Depending on the MobileTech setup, when completing an appointment you can create inventory transactions for replacement parts that are used for equipment assigned to the service call. Replacement parts are set up in Signature. The quantity displayed in the Replacement Parts tab indicates the number of parts needed, not how many items are available.To open the Replacement Parts pane for an appointment
| Note |
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| Your setup may instead allow you to view and/or create inventory transactions for task materials. See Create a Task Materials Inventory Transaction. (Setup allows either task materials, replacement parts, or neither.) |
To create a replacement parts inventory transaction:
- Select Appointments
and then select an appointment.
Select Complete, and then select the Parts
tab.In the Replacement Parts pane, 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 pane won't open and you'll receive a message to contact your system administrator for assistance.
In the Inventory pane, enter information in these fields.
Field Description *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
Select Yes if the replacement part is a non-inventory item. Select No if it's an inventory item.
Site Inventory
If you selected No in the Non-Inventory field, select the inventory site for the replacement part. If the equipment part is associated with only one site, and you're assigned to that site, the item number and inventory site are displayed.
Item Number
If you selected Yes in the Non-Inventory field, enter the item number for the replacement part.
Quantity
Enter the quantity of the item. The default value is the quantity that was set up for the replacement part in the Equipment Replacement Parts window in Service Management.
Unit Cost
Enter the cost of the item. This field might not be displayed, depending on the MobileTech setup.
List Price
Enter the list price of the item, which was set up in the Item Maintenance window in Service Management. This field might not be displayed, depending on the MobileTech setup.
Note You can't enter negative list prices for items that have an item type of Sales Inventory, Discontinued, or Kit.
Description
The short description for the replacement part auto-populates into this editable field.
*Required field
- Select the Save
icon.