View Task Materials

Depending on the MobileTech setup, you can view the task materials, or replacement parts, that are associated with a task for a service call. This is helpful when you're onsite at a customer location so you know what parts you'll need to have on hand to complete a task.

Depending on the MobileTech setup, you also might be able to view task materials while completing an appointment.

These task materials were associated with the service call task in the Service Call Task Code Materials window in Service Management.

 You can view task materials only for tasks and task hierarchies, not subtasks. A nut and bolt icon is displayed next to each task that has task materials associated with it.

To open the Task Materials pane for service calls, choose Service Calls. Select a service call, choose More, and then choose the Task Materials tab. 

To open the pane for appointments, choose Appointments (or choose the Appointments tab from a service call). Select an appointment and choose Complete, and then choose the Task Materials tab.

The Task Materials pane displays the equipment and its related sublocation that is assigned to the service call, the tasks that are associated with the equipment and service call, and the task materials that are associated with those tasks.

The task materials include the item number and description, whether the part is required or optional, and also the quantity. These can be either inventory or non-inventory items.

To create inventory transactions for task materials, see Create Inventory Transactions for Task Materials.