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  1. Open the Task Materials pane for a service call or appointment:
    • For service calls, select Service Calls  . Select a service call, select More, and then select the Task Materials  tab.
    • For appointments, select Appointments  (or select the Appointments  tab from a service call). Select an appointment and select Complete, and then select the Task Materials  tab.

  2. In the Task Materials paneform, select the task material item to create the transaction for, and then select  select Add.

    Note

    If the task material is an inventory item but it isn't assigned to any of your inventory sites, the Inventory pane won't open and you'll receive a message. Contact your system administrator for assistance.


  3. In the Inventory pane, enter information in these fields.

    FieldDescription

    *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.

    Cost Code

    Enter the cost code. MATERIAL is the default value.

    Non Inventory

    Select Yes if the task material 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 task material. If the task material 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 task material.

    Quantity

    Enter the quantity of the item. The default value is the quantity that was set up for the task material in the Service Call Task Code Materials 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.


    *Required field

  4. Select the Save  icon.