...
- Select Appointments
and then select a service appointment.
Select Complete, and then select the Parts
tab.In the Replacement Parts form, 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 paneform, 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
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.
*Required field
- Select the Save
icon.