Siebel Field Service Guide > Service Inventory >

Creating Inventory Transactions

Follow these procedures to process inventory transactions.

To create inventory transactions manually

1. Navigate to the Inventory Transactions screen.
2. Add a record and complete the fields as appropriate.

To add an asset to an inventory transaction

1. Navigate to the Inventory Transactions screen.
2. Drill down on the selected inventory transaction.
3. In the Assets view, add a record and complete the fields as appropriate.

   Available assets vary dynamically according to the Source Location in the inventory transaction record. The assets available to select are only those at that Source Location. If the Source Location is External Location, Field Service shows all assets not currently assigned to any location.

To receive a product as a stock transfer or over-the-counter transaction

1. Navigate to the Inventory Transactions screen.
2. Add a record. In the Type field, select Over-the-counter and complete other fields as appropriate
3. If the product is serialized, in the Assets view, add a record for the transaction.

To move an item from one trunk to another: source mobile client

1. Navigate to the Inventory Transactions screen.
2. Add a record. In the Type field, select Exchange Between FSEs and complete other fields as appropriate.

To move an item from one trunk to another: destination mobile client

1. Navigate to the Activities screen.
2. Drill down on a selected activity, and then click the Part Tracker view tab.
3. Add a record and complete the fields as appropriate.

To commit transactions reported by mobile clients

1. Navigate to the Administration - Service screen > Parts Movement Administration view.
2. Select an uncommitted part movement record. In the Asset # field, select an asset.

   The asset should correspond to the add-in serial number entered by the mobile field service engineer.

3. Select the Commit check box to generate an inventory transaction that decrements the source inventory location and increments the destination location.