Managing Service Task Part Requirements
  • 25 Jan 2023
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Managing Service Task Part Requirements

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Article Summary

The Service Task Part Requirements table and page allows you to create or review inventory requirements for specific service tasks. These requirements typically result in a technician taking one or more parts from the inventory, creating an Inventory Transaction, ensuring that both the customer is properly billed and the inventory quantities are accurately updated.

Part Requirements are used by the following roles:

  • Agents and dispatchers create part requirements when creating or editing service tasks to notify technicians that specific inventory items are required to complete the task.
  • Technicians review the requirements to ensure that they have the necessary equipment and parts to complete the task.

The Service Task Parts Requirements table can be viewed as a table from the Inventory page of the associated inventory item. Additionally, you can click the image.png button to open the table in a new window.


Create new Service Task Part Requirement

From the Service Task Part Requirements table, click the image26 button to create a new requirement.


Enter the following information and click image202.

Service Task:
Click the dropdown list and select the service task to be associated with the inventory item.

Lists the parent inventory item.

Lists the name associated with the service task.

Enter a number indicating how much of the inventory item are required to complete the service task.

Review or edit Service Task Part Requirements

Click the image82 button to review or edit an exiting requirement.

  • To edit the requirement, click the image205 button.
  • To edit an individual field for the requirement, click the image69 button for the field and then update it.

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