Create and source a part requirement request on the Field Service Contractor Portal

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a part requirement request for a work order task that is assigned to you.

    Before you begin

    Role required: wm_ext_agent and wm_ext_manager

    About this task

    Creating a part requirement request automatically creates a part requirement number and a transfer order number so you can view the required part details and source the part.

    Procedure

    1. Navigate to All > Field Service Contractor Portal > Homepage > Requests > Create and Source Parts.
    2. On the form, fill in the fields.
    Table 1. Create and Source Parts form
    Field Description
    Task Number Number assigned to the work order task. Select a task that is not in the Closed or Canceled state.
    Model The part model needed to complete the work order task.
    Required by date Date by which all parts should be delivered. The date is filled in automatically based on the expected travel start time provided in the work order task. If necessary, change the date manually.
    Required quantity Total quantity necessary to complete the work order task. This field becomes read-only when a hardware item is selected in the Model field.
    From Stockroom Location of the stockroom from which the item is to be shipped.
    To Stockroom Location of the stockroom where the item is to be shipped.
    Asset Asset requested by the transfer order line, for example, a specific printer.
    1. Click Submit.

    Result

    The Part Requirements and Transfer Orders related list is updated automatically with the part requirements information in the work order task form.