1. Mobile Guide: Disconnected
  2. Modifying Part Tracker Information for an Activity

Modifying Part Tracker Information for an Activity

Complete the following procedure to modify the part tracker information for an activity and to track and create new activity part movements. You use part tracker to track part movements between locations.

To modify the part tracker information for an activity

  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. Update an existing activity part movement (part tracker record) as follows:

    1. Tap the part tracker record that you want to update.

    2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

  4. Create a new activity part movement (part tracker record) as follows:

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

    2. Enter the information for the new 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.

      Quantity

      Type the quantity of the part.

      From

      Select the location from where you want to move the part.

      To

      Select the location to where you want to move the part.

      Status

      Select a status for the part.

      Asset #

      Select an asset number to associate with the part.

      Part Number

      The part number associated with the product.

      Comments

      Type any necessary comment about the activity part movement.

      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.

  5. Tap Menu (the cogwheel icon) in the main pane, and then tap Commit to generate the inventory transactions.

    Note: If you complete part tracker updates in offline mode, then the inventory transactions are generated when the mobile device is next synchronized with the Siebel Server.