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Remove allocation for inventory item originally "Marked for PO" on Service Order - 2024R1

  • 11 September 2024
  • 2 replies
  • 107 views

bzelinski
Varsity II
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Problem:

1. An inventory item “CS1455330” was ordered with the “Mark for PO” check box in the Service Order.

 

2. This item was received, but as the appointment was completed, we realized that this item was not needed. We would like to just keep it in stock, but no longer have it allocated to this service order.

3. I have tried to “Delete the line” or “Change the line status to ‘Canceled’”. This is the message that is shown when I try to do either of those actions:

 

4. We could just ignore it on the service order, as we have already billed the customer for everything else on the appointment. The only problem is that this inventory item will always show as unavailable for other customers, as it is already allocated to this service order.

 

Any ideas on how to delete this allocation and make it just be in stock and available?

Thanks for the help!

Best answer by bzelinski

If anyone is having this issue, I have now received support with an answer from Acumatica. Here was their response:

This appears to be a known issue that is being investigated.

Please follow the steps below and this should resolve the issue (these screen shots are from our sales demo):

In Service Orders (006300):

1. Open LINE DETAILS for the received item

2. Change the quantity on the “allocated” line to 0, the estimated quantity then changes to 0 on the service order and the line can be cancelled and saved:

This unallocates the item from the order and does not throw the item back in the “Create Purchase Order” screen because the estimated quantity is 0.

Note: This did work and solved the problem.

Credit to:

Rachel Merritt

Application Support Consultant | Acumatica

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2 replies

bzelinski
Varsity II
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  • Author
  • Varsity II
  • 61 replies
  • Answer
  • September 26, 2024

If anyone is having this issue, I have now received support with an answer from Acumatica. Here was their response:

This appears to be a known issue that is being investigated.

Please follow the steps below and this should resolve the issue (these screen shots are from our sales demo):

In Service Orders (006300):

1. Open LINE DETAILS for the received item

2. Change the quantity on the “allocated” line to 0, the estimated quantity then changes to 0 on the service order and the line can be cancelled and saved:

This unallocates the item from the order and does not throw the item back in the “Create Purchase Order” screen because the estimated quantity is 0.

Note: This did work and solved the problem.

Credit to:

Rachel Merritt

Application Support Consultant | Acumatica


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2640 replies
  • September 26, 2024

Thank you for sharing the solution with the community @bzelinski!


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