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Depending on the MobileTech setup, when you view task materials, you can also completing a service appointment you can create inventory transactions for the replacement parts that are used during a service call.

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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 create a replacement parts inventory transaction:

1. Select Appointments and then select a service appointment.

2. Select Complete, and then select the 

   Task Materials Image Removed 

   Parts tab.

3. In the

   Task Materials pane, select the task material item to create the transaction for, and then select  Add Image Removed

   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.

4. Select the replacement part item and then select Add. 

   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.

5. 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 task material 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 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. 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 task materialreplacement part.
   QuantityEnter	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 ManagementThe quantity is auto-populated from the replacement part.
   Unit Cost	Enter the cost of the item. 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.is auto-populated from the replacement part. 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

   Description

   The short description for the replacement part auto-populates into this editable field.

   
   

6. Select the Save Image Removed  icon.