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Assigning Inventory to Partners

Field service businesses use the Inventory screen to manage parts through their life cycles and to monitor parts consumption during order fulfillment and field service. Mobile field service engineers also use the Inventory screen to manage their trunk inventories using a disconnected client.

The Inventory screen lists locations where inventory is stored. Users can select a location and click the view tabs to display the product inventory for the location, pending orders, vendors, and other information, and can also use one view to generate orders.

You can enter this information about inventory and generate orders using either the Siebel PRM Manager or Siebel Field Service. Your partners can view this information and generate orders using the Siebel PRM Portal.

You can use the Position field of the Inventory Location record to assign the record to one person, who would see it in the My Inventory Locations view. In general, you assign the record to a manager at the brand owner company in this way.

To share inventory with partners, assign an inventory location to a partner organization. Employees of that partner company can then see it in the All Inventory Locations view. For more information about working with inventory, see Siebel Field Service Guide.

For a business scenario illustrating how brand owners and partners can work together using assets, see Example of the Brand Owner and Partner Managing Inventory.

To assign an inventory location to a partner company

1. Navigate to the Inventory screen, then the Inventory Locations view.
2. In the Inventory Locations list, select the location that you want to assign to the partner company.
3. In the form for the inventory location, in the Organization field, click the Multiple Select button.
4. In the Organizations dialog box, click the New button.
5. In the Add Organizations dialog box, select the organization of the partner company and click OK.
6. In the Organizations dialog box, click OK.

   The Inventory location and the information associated with it are visible to users in this partner company in the All Inventory view.