Installing a Replacement Serialized Part

Complete the following procedure to install a replacement serialized part. Before you complete this procedure, you remove the defective serialized part from service. For more information, see Removing a Serialized Part.

To install a replacement serialized part

  1. On the home page, tap an activity name on the calendar to drill down on the task-based screen flow for the selected activity.

    For more information about the home page, see Using the Home Page for Siebel Field Service.

  2. Tap Part Tracker in the side pane.

    The Part Tracker view appears in the main pane showing the tracked parts associated with the activity.

  3. Install a replacement serialized part as follows:

    1. Tap New (the plus (+) icon) in the main pane.

    2. Enter the information for the part movement in the fields that appear. The following table describes the fields.

      Field Name

      Description

      Product

      Select the product that is associated with the part.

      Status

      Select a value of Good.

      Quantity

      Type the quantity of the part.

      Asset #

      Select an asset number to associate with the part.

      From

      Select a value of Service Order or Trunk.

      To

      Select a value of Customer.

      Billable

      Select this check box to indicate if the part movement is billable. Otherwise deselect this check box.

    3. Navigate away from the record to save the record.

  4. Tap Menu (the cogwheel icon) in the main pane, and then tap Commit.