Create a Task Materials Inventory Transaction

Depending on the MobileTech setup, when you view task materials, you can also create inventory transactions for the task materials that are used during a service call. For more information about task materials, see View Task Materials. 

• Your setup may instead allow you to view and/or create inventory transactions for replacement parts. See Create a Replacement Parts 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 task materials inventory transaction:

1. Open the Task Materials pane for a service call or appointment:

   • For service calls, select Service Calls. Select a service call, select More, and then select the Task Materials tab.

   • For appointments, select Appointments (or select the Appointments tab from a service call). Select an appointment and select Complete, and then select the Task Materials tab.

2. In the Task Materials form, select the task material item to create the transaction for, and then select Add. If the task material is an inventory item but it isn't assigned to any of your inventory sites, the Inventory pane won't open and you'll receive a message. Contact your system administrator for assistance.

3. In the Inventory pane, enter information in these fields. (*Required field)

   • *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.

   • Cost Code: Enter the cost code. MATERIAL is the default value.

   • Non Inventory: Select Yes if the task material is a non-inventory item. Select No if it's an inventory item.

   • Site Inventory: If you selected No in the Non-Inventory field, select the inventory site for the task material. If the task material is associated with only one site, and you're assigned to that site, the item number and inventory site are displayed.

   • Item Number: If you selected Yes in the Non-Inventory field, enter the item number for the task material.

   • Quantity: Enter the quantity of the item. The default value is the quantity that was set up for the task material in the Service Call Task Code Materials window in Service Management.

   • Unit Cost: Enter the cost of the item. This field might not be displayed, depending on the MobileTech setup.

   • List Price: Enter the list price of the item, which was set up in the Item Maintenance window in Service Management. This field might not be displayed, depending on the MobileTech setup. You can't enter negative list prices for items that have an item type of Sales Inventory, Discontinued, or Kit.

4. Select the Save icon.