Working with material transactions

  1. Select Work Queues on the Menu.
  2. On the Work Queues form, select a service order appointment.
  3. On the Appointment Detail form, under Unit Detail, select a line/operation, or tap on the Material details and then select Planned Materials or Actual Materials.
    Note: 
    • You can click a unit to view the complete details of the unit in the form of Unit Configuration, and Lists that include the associated incidents, service history, contracts, owner history, and notes.
    • You must specify both serial number and item number on the line to view the unit details. If you do not specify any value, the Unit details cannot be opened because the serial number or item is missing message is displayed, and the unit details are not opened.
    • Unit details are also available offline, if synchronized to the device when online.
  4. On the Planned Material or Actual Material form, tap the magnifier search tool icon.
  5. On the Search window, specify the item code of the material on the Item field and then click Search. You can also search using descriptions.

    Alternatively, select the bar code icon on the Item field and scan the bar code for the item.

    Note: To distinguish between similar items, the contents of the search results includes Description Two.
  6. Select an entry from the search results and then tap Done.
    The item is updated with its default details from the Service Management server.
  7. Optionally, to change the default warehouse of the item to a different warehouse, click the drill-down arrow on the Warehouse field and then select a warehouse from the list.
    Note: To select a different warehouse, a Product Warehouse (ICSW) entry and an Extended Warehouse Cross Reference Setup (ICSEW) entry must exist in Distribution SX.e.
  8. To save the new material transaction for the service order, select Done.