ServiceMax module ID

Select the ServiceMax module to which this process is linked.

Unique ID

Enter a unique ID for this process. ServiceMax automatically creates a submodule with the same ID.

Process name

Enter the process name. The name entered here appears on the ServiceMax Inventory Processing screen when the user launches the process.

Description

Enter a detailed description of the process.

Choose the main/parent object where this inventory process will be used

Select the main or parent object for this inventory process. This can be a standard ServiceMax object or a custom Salesforce object created in your implementation of ServiceMax.

Are multiple products processed in each transaction of this inventory process?

Indicate if multiple must be included in each transaction of this inventory process.

If you answered yes to the above question, choose the child object

Select the child object that contains the line information. For example, if the main/parent object for this process is Stock Transfer, the child will be the Stock Transfer Line.

Choose the field in child object that links it to the parent

If the child object contains only one lookup field to the parent object, it is selected automatically. The child object may have more than one reference to the parent object. In such cases, select the specific field that links the child to the parent.

If this process applies to only a subset of child records, choose the record type to identify the records

Indicates if this process applies to only a subset of child records.

Field

Select the applicable entry criteria for the main/parent object using the combination of the field name.

Operator

Enter the combination of the field name, operator, and value.

Value

Specify the combination of the field name, operator, and value. For example, use the buttons x and + to remove and add conditions respectively. If required, use the Advanced Expression to enter conditions such as (1 AND 2) OR 3.When entering values, in addition to literal values you can use the predefined values listed below for certain field types.

* Literals are case-sensitive.

Date

TODAY

Match date to today's date

Date

TOMORROW

Match date to today + 1

Date

YESTERDAY

Match date to today - 1

Date

THIS_WEEK

Check if date is in the current week

Date

THIS_MONTH

Check if the date is in the current month

Date

NEXT_WEEK

Check if the date is in the next week

Date

NEXT_MONTH

Check if the date is in the next month

Date

LAST_WEEK

Check if the date is in the last week

Date

LAST_MONTH

Check if the date is in the last month

Date

NEXT_90_DAYS

Check if the date is in (tomorrow + 90)

Date

LAST_90_DAYS

Check if the date is in (yesterday - 90)

Date

NEXT_N_DAYS:N

Check if the date is in (tomorrow + N)

Date

LAST_N_DAYS:N

Check if the date is in (yesterday - N)

Lookup (User)

SVMX.CURRENTUSER

Use login user's ID

Choose the "Product" field to be displayed to the user

Choose the header or child objects that reference the Product object. This value is selected automatically.

Choose the attribute of Product to be displayed to the user

Select the Product attribute you want the end-users of this process to see in the inventory screen. If you want a combination of Product Name and model number, you can create a formula field in the Product object and select it here.

Choose the field that indicates the original transaction quantity

Select the quantity field that should be considered by the inventory screen as the original quantity. If this is a multi-line process, all Number fields from the line object appear.

If you answered Yes to the above question, choose a quantity field for which the users will enter data

If you have selected Yes to the above question, then choose a quantity field for which the users will enter data.

The inventory screen will prompt the user to enter a valid quantity for this field.

Are users allowed to enter more than the original quantity?

Indicate if users using this process can enter a value that is more than the original quantity value.

Are users allowed to enter less than the original quantity?

Indicate if users using the process can specify the quantity value that is less than the original quantity value.

If users enter less than the original quantity, are they then allowed to close the partially processed line? (Supported only for inventory processes in Visual Force pages)

Indicates if the process allows the actual quantity to be less than the original quantity, indicate if the users can short-close the lines when the quantity is less. The Inventory screen will show/enable the Close Line checkbox only if this feature is enabled.

Will the users select or enter serial numbers for one or more parts?

Indicate if this process requires capturing of serial numbers for the products. While there could be exceptions, it is recommended that this feature be used consistently across all the inventory processes.

Indicate the level of strictness required in enforcing uniqueness of serial numbers (Soft Warning option only available for inventory processes in Visual Force pages)

If serial numbers are captured, indicate whether you want ServiceMax to enforce the uniqueness of serial numbers. To ensure high quality of data, Strict (Block Duplicates) is the recommended setting. If you select Soft (Warning only), a warning message appears about duplicate serial numbers but users will be allowed to complete the transaction.

Should inactive Batch/lot be supported in this transaction?

Indicate if you want the inactive Batch/Lot information must be displayed in the inventory processing screen.

Select the field that indicates Serial Number when invoked from the client app

Select the field that should be considered as Serial Number when invoked from the client app.

Select the field that indicates the result of the inventory transaction when invoked from client app

Select the field that should be considered as Transaction Result when invoked from the client app.

In how many locations does this inventory process update stock?

If no stock updates are needed for this inventory process, select None in the number of locations. If the inventory process updates stock in only one stock location, select One. If the inventory process updates stock in two stock locations, select Two. Note: Stock location is a combination of location and status. Even if the inventory process deals with only one location, you must select Two if the stock moves from one status to another. For example, when posting Work Order usage to inventory, stock is consumed from only one location but it moves from Available to Consumed status. Hence it is configured to use two locations.

Is the first location stored in the parent object? If you answer no, all location fields from child object will be displayed.

Indicate if the first location is in the header or child object. Depending on this, all Location lookup fields from the corresponding object are displayed for selection.

Choose the first Location field from the parent or child object

Select the first location, status and type of stock update action to be performed on the first location.

Choose the Stock status associated with the first location

Select the second location, status and type of stock update action to be performed on the second location.

Type of stock update required for the first location + status combination

Select the type of stock update required for the first location and the status combination.

Field Name

Select the related object that requires an update.

Quantity Name

Select the quantity field that needs to be updated

Action

Select the action to be performed on the quantity field. Increase or Decrease will result in the quantity field is increased/decreased by the actual quantity entered by the user.

Date

TOMORROW

Set to today's date + 1

Date

YESTERDAY

Set to today's date - 1

Date

NEXT_Nth_DAYS:N

Set to Tomorrow + N

Date

LAST_Nth_DAYS:N

Set to Yesterday - N

Lookup (User)

SVMX.OWNER

Set to ID of the record owner

Lookup (User)

SVMX.CURRENTUSER

Use login user's ID

* Literals are case-sensitive.