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Version 1 Current »

Enhancements to the Sales Line

  1. Add Two New Fields to the Sales Line:

    • Qty. Moved

    • Qty. Not Moved (calculated as: Outstanding Qty – Qty. Moved)

  2. Update the Service Sales Order Page:

    • Display the two new fields on the Sales Line Related List for Service Sales Orders.

image-20250101-171557.png

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:

  1. Validation Checks:

    • Error if a Warehouse Shipment is already created for the Sales Order.

    • Error if no Sales Lines have Qty. Not Moved ≠ 0.

  2. Movement Creation:

    • Create a new Movement record linked to the Sales Order.

    • Set Quantity on the Movement = Qty. Not Moved for each applicable Sales Line.

    • Set the To Bin field to the Ship Bin.

  3. Posting the Movement:

    • On posting the Movement, update the Qty. Moved field on the corresponding Sales Line.

image-20250101-171746.png

Additional Notes:

  • Multiple Movements can be created for a single Sales Order.

  • Users can:

    • Adjust the Quantity on the Sales Order.

    • Create additional Movements to either:

      • Move more quantities to the Shipment Bin.

      • Return excess inventory from the Ship Bin to the original bins.


Warehouse Shipment Validation

When creating a Warehouse Shipment for a Sales Order with Record Type = Service, perform the following validation:

  • Error if any Sales Lines with Item Type = Inventory have Qty. Not Moved ≠ 0.

image-20250101-172518.png

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