Manage Planned Stock in the FieldFX Mobile App

Planned stock represents parts and materials that have been planned for use on a work order.

For information about planned stock concepts and calculations, see Planned Stock.

In the FieldFX Mobile App, you can view, issue, correct a quantity, view inventory transactions, and Add Unplanned Stock.

View Planned Stock

  1. Open a work order.

  2. Select the Planned Stock tab.

The planned stock records associated with the work order appear.

Issue Planned Stock

  1. Open a work order (see View Work Order Details).

  2. Navigate to the Planned Stock tab.

  3. View the list of planned stock items.

  4. To issue stock, you can either:

    • Tap on a planned stock item to open its detail screen and enter the issue quantity, or

    • Tap Edit to enter grid edit mode and enter issue quantities directly in the grid.

  5. Enter the quantity to issue. This can differ from the planned quantity.

    You cannot issue a quantity greater than what is on hand in the warehouse.

  6. Save your changes. The system creates an inventory transaction for each issued item.

Correct an Issued Quantity

  1. From a work order, open the Planned Stock tab, then tap a planned stock item.

  2. Enter a negative issue quantity.

  3. Save your changes.

You cannot issue a negative quantity greater than the quantity already issued for that item.

View Inventory Transactions

  1. Open a planned stock record.

  2. Select the Inventory Transactions tab.

Inventory transactions are read-only in FieldFX Mobile App.

For more information, see Inventory Transactions.

For more information, see:

FieldFX Documentation Salesforce Documentation

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