Siebel Medical Handheld Guide > Using Siebel Medical Handheld > Moving Inventory with Siebel Medical Handheld >

Moving Products as a Stand-Alone Process


You can also move inventory as a stand-alone process.

To move inventory from the Move Transactions view

  1. Navigate to Move, then from the Show drop-down list, choose Inv Transactions.
  2. Tap Move.

    The Part Move Form appears with product, asset, and inventory information prepopulated as described in the following table:

    Field
    Description
    Pre-Default Value

    Type

    Transaction Type

    Stock Transfer

    From

    Source Inventory Location

    None. Required.

    To

    Destination inventory location

    None. Required.

    Product

    Product being moved

    None. Required.

    Qty

    Quantity

    0. Read-only depending on how the product is defined in Product Administration views.

    Requires Approval

    Check flag indicating whether part move requires a signature approval.

    Read-only.

  3. Tap in the Detail view, then update the From, To, and Product fields.
  4. Tap in the Assets list to make it active, and then tap the New Record button.
  5. Tap the Lot#, Serial#, or Asset# drop-down control for the new record created.

    The Pick Asset list appears.

  6. Select an asset record, then tap OK.
  7. Tap Accept to accept the part move or Cancel to void the transaction

    NOTE:  Tapping Accept commits the transaction. If this move requires an approval from your contact at the inventory location, you will be automatically navigated to the Move Approvals view. To move more inventory, tap the Back button to navigate back to Move Transactions view and repeat the steps above.

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