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OracleField Service CloudUsing the Parts Catalog

Release August 2016

Field Service Cloud Using the Parts Catalog

Part Number: E67887-10

Copyright © 2016, Oracle and/or its affiliates. All rights reserved

Authors: The Field Service Cloud Information Development Team

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Oracle Field Service CloudUsing the Parts Catalog

Contents

Preface i

1 Using the Parts Catalog 1

Introduction to the Parts Catalog 1

About restrictions and permissions 1

About searching the catalog in Manage 1

About searching the parts catalog 3

Track the caching process of Parts Catalog 4

Revision History 6


Preface

i

Preface

PrefaceThis preface introduces information sources that can help you use the application and this guide.

Oracle Applications GuidesTo find guides for Oracle Applications, go to the Oracle Help Center at http://docs.oracle.com/.

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Chapter 1Using the Parts Catalog

1

1 Using the Parts CatalogUsing the Parts Catalog

Introduction to the Parts CatalogMobile personnel use the Parts Catalog to remotely access and search their company's spare parts inventory whenworking on maintenance and repair jobs.

While technicians assigned to installation jobs usually know fairly well which inventory they are going to install and loadon their trucks accordingly, they can determine the parts necessary for replacement only when at the customer's siteafter tests and diagnostics. The Parts Catalog enables the technician to look up the spare part required for replacement,discuss the replacement terms (price, period, etc.) with the customer, place an order for the spare part, find an alternativeif the customer does not accept the initial offer, and issue an invoice.

The Parts Catalog updates automatically every 30 minutes after the application is launched, and supports both online andoffline operation.

About restrictions and permissionsA resource must have permission to use the Parts Catalog.

The permission enables or disables access to the Parts Catalog functionality in the Manage and Mobility applications. Forthe user to be able to use the Parts Catalog, the permission has to be set to Show for the corresponding profile.

With permission to use the Parts Catalog, the resource can access all catalogs in the language that was set for the thatresource in the Manage or Mobility applications.

About searching the catalog in ManageParts Catalog is one of the search categories in the Search preferences window.



2

The search key that you enter must contain a minimum of 3 symbols. Leading and trailing spaces are not included in thesearch key. The key is then matched against all searchable text fields defined in the Parts Catalog.

Search results are organized in a list containing the Parts Catalog item models and other previously defined properties.

The list header shows the total number of matches found and the number of entries currently displayed. If the results list islonger than the window length, the window contains the Show more results link that will display 10 more search results.Scroll the search results using the vertical scroll bar. Click any search result item to display the details of that item.



3

About searching the parts catalogThe search function in Mobility allows you to search inventory in the Parts Catalog, as well as in all other inventory pools.

The search key that you enter must contain a minimum of 3 symbols. Leading and trailing spaces are not included in thesearch key. The key is then matched against all inventory pools associated with the current resource, and against theinventory in the Parts Catalog.

Note: If the search key is only found in one source, the section for the other does not display.

The search results in the Inventory list are marked with pool icons to help you easily determine the pools in which theinventory item is found. If an item found in the Parts Catalog also happens to be in the resource's pool, the item is markedwith a truck icon.

If you select an item from Inventory, the Inventory details screen is displayed. If you select an item from the PartsCatalog, the Catalog item details screen is displayed. This screen displays the following information:

• General information about the selected catalog item

• A Linked items section that suggests items that you can use instead of the selected Parts Catalog item. Click alinked item. A screen with the details of the linked item is displayed.

• An images section that shows available images of the selected item

If the selected item can be found in the resource's inventory, the Catalog item details screen also includes a Quantity inthe truck section that shows how many units the resource has.



4

If you initiated the search from the Add to installed or Add to deinstalled dialog of a started activity, you can click Selectto select any item found in the Parts Catalog.

The item’s properties will also automatically populate the appropriate fields on the screen from which you initiated thesearch.

Track the caching process of Parts CatalogYou can track the current status and progress of the Parts Catalog caching process in Mobility. The caching progress isused to calculate how long a resource has to stay online before leaving an area with reliable level of connectivity.

Prerequisites



5

Prerequisites are as follows:

• For Setup environments with Parts Catalog containing 100000 or more items, the total amount of rawitems data should be more than 10 MB

• Setup user must have access to the Mobility and Parts Catalog modules

• Mobile devices should have have Internet Explorer Mobile 11 (for Windows), and Chrome (for Android)

• Mobile devices must have the possibility to simulate low bandwidth connectivity

Steps1. Open the Mobility screen.

2. Select any resource on the Mobility screen and click the Search icon.

A progress indicator displays the status of the Parts Catalog caching process:

• Initialization—Indicates that caching has just started

• Loading—Indicates that caching is in progress displaying the percentage of caching that hascompleted.

Note: When internet connectivity is relatively and a significant number of items exist inParts Catalog, Loading status may show up to 30 or 60 minutes.

• Loaded—Indicates that caching has completed


ChapterRevision History

6

Revision HistoryThis document will continue to evolve as existing sections change and new information is added. All updates are logged inthe following table, with the most recent updates at the bottom.

Date Notes

AUG 2016

SEP 2016

OCT 2016

NOV 2016

What’s Changed

Added new information about how to track the caching process of Parts Catalog

Minor changes for clarity and consistency



Minor changes for clarity and consistencyJAN 2017

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