1. Prerequisites

Spare parts requests are initialized only when Spare Parts Management is set to Advanced Mode and the organization uses the new Spare Parts Consumption module. Simple Mode or the standard Spare Parts Consumption mode do not initialize this object.

Note: If your organization has enabled Spare Parts Management in Advanced Mode but the Work Order Service Connector does not show the Spare Parts Request object, your organization may still be using the legacy Spare Parts Consumption. You must upgrade to the new version before Spare Parts Requests can be initialized and used. To upgrade, contact ShareCRM Support.

2. Scenario Overview

Service Providers or repair outlets, during equipment maintenance for Work Orders, often prepare commonly worn parts in advance to shorten repair turnaround time. Considering equipment maintenance cycles and part lifespans, they request a certain quantity of spare parts from headquarters or the central warehouse. Spare Parts Requests serve as the core document for this scenario.

3. Web Function Entry Points

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

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

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Engineers can submit a Spare Parts Request linked to a Work Order or submit it independently (not linked to a Work Order).

• Receipt mode supports Warehouse Receipt and Personal Inventory Receipt.
• Personal Inventory Receipt typically applies to on-site repairs performed by engineers.

Spare Parts Requests can be configured with an approval workflow. Once approved and the request status changes to Pending Shipment, you can create a Spare Parts Shipment.