Hey, team - wanted to know if there’s anything I’m overlooking here. I’ve inherited a client (1-year post-go-live) that needs to transfer materials purchased to projects back into free stock from time to time. For what it’s worth, I would have configured their locations differently, but we may be too far down the road to try and reconfigure at this point.
For obvious reasons, when selecting the material from Project stock with NO project or project task selected, the Location selector does not accurately recognize the Qty. On Hand (you’ll see why below.)
Then, when we put Project and Task information in the line, we can see the correct location and Qty. On Hand.
When we select this location, the Project and Project Task fields reset, which is inconvenient if there are many items that need transferred.
Is there any way around this? Preferably as a configuration, but I’m not against a low/no-code solution as well. As I’ve said above, we may be past the point where I would set up Project Locations, so the solution would assume that we would stick with the locations we have. Any thoughts would be extremely helpful. Thanks!