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Allocated inventory when PO is associated with Work Order

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Posted on by Theresa_123

Hi,

I just realised an issue I don't know how to resolve.

I create Purchase Orders to manage my inventory. I assign the Purchase Order to a related Work Order.

I just noticed, that, if I don't use all parts purchased on that purchase order, it shows up as allocated. However, I can't see where this part is allocated to.

I believe the system automatically allocates it to the associated Work Order, but it doesn't show up under products. When I close the Work Order, it also still shows as allocated.

Is there a way to get rid of the allocated quantity?

Using the latest Field Service Version 2021 release wave 2, Server version: 9.2.2

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Theresa_123 17 on at

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Allocated inventory when PO is associated with Work Order

Is anyone able to help?

I understand now why this happens, but I cannot reverse the allocated inventory.

For anyone that is curious: It happens when you allocate a PO to a warehouse AND a Work Order.

If the PO is allocated to only the WO, it works fine.
Theresa_123 17 on at

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RE: Allocated inventory when PO is associated with Work Order

Here is an example:

I created a PO for 2 items and connected it to a work order.

In the inventory journal the item changes from "On Order" to "On hand" to " Allocated" (because it was purchased for a WO);

When we used one item on that Work Order, it removed 1x allocated product. However, now I still have 1x product allocated.

When I open the Work order, there are no allocated products visible etc. Also, when opening the allocated product, it doesn't say where it is allocated to.

To avoid this error, I won't connect POs to any work orders anymore, however, this error needs to be looked at.
JHarvey 108 on at

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RE: Allocated inventory when PO is associated with Work Order

We have the same issue... the INVENTORY JOURNAL via advanced find does let you VIEW the issue, but not correct the issue. All fields on existing items are "locked". Any help is appreciated...
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Thomas David Dayman 11,323 on at

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RE: Allocated inventory when PO is associated with Work Order

I think you should be able to see what its been allocated to by going to the 'Inventory Journals' table in advanced find