Unfulfilling Items on a Sales Order (ServiceTrade Job)

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

In PartsManager, formerly known as PartsLedger, unfullfilling Items on a Sales Order (ServiceTrade Job), means you are moving items that were added to a ServiceTrade Job, back to the original Warehouse you fulfilled those items from. 

This article will walk you through unfulfilling Item quantities on a Sales Order and returning those Items back to the Vendor.

IMPORTANT NOTE: If the items were on a Purchase Order and you never actually received the items, because you made a mistake, and you want to "cancel" the Purchase Order and unfullfill the items on the Sales Order. DO NOT want to follow the steps in this article. You will want to Void the Received Items on the Purchase Order. If you unfullfill the items first, you will NOT be able to void them.

Prerequisites

Unfulfilling Items on a Sales Orders

  1. On the Navigation Bar click Sales and then Sales Orders.
  2. Click the blue link number of the Sales Order you want to unfullfill.
    • The External Ref will list the Job Type and Job Number of the ServiceTrade Job this Sales Order is a mirror of.
  3. On the Sales Order Page click the UnFulfill tab.
    PL_-_Unfulfill_Tab_-_GIF.gif
  4. Clicking the checkboxes allows you to select the line item(s) that you want unfulfill.
  5. Enter the UnFulfill Quantity for each selected line item.
  6. Select a Warehouse you want to unfulfill the line items to.
  7. Select the UnFulfill Date.
  8. When complete click UnFulfill Rows and Confirm.
    PL_-_Unfulfill_Tab_2_-_GIF.gif

Note: The status of the sales order remains "Fulfilled."

 

FAQs

What if I have items on a ServiceTrade Job (Sales Order) that are sourced from a Warehouse, and I want to return them to that warehouse?

In this case, you would just unfulfill the items on the sales order.

What if I have items on a ServiceTrade Job (Sales Order) that are purchased on a Purchase Order, and I want to return them to the vendor I bought them from?

Unfulfilling the items from a ServiceTrade Job/Sales Order and then returning those items to the Vendor is how you would accomplish this.

You don't want to just unfullfill the items from the ServiceTrade Job/Sales Order to your Warehouse's Inventory Stock, but you also want to Return the Items to the Vendor that was issued on the original Purchase Order.

Once you have completed the Unfullfill process listed above, follow the steps in the Returning Items to the Vendor article.

What if I have items on a ServiceTrade Job (Sales Order) that are purchased on a Purchase Order, but I made a mistake and want to "cancel" it?

If the items were on a Purchase Order and you never actually received the items, because you made a mistake, and you want to "cancel" the Purchase Order and unfullfill the items on the Sales Order.

You DO NOT want to follow the steps in this article. You will want to Void the Received Items on the Purchase Order.

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