Spare Parts Standard Mode

Standard Spare Parts Mode: No Spare Parts Warehouse Required - Engineers Must Request Spare Parts to Personal Inventory Before Use

• In standard mode, the company does not enable ShareCRM’s inventory management system and does not maintain spare parts inventory within ShareCRM.
• Engineers must initiate a spare parts request to their personal inventory before consuming spare parts for Work Orders. Personal inventory must be enabled.

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1.1 Material Requisition Order and Products

1. On the Web, navigate to Service Connector > Personal Inventory Management, then click Material Requisition Order to view the list.
2. Click New Material Requisition Order in the upper-right corner.
3. On the New Material Requisition Order page, fill in the required details and line items.
   Note: The same object applies to the mobile app. Ensure the Service Connector menu entry for Material Requisition Order is properly configured.

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1.2 Material Requisition Request

1. By default, clicking Submit Requisition Request approves the request immediately.

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1. If manual approval is enabled in Personal Inventory, the Submit Requisition Request, Confirm Requisition, and Reject Requisition buttons will be disabled, and the order status will not change automatically.
   • Configure the approval workflow to update the Requisition Status to Warehouse Confirmed upon approval, triggering an automatic Warehouse Outbound Order.

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1. Once approved and processed, the system automatically generates a Personal Inventory transaction record.
2. In Personal Inventory > Transaction Details, the requested Products will be added with New Part as the spare part type and No Physical Inventory as the inventory type.

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1.3 Spare Parts Consumption

1. Under a Work Order, select spare parts from Personal Inventory with New Part as the spare part type and No Physical Inventory as the inventory type for consumption.

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1.4 Material Return Order and Products

1. On the Web, navigate to Service Connector > Personal Inventory Management, then click Material Return Order to view the list.
2. Click New Material Return Order in the upper-right corner.
3. On the New Material Return Order page, fill in the required details and line items.
4. Spare parts marked as New Part are unused, while those marked as Used Part are returned from customer sites.
   Note: The same object applies to the mobile app. Ensure the Service Connector menu entry for Material Return Order is properly configured.

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