1. Scenario Overview

• A medium-to-large equipment manufacturing enterprise.

• Spare parts scenario: Designed for medium-to-large manufacturing enterprises, this solution helps businesses achieve refined spare parts management. It facilitates spare parts requisition, consumption, returns, and one-item-one-code tracking for high-value spare parts around Work Orders and equipment. Real-time tracking enhances operational efficiency, reduces service costs, and transforms the after-sales service center from a cost center to a profit center.

• Key roles: Spare Parts Administrator, Service Engineer

• Product manual: Spare Parts Management

• The business process for spare parts inventory is as follows:

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2. Prerequisites

2.1 Purchase Inventory Management (Required)

• The [Inventory Management] app must be purchased. If not purchased, contact the corresponding sales representative.

2.2 Purchase Logistics Query Resource Pack (Optional)

• If logistics information needs to be queried for Spare Parts Shipment Orders or other objects, the Logistics Query Resource Pack must be purchased. It comes in three versions (large, medium, small), each with different query limits. Choose based on actual business needs.

2.3 Purchase ERP Connector (Optional)

• To integrate with third-party ERP systems, purchase the corresponding Integration Platform connector. Different ERP systems require different connectors. For example, to integrate with Kingdee Cloud (Flagship Edition), purchase the [Integration Platform - Kingdee Cloud·Flagship Edition Connector].

3. System Configuration

3.1 Enable Inventory Management

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Before enabling Spare Parts Inventory, Inventory Management must first be enabled as it serves as the foundation. For details on enabling and initializing Inventory Management, refer to: Sales Inventory Implementation Guide

Path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management.

3.2 Enable Advanced Mode for Spare Parts Management

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Navigate to the Service Connector app’s system settings, click “Enable Now,” and select Advanced Mode in the pop-up window to activate Spare Parts Management. The system will simultaneously enable Spare Parts Inventory.

Path: Service Connector App -> System Settings -> Business Plugins -> Spare Parts Management.

3.3 Configure Relevant Roles

Core roles include: Spare Parts Administrator, Service Engineer

Spare Parts Administrator:

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Service Engineer:

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3.4 Assign Spare Parts Record Types

3.4.1 Assign Spare Parts Record Type for Warehouse

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Before using Spare Parts Inventory, assign the Spare Parts Record Type to the corresponding roles for the Warehouse object.

Path: Admin Console -> CRM Platform Management -> Object Management -> Preset Object Management -> Warehouse -> Record Type -> Assign Record Type.

In the pop-up window, assign the Spare Parts Record Type to Spare Parts Administrators and Service Engineers.

3.4.2 Assign Spare Parts Record Type for Inbound/Outbound/Transfer/Check Sheets

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Before using Spare Parts documents, assign the corresponding Record Types to roles. For example, for Inbound Orders:

Path: Admin Console -> CRM Platform Management -> Object Management -> Preset Object Management -> Inbound Order -> Record Type -> Assign Record Type.

In the pop-up window, assign the Spare Parts Record Type to Spare Parts Administrators and Service Engineers.

For more details on Spare Parts Inventory, refer to: Spare Parts Inventory

3.5 Maintain Master Data

3.5.1 Sync Data from ERP/WMS to CRM

To integrate with ERP/WMS, use the Integration Platform connector to sync Material Master Data, Warehouse & Bin Locations, and Inventory Data. Different connectors require different configurations. For details, refer to: Connector Integration Guide

3.5.2 Maintain Data in CRM

If no third-party system is integrated, data can be maintained directly in CRM by creating/importing the corresponding object data.

• To create Material Master Data, refer to: Product Categories, Products

• To create Warehouse Data, refer to: Warehouse

• To create Inventory Data, refer to: Inventory, Inbound Order

• To create Personal Inventory for Engineers, refer to: Personal Inventory

3.6 Confirm Spare Parts Management Rules

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3.6.1 Precision Settings

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Before conducting Spare Parts business, adjust the precision for Spare Parts Inventory, Personal Inventory, and Spare Parts documents if needed. The default precision is 2 decimal places.

Path: Service Connector App -> System Settings -> Business Plugins -> Spare Parts Management -> Basic Settings.

3.6.2 Enable Spare Parts Requisition Rules

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By default, the Spare Parts Requisition parameter is disabled. When disabled, engineers can requisition any product.

When enabled, if a Work Order is associated with equipment, engineers can requisition spare parts from the equipment’s BOM range.

For details on Spare Parts Requisition, refer to: Spare Parts Requisition

For details on Spare Parts Shipment and Receipt, refer to: Spare Parts Shipment Order

3.6.3 Enable Spare Parts Consumption Rules

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By default, the Spare Parts Consumption parameter is disabled. When disabled, engineers can consume requisitioned spare parts on any Work Order.

When enabled, spare parts requisitioned for a specific Work Order can only be consumed on that Work Order. For details, refer to: Spare Parts Consumption

3.6.4 Enable Barcode Scanning

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Barcode scanning is disabled by default. When enabled, data can be entered via barcode scanners or the ShareCRM app. For details, refer to: Barcode Scanning

3.7 Enable Personal Inventory Settings

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3.7.1 Allow Multiple Personal Inventories per Engineer

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By default, each Service Engineer can only have one Personal Inventory. To assign multiple Personal Inventories, enable the corresponding parameter.

Path: Service Connector App -> System Settings -> Business Plugins -> Spare Parts Management -> Personal Inventory.

For more details, refer to: Personal Inventory

3.7.2 Personal Inventory Transfer

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Personal Inventory Transfer Orders are disabled by default. To transfer spare parts between engineers, enable this feature.

Path: Service Connector App -> System Settings -> Business Plugins -> Spare Parts Management -> Personal Inventory.

3.7.3 Personal Inventory Adjustment

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Personal Inventory Adjustment Orders are disabled by default. To adjust spare parts data in engineers’ Personal Inventories, enable this feature.

Path: Service Connector App -> System Settings -> Business Plugins -> Spare Parts Management -> Personal Inventory.

3.8 Enable Service BOM

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To requisition spare parts based on Service BOM, enable this feature.

Path: Service Connector App -> System Settings -> Business Plugins -> Spare Parts Management -> Service BOM.

Service BOM is an advanced feature. For usage scenarios and setup, refer to: Service BOM

3.9 Equipment Component Replacement

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During Spare Parts Consumption, if you want consumed New Parts to automatically update the Equipment BOM and replace old components, enable the Equipment Component Replacement parameter.

Path: Service Connector App -> System Settings -> Business Plugins -> Equipment Management -> Equipment Asset BOM.

For details on Equipment Asset BOM, refer to: Equipment Asset BOM

For more on Spare Parts Consumption, refer to: Spare Parts Consumption

For more on Spare Parts Returns, refer to: Spare Parts Return Order

3.10 Configure Spare Parts Transfer Rules

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After confirming a Spare Parts Transfer Order, the source warehouse automatically processes the outbound. By default, the destination warehouse requires manual confirmation for inbound. To automate this, set the parameter to: “After Transfer Order confirmation, the system automatically processes inbound confirmation.”

3.11 Configure Spare Parts Check Rules

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By default, the product source for Spare Parts Check Sheets is “Products,” meaning all products can be checked regardless of inventory records. To restrict checks to products with inventory records, switch the Check Product Source to “Inventory.”

3.12 Configure Spare Parts Inventory Alert Rules

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Set inventory alerts in the Basic Settings of Inventory Management. This applies to Spare Parts Inventory as well.

Path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Basic Settings.

3.13 Enable Spare Parts Repair Module

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Spare Parts Repair is an advanced feature available only in Spare Parts Management Advanced Mode.

Based on factors like requisition quantities and defective inventory levels, systematically repair and refurbish defective parts from after-sales services. Refurbished parts can later be used as good-quality spare parts for shipment or consumption.

Path: Service Connector App -> System Settings -> Business Plugins -> Spare Parts Management -> Spare Parts Repair.

For more details, refer to: Spare Parts Repair