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- Select Appointments and then select a service appointment.
Select Complete, and then select the Parts tab.
In the Replacement Parts list, the available replacement parts display for equipment that is assigned to the service call. Replacement parts are grouped by equipment and display the item number, description, quantity needed for replacement, and the unit of measure.
Select the replacement part item and then select Add.
Note If the replacement part is an inventory item but not assigned to any of your inventory sites, the Inventory form won't open and you'll receive a message to contact your system administrator for assistance.
In the Inventory form, enter information in these fields.
Field Description Appointment
Appointment: Select the appointment that you're working on. If there's only one appointment for the service call, that appointment is displayed.
Transaction Date
: Enter the transaction date. Today's date is the default value.
Equipment
: Displays the equipment the replacement parts are for.
Cost Code
: Enter the cost code. MATERIAL is the default value.
Non Inventory
: Defaults to No. Select Yes if the replacement part is a non-inventory item.
Note If you select Yes, the information that auto-populates for the replacement part is cleared.
Site Inventory
: The site inventory information is auto-populated from the replacement part.
Item Number
: If you selected Yes in the Non-Inventory field, enter the item number for the replacement part.
Quantity
: The quantity is auto-populated from the replacement part.
Unit Cost
: The unit cost is auto-populated from the replacement part. This field might not be displayed, depending on the MobileTech setup.
List Price
: The list price is auto-populated from the replacement part. This field might not be displayed, depending on the MobileTech setup.
Description
: The short description for the replacement part auto-populates into this editable field.
Select the Save icon.