Transfer Field Service Parts

To transfer parts to another stocking location:

1. In the Manage Field Parts Inventory page, search for the item or part that you want to transfer.

   • If you're a field service administrator who's transferring parts from a technician's trunk stock, specify the technician name.

   • If you're a field service technician, you can only transfer parts from the organization and subinventories assigned to you.

2. Select the item from the Item list of values. Optionally, click Search to display a list of all the items in the selected stocking location.

3. Click the Actions drop-down button and select Transfer.

4. In the Transfer Part window, select the destination stocking location. The list of values displays all inventory organizations with a subinventory set up in the Manage Stocking Locations page. If you're transferring to a technician's trunk stock, you must select the technician first. In that case, all organizations with subinventories assigned to the technician appear. Field service technicians using this page only see the stocking locations assigned to them.

5. The Type field defaults based on the Destination Organization you select, such as Direct Organization Transfer or Intransit Shipment.

   Note: If you define valid types for the transaction source in the Manage Inventory Transaction Sources and Types page, then the LOV includes other values.
6. For an Intransit transaction, enter a shipment number in the Shipment field or click the Generate Shipment Number to generate one.

7. For serial controlled items, select the serial number of the item. For items that aren't serial controlled, you must enter the quantity.

8. Click Transfer to start the parts transfer.

To return defective, unused, and excess parts to the appropriate warehouse, see the section Route and Return Field Service Parts.