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Setting Up Inventory Levels


You can set up inventory levels. An inventory level is a grouping of products that have the same Availability field value (for example, On Hand, On Order, and Reserved) and the same Status field value (for example, Good and Defective). Users can select these inventory levels in the Inventory Level list in the Product Inventory view of the Inventory screen.

You do not have to manually create products and associated inventory levels. When an inventory transaction occurs, products and associated inventory levels are automatically created in the Siebel database if they do not exist. However, such products are not assigned specific inventory levels, allocation values, substitution values, or cycle counting classes. You might have to navigate to the Inventory Administration view of the Administration - Service screen and update these newly created records in the Inventory Location Types view and the Inventory Level Categories view.

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

To set up an inventory level

  1. Navigate to the Administration - Service screen, then the Inventory Administration view.
  2. Click the Inventory Level Categories view tab.
  3. Create a new inventory level record, and complete the fields as appropriate.
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