Siebel Field Service Guide > Service Inventory > Service Inventory Overview >

Bulk Inventory Transactions

Bulk inventory transactions allow multiple assets to be simultaneously moved to a new inventory location. This can be useful in bulk stock transfers and receiving dock scenarios.

To perform a bulk inventory transaction

  1. Navigate to the Assets screen > List view.
  2. Select the assets to transfer, and click Transfer.
  3. In the Inventory Transactions applet, complete the fields as appropriate. In the Selection Type field, choose Selected Items to transfer only the assets selected in the list, or choose Entire Document to transfer all assets in the list. Click Transfer.

NOTE:  You can transfer only the assets of the serialized products. For each product that you want to transfer, the Serialized check box must be checked on the Products screen. For more information on the Serialized check box, see Product Service Details View.

Workflows to Perform Bulk Inventory Transactions

The Bulk Inventory Transaction - Asset List - Default workflow uses the FS Inventory Transaction business service and the Inventory Transaction - Asset List - Default workflow to move all assets from their current inventory locations to the specified destination. In the background, separate inventory transactions are created and can be reviewed on the Inventory Transaction screen. The workflow is called when the user clicks the Transfer button on the Inventory Transactions applet. For information on the methods used in this business service, see FS Inventory Transaction Business Service.

The Bulk Inventory Transaction - Asset List - Default workflow gets the asset-related details and source details, then organizes the asset list according to location, product, source, and availability. The workflow then invokes the Inventory Transaction - Asset List - Default workflow, which creates the inventory transaction headers, adds the asset details to the transaction headers, and commits the transaction.

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