Adding Parts to the Recommended Parts List
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Prerequisites
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• ServiceMax Core Server version 30.0 or later is deployed in your organization.
• You have the required permissions on the Recommended Parts and Work Performed Actions objects.
• The administrator has configured the Part Usage settings in the SFM designer.
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During field service, you might need a part that is not on the recommended parts list for the current task. The Add Part option lets you search the product catalog, select a part, and add it to the recommended list directly from the Go app. Expression-based filters and Product Structure filters narrow the search results to relevant products based on administrator configuration.
1. Open the Go app and navigate to the task for which you need to add a part.
2. Tap the parts icon. The Parts screen displays the recommended parts list.
3. Tap Add Part. The product selection screen opens with a list of active products not already on the recommended list.
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The product list queries online by default and displays up to 200 of the most recently modified products.
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4. Search for the required part using the search field at the top of the screen. Search-as-you-type matches against Product Name and Product Code.
5. Tap the filter icon next to the search field to apply a filter option:
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Filter
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Description
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Contains
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Matches products whose name or code contains the search term anywhere in the value.
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Exact Match
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Matches products whose name or code is an exact match to the search term.
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Starts With
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Matches products whose name or code begins with the search term.
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Ends With
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Matches products whose name or code ends with the search term.
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6. Tap the required product to select it.
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You can select one product at a time. The available products depend on the filtering method configured by your administrator:
• If a Product Structure is configured for the service product, the list shows only parts from that structure. If the Product Structure returns no results, the app falls back to the SFM expression filter.
• If an SFM expression is configured in the Part Usage admin settings, only products matching that expression appear in the list.
• For general tasks, only stockable and consumable products appear. Serialized parts are excluded from the add-part list for general tasks.
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7. Tap Confirm. The selected part is added to the recommended parts list.
The recommended parts list displays the added part with its planned and used quantities. You can proceed to update the part consumption for the added part using the standard parts consumption workflow.