Advanced Part Sourcing components
Summarize
Summary of Advanced Part Sourcing components
The Advanced Part Sourcing feature in ServiceNow enhances part request management for Field Service Management (FSM) by introducing new components including tables, business rules, script includes, and properties. Activation of theField Service Advanced Parts Sourcing (com.snc.fsmadvancedpartssourcing)plugin is required to enable these features. This functionality streamlines part sourcing, request validation, and stockroom management to improve operational efficiency in parts handling.
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Business Rules
Several business rules are added to enforce data integrity and automate updates:
- Limit number of lines in a part request: Enforces a configurable limit on part request lines.
- Manage requested quantity: Updates the requested quantity when line states change.
- Populate or clear fromstockroom: Sets or clears the part request’s stockroom based on line consistency for multi-sourcing.
- Restrict duplicate preferred stockrooms: Prevents duplicate stockroom records.
- Set requested model: Aligns requested model with requirement if no substitutes are sourced.
- Update part request line and state: Creates requested item records and updates states upon submission or line state changes.
- Validate asset quantity and sync assets: Ensures selected assets match requested quantities and synchronizes asset IDs.
- Validate requested quantity: Ensures requested quantity does not exceed available stock after reservations.
- Validate maximum part search radius: Ensures search radius is not negative.
- Default requested user and creation method: Automatically sets default requestor and creation method fields when empty.
Script Includes
Utility script includes support creation, submission, filtering, and stockroom identification:
- FSMPartRequestUtil: Methods for creating, updating, or deleting part requests and lines.
- FSMPartSourcingUtil: Methods to submit single or multiple part requests.
- FSMMultiPartsSourcingUtil: Identifies stockrooms with required parts in necessary quantities.
- PartRequestFilters and PartRequestLineFilters: Apply reference qualifier filters for part request fields.
- UserAjaxUtil: Populates requested quantity based on part requirements.
Tables
New tables introduced to store part request and sourcing data include:
- Part Request [snfsmpartrequest]: Stores destination and requesting agent details.
- Part Request Line [snfsmpartreqline]: Stores source and requirement details linked to the part request.
- 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 post request submission.
- Preferred Stockroom [snfsmprefstockroom]: Maintains preferred stockroom details linked to assignment groups.
Additionally, some existing tables are extended with new columns to support requested for users, quantities, creation methods, and maximum search radius settings.
Properties
Configurable properties control part sourcing behavior and user notifications:
- Part Search Criteria: Defines the scope for searching parts across stockrooms, with options such as no restrictions, assignment group only, or preferred stockrooms.
- Use part request approvals: Enables mobile notifications for part requests among Field Service agents (enabled by default).
- Create part requests for part requirement sourcing: Automates part request creation when parts are added to requirements (enabled by default).
Practical Impact for ServiceNow Customers
By implementing Advanced Part Sourcing, customers can expect enhanced control over part requests, improved validation to prevent errors and duplicate entries, and streamlined sourcing through intelligent stockroom identification. The added automation reduces manual effort and accelerates part fulfillment while maintaining accurate inventory tracking and request approvals. Configuration options allow tailoring search scopes and notification preferences to fit organizational workflows.
Several types of components are installed with the Advanced Part Sourcing feature, including tables, script includes 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 | Resource Schedule Attributes [wm_agent_schedule_attribute_plan] |
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.
|