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Best way to reverse inventory linked to a PO on a project

  • February 13, 2025
  • 7 replies
  • 90 views
F
Freshman I
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Hi,

 

Can anyone provide to me step by step instructions in how to remove an inventory stock item that posted to a project using a PO of the normal type. Any guidance would be appreciated. 

Thanks, 

Frances 

 

 

 

Best answer by iqraharrison

​@fpantelidakis07 you should be able do a receipt transaction found in the inventory workspace if it’s going back into general inventory, just make sure to specify the project and task as it was issued out:

Some fields will automatically populate once the inventory item is specified depending on the item profile, then specify the quantity, project and task (it didn’t look like cost codes were enabled but in the event they are, that is also required)

 

i hope this helps!

7 replies

iqraharrison
Captain II
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  • iqraharrison
  • Captain II
  • February 13, 2025

​@fpantelidakis07 can you share a screenshot of the commitment columns on the cost budget? 

has the stock been issued and showing as an expense? 

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Chris Hackett
F
Freshman I
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​@iqraharrison ,

 

Yes it has. Here is a screenshot. I hope this helps.  

 

F
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • May 13, 2025

Hi ​@fpantelidakis07 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
iqraharrison
Captain II
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  • iqraharrison
  • Captain II
  • Answer
  • May 14, 2025

​@fpantelidakis07 you should be able do a receipt transaction found in the inventory workspace if it’s going back into general inventory, just make sure to specify the project and task as it was issued out:

Some fields will automatically populate once the inventory item is specified depending on the item profile, then specify the quantity, project and task (it didn’t look like cost codes were enabled but in the event they are, that is also required)

 

i hope this helps!

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Chris Hackett
iqraharrison
Captain II
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  • iqraharrison
  • Captain II
  • May 14, 2025

​@fpantelidakis07 oh and don’t forget to release the transaction - that would then take the inventory out of the project and put it back into general inventory in your warehouse and the costs should go back to zero (but double check the unit cost when you’re creating the receipt to make sure the totals line up)

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Chris Hackett
F
Freshman I
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​@iqraharrison,

 

Thanks for the information.

 

Frances 

Chris Hackett
D
Freshman II
  • DaveColeman
  • Freshman II
  • May 29, 2025

You have to be careful using the receipt module. If your reason codes are not set up properly, Acumatica will act like the receipt is actually like an adjustment and will not subtract the item expense from your project costs- you will just “find” the inventory as profit. 
 

Chris Hackett
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