Source parts
Summarize
Summary of Source parts
Sourcing a part in ServiceNow Yokohama release involves reserving and transferring assets described in part requirement records from one stockroom to another. This process is integral to fulfilling work order tasks, ensuring the right parts are available to complete service work efficiently. Users with roles such as agents, qualifiers, and dispatchers, or those with combined roles, are involved in creating and sourcing part requirements.
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Key Features
- Part Requirement Creation: Work order creators can generate part requirements using work order templates or manual procedures. Each part requirement must link to a specific work order task.
- Roles and Responsibilities:
- Qualifier: Determines if parts are needed for a task.
- Dispatcher: Sources parts and creates transfer order lines to move parts between stockrooms or directly to agents.
- Agent: Moves parts, accepts deliveries, and records part usage.
- Transfer Orders and Lines:
- One work order task can have multiple part requirements and multiple transfer orders.
- Multiple part requirements for different items can be fulfilled by a single transfer order if all items exist in one stockroom.
- Transfer orders contain multiple lines, each representing a different item.
- If items are spread across multiple stockrooms, multiple transfer orders are created automatically.
- Consumable assets can be fulfilled with a single transfer order line; non-consumable assets may require multiple lines.
- Simplified Part Sourcing: When a task is assigned to an agent, part requests are automatically sourced from their preferred stockroom, streamlining access to needed parts without separate sourcing steps.
- Use Assets Feature: Technicians can use parts directly from their personal stockrooms by clicking the Use Asset button on the Work Order Task form, enabling immediate part usage without sourcing delays.
- Advanced Part Sourcing: Allows technicians to source multiple assets simultaneously from one or more stockrooms, enhancing efficiency in managing complex part requirements.
Practical Application for ServiceNow Customers
This sourcing process helps optimize inventory management and ensures efficient fulfillment of work order tasks by leveraging stockroom transfers and personal stockroom access. It reduces delays by automating part sourcing from preferred stockrooms and supports complex scenarios with multiple parts and locations. Customers can expect improved operational workflows for asset management, better visibility of part usage, and streamlined technician workflows through integrated sourcing features.
Sourcing a part is the process of reserving and obtaining an asset described in a part requirement record by transferring it from one stockroom to another.
- A qualifier determines if parts are necessary to execute work order tasks.
- A dispatcher sources the part requirements and creates transfer order lines.
- A dispatcher or agent moves the parts through the transfer process.
- An agent accepts delivery of the parts and records part usage.
- In one work order task, multiple part requirements may require different items that can all be found in one stockroom. One transfer order can satisfy the part requirements. The transfer order will have multiple transfer order lines, each specifying a different item based on the part requirements.
- When one stockroom has all required items, a single transfer order line can fulfill the order when moving consumable assets. One or more transfer order lines may need to be created when moving non-consumable assets. (For more information about consumable and non-consumable assets, see Asset and CI management.)
- If a single stockroom does not contain all the items needed for the part requirement, create an additional transfer order line to a different stockroom. Because the new transfer order line specifies a different stockroom, a separate transfer order is automatically created. One part requirement is then fulfilled by two separate transfer orders to two different stockrooms.
When a technician/agent is working on a task, and requires a part, they should be able to use the part from a personal stock room, when available, without going through the sourcing process.
With simplified part sourcing, when ever a task is assigned to an agent the part requests are automatically sourced from their preferred stockroom without going through the sourcing process. If any part is not available in the preferred stockroom then agents can manually source from the assignment groups or stockrooms.
Use assets
The technician can create a part requirement and use a part from their personal stockroom without going through the sourcing process. This is helpful for agents who are already working on tasks and have access to the necessary parts. To use this feature, click the Use Asset button on the Asset Usages related list on the Work Order Task form.
Advanced part sourcing
With advanced part sourcing, the technician can source multiple assets at once from a single or multiple stockrooms. For more information, see Request multiple parts.