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

Creating Inventory Locations (End User)


You use inventory locations to consolidate and manage all records pertaining to a service inventory.

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

To create an inventory location

  1. Navigate to the Inventory screen.
  2. In the Inventory Locations view, create a new inventory location record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Position

    Select a position for the inventory location. When you select a value of Owned in the Ownership field, employees who are associated with this position can view the inventory location in the My Inventory Locations view.

    Ownership

    Select a value that indicates the ownership of the inventory location. Values include Owned, Customer, and 3rd Party.

    Organization

    Select an organization for the inventory location. The organization limits the visibility of data. If you select All Inventory Locations Across Organizations in the visibility filter, then the inventory locations for all organizations appear. Inventory transactions can occur only between locations in the same organization. For more information about setting up organizations, see Siebel Security Guide.

    If you own a record, then you can see it when you select My Inventory Locations in the visibility filter, even if the record does not apply to your organization. However, you do not see the record when you select All Inventory Locations in the visibility filter if the record does not apply to your organization.

    CAUTION:  Improper configuration of organizations and inventory locations can lead to unintended results. For example, you might be unable to complete inventory transactions between some locations.

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