Parts selected in a Quote do not affect On Hand amounts

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Parts selected in a Quote do not affect On Hand amounts



Parts selected in a Quote


Parts entered in a quote do not affect inventory, only a service work order can remove inventory.


When a quote is converted to a service workorder, the quantity of parts in a quote  are not entered in the Quantity column within the Parts subgrid in a service workorder.


Instead the quantity is entered in the Quantity Quoted column within the parts subgrid in a service workorder only as a reminder of the amount that should be used as per the quote.


AyaNova can not pre-enter the quantity in a service workorder as user intervention may be required because:


a part may or may not have a serial number

the quantity may or may not be in stock



The screenshot below is from the Parts section of a service workorder that was created by a quote. The quantity quoted is indicated in the Parts sub-screen’s Quantity Quoted column, but the Quantity has not yet been entered by the user.



And to maintain history of Quantity Quoted, when you enter in the Quantity of 1 for a quoted serialized part, you can select the serial number.