Has anybody come up with an elegant solution for this?
- Client wants to add inventory items to service orders to communicate to the warehouse that it needs to be shipped from the warehouse to client site (drop-ship to client)
- Client is currently shipping parts from the warehouse via sales orders in a normal distribution workflow for sales activity
- But what about service orders?
- The client wants inventory to be decreased when the parts are shipped from the warehouse
- There is no way to track parts that are shipped from the warehouse natively like with sales orders
- Inventory items will not be decreased until the service order is billed
I’ve seen and experimented with a few solutions:
- Use Workflow Stages or UDFs and monitor inventory shipping statuses via dashboard widgets
- Additionally, transfer inventory from MAIN warehouse to “service” warehouse
- Effectively decreasing on hand inventory in the MAIN warehouse at time of shipping
- Mark for PO / intercompany SO is created
- This seems like the simplest solution assuming intercompany
- In this case, intercompany is not in scope and client does not want another branch just to keep sales order workflows standard for the warehouse team
We’re leaning towards the following option, but it still seems like a weak solution. Does anybody have any other solutions or ideas?
- Use Workflow Stages or UDFs and monitor inventory shipping statuses via dashboard widgets
- Additionally, transfer inventory from MAIN warehouse to “service” warehouse
- Effectively decreasing on hand inventory in the MAIN warehouse at time of shipping