Bookshelf v7.5: Part Tracker View

The Part Tracker view describes the transfer of parts in the field between the client, a service order, and the field service engineer's trunk inventory. Table 17 describes items in Part Tracker records.

NOTE: Transactions between inventories and between inventories and customers are recorded on the Inventory Transactions screen (see Inventory Transactions View).

In the Part Tracker view, a Complete button appears at the top of the Activity form. This button updates the Cost and Price fields for all the current activity's parts, time, and expense records, and changes the value in the Activity record's % Complete field to 100. (Additionally, when the % Complete field reaches 100, the Status field value changes to Done.)

Table 17. Selected Item in the Part Tracker List
Item	Description
Billable	A check box that indicates this labor is billable to the customer. When this flag is set, the Invoice Engine uses this record to create an invoice. The service business can define expenses that are not billable; for example, a coffee break.
Commit	A check box that indicates this transaction was committed. This check box is set automatically after clicking the Commit button, if all validations are completed (see Instructions View).
Commit and Commit All buttons	The Commit button creates a transaction for a selected, uncommitted record. The Commit All button creates transactions for all uncommitted records. Once committed, a record becomes read-only. Committed records cannot be uncommitted. For more information, see Mechanism of the Commit Buttons.
Write-In Asset	A check box that indicates the serial number for an asset is not in the local database. The user checks this box, and then enters a write-in serial number. This check box is for information only; it does not have associated code.
Write-In Serial Number	A field for entering a serial number. This is for an asset that is not yet in the Field Service database on the local computer. An administrator generates the inventory transaction for the asset after the user synchronizes.