Prerequisites

The Spare Parts Request object is initialized only when the Spare Parts Advanced Mode is enabled and the new version of spare parts consumption is in use. This does not apply to Spare Parts Simple Mode or the standard mode.

Note: If your organization has enabled Spare Parts Advanced Mode but cannot display the Spare Parts Request object in Service Connector, your organization might still be using the old version of spare parts consumption. You must upgrade to the new version to initialize and use Spare Parts Request. For upgrade assistance, please contact ShareCRM Support.

Scenario Overview

Service Providers or maintenance centers prepare various spare parts in advance to minimize repair downtime, considering factors such as equipment maintenance cycles and component lifespans. The Spare Parts Request serves as the core document for submitting requests to headquarters or central warehouses for these spare parts.

Web Access

• In the Web, navigate to Service Connector > Spare Parts Management to view the Spare Parts Management list page.
• Click Spare Parts Request to access the Spare Parts Request list page.

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Click the New button in the upper-right corner to create a Spare Parts Request.

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Engineers can submit Spare Parts Requests either linked to a Work Order or independently.
- Receiving Modes: Supports Spare Parts Warehouse Receiving or Personal Inventory Receiving.
- Personal Inventory Receiving: Typically used for on-site repairs by engineers.

Spare Parts Requests can be configured with approval workflows. Once approved, the status changes to Pending Shipment, and a Spare Parts Shipment Order can be created.