Oracle. Field Service Cloud Using the Parts Catalog

Transcription

1 Oracle Field Service Cloud Release August 2016

2 Field Service Cloud Part Number: E Copyright 2016, Oracle and/or its affiliates. All rights reserved Authors: The Field Service Cloud Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display in any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle. The business names used in this documentation are fictitious, and are not intended to identify any real companies currently or previously in existence. For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at ctx=acc&id=docacc. Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit or visit if you are hearing impaired.

3 Contents Preface i 1 1 Introduction to the Parts Catalog 1 About restrictions and permissions 1 About searching the catalog in Manage 1 About searching the parts catalog 3 Track the caching process of Parts Catalog 4 Revision History 6

4 Preface Preface This preface introduces information sources that can help you use the application and this guide. Oracle Applications Guides To find guides for Oracle Applications, go to the Oracle Help Center at Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at Comments and Suggestions If you find an error or want to suggest enhancements to our documentation, please take one of the following surveys: For web-based user guide, For tutorials, Thank you for helping us improve our documentation. i

5 Chapter 1 1 Introduction to the Parts Catalog Mobile personnel use the Parts Catalog to remotely access and search their company's spare parts inventory when working on maintenance and repair jobs. While technicians assigned to installation jobs usually know fairly well which inventory they are going to install and load on their trucks accordingly, they can determine the parts necessary for replacement only when at the customer's site after tests and diagnostics. The Parts Catalog enables the technician to look up the spare part required for replacement, discuss the replacement terms (price, period, etc.) with the customer, place an order for the spare part, find an alternative if the customer does not accept the initial offer, and issue an invoice. The Parts Catalog updates automatically every 30 minutes after the application is launched, and supports both online and offline operation. About restrictions and permissions A resource must have permission to use the Parts Catalog. The permission enables or disables access to the Parts Catalog functionality in the Manage and Mobility applications. For the user to be able to use the Parts Catalog, the permission has to be set to Show for the corresponding profile. With permission to use the Parts Catalog, the resource can access all catalogs in the language that was set for the that resource in the Manage or Mobility applications. About searching the catalog in Manage Parts Catalog is one of the search categories in the Search preferences window. 1

6 Chapter 1 The search key that you enter must contain a minimum of 3 symbols. Leading and trailing spaces are not included in the search key. The key is then matched against all searchable text fields defined in the Parts Catalog. Search results are organized in a list containing the Parts Catalog item models and other previously defined properties. The list header shows the total number of matches found and the number of entries currently displayed. If the results list is longer than the window length, the window contains the Show more results link that will display 10 more search results. Scroll the search results using the vertical scroll bar. Click any search result item to display the details of that item. 2

7 Chapter 1 About searching the parts catalog The search function in Mobility allows you to search inventory in the Parts Catalog, as well as in all other inventory pools. The search key that you enter must contain a minimum of 3 symbols. Leading and trailing spaces are not included in the search key. The key is then matched against all inventory pools associated with the current resource, and against the inventory in the Parts Catalog. Note: If the search key is only found in one source, the section for the other does not display. The search results in the Inventory list are marked with pool icons to help you easily determine the pools in which the inventory item is found. If an item found in the Parts Catalog also happens to be in the resource's pool, the item is marked with a truck icon. If you select an item from Inventory, the Inventory details screen is displayed. If you select an item from the Parts Catalog, the Catalog item details screen is displayed. This screen displays the following information: General information about the selected catalog item A Linked items section that suggests items that you can use instead of the selected Parts Catalog item. Click a linked item. A screen with the details of the linked item is displayed. An images section that shows available images of the selected item If the selected item can be found in the resource's inventory, the Catalog item details screen also includes a Quantity in the truck section that shows how many units the resource has. 3

8 Chapter 1 If you initiated the search from the Add to installed or Add to deinstalled dialog of a started activity, you can click Select to select any item found in the Parts Catalog. The item s properties will also automatically populate the appropriate fields on the screen from which you initiated the search. Track the caching process of Parts Catalog You can track the current status and progress of the Parts Catalog caching process in Mobility. The caching progress is used to calculate how long a resource has to stay online before leaving an area with reliable level of connectivity. Prerequisites 4

9 Chapter 1 Prerequisites are as follows: For Setup environments with Parts Catalog containing or more items, the total amount of raw items data should be more than 10 MB Steps Setup user must have access to the Mobility and Parts Catalog modules Mobile devices should have have Internet Explorer Mobile 11 (for Windows), and Chrome (for Android) Mobile devices must have the possibility to simulate low bandwidth connectivity 1. Open the Mobility screen. 2. Select any resource on the Mobility screen and click the Search icon. A progress indicator displays the status of the Parts Catalog caching process: Initialization Indicates that caching has just started Loading Indicates that caching is in progress displaying the percentage of caching that has completed. Note: When internet connectivity is relatively and a significant number of items exist in Parts Catalog, Loading status may show up to 30 or 60 minutes. Loaded Indicates that caching has completed 5

10 Chapter Revision History Revision History This document will continue to evolve as existing sections change and new information is added. All updates are logged in the following table, with the most recent updates at the bottom. Date AUG 2016 What s Changed Added new information about how to track the caching process of Parts Catalog Notes SEP 2016 Minor changes for clarity and consistency OCT 2016 Minor changes for clarity and consistency NOV 2016 Minor changes for clarity and consistency JAN 2017 Minor changes for clarity and consistency 6