Siebel Field Service Guide > Service Activities > Process of Managing Service Activities >

Recording Part Movements for Activities (End User)

Field service engineers can move parts in the field so that the parts are available to complete activities. You can record these part movements between customer sites, service orders, and the truck inventories of field service engineers.

You record transactions between inventories as well as between inventories and customers in the Inventory Transactions screen. For more information, see Creating Inventory Transactions (End User).

NOTE:  Part movements that an engineer records in the field appear only after the engineer synchronizes the mobile computer. If the engineer records the part with an add-in serial number, then the part transfer appears only after administrator processing.

This task is a step in Process of Managing Service Activities.

To record a part movement for an activity

1. Navigate to the Activities screen, then the Activity List view.
2. Drill down on the Type field for a selected activity, and click the Part Tracker view tab.
3. Create a new part movement record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Asset #	Select an asset number if the part movement applies to an asset.
   Source	Select the origin location for the part.
   Destination	Select the destination location for the part.
   Billable	Select this check box to indicate the part is billable to the customer. When you select this check box, the Charge Engine uses the record to create a charge, and the Charge Consolidation business service includes the part for the activity in an invoice. This check box is automatically selected if the Billable check box is selected for the activity.
   Commit	Displays a check in the check box to indicate the transaction for the part movement is committed. If all validations for the part movement are complete, then this check box is automatically selected after you click a commit button. For more information about the validation checks for the commit buttons, see Mobile Inventory Transactions.
   Write-In Asset	Select this check box to indicate the serial number for an asset is not in the local database. If you select this check box, then you enter a serial number in the Write-In Serial Number field. This field is for information only, and does not affect other fields or functions.
   Write-In Serial #	Type a serial number for an asset that is not yet in the local database. An administrator generates the inventory transaction for the asset after you synchronize the mobile computer.

   An inventory transaction, an asset transaction, or both (depending on the source or destination) is created for the part movement.