---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Source part and assign agent

# Source a part and assign an agent {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

The work order sourcing option is useful when you want to assign a work order task to
agents who already have the required parts in their stockroom or to a specific agent who
needs you to obtain the parts for them.

## Vorbereitungen

Role required: wm_agent, wm_qualifier, wm_dispatcher, wm_admin, or [qualifier combination
role](https://servicenow-prod.fluidtopics.net/rK~iNROtoOA0hRUgzRdOMQ "Roles are added with Field Service Management.")

## Warum und wann dieser Vorgang ausgeführt wird

The sourcing option shows the full list of tasks and part requirements to source for
a work order or task. For each task, the agents and stockrooms that have the
required parts are listed. Also, the skills and parts required for each task are
displayed. Select an agent to see if the agent has the skills and parts required for
the task. The time slots during which the agent is available within the work order
window are shown to help you schedule task work efficiently.

## Prozedur

1. Navigate to AllField ServiceWork OrderAll Work Orders.
2. Open a work order.
3. Open a work order task that is not in Closed or Cancelled state.
4. Click Source.
5. In the Source Work Order list, click a work order task.  
   The Agent field under Agent info is populated automatically based on information
   provided in the work order task.
6. To specify a different agent, click the Lookup using list icon (![List icon.]()).  
   Only agents that meet the criteria in the work order task are available for selection. The system populates the Skills and Parts fields automatically, based on the agent
   specified. If a not available icon (![Not available icon.]()) appears next to a part, the specified agent either does not have the part or does not have enough units of the part to complete the task.
7. Point to the icon to obtain information about how many units of the part are needed and how many units the agent has in their stockroom.
8. To filter agents and reserve parts, click the arrow next to Agent info to expand the section.  
   * Select the skills and parts options to filter the agents.
   * Select Reserve parts in agent stockroom to reserve parts located in the specified agent's stockroom. This automatically sources the parts already present.
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9. In the Date field, select the date on which the work should take place.  
   If the agent is available on the date specified, the
   Assign button appears in the
   Schedule field.
10. If necessary, you can update the Scheduled start and Scheduled end fields in the Task info section.  
    * If you change the Scheduled start and Scheduled end fields in the Part Requirements section at the top of the screen, the corresponding fields in Task info are also changed. If you make changes to the fields in the Task info section, the corresponding fields in the Part Requirements section are not changed.
    * Any edits to the Estimated travel duration, Estimated work duration, or Scheduled start time fields on the Task form appear automatically in Task info.
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11. Click Assign.
12. To revert your changes to Agent Info, click Refresh.  
    You cannot use Refresh after you have saved the
    record.
13. Click Save.  
    The agent is not assigned until you save the record.
14. Source any parts the specified agent does not yet have reserved.  
    In the left pane, select a part from the list of part requirements under the task.
15. Click Source Part and complete the transfer order.
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