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How can we handle items that have been ordered and received into the system but not used on the service order or appointment? We would like to have the item to show in our stock for the specific warehouse. We attempted to use the cancel process, but that did not work as expected.

 

Thanks. 

Hi ​@alfonsosnchz ,
Have you try below approaches:
 

there are a few approaches you can consider depending on your specific workflow:

  1. Transfer the Items:
  • Use the IN Transfer screen (IN304000) to move the items from the service order warehouse to your stock warehouse
  • This maintains accurate inventory tracking while making the items available for other uses
  1. Return to Stock Process:
  • Create an Inventory Issue (IN302000) with a negative quantity
  • This effectively returns the items to the original warehouse
  • Make sure to use the appropriate Reason Code for tracking purposes
  1. Using Non-Stock Items:
  • Configure the items as Non-Stock items initially
  • When received but not used, they can be more easily transferred or managed without impacting COGS

Here's what I recommend trying first:

  1. Go to IN304000 (Inventory Transfer)
  2. Create a new transfer document
  3. Select the From Warehouse (where items currently are)
  4. Select the To Warehouse (where you want them in stock)
  5. Add the items and quantities
  6. Release the transfer

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