We are beginning to add stock items to service orders. These items are being marked for PO, and we are then generating a PO for the items.
When the items arrive, they are allocated to the service order. How do these items get depleted from inventory?
When I complete the SOR, these inventory items seem to get unallocated but they don’t actually deplete from inventory?
I must be missing something here?
Best answer by Anacarina Calvo
View original
+4
Hi
Items are reduced from inventory after an invoice is created and released.
If you are billing from appointment, you must include the item on an appointment and then run billing. If you are billing from service order you should either use action of Allow Billing and the Run Billing or Complete/Close the service order and Run Billing
+16
HI
On your item, what is the availability calculation rule that is tied to the item class? Is it deducting qty on just the service order prepare?
+2
How are your Billing Settings setup in Service Order Types? This ultimately controls the how, the when, and if, inventory transactions occur.
How are your Billing Settings setup in Service Order Types? This ultimately controls the how, the when, and if, inventory transactions occur.
Looks like I don’t have access to the Project Transactions in my Acumatica instance. It’s also not available on the Enable / Disable features.
Is that the only way to deplete inventory items from SORs?
Hi
Items are reduced from inventory after an invoice is created and released.
If you are billing from appointment, you must include the item on an appointment and then run billing. If you are billing from service order you should either use action of Allow Billing and the Run Billing or Complete/Close the service order and Run Billing
I’m unable to run billing on the appointment with the item as I receive the following error: “The line has not been processed because errors occurred in other appointments. See the Errors tab.”
+2
Every billing type except ‘None’ will deplete inventory. Project Transactions being highlighted in my image was not meant to be an indication to you, sorry about the confusion.
Can you post an image of how your SrvOrd Type(s) is setup?
Regarding the error message you posted, let us know if you find the “Errors Tab” :). In lieu of the errors tab, check trace and look for lines that start with error.
Once you get the appt to bill, and release the subsequent document(s), your inventory will deplete as
Every billing type except ‘None’ will deplete inventory. Project Transactions being highlighted in my image was not meant to be an indication to you, sorry about the confusion.
Can you post an image of how your SrvOrd Type(s) is setup?
This is how we have the SOR type set up:
But running into error message above when trying to run billing on any appointment including an inventory item.
+4
Because your setting is set to bill to SO invoices, after the invoice is created, the items will be reduced from inventory after you release the invoice
Because your setting is set to bill to SO invoices, after the invoice is created, the items will be reduced from inventory after you release the invoice
Surely, there is something wrong. I have warehouse & location specified. This is Appointment at line level.
Line details at SOR level.
Every billing type except ‘None’ will deplete inventory. Project Transactions being highlighted in my image was not meant to be an indication to you, sorry about the confusion.
Can you post an image of how your SrvOrd Type(s) is setup?
Regarding the error message you posted, let us know if you find the “Errors Tab” :). In lieu of the errors tab, check trace and look for lines that start with error.
Once you get the appt to bill, and release the subsequent document(s), your inventory will deplete as
There is no error tab and Acumatica trace does not provide adequate details:
| Error: | The line has not been processed because errors occurred in other appointments. See the Errors tab. | Send | ||
| Raised At: 12/20/2022 2:48:36 PM | Screen: FS.30.02.00 | |||
| Details: 12/20/2022 2:48:36 PM Error: | ||||
+4
If the error continues to show, I recommend creating a case so that support can investigate further.
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