This step is only applicable for Part previously shipped by the Warehouse as ‘Release To Tech’ or for Parts transferred to Technician stock. Perform this step to indicate the Part is delivered to Customer for a specified Service Call. The system will update linked Order Item Status to SHIPPED. If Part was shipped by the regular ship method, skip this section since the Order Item Status is already set to SHIPPED
- Open the Call record and go to Call > Parts tab. In Line Items grid the Items previously released to the Technician have Item Status TECH
- Click the Extended Menu and select Tech Inventory. This opens the Enter Parts Used form
- In Available Parts For, select the name of Technician / User. The list of Parts with this Technician now appear in Tech Inventory grid
- Identify Part used and enter the Quantity Used for the Items list, then click Save
- Notice the Tech Inventory grid is updated accordingly and the Customer Inventory grid now displays the Items and Quantity Used
- Go to Call > Parts tab > Line Items grid and refresh to see impact on Work Order
- For Items previously released to Technician and used, the existing Call Item Status changes from TECH to SHIPPED
- For Items used from Technician stock with no previous link to the Call, the system automatically adds new Line Items and Quantity Used for every Master Number, with Item Status as SHIPPED
From Technician App
- Open the Call record and click the Process icon for Tech Inventory page. The Tech Inventory grid lists Parts with the logged in Technician
- Specify the Parts used from the Tech Inventory
- For Quantity 1 used, click on a Part and notice the Part appears in Pending Items list with a default quantity of 1
- For Quantity more than 1 used, click and hold on a Part and increase / decrease the Quantity value as needed. Click Update to see the Part in Pending Items list
- Important: The Items specified with Quantity Used are now in a Pending state until the Call is completed in the Technician App. This may lag in timing
- Complete the Call
- Click on the Call Details icon for Call details
- Per your process, ensure all Problem and Resolution details are entered on the Call
- Click the Complete button
- Notice Pending Items for Parts used now appear in Shipped Items list