Siebel Service Handheld Guide > Using Service Handheld > Performing the Job with Siebel Service Handheld >

Process for Working with Serialized Assets in Service Handheld

To install and replace a serialized part, perform the following three steps:

• To remove a serialized asset
• To generate an RMA
• To install a serialized replacement part

To remove a serialized asset

1. Select an activity in the Activities list.
2. From the Show drop-down list, select Move Parts.
3. In the Move Parts list, tap Move.
4. In the Move Part form, tap the fields and do the following:

   Tap this field	Then do this
   Product	Select a product from the picklist or scan the product using a barcode scanner.
   Status	Select Defective from the picklist.
   Asset	Select an asset from the picklist or scan the asset using a barcode scanner.
   From	Select Customer from the picklist.
   To	Select Trunk from the picklist.
   Comments	Add any comments.

5. Tap OK to return to the Move Parts list.
6. In the Move Parts list, tap Commit.

After removing a serialized part, you generate an Return Merchandise Authorization for the part. The procedure for generating an RMA assumes you have completed the procedure for removing a serialized part.

To generate an RMA

1. In the Move Parts list, tap RMA.
2. Tap the hyperlink in the Order # field.
3. In the Order Details list, tap the hyperlink in the Line field for the first record.
4. Review the order line item details in the Order Line Details form, then tap OK.
5. In the Order Details form, tap Print Order.
6. Tap Back to return to the Move Parts list.

After generating an RMA, you are ready to install a serialized replacement part. The procedure for installing a replacement part assumes you have generated an RMA for the defective part.

To install a serialized replacement part

1. From the Move Parts list, select Move Parts from the Show drop-down list.
2. Tap Move in the Move Parts list.
3. In the Move Part form, tap the fields and do the following:

   Tap this field	Then do this
   Asset	Select an asset from the picklist.
   Status	Select Good from the picklist.
   Comments	Add any comments.

4. Check Billable, then tap OK to return to the Move Parts list.
5. In the Move Parts list, tap Commit.