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

Creating Inventory Transactions (End User)


Follow the procedures in this topic to create inventory transactions. Inventory transactions represent changes to product levels. The Inventory Transactions view includes all inventory transactions to allocate, ship, receive, transfer, or adjust the quantity and inventory levels for a product. You can create inventory transactions in other screens and views and in the Inventory Transactions view.

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

To manually create an inventory transaction

  1. Navigate to the Inventory Transactions screen.
  2. Create a new inventory transaction record, and complete the fields as appropriate.
  3. If you want to add an asset to the inventory transaction, then complete the following steps:
    1. Drill down on the Transaction number (#) field for the inventory transaction.
    2. In the Assets view, create a new asset record, and complete the fields as appropriate.

      Available assets vary dynamically according to the Source Location in the inventory transaction record. You can select only the assets that are available at that Source Location. If the Source Location is External Location, then all assets not currently assigned to any location appear.

You can receive a product as a stock transfer or over-the-counter transaction.

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

  1. Navigate to the Inventory Transactions screen.
  2. Create a new inventory transaction record, and complete the fields as appropriate.
  3. In the Type field, select Over-the-counter.
  4. (Optional) If the product is serialized, then create a new record for the transaction in the Assets view.
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