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Is there a way to assign multiple stocking locations at the same time to a Technician ?

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Line Chef
Line Chef

Is there a way to assign multiple stocking locations at the same time to a Technician ?

Is there a way to assign multiple stocking locations at the same time to a Technician ?

We want Technician to have multiple stocking locations one for his trunk stock and the other one is a common stocking location.

Technician should be able to select part from any one of them or one from each location for a single call for debrief.

Some times number of  stocking locations he needs access could be more than 2.

Can we do this without much customization's ?.

Appreciate any help. 

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Employee
Employee

Re: Is there a way to assign multiple stocking locations at the same time to a Technician ?

Sripathy Guniganti

For the common stocking location, is there a differentiator such as a region ID that can be used to determine what common stocking locations the technician can choose from?

In addition, assuming this is done via mobile device, what is the data volume of these common stocking locations?

Message 2 of 4
Product Team
Product Team

Re: Is there a way to assign multiple stocking locations at the same time to a Technician ?

How about parent child locations for the stock.. this is supported OOTB. ?

You would just point the tech record to the parent and then off that have as many children and grand children for that matter as you like.

Trevor Alexander
Mobile Product Manger
EMEA
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Grill Chef
Grill Chef

Re: Is there a way to assign multiple stocking locations at the same time to a Technician ?

If the issue is selecting parts from multiple locations in an SFM (lookup in SFM) you can create a formula field in Location that contains the logic like if this is my locations (login user ID  = engineer.UserID ) and this will be the lookup's filter

1. Add the technician to the two locations as engineer there (lookup)

2. Create a formula field in location that contains the logic like if this is my locations (IF(login user ID  = engineer.UserID,1,0) ) and this will be the lookup's filter in the SFM

Nir Brandes

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