A client wants to put items into a project warehouse (WIP warehouse 1) before actually shipping the items off to the client (WIP warehouse 2). Is there any way to receipt the items into a project warehouse so that the items can be managed before actually going on to the customer’s site?
The best way to achieve this is to receipt the items onto the job in the usual process and then in the Invoicing tab, there is an option to deliver the items. This is done by changing the line status to Delivered, which then updates the column Delivered Qty and a document is created that shows the transfer of the item from the WIP warehouse to site.
This transaction does not create any journal entries and the item stays in the WIP warehouse; however, at a jobline level, you can see what items are sitting in the WIP warehouse versus what has gone to site. The documents can be viewed and reprinted by clicking the Show Documents button, then the Deliveries tab.
The deliveries with the source ERALIS are the items that have been specifically delivered to the client’s site.
The downfall with this is that they cannot see the difference in the WIP warehouse of what is sitting on a job versus what is actually at the client site. You would need to go to the job to see this.