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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
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Purpose/Use
Ship To
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
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.
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
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
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Other detailsSubinventories
Organization Code: FST -> Lists all the subinventories
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed
Confidential - For Internal Personal Use Only - May Not be Repurposed or Distributed