Field Service Inventory Management Data Model
- Create Product for Field Service
- From the Product tab, click New.
- Enter a product name.
- Activate the product.
- Add the description.
- Click Save.
- Create Price book for Field Service
- From the Price book tab, click New.
- Enter a price book name.
- Activate the price book.
- Add the description.
- Click Save.
- Add product to price book.
- Go to the Price Book-related tab, From the Price Book entries tab, click Add Products.
- Click the selection box for this product and add List Price.
- Create Work Order for Field Service
- From the Work Order tab, click New.
- Optionally, select a work type.
- Enter the address for the work order. The work order’s service appointments and line items inherit their address, though the address online items can be updated.
- Optionally, to link each work order line item to a price book entry (product), select a price book.
- Complete the remaining fields as needed.
- Click Save.
- Create Work Order Line Item for Field Service
- Go to the Work Order tab, From the Work Order Line Item tab, click New.
- Automated add Work Order Name.
- Select a work type.
- Optionally, to link each work order line item to a price book entry (product), select a price book and product.
- Add quantity and Unit Price of product.
- Complete the remaining fields as needed.
- Click Save.
- Create Inventory Locations for Field Service
- From the Locations tab, click New.
- Enter a location name.
- Select a location type (Warehouse, Site, Van, Plant), the default location type is a warehouse.
- If inventory is stored at the location, select Inventory Location. This allows you to associate the location with items in your inventory, known as product items.
- If the location can be moved, like a van, select Mobile Location.
- Click Save.
- Create Product items for Field Service
- Go to Location related tab, From the Product Items tab, click New.
- Use the lookup field to select a product.
- Use the lookup field to select the location where the product item is stored. Only locations that have the Inventory Location option selected can be associated with product items.
- Enter the Quantity on Hand, which is the amount at this location.
- If needed, add a unit of measure. These values are inherited from the Quantity Unit of Measure field on products.
- Click Save.
- In the above Transaction, we consumed 1 quantity of PI-0040 Product Item. The total quantity of PI-0040 Product Items is 100.
These objects are used to track the movement of items between locations and into and out of your inventory:
- Create Product Requests for Field Service
- From the Product Requests tab or the Product Requests related list on a work order or work order line item, click New.
- If the request is being made for a particular job, select the related work order or work order line item.
- Enter the destination location, which is where the parts are needed.
- Enter the address where the parts should be shipped; for example, the mailing address of the warehouse that is requesting them.
- Enter the Need by Date till then we need the order.
- If the parts are being transferred from another location such as a warehouse, enter the source location.
- Assign the product request a status (Draft, Submitted, Received)
- Click Save.
- Create Product Request Line Item for Field Service
- From the Product Request Line Items related list, click New.
- Select the product that is needed.
- Enter a quantity and unit of measure. These values are inherited from the Quantity Unit of Measure field on products.
- Fill in the rest of the fields as needed. The parent product request’s shipping and related record information is auto-populated on its line items.
- Click Save.
- Create Product Transfer for Field Service
- From the Product Transfers tab or the Product Transfers related list on a product request, product request line item, product item, location, or shipment, click New.
- Enter a source product item or product.
- If you're transferring the parts from a location within your inventory such as a warehouse, enter a source product item. The source product item shows where the parts are being transferred from and updates the quantity at the source location. For example, to transfer five hammers from Warehouse A to Warehouse B, select the product item record that tracks the hammers stored at Warehouse A.
- If you're transferring products from outside your inventory, such as from a manufacturer, enter a product name.
- Enter the quantity to transfer and the Quantity Unit of Measure. Quantity Unit of Measure picklist values are inherited from the Quantity Unit of Measure field on products.
- If the product request line item is not auto-populated, enter the related product request line item.
- Enter the destination, and if applicable, the source location.
- Enter the expected pickup date.
- After the transferred parts are received, select Received and update these fields: Quantity Received, and Status. (After you mark a product transfer received, you can’t undo it.)
- Click Save.
- Product item transactions describe actions performed on a product item. They’re auto-generated records that help you track when inventory is replenished, consumed, or adjusted.
- From the Product Transfer related list, Product Item Transaction.
- Create Return Orders for Field Service
- From the Return Orders tab or the Return Orders related list on a record, click New.
- Enter an account and contact associated with the return order.
- Enter an associated product request. For example, if a mobile worker is returning an unused item, select the related product request that the product was intended to fulfill.
- In the Returned By field, select the user returning the items.
- Enter a source and destination location, if applicable. For example, if the return order tracks the return of products from a customer’s facility to your main warehouse, select the warehouse as your destination location.
- Enter a shipment type, address, and the date the returned products are expected to arrive at the destination location. The Ship from Address represents the location of the items at the start of the return or repair. For example, if a customer is returning an item, enter the customer’s address.
- Click Save.
- Create Return Order Line Items for Field Service
- From the Return Order Line Items related list, add a line item for each product being returned, Click New.
- To represent the items being returned, fill out one of more of the following fields: Asset, Order Product, Product, Product Item, and Product Request Line Item.
- Enter a quantity and unit of measure. If a product or product item is selected, the unit of measure is auto-populated.
- Select a reason for the return.
- In the Processing Plan field, indicate what should happen to the returned item.
- In the Repayment Method field, indicate how the owner should be reimbursed for the return. If the return order is tracking the return of items from van stock to an inventory location, you’ll probably leave this field blank.
- If needed, update the source and destination location.
- Click Save.
- From the Product Transfer tab or the Product Transfer-related list on a Return Order Line Items, click New.
- Create a Record for Product Transfer for Return Order Line Items.
- Product item transactions describe actions performed on a product item. They’re auto-generated records that help you track when inventory is replenished, consumed, or adjusted.
- From the Product Transfer related list, Product Item Transaction.
- From the location Inventory Warehouse related Product Items decrease the quantity to 20 after transferring the return order.