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.

• You can also view inventory items that have been added by the back office to the service call. 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, select the New icon.

2. Enter information in these fields, as needed. (*Required fields)

   • Appointment: The appointment ID.

   • Transaction Date: The system date. You can change the date of the inventory transaction.

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

   • Non-Inventory: Depending on the setup, you can select Yes to create an entry for an item that isn't an inventory item.

   • *Cost Code:

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

     • For a job appointment, select the cost code.

   • *Site Inventory/Item Number: Select the site inventory number. You can sort inventory items by number or by description. This is a required field for inventory and non-inventory items. More information about the item is displayed in the Description field. If this is a non-inventory item, enter the item number. For a job appointment, you can add the same inventory item but use a different cost code. For example, a load of mulch can be divided to different locations.

   • Quantity: Enter the number of units.

   • 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.

3. Select Save.