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Service | Customer Service, Contact Center, Fie...
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Work Order Product's Warehouse not defaulting to the Resource's assigned Warehouse

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Posted on by 72

Hello!

We have an Incident Type that pre-populates Products into Work Orders. When our Field Technicians are filling out Inventory they have consumed in Mobile, they get an error "Warehouse field is required to mark product used". We noticed that the Technician's defined Warehouse is not populating into each Work Order Product. They can, however, add non-prepopulated products and their Warehouse populates appropriately.

How can we set it up so pre-populated Products update to the correct Warehouse when a Booking is made?

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Thanks so much!

  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at
    RE: Work Order Product's Warehouse not defaulting to the Resource's assigned Warehouse

    What you want is out of the box. I suggest you create a ticket with Microsoft.

  • J Coad Profile Picture
    72 on at
    RE: Work Order Product's Warehouse not defaulting to the Resource's assigned Warehouse

    Another idea - could I use a 1:N relationship to set the Work Order Product Warehouse?

  • J Coad Profile Picture
    72 on at
    RE: Work Order Product's Warehouse not defaulting to the Resource's assigned Warehouse

    Thanks for this info - Yes, the WO Product is associated with the Booking, and the Booking is associated with a Bookable Resource that has a Warehouse associated with Him.

  • J Coad Profile Picture
    72 on at
    RE: Work Order Product's Warehouse not defaulting to the Resource's assigned Warehouse

    Thanks for that link - I checked and they have all permissions outside of Create and Delete for Warehouses, and all perms for the resource.

  • Fannie30 Profile Picture
    2,990 Moderator on at
    RE: Work Order Product's Warehouse not defaulting to the Resource's assigned Warehouse

    Have you checked if the booking for that resource is populated on the WO Product record?  By default, items that are populated before a WO is booked will not be associated with a booking record and generally that is when your issue occurs.

  • Gabriel Dias Junckes Profile Picture
    2,428 on at
    RE: Work Order Product's Warehouse not defaulting to the Resource's assigned Warehouse

    Do you have multiple business units? Check if the user has access to the bookable resource and the warehouse.

    www.inogic.com/.../

  • J Coad Profile Picture
    72 on at
    RE: Work Order Product's Warehouse not defaulting to the Resource's assigned Warehouse

    bump (not sure if bumping is ok) - really need help on this one!

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