Siebel Service Handheld Guide > Using Siebel Service Handheld >
Working with Serialized Assets in Siebel Service Handheld
To install and replace a serialized part, perform the following three steps:
To remove a serialized asset
- Select an activity in the Activities list.
- From the Show drop-down list, select Move Parts.
- In the Move Parts list, tap Move.
- In the Move Part form, tap the fields and do the following:
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Product |
Select a product from the picklist or scan the product using a barcode scanner. |
Status |
Select Defective from the picklist. |
Asset |
Select an asset from the picklist or scan the asset using a barcode scanner. |
From |
Select Customer from the picklist. |
To |
Select Trunk from the picklist. |
Comments |
Add any comments. |
- Tap OK to return to the Move Parts list.
- In the Move Parts list, tap Commit.
After removing a serialized part, you generate an Return Merchandise Authorization for the part. The procedure for generating an RMA assumes you have completed the procedure for removing a serialized part. To generate an RMA
- In the Move Parts list, tap RMA.
- Tap the hyperlink in the Order # field.
- In the Order Details list, tap the hyperlink in the Line field for the first record.
- Review the order line item details in the Order Line Details form, then tap OK.
- In the Order Details form, tap Print Order.
- Tap Back to return to the Move Parts list.
After generating an RMA, you are ready to install a serialized replacement part. The procedure for installing a replacement part assumes you have generated an RMA for the defective part. To install a serialized replacement part
- From the Move Parts list, select Move Parts from the Show drop-down list.
- Tap Move in the Move Parts list.
- In the Move Part form, tap the fields and do the following:
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Asset |
Select an asset from the picklist. |
Status |
Select Good from the picklist. |
Comments |
Add any comments. |
- Check Billable, then tap OK to return to the Move Parts list.
- In the Move Parts list, tap Commit.
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