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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 for equipment assigned to the service call.

Note

If the replacement part 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 to contact your system administrator for assistance.

To open the Replacement Parts pane for an appointment:

...

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.

Note
  • 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.)
  • MobileTech inventory transactions do not support Microsoft Dynamics GP Inventory Lots.

To create a replacement parts inventory transaction:

  1. Select Appointments and then select a service appointment.

  2. Select Complete, and then select the Parts

    Image Removed 

    tab.

  3. In the Replacement Parts pane, select 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. 

    NoteThe quantity displayed indicates how many of the items you will need when replacing the part, not how many items are availableIf 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.

    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.

    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

    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.

    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

    Select the Save Image Removed 

    Description

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


  6. Select the Save icon.