Question

History of items "unallocated" from service orders

  • 18 February 2024
  • 3 replies
  • 42 views
T
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One of our most common causes of inventory discrepancies is items being removed (unallocated) from service orders in Acumatica, but not physically making it back to the shelf. In a previous system we had visibility in the form of a (-1) to leave a trail of breadcrumbs of sorts.

Is there any way to leave a “trail” or something similar to give us visibility on items that are unallocated from service orders? This gives us a huge head start when chasing down lost inventory during physical counts. For example: Inventory in question came out of “Technician X’s” job last month. Check his toolbox and truck for the lost part. 

Just seems like an area where software could lend a helping hand to a very common “human” problem.

Thanks!

3 replies

jamesh
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Userlevel 6
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@twaggoner85 

The Inventory Transaction Detail screen (IN404000) is very helpful with tracking down lost inventory.  It tells the story of the inventory journey throughout any designated time period...  
 

https://help.acumatica.com/(W(2))/Wiki/Print.aspx?pageid=9597ff92-0419-4420-afa9-7f66a6d33f5c
 

You can included unreleased transactions, summarize by day, or even specify a specific lot/serial number.  

The Inventory Allocations Details (IN402000) screen is another helpful tool when tracking down current allocations for inventory items missing from your on-hand inventory.  

https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=2a3af7c4-fe0f-4c7a-a04b-0c0090cddc68

James Harris - ERP Guy & Acumatica MVP - If I answered your question, please mark my response as "Best Answer" :)
Chris Hackett
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Userlevel 7
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Hi @twheeler 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*.
T
Rank

Thanks @jamesh,

Unfortunately neither of those screens gives me visibility for items that were allocated and then “unallocated” for the service order. It’s as if they were never there. 

Theoretically, looking  for a solution that could track previously allocated parts. Or something to that effect. 
 

thanks 

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