This step is only applicable for Parts 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 the 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 Parts Used form in a pop up window
- 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 Used quantity directly in the Tech Inventory grid, then click OK
- Notice the Tech Inventory grid is updated accordingly and the Customer Inventory grid now displays the Items and Quantity Used
- Go to Call record > 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
- Note: For Items used from Technician stock with no previous link to the Call (such as a Work Order), the system automatically adds new Line Items and Used quantity for every Master Number, with Item Status as SHIPPED