Oracle
Field Service Cloud
Using the Parts Catalog
Release August 2016
Field Service Cloud Using the Parts Catalog
Part Number: E67887-07
Copyright © 2016, Oracle and/or its affiliates. All rights reserved
Authors: The Field Service Cloud Information Development Team
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Oracle Field Service Cloud
Using the Parts Catalog
Contents
Preface
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Using the Parts Catalog
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Introduction to the Parts Catalog
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About restrictions and permissions
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About searching the catalog in Manage
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About searching the catalog in Oracle Field Service Mobility Cloud Service
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Track the caching process of Parts Catalog
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Revision History
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Preface
Preface
Using the Parts Catalog
Preface
This preface introduces information sources that can help you use the application and this guide.
Oracle Applications Guides
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Using the Parts Catalog
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Chapter 1
Using the Parts Catalog
Using the Parts Catalog
Using the Parts Catalog
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 Oracle Field Service
Mobility Cloud Service 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 Oracle Field Service Mobility Cloud Service applications.
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About searching the catalog in Manage
Parts Catalog is one of the search categories in the Search preferences window.
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.
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About searching the catalog in Oracle Field Service
Mobility Cloud Service
The search function in Oracle Field Service Mobility Cloud Service 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
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An images section that shows available images of the selected 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.
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.
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Chapter 1
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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 now track the current status and progress of the caching process of Parts Catalog in Oracle Field Service
Mobility Cloud Service. 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
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Using the Parts Catalog
Prerequisites are as follows:
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For Setup environments with Parts Catalog containing 100000 or more items, the total amount of raw
items data should be more than 10 MB
•
•
•
Setup user must have access to Oracle Field Service Mobility Cloud Service and Parts Catalog
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
Steps
1. Open the Oracle Field Service Mobility Cloud Service screen.
2. Select any resource on the Oracle Field Service Mobility Cloud Service screen and click the Search
icon.
A progress indicator displays the status of the Parts Catalog caching process in Oracle Field Service
Mobility Cloud Service:
•
•
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.
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Loaded—Indicates that caching has completed
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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
What’s Changed
Notes
12 AUG 2016
Track the caching process of Parts Catalog
Added new information.
9 SEP 2016
All topics
Performed minor changes for clarity and
consistency.
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