Enhancements to the Sales Line
Add Two New Fields to the Sales Line:
Qty. Moved
Qty. Not Moved (calculated as:
Outstanding Qty – Qty. Moved)
Update the Service Sales Order Page:
Display the two new fields on the Sales Line Related List for Service Sales Orders.
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New Button: "Create Movement"
Button Placement:
Add the Create Movement button to the Sales Order page.
The button should be visible only when the Record Type is "Service".
Button Functionality:
When the button is clicked, perform the following actions:
Validation Checks:
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Overview
For Service Sales Orders, you can create movements to transfer inventory from regular bins to the Ship Bin. The functionality is accessible exclusively on Service Sales Orders.
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Steps to Create Movements
Initiate Movement Creation
Use the Create Movement button on the Service Sales Order page to start a new movement.
Set Movement Details
Specify the Quantity on the Movement for items with Qty. Not Moved in the applicable Sales Lines.
Set the To Bin field to the Ship Bin.
Multiple Movements
You can create multiple movements for a single Sales Order if required.
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Error Conditions
Movements cannot be created in the following scenarios:
A Warehouse Shipment has already been created for the Sales Order.
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No Sales Lines have Qty. Not Moved
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greater than zero.
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Movement Creation:
Create a new Movement record linked to the Sales Order.
Set Quantity on the Movement =
Qty. Not Movedfor each applicable Sales Line.Set the To Bin field to the Ship Bin.
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Posting the Movement:
On posting the Movement, update the Qty. Moved field on the corresponding Sales Line.
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Additional Notes:
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Multiple Movements can be created for a single Sales Order.
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Users can:
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Posting Movements
When you post a movement:
The system updates the Qty. Moved field on the corresponding Sales Lines.
Qty. Not Moved is recalculated using the formula:
Qty. Not Moved = Outstanding Qty – Qty. Moved.
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Updating Sales Orders After Movements
After creating and posting a movement, you can adjust the Sales Order as follows:
Modify Quantities
Increase or decrease quantities on the Sales Order.
Create
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Additional Movements
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Move
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additional quantities to the
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Ship Bin.
Return excess inventory from the Ship Bin back to the original bins.
Change Item Requirements
Set the quantity to 0 for items no longer needed.
Note: Sales Lines can only be deleted if Qty. Moved is zero.
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Creating Warehouse
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Shipments
When creating a Warehouse Shipment for a Service Sales Order with Record Type = Service, perform the following validation:
Error if : If any Sales Lines with Item Type = Inventory have Qty. Not Moved ≠ 0 greater than zero.
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