Page Comparison

Depending on the MobileTech setup, when completing an a service 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.

...

1. Select Appointments and then select an a service appointment.

2. Select Complete, and then select the Parts  tab.

3. In the Replacement Parts paneform, 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.

4. 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 form won't open and you'll receive a message to contact your system administrator for assistance.

   
   

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

   You can't enter negative list prices for items that have an item type of Sales Inventory, Discontinued, or Kit

   .

   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	Defaults to No. Select Yes if the replacement part is a non-inventory item. Select No if it's an inventory item.Site Inventory   Note If you selected No in the Non-Inventory field, select the inventory site select Yes, the information that auto-populates 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. 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	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 ManagementThe quantity is auto-populated from the replacement part.
   Unit Cost	Enter the cost of the item. This The unit cost is auto-populated from the replacement part. This field might not be displayed, depending on the MobileTech setup.
   List Price	Enter the The list price of the item, which was set up in the Item Maintenance window in Service Management. This is auto-populated from the replacement part. This field might not be displayed, depending on the MobileTech setup.
   Note
   Description	The short description for the replacement part auto-populates into this editable field.

   *Required field

6. Select the Save  icon.