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How to Show Stock Items "Requiring Scheduling" - All Items Have Arrived

A
Jr Varsity I

Good Morning,

 

WITHOUT using the “Mark for PO” feature, is there any way to create a filter showing which Service Orders are “Ready to Schedule”?

 

I have created a filter looking at the INSiteStatus table, ensuring that the QtyOnHand > 0 (for the specific warehouse). Which works great, except that it doesn’t look at all item rows. Meaning a Service Order may require three different Inventory Items, and my filter will show the Service Order as “Ready to Schedule” when just one item meets my criteria of QtyOnHand>0. 

 

I would like the filter to only show the Service Call as “Ready to Schedule” when ALL Inventory Items have a QtyOnHand>0. 

 

Any ideas would be appreciated.

 

Thanks,

Alec

Best answer by aclawson

Good Morning @vdiaz, we did not figure out how to make this exact solution work, no.

 

However, as a work around, we did create an “ordering” warehouse, where PO’s are placed to the vendor. Then we created “servicing” warehouses where the goods move once the Service Call is ready to be ran. 

 

For each Service Order we create a 2-Step, “Ship Complete,” transfer going from the “ordering” warehouse to the “servicing” warehouse. When the Shipment Confirmation kicks out to pull we know that all the parts have arrived for the Service Call and we can call the Customer and arrange a time for an appointment.

 

Hope that helps…

 

Alec

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    vdiaz
    Acumatica Moderator
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    • vdiaz
    • Acumatica Moderator
    • 95 replies
    • October 28, 2024

    Hi! @aclawson did you figure this out? 

    Valentina
    A
    Jr Varsity I
    • aclawson
    • Author
    • Jr Varsity I
    • 5 replies
    • Answer
    • October 29, 2024

    Good Morning @vdiaz, we did not figure out how to make this exact solution work, no.

     

    However, as a work around, we did create an “ordering” warehouse, where PO’s are placed to the vendor. Then we created “servicing” warehouses where the goods move once the Service Call is ready to be ran. 

     

    For each Service Order we create a 2-Step, “Ship Complete,” transfer going from the “ordering” warehouse to the “servicing” warehouse. When the Shipment Confirmation kicks out to pull we know that all the parts have arrived for the Service Call and we can call the Customer and arrange a time for an appointment.

     

    Hope that helps…

     

    Alec

    Chris Hackett
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      rmillerKimball

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