Transfer Order Tab

The Transfer Order tab lets you order parts from another warehouse and have them delivered to your local (van) warehouse location.

This tab has three screens: the Transfer Order Details screen, the Add/Edit/Delete/View Transfer Order Item screen and the Transfer Order List screen.

Transfer Order Details screen in detail

This screen lets you collect all the details for a new transfer order or edit the details for an existing transfer order.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the Transfer Order List screen.	If there's one or more saved transfer orders for this task, then Field Service Mobile shows Transfer Order List screen. If there are no saved transfer orders for this task, then this button has no effect.	Always	None	1
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	2
Delete Current Transfer Order button	Lets you delete a transfer order that has already been saved to the cloud and has a status of Open.	Deletes the current transfer order from the cloud. If there are still transfer orders saved after you delete one, Field Service Mobile shows the Transfer Order List. If there aren't any transfer orders saved after you delete one, Field Service Mobile shows the Transfer Order Details screen with all data entry fields set to default values.	When viewing a transfer order that has been saved and the status for that transfer order is Open.	None	3
Saving To Cloud indicator	Lets you know that the transfer order is being saved to the cloud.	None	After you press the Save until the data has been saved to the cloud.	None	4
Discard Changes button	Lets you clear any changes made in the Transfer Order Details screen.	Shows the alert below. If you press OK on the alert, then Field Service Mobile reverts the contents of all data entry fields to the previous values. If you haven't saved any data to the cloud for the current transfer order, all data entry items will be set to default values. If you have previously saved data for the current transfer order, then all values revert to their previous values when the note data was last saved. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as changes are made to any of the data entry items in the screen.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.	5
Save button	Lets you save any changes made in the Transfer Order Details screen.	Saves all the data entered in the Transfer Order Details screen for the selected task.	When the Transfer Order Item list contains one or more Transfer Order Item List entry instances and the Location dropdown box has a value other than Select.	None	6
Status display text field	Displays the status of the current transfer order.	None	When the status of the current transfer order is set to Open.	None	7
Location dropdown list	Displays all available locations to request items from.	None	Always	None	8
Add Transfer Order Item button	Lets you go to the Add/Edit/Delete/View Transfer Order Item screen to add a new transfer order item.	Shows the Add/Edit/Delete/View Transfer Order Item screen with the data entry items set to default values.	When the status of the current transfer order is set to Open and the Save To Cloud indicator is not visible.	None	9
Transfer Order item list	Displays all transfer order items for the current transfer order.	None	Always	None	10
Transfer Order Item list entry	Displays the Item and Quantity fields of a particular transfer order item. This also functions as a button that displays Add/Edit/Delete/View Transfer Items screen when you press it.	Shows the Add/Edit/Delete/View Transfer Order Item screen with the fields showing the values for the current transfer order item.	If there is one or more files transfer order items added for the current transfer order.	None	11

Add/Edit/Delete/View Transfer Order Item screen in detail

This screen lets you add, edit, delete or view a transfer order item.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the Transfer Order Details screen.	Displays the Transfer Order Details screen.	Always	None	1
View Previous Transfer Order Item button	Lets you view the previous transfer order item.	Populates the Item dropdown list and Quantity text field with the values from the previous transfer order item.	When there are two or more transfer order items entered and Field Service Mobile is not showing the first transfer order item.	None	2
View Next Transfer Order Item button	Lets you view the next transfer order item.	Populates the Item dropdown list and Quantity text field with the values from the next transfer order item.	When there are two or more transfer order items entered and Field Service Mobile is not showing the last transfer order item.	None	3
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Displays the Selected Task Details screen.	Always	None	4
Add Transfer Order Item button	Adds a new transfer order item for the current transfer order.	Adds a new transfer order item for the selected task and populates the Item dropdown list and Quantity text field with the default values.	Always	None	5
Delete Current Transfer Order Item button	Deletes the currently displayed transfer order item for the current transfer order.	Deletes the current transfer order item and shows the Transfer Order Details screen.	Always	None	6
Item Search button	Displays the normally hidden Item Search text box to let you type in a search query.	If you press the Item Search button, then the Item Search text box slides out from the right-hand side of the Item Search button letting you type in a search query.	If the Status text field of the current transfer order has a value of Open. If the Status text field of the current transfer order has a value other than Open, then the Item Search button will be hidden.	None	7
Item Search text field	Lets you enter a search query to display only matching items in the Item dropdown list making it easier and quicker to find your desired item.	As you type the search query text in the Item Search text box the Item dropdown list changes to display how many items match your search query. As soon you type the query, you should press on the Item dropdown list to display the matching items.	If the Item Search button is visible and after you press the Item Search button but you haven't pressed anywhere on the screen except for the Item Search button or Item Search text box.	None	8
Item dropdown list	Lets you select from a list of items that may be added to a transfer order. The list will be either the full list of all items in the system if you haven't entered a search query using the Item Search text box or a subset of all items in the system matching the search query you entered.	None	If the Status text field of the current transfer order has a value of Open. If the Status text field of the current transfer order has a value other than Open, then the Item dropdown list will be replaced with an Item text display field.	None	9
Quantity text field	Lets you add a quantity for the current transfer order item in the current transfer order for the selected task.	None	If the Status text field of the current transfer order has a value of Open. If the Status text field of the current transfer order has a value other than Open, then the Quantity text field will be replaced with a Quantity text display field.	None Note: This field only lets you type numerals, decimal points or the letter “e”. To be considered valid, you should not enter a value with more than one decimal point preceding another character or the letter “e”.	10

Transfer Order List screen in detail

This screen lets you view all the transfer orders that have been added.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Add New Transfer Order button	Lets you add a new transfer order.	Shows the Add/Edit/Delete/View Transfer Order Item screen with all data entry item values set to default.	Always	None	2
Transfer Order list	Lets you see all current transfer orders that have been added.	None	Always	None	3
Transfer Order List entry	Displays the basic information for each transfer order that has been added. This also functions as a button that displays Transfer Order Details screen when you press it to view more detailed information about the transfer order.	Shows the Transfer Order Details screen and fills the data fields with the data from the selected transfer order.	When there's one or more transfer orders added for the selected task.	None	4

General Notices