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    Shankar Narayanan
    Adding Multiple inventories in Inventory type for non...Answered
    Topic posted December 9, 2017 by Shankar NarayananBronze Trophy: 5,000+ Points, last edited September 16, 2018 by Erica (Leep) AndersonBlack Diamond: 60,000+ Points, tagged Inventory / Parts 
    83 Views, 2 Comments
    Title:
    Adding Multiple inventories in Inventory type for non -serializable inventories
    Content:

    Hi All,

    We have a requirement where if the non-serialized parts are consumed by Technician, we need to integrate with ERP for generating a PO based to the supplier based on part description, category of part, supplier code.

    To acheive this, I have created a part catalog and mapped all part description, category of part & supplier against that Part desc against that inventory type. 

    For example, if tech searches for  PVC cable, we show four types of PVC i.e. 2" PVC, 1/2" PVC, 1" PVC etc to select which type of PVC for the tech to select one of those. The details get populated & tech enters the quantity of the particular category consumed.

    Issue which I am facing is if tech consumes multiple sub categories in same inventory type, for e.g. Tech has consumed 5 quantity of 2" PVC & 6 quantity of 1/2" PVC, OFSC show the latest entry i.e. 1/2" PVC with 11 no if we check on inventory installed in the screen. Also, I cannot use serialized inventory as quantity is always set to 1. 

    Would appreciate if anyone can help me in resolving this issue as it is a valid requirement in most of HVAC scenarios.

    Thanks,

    Shankar

    Version:
    17.8

    Best Comment

    Brett Wallace

    Hi Shankar,

    So we had a similar requirement. The solution we used was to use serialized inventory, and create a new custom property to capture the "quantity" information, and ignoring the standard quantity and serial number field for this type of inventory. 

    We also added the custom quantity field to the inventory list view so you can see the quantity show up there, instead of the standard one for this type of inventory. Also by using a custom quantity field, we could specify decimals in the quantity field. i.e. 2.5 of PVC pipe (we also put regular expression in the field to limit user 1 decimal place of 0 or .5).

    I agree it would be nice to be able to specify 1 (non-serialized) item multiple times in the inventory list, as in our case we wanted to list the same item multiple times as we used the inventory list for invoicing and wanted to group parts used in different jobs within the activity together on the invoice.

    I'm not sure if we put an idea into the lab for this, but feel free to look and add your vote, or create on yourself and let me know and I will add a vote.

     

    Brett

    Comment

     

    • Brett Wallace

      Hi Shankar,

      So we had a similar requirement. The solution we used was to use serialized inventory, and create a new custom property to capture the "quantity" information, and ignoring the standard quantity and serial number field for this type of inventory. 

      We also added the custom quantity field to the inventory list view so you can see the quantity show up there, instead of the standard one for this type of inventory. Also by using a custom quantity field, we could specify decimals in the quantity field. i.e. 2.5 of PVC pipe (we also put regular expression in the field to limit user 1 decimal place of 0 or .5).

      I agree it would be nice to be able to specify 1 (non-serialized) item multiple times in the inventory list, as in our case we wanted to list the same item multiple times as we used the inventory list for invoicing and wanted to group parts used in different jobs within the activity together on the invoice.

      I'm not sure if we put an idea into the lab for this, but feel free to look and add your vote, or create on yourself and let me know and I will add a vote.

       

      Brett

    • Shankar Narayanan

      Thanks Brett. I did the same as a work around solution, I will post the issue in ideas & will request you to vote so that it can be look by product developers.