Issuing Material to Service Repair Orders

Use the SRO Material transaction to issue material to service repair orders. You can search for service orders using a partner number or an employee number.

  1. Select Infor CSI Warehouse Mobility > Field Service > SRO Material. The SRO Material transaction form is displayed.
  2. Specify or review this information:
    Partner/Employee
    Scan a partner number or an employee number.
    SRO
    A service repair order number.
    Line
    The ID of an order line.
    Operation
    An operation numbers.
    Item
    The item specified for the issued material.
    Cust Item
    The customer item number.
    Trans
    The type of transaction. Possible values:
    • Inventory Issue
    • Inventory Unissue
    • Customer Return
    • Customer Shipment
    • Exchange Return
    • Exchange Shipment
    • Loaner Return
    • Loaner Shipment
    Note: To implement this functionality, you must enable this feature (RS9053) on the Feature Management form.
    Reason Code
    The reason code for processing the service order request.
    Note: This field is displayed only when the type of transaction is set to Customer Return.
    Whse
    The warehouse at which the SRO request is received.
    Location
    The location of the SRO material. A location is displayed by default.
    Lot
    The lot numbers from which SRO material is issued. A lot is recommended by default.
    Note: 
    • An error message is displayed for the lot items or serial items if the transaction restriction code is set to Misc. Issue in CSI.
    • This restriction code is applicable only for the Inventory Issue transaction type.
    Quantity
    The quantity of SRO materials to issue.
    Note: The quantity value is defaulted to 0.
    Bill Code
    The bill number is displayed.
    Note: This field is displayed only if the Bill Code and Price Code Display parameter is selected for this transaction.
    Document Number
    A document number for the material transaction re-consolidation or grouping in CSI. The document number is used for processing both regular and serial controlled items.
    Unit Price
    Unit price of the material.
    Note: This field is displayed only if the Bill Code and Price Code Display parameter is selected for this transaction.
  3. Select Process. A prompt is displayed to confirm the partial issue of material.
  4. Click Yes to return to issue more items available in the lot of this location. If No, another prompt is displayed to confirm the lost material. Click Yes, if the items are missing. The missing items are then transferred to a hold location.
  5. Specify this information:
    Generate Serials
    Indicate how the serial number must be generated for the item.
    Note: If this field is set to Yes, the serial number is generated automatically. Select No to manually specify the serial number.
    Serial
    The serial number of an item.
  6. Click Process. The request is processed successfully, and the Label Printing screen is displayed to enable label printing for the material.
  7. Specify this information:
    Printer
    The name of printer. This value is defaulted. However, we can modify the value.
    Label Per Box
    The number of labels to be printed for each box.
    Qty Remaining
    The service order quantity for which the label is yet to be printed.
    No of Boxes
    The number of boxes for which the labels must be printed.
    Qty Per Box
    The number of items available in each box.
  8. Click Print.