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Spares Management - Setups

Customer Setup
When A Customer Is Created, there Can Be Multiple Accounts
Created For The Customer. Each Account Can Have Multiple
Sites To Do Their Business.
Consider an example of the Customer:
Customer: Business World Organization.
Account1: 1608 Business World Test
Account2: 6236 Business World
Account3: 210673 JG Account for Business world. etc

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Account: 1608: Business World Test

Some Sites are

Address

Purpose/Use

239 L Street, SAN JOSE, CA,

95106

Bill To, Ship To, Legal

8475 Elk Grove Road, NEW YORK,

NY, 123456787

Bill To, Ship To

The Riverside, READING, RG6,

1RA, UNITED KINDGOM

Bill To, Ship To, Sold To

47 Franklin Street, SAN

FRANCISCO, CA, 94123

Ship To

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Customer Screen shot - Receivables

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Customer Setup Technical details

Following are some of the queries to investigate the details:
1) To get the Customer/Party information:
SELECT * FROM HZ_PARTIES WHERE PARTY_NAME LIKE 'Business%World' and
party_type= 'ORGANIZATION'
2) To get the Account details for the customer
SELECT account_name, account_number, cust_account_id FROM
HZ_CUST_ACCOUNTS where party_id= <party_id from query 1>
3) To get the Customer Account Sites for specific account:
SELECT * FROM hz_cust_acct_sites_all WHERE cust_account_id = <<account id
from query 2>> and AND org_id = <org_id> AND status ='A'

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Customer Setup Technical details

4) To get the specific business purpose use of the site:(Ship To, Bill To, etc.
SELECT * from HZ_CUST_SITE_USES_ALL where cust_acct_site_id in
<<cust_acct_site_id>>
6) This query gets the list of all the party sites.
SELECT * FROM HZ_PARTY_SITES WHERE PARTY_ID=<party_id>
7) This is to get the location/Address details..
SELECT * FROM HZ_LOCATIONS WHERE LOCATION_ID=<location_id>

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Technician Setup
1) Create a HRMS Resource from HRMS responsibility.
2) Create FND user by linking this HRMS resource.
3) Assign Valid responsibility access to this FND user.
4) Import this resource from CRM Administration responsibility.
5) Make sure that the roles are assigned correctly (FS Representative)
6) Assign this resource to an existing Calendar with valid shifts.
7) Assign this resource to a valid territory and run the STAR (Synchronize
territory and resource) program successfully.
8) Run the concurrent program: Generate Field Service Trips for this new
resource.
Follow Note: 1082537.1 - How to Setup a Field Service Technician, for the
detailed information of the above mentioned steps.

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Resource Address and Subinventories form

You can assign ship to addresses and subinventories to your field
technicians in the Resource Addresses and Subinventories window. A
typical field service organization may have thousands of field technicians,
so this window is designed to provide an efficient method for maintaining
ship to addresses and subinventories for your field technicians. The
addresses defined in this window appear in the list of values for the ship to
address when you order parts in the Parts Requirement window.
The subinventories defined in this window appear in the list of values for
the field Technicians subinventories when you order parts in the Parts
Requirement window. You can assign an owner for the subinventory, if
needed. This feature can be used when more than one field technician
shares a subinventory and one person needs to be assigned as an owner
to be responsible for managing excess parts. When an owner is assigned,
an organization and subinventory for returning the excess parts is also
assigned.

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Resource Address and Subinventories form

Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed

Resource Address and Subinventories form

Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed

Resource Address and subinventories

Form Technical details
1) To check the Resource information in Spares:
select * from CSP_RS_RESOURCES_V where resource_name like 'Shreyas%'
2) To check the different address details added to the resource
select * from csp_rs_ship_to_addresses_all_v where resource_id = <resource_id
from query 1>
3) To check the different subinventories assigned to the resource
select * from CSP_RS_SUBINVENTORIES_V where resource_id = <resource_id>

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Service Request Form

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SR Form Task tab

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Ship To Address Setup details

When clicked on the Parts button from the SR form task tab, the Part Requirement
HTML UI is opened.
This has the task, resource, Destination org and subinv information defaulted.
Here, there is Ship To Address Type field.
This has multiple options:
a) Technician
b) Task
c) Customer
d) Special

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Ship To Address Type - Technician

When the Ship To Address Type is selected as Technician
The Address details displayed in the LOV are from the Resource Address and
Subinventories form for the resource.
Note: Only active address for the resource in Resource address and
subinventories form is displayed.

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Ship To Address Type - Task

When the Ship To Address Type is selected as Task
The Address in the Task is defaulted.
Note: In the SR form - Task tab, any task Address can be selected, however for
the task address to be displayed in the Part Requirement Address lov, this Task
address has to be one among the address from the Customer Account Site
address.

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Ship To Address Type - Customer

When the Ship To Address Type is selected as Customer
The Address details displayed in the LOV are from the Customer -> Account ->
Active Site address from the Receivables.
Note: The Active address, filtered based upon the Org are displayed here. If there
is no Ship To address defined, then the LOV will not display any address.

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Ship To Address Type - Special

When the Ship To Address Type is selected as Special
The new Address details can be entered here.
Note: The address details are added in the address list of the Resource Address
and the subinventories list for the resource. This new address becomes the
technicians address..And this address location is updated in the Hz_locations.

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Ship To Address Type - Special

Note: The address details are added in the address list of the Resource Address
and the subinventories list for the resource.

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Other detailsAdd Source

In the Parts Req Html, Sourcing section, the Source Org LOV displays the list
of the Source orgs that are available for the technician from where the item is
available. This Source org list is derived from the Planner's desktop Setup

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Other detailsAdd Source

Seattle Manufacturing -> Organization Code: M1

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Other detailsSubinventories
Organization Code: FST -> Lists all the subinventories

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Other detailsParts Search

Refer to Note: 1396161.1 - Business Logic and Required Setups
for Enhanced Parts Search in 12.1.3+

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Other detailsTechnical Details

a) Part Requirement Header details are saved in table:
CSP_REQUIREMENT_HEADERS
b) Part Requirement Line details are saved in table:
CSP_REQUIREMENT_LINES
c) Source id information is saved in table:
CSP_REQ_LINE_DETAILS, the CSP_REQ_LINE_DETAILS_V
will have all the details.
d) CSP_REQUIRED_PARTS_V will have the part and the order
related information.

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