Setting Up Items for Field Service Management
Depending on your Field Service Management (FSM) workflows, create the item types that your business needs:
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Inventory items, including lot numbered and serialized inventory items, for parts and equipment.
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Service items for labor.
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Other charge items for callout charges and other supported field charges.
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Serialized inventory items that can create Field Service assets through fulfillment.
To make an item available for selection or consumption in FSM Mobile, check the Field Service Show on Mobile box. Also make sure that the technician's assigned van location has stock of the item.
To create an FSM asset when a serialized item is fulfilled, check the Field Service Asset box. If fulfillment must also create a warranty project, set the project type and project duration.
Check both boxes only when the item must be available in FSM Mobile and must create an FSM asset when fulfilled.
For instructions, see Configuring Item Records for Field Service Management.