Warehouse Name Visibility For Job Items in ServiceTrade (June 27th, 2023)

Derek Torres
Derek Torres
  • Updated

When ServiceTrade Job Item's are sourced to a PartsLedger Warehouse, the Warehouse name will now be visible on the ServiceTrade line item source, regardless of whether or not that item was able to be fulfilled.

Read the following article to learn how to source and fulfill items in ServiceTrade from your warehouses' inventory in PartsLedger.

In this release note we will show you what it looks like when a ServiceTrade Job Item has been successfully and unsuccessfully fulfilled from a Warehouse in PartsLedger.

 

The Job Item Has Been Successfully Fulfilled

When a ServiceTrade Job Item has been successfully fulfilled from a PartsLedger Warehouse, the warehouse's name will be visible on the job item's source. See below example:

PL-SourceItemOfficeSuccessPt2.png

 

The Job Item Has Not Successfully Fulfilled

If you source a ServiceTrade Job Item to a Warehouse that has insufficient stock, it will not successfully fulfill that item.

If you source a quantity of an item to a warehouse that doesn't have enough of that item in stock ServiceTrade will create a Reference # error on the source section of that line item that will read "Inventory Error: Max Qty 0 in [selected Warehouse name]".

ServiceTrade will also generate a comment on the Job that explains exactly when and why the error occurred. This comment will be 'Only visible to your company' and locked. This comment will be the ServiceTrade user the PartsLedger middleware uses to connect to ServiceTrade. In most cases, the user is [yourcompanyname].pl, and the name in the comment will generally be PartsLedger Support.

In the example below, we have none of this 'MINI-PLEAT 14x20x2' item left in stock in our 'Main Warehouse':
PL-ItemSourceErrorPt1.png

After we attempted to source this item from our Main Warehouse's inventory, ServiceTrade creates a Reference # source that shows the error "Inventory Error: Max Qty 0 in Main Warehouse." Meaning there wasn't enough in stock in that warehouse to fulfill the item.PL-ItemSourceErrorPt2.png

ServiceTrade also generated a comment on the Job that explains exactly when and why the error occurred. This comment will be 'Only visible to your company' and locked.
Error

 

How do I fix an 'Inventory Error: Max Qty 0" error?

To fix this error, you will need to restock the warehouse's inventory in PartsLedger, then edit the source on the existing item to that warehouse again.

The video below will walk you through fixing this error:

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