Depending on the MobileTech setup, when you view task materials, you can also create inventory transactions for the replacement parts that are used during a service call.
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:
- Select Appointments
and then select an appointment. - Select Complete, and then select the Parts
tab. In the Replacement Parts pane, select the replacement part item and then select Add.
The quantity displayed indicates how many of the items you will need when replacing the part, not how many items are available.
In the Inventory pane, 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.
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 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.
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 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.
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
icon.