Inventory Transaction Page
Introduction
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For details on working with Inventory Transactions, see FX EAM Inventory Transactions.
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For customizing the field user’s experience in FieldFX Mobile, see the Configuration Helper.
Basics
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Use the Inventory Transactions page to view or add FX EAM Inventory Transactions in FieldFX Mobile.
Adding an Inventory Transaction
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From a work order, select the Inventory Transactions tab
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Tap the blue Add a new Inventory Transactions + button
The label for the button does not appear if there are any existing Inventory Transactions for the work order on the device.
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Make the following entries:
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Stock Item: part to add to the work order
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Qty: number of the Stock Item to add to the work order
To return an item, enter a negative quantity.
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Trans Type: Issue to add the item to the work order
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Transaction Date: select the date for the part add
The current date defaults.
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Tap + button to add the transaction
The transaction uploads to FieldFX Back Office at the next sync.
Viewing an Inventory Transaction
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Access a Work Order on the mobile device
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Tap the Inventory Transactions tab
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Tap the Inventory Transaction to view
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Review the transaction, then tap the checkmark button in the bottom right of the window to close the transaction and return to the Inventory Transactions list
Walkthrough
Basics
Use the walkthrough to view explanations of buttons and controls available on the current screen.
Using the Walkthrough
To display the walkthrough, select the help question mark button on the sidebar.
To move through the explanations of each feature, select Prev or Next.
To close the walkthrough, select End tour.
Customizing Walkthrough Text
Administrators can customize the text that displays in the walkthrough messages to conform to your processes and language.
In addition to text, the walkthrough can display images, PDFs, and videos available from a static URL.
Each stop can display multiple slides.
For details on customizing the help text, see FX Mobile Tour Builder.