I have a client with a pretty niche requirement but based on my research it should be possible.
The client creates SOs from their CRM which they use as the central document for tracking of the Job. From the SO they create PO for the Serialized goods that will be delivered and installed on their Field Service Order. So the lines from the SO are marked for PO and Service Order and linked to the PO and to the Field Service order through the standard Acumatica “Create Purchase Orders” and “Create Service Order” actions.
When the PO is received it allocates the Serialized material to the SO but that causes a conflict on the Field Service Order making that serial unavailable for selection there because it would cause the quantity to go negative. In order to use the FSO and Appointment to issue the material, instead of a shipment, the users must manually unallocate the SO and then manually allocate the Serial to the Appointment. This is a bulky and difficult process especially with Approvals on the SO requiring them be returned to the Hold status and re-approved in order to change the allocation.
Is there any way to easily move the allocation from the SO to the Appt. without having to jump through all these hoops manually?
