Picking up parts

You can view a summarized list of transfer orders for all the assets that are waiting to be picked up physically.

Pick up parts for your part requests

Pick up parts that you requested from peer agents that are ready for pickup and then close the transfer order line.

Before you begin

The Field Service Advanced Parts Sourcing plugin (com.snc.fsm_advanced_parts_sourcing) must be activated. For more information, see Additional plugins for Field Service Management.

Role required: wm_agent

Procedure

1. Open the ServiceNow Agent application.
2. Tap Inventory.
3. Tap My requests.
4. Tap the part request for which you wanted to view the transfer orders.
5. Tap the Transfer orders tab of the selected part request.
6. Select the transfer orders for which you want to pick up parts.
7. Tap Confirm pickup.

Result

A message appears to indicate that the pickup and transfer order is completed. The transfer order line state changes to Delivered.

Pick up a part to complete tasks

When you are at a task site and need a missing part to complete your job, you can pick up the part by transferring it from an available stockroom.

Before you begin

Role required: wm_agent or wm_dispatcher

Procedure

1. Open the ServiceNow Agent application.
2. Tap Parts to receive.
3. Tap a part for pick up, swipe to the left and select Confirm pickup.
   The sourcing stages for the part appears. If the part is in Received or In Transit stage, you can confirm pick up.
4. Select Confirm pickup.

Result

The sourcing stage moves to Delivered and the part is added to your inventory and is marked as available.