Work order to inventory deduction workflows

Purpose

1. Enable automated deduction of parts and materials from inventory upon work order creation, update, or completion for air compressor service jobs.

2. Increase inventory accuracy, reduce manual errors, synchronize repair operational data with real-time stock levels, and ensure seamless asset management and reordering.

3. Provide audit trails for compliance, minimize technician downtime by ensuring part availability, and facilitate predictive analytics on inventory usage trends.

Trigger Conditions

1. New work order created in field service management system.

2. Work order status changes—“In Progress,” “Parts Used,” or “Completed.”

3. Manual part usage input via technician mobile app or barcode scan.

4. Work order closed and marked for inventory reconciliation.

Platform Variants

1. ServiceNow

• Feature/Setting: Workflow Editor, Table API—configure “Work Order Updated” trigger to invoke “Inventory Adjustment” REST call.
  

2. Salesforce Field Service

• Feature/Setting: Process Builder/Flow—on work order status change, configure to call Inventory Management API (POST /services/data/vXX.0/sobjects/InventoryAdjustment).
  

3. SAP S/4HANA

• Feature/Setting: Business Workflow—use Material Management module, trigger MIGO_BAPI_GOODSMVT_CREATE on work order events.
  

4. Oracle NetSuite

• Feature/Setting: SuiteFlow—Script workflow on Work Order record, set action to adjust inventory using Inventory Adjustment API.
  

5. Microsoft Dynamics 365 Field Service

• Feature/Setting: Power Automate Flow—on “Work Order Updated,” use Dynamics API PATCH /inventoryadjustments.
  

6. QuickBooks Online

• Feature/Setting: Webhook—on work order creation (third-party), POST /v3/company/{companyId}/item/{itemId}/quantity endpoint.
  

7. Odoo

• Feature/Setting: Automated Actions—on work.order model, action to decrease stock via /api/inventory/write endpoint.
  

8. Simpro

• Feature/Setting: Simpro API—when job status changes, PATCH /materials endpoint to adjust quantities.
  

9. Oracle E-Business Suite

• Feature/Setting: Oracle Inventory APIs—trigger INV_INVENTORY_ADJ_PUB API via PL/SQL on work order interface.
  

10. Epicor ERP

• Feature/Setting: BAQ/Function Trigger—on Service Call update, run dynamic inventory update with Erp.BO.InventoryQtyAdjSvc.
  

11. Freshservice

• Feature/Setting: Workflow Automator—on ticket (work order) resolution, run API call to /assets/{assetId}/update_stock.
  

12. Zendesk

• Feature/Setting: Zendesk Triggers—on custom field change (parts used), call external inventory API via HTTP target.
  

13. UpKeep

• Feature/Setting: Webhooks & API—on work order completion, POST /v2/parts/{id}/usage.
  

14. CMMS Data Group (MEX)

• Feature/Setting: MEX API—on job close, PATCH /inventory/usage endpoint.
  

15. Shopify

• Feature/Setting: Custom app—use Admin API POST /admin/api/2023-01/inventory_levels/adjust.json.
  

16. Fishbowl Inventory

• Feature/Setting: Fishbowl API—trigger Inventory Adjustment on “WO Issued” event, use /api/inventory/update.
  

17. TrackAbout

• Feature/Setting: Integration API—on service event, POST /api/v2/inventory/deduct.
  

18. RepairShopr

• Feature/Setting: Automated Workflows—on ticket completion, POST /api/v1/inventory/update.
  

19. Smartsheet

• Feature/Setting: Bridge Automation—on row update (work order), invoke HTTP integration to decrement inventory.
  

20. Katana MRP

• Feature/Setting: Katana API—on work order event, POST /stock_adjustments for part deduction.
  

Benefits

1. Drastic reduction in manual data entry and associated errors across all service orders.

2. Accelerated job processing by syncing parts usage automatically.

3. Enhanced inventory accuracy enabling improved procurement and stock forecasting.

4. Real-time reporting and audit trails support regulatory compliance.

5. Improved technician productivity by ensuring parts availability and reducing field delays.