Inventory items - Quantity columns

79

I have done the Batch Create from past Sales invoices to bring our inventory up to date. It seems to be working for Qty on hand. However, none of the inventory items from our past Sales orders have been removed from Qty reserved when they were invoiced and subsequently delivered.

Our workflow typically follows one of two paths:

  1. A customer comes in and requests some work to be done and we create a Sales order with the labour and inventory items for the job. When the job is completed we copy the Sales order to a new Sales invoice, the customer pays, and we create a Receipt for the money paid. The Receipt is usually linked to the Sales invoice which is in turn linked to the Sales order. We will now have to add the step of creating the Delivery note.
  2. A customer comes in and purchases some inventory items, so we create a Sales invoice and then a Receipt. We will now have to create the Delivery note too.

Everything seems to be working fine for Sales orders and Sales invoices that were created since the big changes were introduced a couple of days ago. The problem seems to be that the Batch Create process described by @lubos above did not consider the Sales orders to which the Sales invoices were linked, and so all of the inventory items on those Sales orders are still showing as being reserved.

@lubos are you able to create a means of batch updating the Delivery notes to link them to the Sales orders to which the Sales invoices are linked, thereby hopefully removing their reserved status?

EDIT: I see the above issue is also present with Purchase orders and Qty on order, even though we have been using Goods receipts the whole time.

1 Like