Advanced Part Sourcing components

Several types of components are installed with the Advanced Part Sourcing feature, including tables, scripts and business rules.

Plugin

The Field Service Advanced Parts Sourcing (com.snc.fsm_advanced_parts_sourcing) plugin must be activated. For more information on the steps to activate a plugin, see Activate Field Service Management.

Business rules

Advanced Parts Sourcing adds the following business rules.

Table 1. Business Rules

Business rule	Table	Description
Limit number of lines in a part request	Part Request Line ​ [sn_fsm_part_req_line]	Limits the number of part request lines in a part request. The limit is configured in the sn_fsm_parts_src.Maximum parts in Part Request property.
Manage requested quantity​	Part Request Line ​ [sn_fsm_part_req_line]	Updates the Requested_quantity field in the part requirement when a part request line changes its state.
Populate or clearout from_stockroom	Part Request Line ​ [sn_fsm_part_req_line]	In the part request, if all part request lines have the same From stockroom field value, the part request record is populated for multi-sourcing. If the value in the From stockroom field is different, that value is cleared.
Restrict Duplicate Entry	Preferred Stockroom [sn_fsm_pref_stockroom]	Prevents the user from creating the duplicate record.
Set requested model same as required	Part Request Line [sn_fsm_part_req_line]	Sets the requested model same as required in case of non-substitute sourcing.
Update part request line	Requested Item Detail [sn_fsm_part_req_ritm_detail]	Creates a RITM record and updates the part request line state to Requested when agent submits the part request.
Update part request state	Part Request Line [sn_fsm_part_req_line]	Updates the part request state when the part request line state changes.
Validate asset quantity and sync assets	Requested Item Detail [sn_fsm_part_req_ritm_detail]	Validates that the number of assets selected matches the requested quantity. Also, synchronizes the values of selected asset IDs between the Requested Item Detail field and the Requested Item field of the RITM record.
Validate requested quantity	Part Request Line [sn_fsm_part_req_line]	Ensures that the requested part quantity is not more than difference between the required and reserved quantity. For example, Requested quantity <= (Required quantity - Reserved quantity).
Validate Maximum Part Search Radius	Work parameters [wm_agent_work_configuration]	Ensures that the value entered in the Validate Maximum Part Search Radius field is not less than zero.
Default requested for when WOT empty	Part Requirement [sm_part_requirement]	Sets the Default requested field to the logged-in user when service order task is empty.
Set creation method field	Part Requirement [sm_part_requirement]	Sets the creation method field to user created when empty.

Script includes

Advanced Part Sourcing adds the following script includes.

Table 2. Script Includes

Script include	Description
FSMPartRequestUtil​	Contains utility methods to create, update, or delete a part request and part request line.
FSMPartSourcingUtil​	Contains utility methods to submit a single or multiple parts request.
FSMMultiPartsSourcingUtil	Utilities file to identify stockrooms containing all the parts with the required quantity.
PartRequestFilters	Sets reference qualifier filters on part request fields.
PartRequestLineFilters	Sets reference qualifier filters on part request line fields.
UserAjaxUtil	Populates the requested quantity value on a part request line for a specified part requirement.

Tables

Advanced part sourcing adds the following tables.

Table 3. Added Tables

Table	Description
Part Request [sn_fsm_part_request]	Stores the parts destination and requesting agent details.
Part Request Line [sn_fsm_part_req_line]	Stores part source and requirement details and associates them with the part request record.
Part request line To Transfer order line M2M [sn_fsm_part_req_line_tol_rel​]	Stores the relationship between the part request lines that are in the Completed state with transfer order lines that are in the Delivered state.
Requested Item Detail sn_fsm_part_req_ritm_detail​	Stores the sourcing details of the part request line after the user has submitted the request.
Preferred Stockroom sn_fsm_pref_stockroom	Stores the details of the preferred stockrooms that are associated with assignment groups.

Advanced Part Sourcing changes the following tables.

Table 4. Updated Tables

Table	New columns added
Part requirements [sm_part_requirement​]	Requested for, Requested quantity, Creation method, Include substitute
Work parameters [wm_agent_work_configuration​]	Maximum part search radius
Geolocation History [geo_history​]	Latest record

Properties

Advanced Part Sourcing adds the following properties.

Table 5. Properties

Property	Description
Part Search Criteria	Sets the criteria to search parts. The stockrooms that contains the parts with the requested quantity appear per the selected search criteria. Type: choice list Default value: No restrictions No Restrictions: Search all warehouse stockrooms and the personal stockrooms of peer agents. Only Assignment Group: Search all stockrooms of peer agents who are part of the assignment groups of the logged-in field service agent. Only Preferred Stockrooms: Search all preferred stockrooms of all assignment groups irrespective of the radius mentioned in the logged-in agent's profile. Location: Field Service > Administration > Properties
Use part request approvals	Enables sending and receiving mobile notifications as Field Service agents request parts from peer agents. Type: Boolean Default value: Yes Location: Field Service > Administration > Properties
Create part requests for part requirement sourcing	Creates a part request when a part is added to the part requirement. Type: Boolean Default value: Yes Location: Field Service > Administration > Properties