Part requirements

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • After all work order tasks are qualified and the parent work order state automatically changes to Qualified, you can request more information from the qualifier, if necessary, and source any parts required for the tasks.

    If a work order was created from a work order template, the part requirements are automatically added to the work order task.

    The examples included in this topic illustrate the use of part requirements with work orders; however, part requirements can be used with any Service Management application.

    To create part requirements and source parts, enable the Part requirements are needed by agents configuration option on the Field Service Configuration screen.

    To automatically reserve the required parts in agent stockroom, enable the Reserve parts in agent stockroom configuration option on the Field Service Configuration screen.
    Note:
    The required parts must be available in the agent personal stockroom or group stockroom to reserve them for a work order task.