Record information about the type of parts you use to fulfill a service order

Article • 4/27/2026 • 3 min read

You can record the type of parts you use, whether they are new or replacement parts, to fulfill a service order.

To record information about parts used to fulfill service order

Open the Field Service Control (FSORD) page.
1. Select Customer Relationship Management > CRM Transactions > Field Service> Field Service Control.
Or
1. Search for FSORD or Field Service Control in the Navigation box and then select Field Service Control.
The Field Service Control (FSORD) page appears.
Click the Parts Information tab.
On the Toolbar, click New, if the replacement part is not on the machine configuration.

Click Copy to base this part on the one in the window, or to enter part numbers that are not on the machine but are similar in make.
Specify part information:
1. Click the Facility dropdown and select the facility associated with the part.
2. Enter the part and revision number associated with this service order.
  
  Or click the Part Number lookup reference.
  
  The Lookup For Part Number window appears.
Select the row that contains the required part number and click Select.

Or double-click the part number to use.

Click Cancel to exit from Lookup For Part Number window.
If the part is lot controlled, enter the part’s serial number in the Serial Number box.

Note: If the serial number is unknown, the shipping process generates this information for you when the item is shipped.
Click Status and select the part’s status.

Note: Active is the initial status when you add a part to a service order. You normally do not change the status except to confirm that the part has been installed on the machine.
In the Notes box, enter any notes about this part.
In the Quantity box, enter the quantity of parts you are adding to this service order.

Or click the Calculator icon to enter the value.

: If the selected part has defined Selling U/Ms, users can switch to a Selling U/M and choose the appropriate Packaging U/M while creating the Field Service Order.

: With the introduction ofSelling U/M, the ability to manually change a part’s U/M on the FSORD screen has been removed. The U/M is now controlled by the Selling U/M defined in the Item Master to ensure consistency across transactions.

Select the Billable check box, if a part’s warranty is in effect and you still want to bill the customer for this part.
To specify a Ship-To location other than the default, click the Ship-To Address Key lookup reference.

The Lookup For Ship To Address Key window appears.

Select the row that contains the required ship-to-address and click Select.

Or double-click the ship-to address.

Click Cancel to exit from Lookup For Ship To Address Key window.

To specify the source location from which to ship the part, click the Ship Source Location lookup reference and select the shipping source location.

The Lookup For Ship Source Location window appears.

Select the row that contains the required shipping source location and click Select.

Or double click to select a row.

Click Cancel to exit from Lookup For Ship Source Location window.

To specify the inventory bin from which to ship the part, click the Bin lookup reference and select the bin.

The Lookup For Bin window appears.

Select a row and click Select.

Or double click to select a bin.

Click Cancel to exit from Lookup For Bin window.

To specify a product class other than the default, click the Product Class lookup reference and select the product class.

Lookup For Product Class window appears.
Select a row and click Select.

Or double click to select the product class.

Click Cancel to exit from Lookup For Product Class window.

On the Toolbar, click Save.