Enter an Inventory Transaction Before Completing an Appointment

Use the Inventory tab to enter billable inventory costs for an appointment.  If you inadvertently enter an inventory item, you can delete it before it is synced.

• You can add multiple service inventory items with the same item number if the description entered is unique or if you have equipment assigned to one of the inventory items.

• You can add multiple job inventory items but they need to have different job cost codes.

• For service appointments, you can view inventory items that other technicians and the back office have added to the service call. You can view inventory items added by the back office for job appointments. These inventory items cannot be edited or deleted. Only invoice inventory (SOPTYPE 3) is displayed.

• MobileTech inventory transactions do not support Microsoft Dynamics GP Inventory Lots.

To enter an inventory transaction:

1. From the Inventory tab for the appointment, the Appointment ID is automatically populated.

2. The Transaction Date defaults to the system date. You can change the date of the inventory transaction.

3. If equipment is assigned to the service call, you can select the Equipment. If no equipment is assigned to the service call, this field isn't available.

4. In the Cost Code field:

   • For a service appointment, a cost code of MATERIAL is displayed and can't be changed.

   • For a job appointment, select the cost code.

5. If you are entering a Non-Inventory item, you can select Yes to create an entry for an item that isn't an inventory item. If this is a non-inventory item, enter the item number.
   Note: If you change this to Yes after selecting the inventory items, the inventory items will be cleared out and you will need to reselect the items.

6. Click Select Inventory to open the inventory list to select up to 5 inventory items. To deselect an item, just click the item again. Select the Save icon to return to the Inventory for

   • Sort: Select the arrow icon to the right of the sort drop-down to change the sort order. The default sort is by Item Number, however, use the drop-down to select to sort by Description.

   • Filter: Select the filter icon to filter the list of inventory items.

   • Search: Enter text to search for a specific item

7. On the Inventory form, after selecting the inventory item(s) in the previous step:

   • If you added only one item, the Quantity, List Price, Unit Cost, List Price, and Description are displayed and can be edited.
     The Price and Cost display is based on your company’s setup option for ShowInventoryCost and ShowInventoryPrice.

     • Quantity: Enter the number of units. Note: If you need to remove an item, click Select Inventory and unmark the item.

     • Unit Cost: Enter the cost per unit. This field might not be displayed, depending on the setup.

     • List Price: Enter the list price per unit. This field might not be displayed, depending on the setup. You can't enter negative list prices for items that have an item type of Sales Inventory, Discontinued, or Kit.

     • Description: If you select a site inventory number, information about the item is displayed. If the transaction is for a non-inventory item, you can enter a description of the inventory transaction.

   • If you added more than one item, only the Quantity can be edited for the Site Inventory items displayed in the grid below the Select Inventory button. The price, cost, and description are not displayed and this will be auto-populated from the site inventory item.

     • If you need to change or remove an item, click the Select Inventory button again and you can make your changes.

     • You can edit the inventory item by saving the form and then opening the Inventory tab again. Then select the inventory item and edit as needed and then save the edits.

8. Select Save.