Adding a non-stock material entry (SX.e integration only)

Non-stock material is only supported when Service Management is integrated with SX.e.
  1. Open the Non-Stock Material Entry form in one of these ways:
    • On the Appointment Details form, tap the unit detail, then tap Material Non-Stock Entry.
    • On the Material Entries form, tap + > NON-STOCK.
  2. Specify this information (the fields that are underlined in red on the form are required):
    Posted
    This field is read-only and indicates whether or not the transaction has been posted in the back office.
    Line
    Select a service order line.
    Operation
    Select a service order operation.
    Transaction Date
    Select the date of the transaction or accept the default of the current date.
    Partner
    This field is read-only.
    Item
    Scan the item barcode or specify the vendor catalog/non-stock item number.
    Note: If a supersede item exists for the current item, then the Item field is automatically updated.
    Item Description
    Specify an item description.
    Product Code
    Specify the product code. You can use the Search icon to search for a product code. Specify a value to search on, then tap the magnifier. Select a product code from the results.
    Vendor
    Specify the vendor. Optionally, use the Search icon to search for a vendor. Specify a value to search on, then tap the magnifier. Select a vendor from the results.
    Unit Cost
    Specify the cost of the unit.
    Unit Price
    Specify the amount being charged for the unit.
    Quantity
    Specify the quantity of units.
    Unit of Measure
    Specify the unit of measure. Optionally, use the Search icon to search for UM. Specify a value to search on, then tap the magnifier. Select a UM from the results.
    Transaction Type
    Accept the default transaction type.
    Notes
    Optionally, add notes to the record.
  3. Tap Done.
The non-stock materials are displayed in the Material Entries list.