Prerequisites
-
PartsLedger
-
PartsLedger 2 where noted
Procedure
Add a new warehouse sourced job item
- Click Add Parts, Labor, and Items
- Enter an Item code that matches an inventoried part in PartsLedger
- Enter the desired Quantity
- Select the Warehouse source type. If your user profile has a default warehouse, that warehouse will appear automatically. Otherwise, select the desired warehouse
- Click Save
Edit an existing job item's details
Note: PartsLedger 2 required. Earlier versions still need to manually reverse transactions and add new job items
- Click the Parts, Labor, and Items box to open the editing window
- Change the Item to another part number
- Change the Quantity to a higher or lower (higher than zero) number
- Change the Source from no source, technician, reference, or warehouse source to any other source
- Click Save
- This feature works by automatically reversing any linked journal entry and reposting a new one — essentially what your office staff had to do manually is now automated in PartsLedger 2
Notes
- If the part does not match an inventoried item in PartsLedger, the warehouse source will update to show the message: Inventory Error: Part Not Found
- If the available quantity in PartsLedger is less than your entry, the warehouse source will update to show the message: Inventory Error: Max Qty x, where x is the quantity that PartsLedger has available at that warehouse
- Any source other than Warehouse will not pull inventory from PartsLedger