How do I confirm a finished job and take the parts out of stock?
Create a Service Order Confirmation for the order, set the used and billable quantities, and save. The save issues the used parts.
Before you start
- The service order has Site and Warehouse.
- Journal For Issuance on Service Management Setting.
- Each category used has a service debit account.
Steps
- Open Service Order Confirmation, New. Confirmation Date (not before the order date), pick the Service Order. Create: the lines copy from the order.
- Item tab: set Utilized Quantity to what was used and Billable Quantity to what will be charged.
- Save.
Check it worked
- A posted goods issue exists for the utilized items, dated the confirmation date.
- The service order buttons are now disabled.
What posts
| Document | When | Debit | Credit |
|---|---|---|---|
| Goods issue made by the confirmation | Save | Service debit account of the item's category | Stock, as Inventory posts a goods issue for the item |
Undoing a posting is Reverse on the toolbar of the posting document.
If something looks wrong
- "… Utilized Quantity (…) cannot be greater than Plan Quantity (…)." Add the extra on the service order first.
- "Category - … Expense Account not Defined" - give the category a service debit account.
- "Site is not defined in Service Order" - fill it on the order.