Exercise 26: Consuming MO Items in CAR
In this exercise, we see the benefits in Call Activity Recording of using an MO to order items in support of performing a repair.
1 Go to Call Activity Recording (11.1.1.13) and enter the Call ID from Exercise 25.
2 Proceed to the Item Selection frame. Select line 1.
3 Proceed to the Report field. Press Enter and the system will automatically assign the next Report number. If you used the same call for Exercise 25 that you used for Exercise 24, then you will receive the prompt about the line already being invoiced. Answer Yes to the prompt and then leave the Report field blank so that a new report ID will be system assigned.
4 In the Item Detail frame, review/change the following values and then continue.
|
Field
|
Value
|
|
Eng
|
10-ENG01
|
|
BOM Code
|
<blank>
|
|
Routing
|
<blank>
|
|
Taxable
|
No
|
|
Fault Codes
|
No
|
|
Update Installed Base
|
Yes
|
Note: If the Installed Base Default frame appears, select Next.
5 The Material Order Selection frame should now appear.
In this frame, the system automatically loads the item you ordered and shipped on your MO. If there were multiple items ordered for this call line on the MO, they would all display. You would use the Next/Previous capability to toggle through the items. When you find the item or items that you want to record as consumed on this report, click the Material Order ID to select the line. An asterisk displays to the far left of the item, indicating that it is selected.
6 Press Enter and make sure that the asterisk displays.
7 Continue to the Labor/Expense frame.
8 Continue to the Item Usage frame.
You should now see the item you selected in the Material Order Selection frame displayed in the Item Usage frame. Notice also that an asterisk appears at the far right of the line, under the MO label. This is to let you know that this item was selected from an MO attached to this call line.
9 Select this line and set the Det field to Yes; then click Next. Notice in the Item Usage Detail frame that a value has been filled in by the system next to the MO Line label on the bottom left. The system maintains this link with the MO until the item is actually consumed from inventory.
10 Continue on until you receive the message: Display inventory about to be processed? Accept the default Yes.
11 You should receive a message asking: Is all information correct? This is your last opportunity to prevent inventory processing by responding No and pressing Enter. Go ahead and accept the default.
12 Specify Page for the Output device prompt and review the output
13 Return to the menu.