval of stockroom manager, TO & TOL are created for asset request by agents.

[Gianluca7]

Hi, 

thanks for replies. Is it possible to hide the Transfer Order Line Tasks? Our process is very agile and we have to avoid that complexity. In addition, is it possible to use alm_stockroom both for warehouse and point of sales? 

[Sneha KH]

Hello @Gianluca7 ,
While you can't "turn them off" in the system settings (as the state of the TOL depends on the completion of the TOLT), you can automate them away so the users never see them.

Yes, you can use alm_stockroom both for warehouse and point of sales.