Bookshelf v8.0: Part Tracker View

The Part Tracker view describes the transfer of parts in the field between the client, a service order, and the field service engineer's trunk inventory. Table 20 describes items in Part Tracker records.

NOTE: Transactions between inventories and between inventories and customers are recorded on the Inventory Transactions screen. For more information, see Inventory Transactions View.

In the Part Tracker view, a Complete button appears at the top of the Activity form. Clicking this button updates the Cost and Price fields for all the current activity's parts, time, and expense records, and changes the value in the Activity record's % Complete field to 100. (Additionally, when the % Complete field reaches 100, the Status field value changes to Done.)

Table 20. Selected Item in the Part Tracker View
Item	Description
Billable	When selected, a check box that indicates this labor is billable to the customer. When this flag is set, this record is used to create an invoice. The service business can define expenses that are not billable; for example, a coffee break.
Commit	When selected, a check box that indicates this transaction was committed. This check box is set automatically after clicking the Commit button, if all validations are completed. For more information, see Commit Button.
Commit and Commit All buttons	The Commit button creates a transaction for a selected, uncommitted record. The Commit All button creates transactions for all uncommitted records. Once committed, a record becomes read-only. Committed records cannot be uncommitted. For more information, see Commit Buttons.
Source	This field describes the location from which the part originated.
Destination	This field describes the final customer location for this part.
Swap Part Mvmt #	The Swap Part Mvmt # creates a one-for-one swap relationship between an uninstalled asset and an installed asset. In the record of the uninstalled asset, the Swap Part Mvmt # field is left blank. In the record of the installed asset, the uninstalled asset is selected in the Swap Part Mvmt # field. For more information about asset swaps, see Asset Swaps.
Write-In Asset	When selected, a check box that indicates the serial number for an asset is not in the local database. The user selects this check box, and then enters a write-in serial number. This setting is for information only.
Write-In Serial Number	A field for entering a serial number. This is for an asset that is not yet in the Field Service database on the local computer. An administrator generates the inventory transaction for the asset after the user synchronizes.

Commit Button

The Commit buttons validate the movement of serialized and nonserialized assets that are already recorded in the local database. For the validation mechanism, see Commit Buttons. If these validations are successful, the Commit flag is set in Part Tracker records and inventory movements are recorded by transactions in the database. If an asset is defined in the part movement record, as asset transaction is also recorded.

A user can create a part movement record without changing the inventory levels in the database. To change inventory levels, select the Commit check box or click the Commit button.

If the mobile computer is disconnected, the local database is updated. When the mobile computer is synchronized with the Siebel server, the information about the part movement is transferred to the server. If the asset was identified in the database on the remote computer, the server records the change in inventory location in the database and then creates a transaction.