Prerequisites

This document covers the new version of spare parts consumption. The Simple Mode, Standard Mode, and Advanced Mode of spare parts management all support the new version, though some features may differ.

Note: If your organization is using the legacy version of spare parts consumption, we strongly recommend upgrading to the new version. To upgrade, please contact ShareCRM Support.

Scenario Overview

Service providers or repair centers consume a certain number of spare parts during Work Order processing. Some spare parts are used for installation and are directly consumed as New Parts, while others are used for repairs and may either consume New Parts or involve the return of used parts. These scenarios are recorded through spare parts consumption.

Key Enhancements in the New Version

Compared to the legacy version, the new spare parts consumption system offers significant functional improvements, including but not limited to:

1. Upgraded to a master-detail structure, allowing multiple spare parts to be consumed in a single transaction.
2. Supports consumption from both personal stock and Spare Parts Warehouse (Spare Parts Warehouse consumption is only available in Advanced Mode).
3. Supports batch and serial numbers (Advanced Mode only).
4. Used parts can be selected directly from the device BOM.
5. Automatically updates the device BOM after consumption.
6. Automatically generates device BOM replacement records (Advanced Mode only).
7. New Parts can be selected from the service BOM (Advanced Mode only).

Web Access Points

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

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Click the New button in the upper-right corner to create a new spare parts consumption record.

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When creating a new spare parts consumption record, the Work Order field is mandatory.

Simple Mode:

• No need to specify the spare parts source, personal stock, or Spare Parts Warehouse.
• Consumed spare parts are selected from the product range.
• Does not support batch/serial numbers.

Standard Mode:

• No need to specify the spare parts source, personal stock, or Spare Parts Warehouse.
• Consumed spare parts are selected from the personal stock details.
• Does not support batch/serial numbers.

Advanced Mode:

• Requires specifying the spare parts source (personal stock or Spare Parts Warehouse).
• When selecting personal stock, spare parts are consumed from the engineer’s personal stock details.
• When selecting Spare Parts Warehouse, you must specify the New Parts consumption warehouse and used parts return warehouse. Consumed spare parts are selected from the Inventory of the chosen New Parts consumption warehouse.
• Supports batch/serial numbers.