MKS Help

Web Tech Inventory/Materials

This Help File Page was last Modified on 11/11/2015

Hide Navigation Pane

Web Tech Inventory/Materials

This Help File Page was last Modified on 11/11/2015

Previous topic Next topic No directory for this topic No expanding text in this topic  

Web Tech Inventory/Materials

This Help File Page was last Modified on 11/11/2015

Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic!  

Identifying the Inventory/Materials Parts and Expenses that were used on this Web Tech Work Order:

The Web Tech Work Order Page provides two methods for identifying the Inventory items that were actually used to complete a Service Request.

1.Installation List - If an Installation List has been defined for this Work Order, the contents of that Installation List will be shown on the Installation List Sub-Header on the Web Tech Work Order Page.

HelpFilesWebTechInstallationListSubHeader

Web Tech Installation List section

 

Each item displayed on the Installation List Sub-Header may be easily added to the Inventory/Materials Sub-Header list.

oFor Installation List items with a Quantity of One (1), Click the Add One button to insert the item into the Inventory/Materials Sub-Header list.

oFor Installation List items with a Quantity greater than One (1), Click either the Add One button to incrementally add the item as it's used, or Click the Add n button (where n is the listed Quantity) to add all of that Quantity in one step.

Once the defined Quantity has been added to the Inventory/Materials Sub-Header list, the Add button will no longer be available to prevent the inadvertent addition of too many items.

 

2.Inventory/Materials - Inventory items that were used but were not included is an Installation List, may be added individually using the Inventory/Materials Sub Header, as required.

 

Using the Inventory/Materials Sub Header to Post the Inventory and Materials used on this Web Tech Work Order:

More than one Technician may have worked on the Service Request - each of them should Post their own Inventory/Materials Parts and Expenses when (s)he has finished the required Task(s).

 

HelpFilesWebTechInventoryEntry

Web Tech Inventory/Materials Sub-Header

 

Below the Inventory/Materials Sub Header, and after the list of any previously entered items, is the section provided for recording this information.

Item: By default, the first item in the available list of Sale-Purchase Items will be displayed.

Use the Drop-Down Selection List provided to Select the appropriate Inventory or Materials Expense description.

 

HelpFilesSalePurchaseItemShowOnServiceRequestBox

Sale-Purchase Item Form - Show on Work Order / Service Request Checked

 

The Drop-Down Selection List used to Choose the appropriate Inventory Item will contain only those Sale-Purchase Items which have a Check in the Show on Work Order box, thereby reducing the Drop-Down Selection list to a manageable size, and providing for a definable content.

Quantity: Enter the Quantity, and/or fractions thereof, that was used.

Warehouse: By default, this will be the Warehouse entered as the default for this Technician in the Tech Module tab of the Employee Form.

Use the Drop-Down Selection List provided to Select the Warehouse from which the Inventory was taken.

 

Post - Click the Post button to record this usage, or the Cancel button to abort the entry.

HelpFilesWebTechInventoryEditOption

Web Tech Inventory/Materials Sub-Header with entry

 

edt / del - Each previously entered Inventory/Materials expense may be Modified by pressing the edt (Edit) button or Deleted by pressing the del (Delete) button.

HelpFilesWebTechInventoryMaterialsEdit

Web Tech Inventory/Materials - Edit Inventory Item

 

Item: By default, the item originally entered.

Use the Drop-Down Selection List provided to Select a different Inventory or Materials Expense description.

Description - Modify this Description, if required.

Quantity - Revise the Quantity, and/or fractions thereof, if required.

Warehouse: By default, this will be the Warehouse originally entered.

Use the Drop-Down Selection List provided to Select a different Warehouse from which the Inventory was taken, if appropriate.

Post - Click the Post button to record this usage, or the Cancel button to abort the entry.

Note: Once the Work Order has been completed (see the "Completing a Web Tech Work Order" chapter), no more changes may be made in this section.

 

What's Next?

Read the Web Tech On Test Panels chapter

Read the Web Tech Time Sheets chapter

Read the Web Tech Order Completion chapter