Advanced Part Sourcing components
Summarize
Summary of Advanced Part Sourcing components
The Advanced Part Sourcing feature in ServiceNow Field Service Management enhances part sourcing capabilities by adding specialized components such as tables, scripts, business rules, and properties. It requires activation of theField Service Advanced Parts Sourcingplugin (com.snc.fsmadvancedpartssourcing) to enable these functionalities.
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Business Rules
This feature introduces multiple business rules that automate and enforce key part sourcing processes. These include:
- Limiting the number of lines in a part request, configurable via a system property.
- Automatically updating requested quantities and synchronizing part request states as lines change.
- Handling multi-sourcing logic by populating or clearing the “From stockroom” field based on line consistency.
- Preventing duplicate preferred stockroom entries.
- Validating asset quantities to ensure they match requested quantities and synchronizing asset selections.
- Ensuring requested quantities do not exceed available inventory after reservations.
- Validating that the maximum part search radius is not less than zero.
- Setting default requested-for users and creation methods for part requirements.
Script Includes
The solution provides utility script includes to facilitate creation, updating, and submission of part requests and to apply reference qualifier filters for part request fields. Key script includes are:
- FSMPartRequestUtil: Manages CRUD operations on part requests and lines.
- FSMPartSourcingUtil: Handles submission of single or multiple part requests.
- FSMMultiPartsSourcingUtil: Identifies stockrooms that have required parts in needed quantities.
- Filters and utility scripts support dynamic field behaviors and quantity population.
Tables
Several new tables are introduced to store sourcing data and relationships:
- Part Request [snfsmpartrequest]: Stores destination and requesting agent details.
- Part Request Line [snfsmpartreqline]: Stores source and requirement details linked to part requests.
- Part request line To Transfer order line M2M [snfsmpartreqlinetolrel]: Tracks relationships between completed part request lines and delivered transfer order lines.
- Requested Item Detail [snfsmpartreqritmdetail]: Stores sourcing details after request submission.
- Preferred Stockroom [snfsmprefstockroom]: Records preferred stockrooms linked to assignment groups.
Additional columns are added to existing tables like Part requirements and Work parameters to support new sourcing attributes and search radius settings.
Properties
Advanced Part Sourcing introduces configurable properties that control key behaviors:
- Part Search Criteria: Defines the scope of stockrooms searched for parts, with options such as no restrictions, assignment group only, or preferred stockrooms.
- Use part request approvals: Enables mobile notifications for part request approvals between agents (enabled by default).
- Create part requests for part requirement sourcing: Automatically creates part requests when parts are added to requirements (enabled by default).
Practical Benefits for ServiceNow Customers
By implementing Advanced Part Sourcing, customers gain refined control over part request workflows, automated validations to prevent errors, and improved sourcing efficiency through multi-stockroom searches and preferred stockroom management. These capabilities ensure accurate part fulfillment, timely approvals, and better coordination among field service agents and stockrooms.
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
| 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
| 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
| 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. |
| 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
| 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.
|
| Use part request approvals | Enables sending and receiving mobile notifications as Field Service agents request parts from peer agents.
|
| Create part requests for part requirement sourcing | Creates a part request when a part is added to the part requirement.
|