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Serial Number management for service parts

Hi Everyone

How do we solve the below scenario in field service.

Customer asset is created with serial number using standard functionality (storing the SN in asset is no problem as it is 1:1 relationship) and then when the service technician service the asset as part of the work order issue spare parts that are managed by SN. These SN for sparts, once issued to the work order should reduce inventory for the specific SN and we will integrate with ERP. What are others doing when managing SN?

In field service everything related to Product management tracks back to Dynamics 365 Products entity. Be it a product linked to customer asset or a work order product used while servicing. Its about how you have configured the products you are using across different areas in field service.

When you configure the Product in field service app, you can go to the Field Service tab. you can specify Field service product type from anyone of following.

Inventory: Products that are inventoried and have quantities tracked in a warehouse.
Non-inventory: Items that are typically not inventoried. For example, stickers or zip ties.
Service: Used to create service products, which represent the work that you sell to your customers. The quantity of service products is measured with a duration of time. Only service products can be associated with a work order as a service.

There is one more field in the same section named "Convert To Customer Asset". When this is set to Yes, any Product marked as Used on Work order gets automatically converted into the customer asset.

So if you want to manage your Service Parts(Products) through inventory, you have to configure them as of Field Service Product type "Inventory". If the parts don't become assets in your case, you can keep the "Convert To Customer Asset" value as "No" on these products.

Reference: https://learn.microsoft.com/en-us/dynamics365/field-service/create-product-or-service

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