Spare Parts Standard Mode

Spare Parts — Standard Mode: No company-level Warehouse required; engineers must requisition parts into their Personal Warehouse before use

• In Standard Mode, the company does not enable ShareCRM Inventory on the Web and does not maintain Parts Inventory within ShareCRM.
• Engineers must submit a Material Requisition Order to move parts into their Personal Warehouse before consuming parts on a Work Order. Personal Warehouse must be enabled.

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1.1 Material Requisition Orders and Requisitioned Products

1. On the Web, go to Service Connector -> Personal Warehouse Management and click Material Requisition Orders to open the requisition list.
2. Click New Material Requisition Order at the top-right of the list.
3. On the New Material Requisition Order page, complete the requisition header and line-item details as prompted. Note: The same object is used on the mobile APP; configure the Service Connector menu entry for Material Requisition Orders accordingly.

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1.2 Requisition Submission

1. By default, clicking Submit Requisition immediately approves the requisition. picture coming soon:

2. If Personal Warehouse is configured to enable manual approval for part requisitions, the Submit Requisition, Confirm Requisition, and Reject Requisition buttons are disabled and will not change the requisition status. In that case, configure an approval workflow that performs a post-approval field update: on approval, set the Requisition Status field to “Warehouse Confirmed” to automatically trigger a Warehouse Outbound. picture coming soon:

3. After a requisition is approved and the parts are issued, the system automatically generates Personal Warehouse inventory in/out records.
4. In Personal Warehouse -> Warehouse Details, the requisitioned products are added. Products requisitioned from the Warehouse are classified as New Part and Inventory Type: No Physical Inventory. picture coming soon: picture coming soon:

1.3 Parts Consumption

1. Consume parts on the Work Order by selecting parts in the engineer’s Personal Warehouse that are marked as New Part with Inventory Type: No Physical Inventory. picture coming soon:

1.4 Material Return Orders and Returned Products

1. On the Web, go to Service Connector -> Personal Warehouse Management and click Material Return Orders to open the return order list.
2. Click New Material Return Order at the top-right of the list.
3. On the New Material Return Order page, complete the return order header and line-item details as prompted.
4. Part Type: New Part indicates unused parts; Part Type: Used Part indicates parts recovered from the customer site. Note: The same object is used on the mobile APP; configure the Service Connector menu entry for Material Return Orders accordingly. picture coming soon: picture coming soon: picture coming soon: