Verifying and Ordering Parts and Tools for an Activity
Complete the following procedure to check part availability in the trunk, and to verify and order parts and tools for an activity. Before visiting a customer to service or complete an activity, you must verify that the required parts and tools are in your vehicle trunk and order any needed parts and tools.
To verify and order parts and tools for an activity
On the home page, tap an activity icon on the calendar and then tap Info to drill down on the detail information for the selected activity.
All details for the activity appear in the main pane. For more information about the home page, see Using the Home Page for Siebel Field Service.
Tap the down arrow next to Parts & Tools to expand and show the parts and tools associated with the activity.
Select a part or tool, and then tap Check Trunk to verify that the required part or tool is in your vehicle trunk.
The number of part or tool available in your vehicle trunk appears.
Order a part or tool for the activity as follows:
Select the part or tool that you want to order, and then tap Order Part.
If an order does not already exist for the part or tool, then an order for the part or tools is created.
Tap the link in the Order Number field to drill down on the selected record.