Create a Replacement Parts Inventory Transaction

Depending on the MobileTech setup, when completing a service appointment you can create inventory transactions for replacement parts that are used for equipment assigned to the service call. Replacement parts are set up in Signature. The quantity displayed in the Replacement Parts tab indicates the number of parts needed, not how many items are available.

• Your setup may instead allow you to view and/or create inventory transactions for task materials. See Create a Task Materials Inventory Transaction. (Setup allows either task materials, replacement parts, or neither.)
• MobileTech inventory transactions do not support Microsoft Dynamics GP Inventory Lots.

To create a replacement parts inventory transaction:

1. Select Appointments and then select a service appointment.

2. Select Complete, and then select the Parts tab.

3. In the Replacement Parts list, the available replacement parts display for equipment that is assigned to the service call. Replacement parts are grouped by equipment and display the item number, description, quantity needed for replacement, and the unit of measure.

4. Select the replacement part item and then select Add. 

   If the replacement part is an inventory item but not assigned to any of your inventory sites, the Inventory form won't open and you'll receive a message to contact your system administrator for assistance.

5. In the Inventory form, enter information in these fields.

   Field	Description
   Appointment	Select the appointment that you're working on. If there's only one appointment for the service call, that appointment is displayed.
   Transaction Date	Enter the transaction date. Today's date is the default value.
   Equipment	Displays the equipment the replacement parts are for.
   Cost Code	Enter the cost code. MATERIAL is the default value.
   Non Inventory	Defaults to No. Select Yes if the replacement part is a non-inventory item.  If you select Yes, the information that auto-populates for the replacement part is cleared.
   Site Inventory	The site inventory information is auto-populated from the replacement part.
   Item Number	If you selected Yes in the Non-Inventory field, enter the item number for the replacement part.
   Quantity	The quantity is auto-populated from the replacement part.
   Unit Cost	The unit cost is auto-populated from the replacement part. This field might not be displayed, depending on the MobileTech setup.
   List Price	The list price is auto-populated from the replacement part. This field might not be displayed, depending on the MobileTech setup.
   Description	The short description for the replacement part auto-populates into this editable field.

6. Select the Save icon.