Advanced Part Sourcing components
Summarize
Summary of Advanced Part Sourcing components
The Advanced Part Sourcing feature in ServiceNow enhances part request and sourcing processes for Field Service Management. It introduces new components such as tables, business rules, scripts, and properties to streamline the management of part requests, stockroom sourcing, and approvals. To enable these capabilities, theField Service Advanced Parts Sourcing (com.snc.fsmadvancedpartssourcing)plugin must be activated.
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Key Features
- Business Rules: Several rules control the behavior of part requests and lines, including limiting the number of lines per request, updating requested quantities, synchronizing stockroom values, preventing duplicate preferred stockrooms, and validating quantities to ensure accuracy.
- Script Includes: Utility scripts support creating, updating, deleting, and submitting part requests and lines, as well as filtering reference fields and managing quantity updates via AJAX.
- Tables: New tables store detailed data for part requests, part request lines, their relationships with transfer orders, sourcing details after submission, and preferred stockrooms linked to assignment groups. Existing tables like Part Requirements, Work Parameters, and Geolocation History are extended with new columns to support these functionalities.
- Properties: Configurable properties allow control over part search criteria (e.g., search scope among stockrooms), enabling part request approvals with mobile notifications, and creating part requests automatically when parts are added to requirements.
Practical Implications for ServiceNow Customers
By implementing Advanced Part Sourcing, customers gain improved control and automation in managing part requests within Field Service Management. The feature:
- Ensures part requests are accurate and consistent with business rules, preventing errors such as duplicate stockroom entries or invalid quantities.
- Facilitates efficient sourcing by locating parts across preferred or assignment group stockrooms based on configurable search criteria.
- Supports process automation by automatically creating part requests from part requirements and sending mobile notifications for approvals, enhancing collaboration between field agents and peers.
- Enables detailed tracking of part request states and their linkage to transfer orders, improving visibility into part sourcing lifecycle.
Activating and configuring these components allows organizations to streamline parts management workflows, reduce manual errors, and improve service delivery within their Field Service operations.
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.
|