Siebel Medical Handheld Guide > Application Administration > Administering Siebel Medical Handheld >

Managing Inventory Transactions for Medical Handheld

After creating assets, you can then create inventory transactions to record movement of inventory from one inventory location to another. You can also keep track of inventory transactions created as part of a cycle count and view signatures captured for approval-required moves.

NOTE:  All inventory transactions created by the Medical Handheld are created for On-Hand Goods bucket. For more information on Managing Inventory and Inventory Transactions, Siebel Field Service Guide.

To record movement of inventory

1. From the application-level menu, choose Navigate > Site Map > Inventory Transactions
2. In the All Inventory list, create a new record and update the required fields.

   Some fields are described in the following table:

   Field	Description
   Type	Type of inventory transaction. For example, Stock Transfer or Receive Other. For information on transaction types, please refer to Siebel Field Service Guide.
   Product	Product being moved.
   Source Location	Source location. This can be virtual (External Location) or a physical location (warehouse, trunk, or a customer's inventory location).
   Destination Location	Destination location. This can be virtual (External Location) or a physical location (warehouse, trunk, or a customer's inventory location).
   Source Availability; Source Status; Destination Availability; Status	Defines inventory level at source location for that product. Inventory levels are categories of products defined by a combination of availability and status. Both availability and status can have a variety of values. Availability values are Customer Owned, In Transit, On Hand, On Order, and Reserved. Status values are Good and Defective. NOTE:  When sales representatives are performing cycle counts, transactions are automatically generated with Availability = On Hand and Status = Good. For information on transaction types, Siebel Field Service Guide.

3. Click the Transaction # Hyperlink.

   The Inventory Transaction > Assets view appears.

4. In the Assets applet, create a new record.
5. Click the select button in the Asset # field.

   The Pick Asset picklist appears.

6. Select an asset, then click OK.