Track part pickups on the Field Service Contractor Portal

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • You can see which parts are ready to be picked up by viewing a consolidated list of assets grouped by stockroom and waiting to be picked up. After picking up the part, you can close the transfer order line task.

    Before you begin

    Role required: wm_ext_agent

    About this task

    The agents can physically pick up the assets and then record them as delivered. The list contains transfer order lines in the Received or In Transit stage with a work order task that meets the following criteria:
    • Assigned to the agent
    • In the Accepted or Work in Progress state

    Procedure

    1. Navigate to All > Field Service Contractor Portal > My Lists > Pickup Parts.
    2. From the Transfer Order Line list, select a transfer order line.
    3. From the Transfer Order Line Tasks list, select a transfer order line task that has the short description text "Receive" and the state Open.
    4. After physically picking up the items, click Close Task.
      The Transfer Order Line Tasks list displays a newly created transfer order line task that is ready to be delivered.
    5. Review the transfer order line task that has the short description text "Deliver" and the state Open.
    6. Click Close Task.

    Result

    The part is delivered successfully to the agent.