Issue/Symptom/Question

How can Service Techs record miscellaneous purchases they make in the field?

Applies To

PENTA for Windows

Service Management>Mobile Field Service>Mobile Miscellaneous Purchases Approval

Resolution/Fix/Answer

MFS – Misc Purchases Process

Steps:

• Service Technician determines the next Work Order to be worked on
• Service Tech determines he needs to purchase some materials/parts ahead of completing the work and makes the purchase
• Service Tech records Misc Purchase on MFS device - see below

• Within the Customer Confirm Ticket section, MFS will display the details of what was purchased
• Service Tech submits Ticket

• Navigate to the Service Management>Mobile Field Service>Mobile Miscellaneous Purchases Approval window and open it
• Select the proper Non-Labor Approver set up for Mobile Field Service

• Locate the Work Order you need to approve the Miscellaneous Purchase – NOTE - need to make sure Contract Lines are set up on Work Order before approving this purchase
• Click on the Approve? checkbox to approve this purchase and close out of this window. NOTE – this item is now available to bill

NOTE: There is no cost associated with this until the AP Invoice comes in and gets distributed to this Work Order . The Billing Clerk needs to wait for that to occur before closing the Work Order.

Someone needs to monitor what is in this window to Approve and push items along for billing

For any unapproved purchases, just delete it in this window and it will not be available for billing