Sourcing and Procurement Operations integration with Field Service Management
The Procurement for Field Service Management plugin (sn_fsm_psm_mobile) provides an integration between the Field Service Management and Sourcing and Procurement Operations applications.
A field service agent working on completing a particular work order task could view the asset inventory, locate the parts that are available in stockrooms in real time, and source them as per requirement. With this integration, a field service agent can engage with procurement and place an order to purchase a required part from a vendor or supplier.
This functionality is available only on your mobile device through the Agent mobile application.
Note: This integration application is owned by the Field Service Management team. To use this application, a license is required for both Field Service Management and Sourcing and Procurement Operations.
Changes to the Field Service Management application
In the Field Service Management application, this integration adds a Purchase Orders related list to the part requirement form on your mobile device. This list shows the order details of the purchase made with a vendor or supplier.
Also, the Order Part button has been added, which enables a field service agent to purchase the part if it is not available in the inventory or any physical stockroom.
On the Inventory tab, My Purchases and My Purchasing To-dos applets have been added from the Shopping Hub Mobile application to provide field service agents visibility into their purchases and purchasing to-dos. However, these lists are available only if the better together application is installed.
On the Inventory tab, the My Inventory applet displays the assets that are created when creating transfer order lines from Field Service Management, as well as assets that are created when acknowledging the delivery of products from a vendor or supplier from Sourcing and Procurement Operations. Assets that are created in the Asset Usage table are also displayed here.
- Integrate with Field Service Management
Field Service Management provides an integration with the Sourcing and Procurement Operations application. With this integration, a field service agent can engage with procurement and place an order to purchase a required part from a vendor or supplier. - Order parts you need using the Agent mobile application
Place an order for a part that you require to complete a particular work order task, from the Sourcing and Procurement Operations flow, using the Agent mobile application.
Parent Topic:Integrate Sourcing and Procurement Operations with other applications
Related topics
Sourcing and Procurement Operations integration with Asset Management
Sourcing and Procurement Operations integration with Employee Center
Sourcing and Procurement Operations integration with third-party sourcing solutions
Sourcing and Procurement Operations integration with Third-party Risk Management
Sourcing and Procurement Operations integration with Project Management
Sourcing and Procurement Operations integration with Celonis
Source-to-Pay Operations integration with Contract Management Pro
ERP source validation on Sourcing and Procurement Operations objects