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#Product Transfer1 debatiendo

Hello, 

 

Our Technicians perform repairs at customer sites.  

In order to ensure that they have everything they need for the repair, they are often transferred more spare parts than they will actually use. Any unused parts are then returned to the central warehouse (via Transfer request who another user create in Certinia).

However, this creates an issue with inventory updates.  

When a Transfer Request is received, the parts are automatically added to Product Items.   

When the parts are issued from the Field Service warehouse, since they are not consumed against a Work Order, they currently have to be manually removed from the Technicians’ Field Service warehouse based on the return transfer. 

This is a lot of manually work, we have around 80 Technicians and have a lot of transfer reguests for returned parts. 

What good practice advice you can share with me? 

Our implementing company can't create us a working automation for outbound transfer. 

We are in this situation near 2 years and in we dont see a workable solution... 

 

Thanks in advance 

 

 

#Field Service App  #Inventory Item  #Product Transfer

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A question to pick your brains!!

Currently, for our Engineers to "Check Stock Out" of our Warehouse, I have built a FS Mobile Flow which firstly allows them to choose from a list of Stock Locations (Record Choice Set as Radio Buttons), then navigates to a Record Choice Set of Product Items, where the Location ID is the ID from their first choice.

 

This Product Item record set is display as a Checkbox group. They can then select multiple Product Items. We grab their IDs and then loop through in a screen flow, allowing the engineer to select the quantities that they are taking out. At the end, we create the Product transfer records to move the Product items t the Engineers location.

All well and fine. It works. But....

The experience of it is not great. As our inventory list grows, the number of Checkboxes grows too, making it tricky for an engineer to navigate through the list of the entire stock pile we have and it is taking them 20-40 minutes to remove stock.

 

What I'm hoping to build is some sort of "Crate" or "Batch" number system, whereby our Stock Manager could go to a Work Order (On Desktop) and go through a screen flow where by on each Work Order Line Item, they are presented with Stock Levels per Location, and they select which Location and Quantity, they are taking stock from. This could be performed for one or multiple Work Order Line Items. This would in turn, create a new sequential number for a "Crate" or "Bundle" of Stock, which our Engineer could be given. they Arrive to the warehouse, collect their crate of parts. Open up the FS app, pop this "Crate" number into a Flow, which can then go about making the Product Transfers from the respective location IDs to the Engineers mobile location ID.

 

This would obviously make like a hell of a lot simpler for our engineers.

Has anyone here built anything similar?

Thanks

Paul

6 comentarios
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Hello All,

I am having an issue with a validation rule setup on Product Transfer object. Could anyone please help?

 

Aim is: At Product Transfer Object only the Owner of the Destination Location should be able to update the Received, Received By and Quantity Received fields.This should work even upon record creation.

 

I appreciate your help.

Thank you

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