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  • Release version
    Table of Contents
    • Field Service Management
Table of Contents
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    Home Orlando Field Service Management Field Service Management Mobile experience for Field Service Management Keep tabs on inventory

    Keep tabs on inventory

    • Save as PDF Selected topic Topic & subtopics All topics in contents
    • Unsubscribe Log in to subscribe to topics and get notified when content changes.
    • Share this page

    Keep tabs on inventory

    Track parts available in your inventory or transfer parts from an available location.

    Create a part requirement using the Field Service mobile application

    Create a part requirement if you cannot find the necessary parts to work on a task.

    Before you begin

    Role required: wm_agent or wm_dispatcher

    Procedure

    1. Navigate to the Field Service mobile application.
    2. Tap My Work.
    3. In the My Tasks section, tap See All.
    4. Select the work order task that does not have the necessary parts to complete the task.
    5. Tap the overflow icon (Overflow Icon) and then select Create Part Requirement.
    6. Tap Model.
    7. Select a part model.
    8. In the Required quantity field, enter the total quantity of the parts required to complete the task.
    9. In the Required by date field, enter the date by which all parts should be delivered.
    10. Perform one of the following actions:
      • On an iOS device, tap Submit.
      • On an Android device, tap the send icon.
    11. Tap the back icon to go back to the task.

    Transfer parts from available locations to your location

    Find a part that you need to complete a work order task. Request a part transfer from an available location to your stockroom.

    Before you begin

    Role required: wm_agent or wm_dispatcher

    Procedure

    1. Navigate to the Field Service mobile application.
    2. Tap Inventory.
    3. Perform one of the following actions:
      ToDo this
      View all parts In the My Part Requirements section, tap See All.
      View parts relevant to a work order
      Do the following:
      1. Tap My Work.
      2. In the My Tasks section, tap See All.
      3. Select the work order task for which you want to find the part.
      4. Select Related Lists.
      5. Select Part Requirements.
    4. Find a part.
      1. Select a part requirement.
        You can select the Service order task field to view the task details.
      2. Select Find Part.
        The location where the part is available displays on the asset map.
      3. (Optional) To view location of parts most relevant to you, select the desired items from the following fields:
        Field Description
        Asset tag Alphanumeric information assigned by your organization to help track the asset.
        Model Specific product model for this asset.
        Quantity Number of items this asset represents.
        Stockroom Current stockroom in which the asset is physically located.
      4. Click Done.
        The locations for the parts you have selected display on the map.
    5. Swipe each part displayed below the map to the left or the right to see the location of the selected part.
    6. Source a part.
      1. Select the part on the asset map.
      2. Tap Source Part and complete the transfer order.
    Related topics
    • Consumable and non-consumable models

    Pick up a part to complete tasks using the mobile app

    When you are at a task site and need a missing part to complete your job, you can pick up the part by transferring it from an available stockroom.

    Before you begin

    Role required: wm_agent or wm_dispatcher

    Procedure

    1. Navigate to the Field Service Mobile application.
    2. Tap Part Transfers.
    3. Tap Pick Up.
    4. Tap a part for pick up, swipe to the left and select Confirm pickup.
      The sourcing stages for the part appears. If the part is in Received stage, you can confirm pick up.
    5. Click Confirm pickup.
      The sourcing stage moves to Delivered and the part is added to your inventory and is marked as available.

    Track the parts for drop-off using the mobile app

    You can view the parts that you have scheduled for drop off from your personal stockroom to another stockroom.

    Before you begin

    Role required: wm_agent or wm_dispatcher

    About this task

    The transfer order line for drop-off must be in Draft or Requested state. For more information on transfer order line stages, refer to Transfer orders for Asset Management.

    Procedure

    1. Navigate to the Field Service Mobile application.
    2. Tap Part Transfers.
    3. Tap Drop off.
      You can view the list of parts that you have scheduled for drop off.

      For more information on dropping off an asset, refer to Drop off an asset.

    Move defective assets through the transfer process using the mobile app

    Add defective parts from your stockroom to the drop-off list. Generate transfer orders to move these items to the stockroom where it needs to be dropped off.

    Before you begin

    Role required: wm_agent or wm_dispatcher

    Procedure

    1. Navigate to Inventory > My Inventory.
      Parts that are in available or reserved substate are displayed in the Available tab and the ones that are defective are displayed in the Defective tab.
    2. Click Defective.
    3. Select the part for drop-off.
    4. Do one of the following to move the part to the stockroom where it needs to be returned.
      ToDo this
      Drop off
      1. Click the part
      Swipe the part to the left and click Add to drop-off list.
      View part details and then drop off
      1. Click the part and open the form.
      2. Verify the model number and part quantity.
      3. Click the overflow icon and select Add to drop-off list.
    5. Click To Stockroom, select a stockroom for drop-off.
    6. Do one of the following:
      • In iOS, click Submit.
      • In Android, click the send icon.
      A new transfer order line is created.
      • If there is an existing transfer order for the drop-off location, then the new transfer order line is added that transfer order.
        Note: The transfer order must be in Draft state.
      • If a transfer order for the drop-off location does not exist, then a new transfer order is created and the transfer order line added to that transfer order.
      For more information on asset transfers, see Move an asset through the transfer process.

    Tags:

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    Release version
    Choose your release version

      Keep tabs on inventory

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Keep tabs on inventory

      Track parts available in your inventory or transfer parts from an available location.

      Create a part requirement using the Field Service mobile application

      Create a part requirement if you cannot find the necessary parts to work on a task.

      Before you begin

      Role required: wm_agent or wm_dispatcher

      Procedure

      1. Navigate to the Field Service mobile application.
      2. Tap My Work.
      3. In the My Tasks section, tap See All.
      4. Select the work order task that does not have the necessary parts to complete the task.
      5. Tap the overflow icon (Overflow Icon) and then select Create Part Requirement.
      6. Tap Model.
      7. Select a part model.
      8. In the Required quantity field, enter the total quantity of the parts required to complete the task.
      9. In the Required by date field, enter the date by which all parts should be delivered.
      10. Perform one of the following actions:
        • On an iOS device, tap Submit.
        • On an Android device, tap the send icon.
      11. Tap the back icon to go back to the task.

      Transfer parts from available locations to your location

      Find a part that you need to complete a work order task. Request a part transfer from an available location to your stockroom.

      Before you begin

      Role required: wm_agent or wm_dispatcher

      Procedure

      1. Navigate to the Field Service mobile application.
      2. Tap Inventory.
      3. Perform one of the following actions:
        ToDo this
        View all parts In the My Part Requirements section, tap See All.
        View parts relevant to a work order
        Do the following:
        1. Tap My Work.
        2. In the My Tasks section, tap See All.
        3. Select the work order task for which you want to find the part.
        4. Select Related Lists.
        5. Select Part Requirements.
      4. Find a part.
        1. Select a part requirement.
          You can select the Service order task field to view the task details.
        2. Select Find Part.
          The location where the part is available displays on the asset map.
        3. (Optional) To view location of parts most relevant to you, select the desired items from the following fields:
          Field Description
          Asset tag Alphanumeric information assigned by your organization to help track the asset.
          Model Specific product model for this asset.
          Quantity Number of items this asset represents.
          Stockroom Current stockroom in which the asset is physically located.
        4. Click Done.
          The locations for the parts you have selected display on the map.
      5. Swipe each part displayed below the map to the left or the right to see the location of the selected part.
      6. Source a part.
        1. Select the part on the asset map.
        2. Tap Source Part and complete the transfer order.
      Related topics
      • Consumable and non-consumable models

      Pick up a part to complete tasks using the mobile app

      When you are at a task site and need a missing part to complete your job, you can pick up the part by transferring it from an available stockroom.

      Before you begin

      Role required: wm_agent or wm_dispatcher

      Procedure

      1. Navigate to the Field Service Mobile application.
      2. Tap Part Transfers.
      3. Tap Pick Up.
      4. Tap a part for pick up, swipe to the left and select Confirm pickup.
        The sourcing stages for the part appears. If the part is in Received stage, you can confirm pick up.
      5. Click Confirm pickup.
        The sourcing stage moves to Delivered and the part is added to your inventory and is marked as available.

      Track the parts for drop-off using the mobile app

      You can view the parts that you have scheduled for drop off from your personal stockroom to another stockroom.

      Before you begin

      Role required: wm_agent or wm_dispatcher

      About this task

      The transfer order line for drop-off must be in Draft or Requested state. For more information on transfer order line stages, refer to Transfer orders for Asset Management.

      Procedure

      1. Navigate to the Field Service Mobile application.
      2. Tap Part Transfers.
      3. Tap Drop off.
        You can view the list of parts that you have scheduled for drop off.

        For more information on dropping off an asset, refer to Drop off an asset.

      Move defective assets through the transfer process using the mobile app

      Add defective parts from your stockroom to the drop-off list. Generate transfer orders to move these items to the stockroom where it needs to be dropped off.

      Before you begin

      Role required: wm_agent or wm_dispatcher

      Procedure

      1. Navigate to Inventory > My Inventory.
        Parts that are in available or reserved substate are displayed in the Available tab and the ones that are defective are displayed in the Defective tab.
      2. Click Defective.
      3. Select the part for drop-off.
      4. Do one of the following to move the part to the stockroom where it needs to be returned.
        ToDo this
        Drop off
        1. Click the part
        Swipe the part to the left and click Add to drop-off list.
        View part details and then drop off
        1. Click the part and open the form.
        2. Verify the model number and part quantity.
        3. Click the overflow icon and select Add to drop-off list.
      5. Click To Stockroom, select a stockroom for drop-off.
      6. Do one of the following:
        • In iOS, click Submit.
        • In Android, click the send icon.
        A new transfer order line is created.
        • If there is an existing transfer order for the drop-off location, then the new transfer order line is added that transfer order.
          Note: The transfer order must be in Draft state.
        • If a transfer order for the drop-off location does not exist, then a new transfer order is created and the transfer order line added to that transfer order.
        For more information on asset transfers, see Move an asset through the transfer process.

      Tags:

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