Purchasing & Inventory

Question 1

What is involved in this module?

Answer 1

Customer Assets
Purchasing in Field Service
Managing Adjustments & Transfers
Managing Returns

Question 2

What are Customer Assets in Field Service terms?

Answer 2

Serviceable Pieces of Equipment associated with a Service Location.

Question 3

Assets can be created manually or automatically.

Answer 3

True

Question 4

What is involved in the Purchase Order process in Field Service?

Answer 4

Request product from vendor/Create a PO
Get it Approved
Document receipt of product/Create a PO receipt

Question 5

You can create Warehouses within Field Service (e.g., one might be a truck)

Answer 5

True

Question 6

Warehouses have I——- associated with them.

Answer 6

Inventory

Question 7

What can you see in terms of Inventory for a Warehouse?

Answer 7

Can see quantity of Inventory, whether it is Allocated, On Hand, or On Order.

Question 8

What is an Inventory Adjustment?

Answer 8

Adding or Subtracting Inventory from a Warehouse.

Question 9

What is an Inventory Transfer?

Answer 9

Moving Inventory from one Warehouse to another.

Question 10

There are 3 ways to process returns.

Answer 10

Warehouse
Vendor
Change Equipment Ownership

Question 11

All returns start with an RMA.

Answer 11

True. Return Merchandising Authorization.

Question 12

How is a return finalized?

Answer 12

When an RMA receipt is generated. Correct # of product and the quantity was received and person that returned it. Once processed, equipment adjustment carried out within application.