After revenue has been recognized and the joblines are invoiced, some materials (partial jobline) have to be returned to the warehouse. What is the easiest process to do so that does not reverse revenue?
You can use the Receipt function in Direct Materials to bring the items back onto the job.
Enter the items that are being returned directly into the Direct Materials entry screen. The only difference is in the From WHS field, select the option RPT - Receipt, which means that the item is being receipted in rather than being processed out. This works well for situations where parts that were never put on to the job become available and need to be tracked back into the company via the job.
The transaction that is processed is a goods receipt, which will credit the inventory gain/loss account and debit the WIP warehouse inventory account. The only issue to this is that the user will need to enter the cost price for the transaction as the system will not know the cost price offhand.
The idea behind having this warehouse means that technicians using web timesheet entry can be on the road and keep track of stock accurately - likewise using Eralis Job remotely etc.
This will create a new line(s) on the job with a status of Entered which can then be dealt with as necessary.
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