This Wizard is launched via the Fill Lines Wizard button in the Inventory Adjustments Journal when the Transaction Type is set to Job-to-Loc. It is designed to expedite the process of making entries return inventory from Work Orders or Jobs to the Location you select.
The Wizard uses the Equipment originally charged (from Job History) whenever possible. The global registry option (Setting Key: DefaultEquipmentFromWorkOrder Setting Value: false) is ignored by the wizard.
See Registry Inventory Adjustments Journal (sys-viewer-vinvntryadjstmnt) for a registry entry to set the Quantity Billed from the To Return quantity.
Fill Lines Wizard: Options Screen
Work Order Id:
Job Id:
Complete the Work Order Id if the item was initially added to a Work Order, or a Job Id (if the Work Order was not specified).
Location Id:
This required field defines the Location to which the Inventory should be returned. It defaults from the Work Order (if one was selected) but may be changed by the user if needed.
Click the Next button at the bottom of the screen to continue.
Fill Lines Wizard – Items Screen
Inventory Item Id: WO Id: Job Id: Cost Code: Bill Item: Cost Cat: Equipment Id:
These display-only fields default from Job History for Inventory Items already associated with the selected Job / Work Order.
To Return:
Enter the quantity of the selected Inventory Item to return to the Location. If this item should NOT be returned to the Location, leave it set to zero.
To Keep:
This field initially indicates the quantity associated with the Job / Work Order. It is automatically decreased by the amount the user enters in the To Return field.
Serial/Lot Id:
Carefully enter the Serial or Lot number of the item being returned, or double-click to select from a list. The system will validate that the item is not already on-hand at a location, but cannot currently validate that this exact item is associated with the Job / Work Order.
Click the Finish button when you have updated any lines requiring adjustment.
IMPORTANT: After completing the Wizard, you must SAVE the journal entry.