I'm wondering if anyone has ever encountered an issue with the Post and Consume on Service Orders using an inventory location with Warehouse Shipments and Picks enabled.
The Business Process follows the below steps:
- Service Order created
- Service Items added to Service Order
- Parts that need to go to job site added to Service Item Worksheet
- Warehouse Shipment created
- Warehouse Pick created
- Warehouse team takes the pick, grabs the items and puts them on the service truck and then registers the pick
- Work is then completed by the service team
- If a part is used the service manager posts the shipment of the items that were used
- Back on the service order, if a part needs to be billed back to the customer it is then Invoiced
- Some parts are consumed and not billed but if you enter a Qty to Consume you get this error:
The problem is there is a warehouse shipment that was posted. You can't Ship and Consume either because you can't fill the Qty. to Consume. Invoicing works just fine.
Not sure if anyone else has encountered this as it seems like a bit of an oversight. I'm sure you could skip the Warehouse shipment stage but then the pick steps and the activities for the warehouse team are extremely manual. In fact the whole service order module seems like it needs a few changes to make shipping items out and bringing them back in more seemless. Ideally there should be a Service Out Bin and a Service In Bin because a field technician may need to take several parts out but they may come back with some of them. You can manage this with Inventory movements but it is a bit manual.
Thank you,
Teagen