Processing Inventory and Non-Inventory Items Entered by Technicians

When inventory or non-inventory items are consumed on a service call, the technician can enter information, such as pricing, directly on the MobileTech device (laptop or pocket PC). When a service call is completed, the updated information is sent back to the host and the appropriate transactions can be created.

For SOP and inventory transactions, the transaction quantity is used instead of quantity shortages. The Adjustment Overrides checkbox must be selected in the Inventory Control Setup window (Microsoft Dynamics GP > Tools > Setup > Inventory > Inventory Control).

Some inventory types, such as Kit, Misc Charges, Services, and Flat Fee, will not be processed in the Mobile Inventory window.

Processing Inventory and Non-Inventory Transactions

Process inventory and non-inventory items that were entered by a MobileTech technician. The appropriate transactions will be created.

1. Select Inquiry >Service Management >Mobile Inventory Inquiry. The Mobile Inventory window opens.
2. Select Process to begin processing transactions. You cannot process one item or part at a time; you can only process all the transactions at once. The item or part numbers that were entered by the MobileTech technician in the process of completing a service call appear in the window. To delete a record, select the item or part and select Delete.
3. When you have finished, close the window.

After Processing Item Transactions

The type of transaction(s) that are created depends on whether you have selected the Use Sales Order Processing for Inventory option in the Invoice Options window (Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Invoice Options) and whether the part used is an inventory item.

Transactions that are processed successfully are removed from the Mobile Inventory window. To print a report that shows transactions that are not processed successfully, select Print in the Mobile Inventory window.

• If you are using SOP for Inventory
  If you have selected the Use Sales Order Processing for Inventory Items option in the Invoice Options window (Microsoft Dynamics GP > Tools > Setup >Service Management >Invoice Setup > Invoice Options), then an SOP transaction is created. In addition, a new batch is created with the name of MOBILE<transaction date>, for example, MOBILE070602 for June, 2007.
• If you are NOT using SOP for Inventory
  If you have not selected the Use Sales Order Processing for Inventory Items option in the Invoice Options window (Microsoft Dynamics GP > Tools > Setup >Service Management >Invoice Setup > Invoice Options), and the item is a serialized or non-serialized inventory item, then an item transaction is created. In addition, a new batch is created with the name of MOBILE<transaction date>, for example, MOBILE070602 for June 2, 2007.
• If the item is a non-inventory item
  If the item is not an inventory item, a GL transaction is created. In addition, a new batch is created with the name of MOBILE<transaction date>, for example, MOBILE070602 for June 2, 2007.
• If you are using SOP Invoicing
  If you are using SOP Invoicing in Signature Service Management, a non-inventory line item is added to the primary SOP document with a $0.00 price, even if a price was entered by the technician. In addition, the document will be placed on Hold. Therefore, you must enter a price, make other changes, as needed, and then post the document.