Request Inventory in Field Service
When your stock gets low or you need a part for a particular work order, create a product request. Product requests can be associated with work orders, work order line items, cases, and accounts. You can specify when and where the parts are needed, and divide the request into line items that each represent a needed part.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To create product requests: | Create on product requests |
| To view product request line items: | Read on product requests |
| To create, update, or delete product request line items: | Edit on product requests |
Mobile workers can create product requests when they find defective parts in their vehicles or their stock has run out. Dispatchers or service managers can create product requests on behalf of their mobile workers if they see their stock getting low. And schedulers can create product requests when they schedule work orders that require parts which aren’t normally found in a worker’s vehicle stock.
- From the Product Requests tab or the Product Requests related list on a work order or work order line item, click New.
- If the request is being made for a particular job, select the related work order or work order line item.
- Optionally, select the related account or case.
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Enter the destination location, which is where the parts are needed.
Note Service vehicles can also be locations. Mobile locations like vehicles have Mobile Location selected on their detail page. - Enter the address where the parts should be shipped; for example, the mailing address of the warehouse that is requesting them.
- Select a shipment speed, and enter the Need By Date.
- If the parts are being transferred from another location such as a warehouse, enter the source location.
- Add a description.
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Assign the product request a status:
Draft Finalizing the product request details. Submitted The product request is ready for processing. Received The department in charge of fulfilling the request is working on it. - Save your changes.
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Create one product request line item for each product needed.
- From the Product Request Line Items related list, click New.
- Select the product that is needed, and enter a quantity and unit of measure. These values are inherited from the Quantity Unit of Measure field on products.
- Fill in the rest of the fields as needed. The parent product request’s shipping and related record information is auto-populated on its line items.
- Save your changes.
The product request now appears in the Product Requests related list on the related work order or work order line item. You can also view and sort line items from all product requests from the Product Request Line Items tab in Salesforce.
