We need to the ability to have negative quantities on service orders so we can return items from a customer and back into inventory, while giving the customer credit for that return.
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Service Orders need ability to have negative quantities
Best answer by KrunalDoshi
Hi
Acumatica already has a standard return process that is designed for exactly this scenario.
Recommended approach: Service Order → Return Order / Credit Memo
If you are referring to Service Orders (FS300100), the cleanest approach is generally to have the service process create/process a return transaction, rather than making the service order's quantity itself negative.
Acumatica's standard Sales Order functionality supports negative quantities for return-capable order types. In particular, an order type configured with both Issue and Receipt operations changes a negative quantity to a Receipt operation, meaning the inventory comes back into the warehouse.
Acumatica's standard RC – Return for Credit order type is specifically designed for:
- Customer returns an item.
- Item is received back into inventory.
- Customer receives a credit memo.
Acumatica documents this exact flow: RC is used to authorize a customer return for credit, with the returned goods going from the customer to inventory and a credit memo generated for the customer.
On SO301000, Acumatica has a More → Create Service Order action. The documentation states that this creates the Service Order on FS300100, and only one Service Order can be created for each Sales Order.
Hope this helps!
Hi
Can you try below
Remove/Adjust MinValue on Base Qty Fields
File: PX.Objects.FS/DAC/FSSODet.cs
Override via CacheAttached in a graph extension to remove MinValue = 0 from:
- BaseEstimatedQty (line ~604)
- Related base qty fields as needed
[PXMergeAttributes(Method = MergeMethod.Append)]
[PXRemoveBaseAttribute(typeof(PXDBDecimalAttribute))]
[PXDBDecimal(6)] // No MinValue
protected virtual void _(Events.CacheAttached<FSSODet.baseEstimatedQty> e) { }
Important Considerations
1. This alone won't fully enable negatives — (RowPersisting override in FSServiceOrderLineSplittingExtension) must also be addressed, or the persist will still reject negative inventory lines.
2. If using Appointments, apply the same pattern on AppointmentEntry for FSAppointmentDet base qty fields.
Hope above helps!!
+7Hi
Acumatica already has a standard return process that is designed for exactly this scenario.
Recommended approach: Service Order → Return Order / Credit Memo
If you are referring to Service Orders (FS300100), the cleanest approach is generally to have the service process create/process a return transaction, rather than making the service order's quantity itself negative.
Acumatica's standard Sales Order functionality supports negative quantities for return-capable order types. In particular, an order type configured with both Issue and Receipt operations changes a negative quantity to a Receipt operation, meaning the inventory comes back into the warehouse.
Acumatica's standard RC – Return for Credit order type is specifically designed for:
- Customer returns an item.
- Item is received back into inventory.
- Customer receives a credit memo.
Acumatica documents this exact flow: RC is used to authorize a customer return for credit, with the returned goods going from the customer to inventory and a credit memo generated for the customer.
On SO301000, Acumatica has a More → Create Service Order action. The documentation states that this creates the Service Order on FS300100, and only one Service Order can be created for each Sales Order.
Hope this helps!
+7We do use service orders and not sales orders, but we do not have “return order” as an option.
In that case, I would suggest a small customization, where you add a custom column for Return Qty. Then when the service order is process and if Return Qty > 0, you can create an Inventory Receipt for returned quantity and create customer’s credit memo.
Hopefully this helps.
OK. With the customization, if Return Qty > 0, would the system create the inventory receipt and customer credit memo, or would that have to be done manually by us?
+7OK. With the customization, if Return Qty > 0, would the system create the inventory receipt and customer credit memo, or would that have to be done manually by us?
You can achieve that using customization.
+11This is a long due requested feature. There are multiple scenarios that might require negative qty in Service Order or Appointment including unused items returning to warehouse. I have looked under the hood for customization and the change is not small at all and in some scenarios is a dead end. The customization is not about just allowing negative qty on Service order or appointment but the real challange is in the subsequent transactions handling.
+2
As
Current limitations:
- Service Management doesn’t support returns
- Service orders don’t update inventory directly; they do so through Distribution documents such as sales orders and sales order invoices.
The suggestion to create a sales order is actually the only out-of-the-box workaround to handle this scenario: configure service order types in a way that sales orders are created as billing documents, and create return-type sales orders to handle returns.
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