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Service | Customer Service, Contact Center, Fie...
Answered

Inventory doesn't get updated when work order gets cancelled.

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Posted on by 143

Inventory doen;t get updated when work orders get cancelled. The product just move out of the stock instead of getting added back to the inventory thus fluctuating the inventory count.

Please advise what is the best possible way to fix it.

Thank you

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  • Verified answer
    Dan Gittler - Dynamics Field Service Profile Picture
    on at

    Hi, the work order products only consume inventory when you change the work order product status from estimated to used. If the work order is canceled before someone ever showed up onsite, all work order products should still be "estimated" as no one went to the site. If someone went to the site, used some parts, and then the WO was canceled, then the products were actually consumed/used, in which case you would manually adjust the status back.

    In short, technicians should only be marking work order products used, consuming inventory, when they actually use the parts, so cancelling a work order shouldn't have to change anything on the work order products unless it was inadvertently marked as used. Otherwise, if the work order products as "estimate" status, it does not deduct from inventory.

    Here is an article  - docs.microsoft.com/.../create-product-or-service

    Please let me know if you have further questions, and if not, please mark as "verified"!

  • Suggested answer
    Smehra33 Profile Picture
    143 on at

    Thank you very much. It helps

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