Field Services: Improvements in Managing Project-Specific Inventory

In previous versions of MYOB Acumatica, the project-specific inventory functionality was not fully integrated with the service management functionality.

When an appointment or a service order was linked to a project with Track by Project Quantity and Cost selected in the Inventory Tracking box on the Summary tab of the Projects (PM301000) form, the system had the following limitations:

For project stock items (those with the Project cost layer) whose lot or serial class had the Track Serial Numbers or Track Lot Numbers specified as the Tracking Method on the Lot/Serial Classes (IN207000) form, serial or lot numbers were not available on the Details tab of the Service Orders (FS300100) and Appointments (FS300200) forms.
For project stock items whose lot or serial class had Not Tracked selected as the Tracking Method on the Lot/Serial Classes form, inventory allocations for the item plans FS Booked and FS Allocated were created in the system with the Normal cost layer. As a result, the available quantities for a specific project displayed in the table footer of the Service Orders and Appointments forms for a selected item could be inaccurate before the appointment or service order was billed.

Starting in MYOB Acumatica 2025.1, the Service Orders and Appointments forms have been enhanced to support projects where Track by Project Quantity and Cost is specified in the Inventory Tracking box on the Projects form. These enhancements include the following:

Serial and lot numbers for project stock items are now available for selection on the Service Orders (FS300100) and Appointments (FS300200) forms.
For lines with stock items and a specified project task, the system now displays project-specific quantities in the table footer at the bottom of the Details tab of the Service Orders and Appointments forms.
The Project cost layer is now assigned to inventory allocations created for service documents.

Important: To make it possible to manage project stock items, the Project-Specific Inventory feature must be enabled on the Enable/Disable Features (CS100000) form.

These enhancements are described in detail in the next section of this topic.

Improvements to Managing Project Stock Items in Service Documents

For service orders and appointments linked to projects with Track by Project Quantity and Cost specified in the Inventory Tracking box on the Projects (PM301000) form, the following changes have been implemented:

In the Line Details dialog box of the Service Orders (FS300100) form, serial or lot numbers are now available in the Lot/Serial Nbr. column for a project stock item tracked by serial or lot number. The Line Details dialog box opens when a user selects a detail line and click the Line Details button on the table toolbar of the Details tab (see the following screenshot).
Figure 1. The lot or serial numbers for a project-reserved stock item

Tip: For stock items whose lot or serial class has the When Used assignment method specified on the Lot/Serial Classes form, a serial or lot number can be assigned only on the Appointments (FS300200) form.
On the Appointments form, in the lookup table of the Lot/Serial Nbr. column on the Details tab, only the serial or lot numbers for the selected project stock item are displayed (see the following screenshot.) A user can select the serial or lot number in this lookup table.
Figure 2. The list of serial numbers available for the selected project-specific stock item
On the Appointments form, in the Line Details dialog box, only serial or lot numbers of the selected project stock item are displayed. (This dialog box opens when a user selects a detail line and clicks Lot/Serial Nbrs on the table toolbar.) A user can view the serial or lot number in this box.
On the Service Orders and Appointments forms, at the bottom of the Details tab, the table footer displays the project stock quantities and free stock quantities of the selected item (see the following screenshot) as follows:
- The first value (before the slash) shows the available quantity of stock items in the Project cost layer related to the selected project and project task.
- The second value (after the slash) shows the quantity of free stock items (that is, of the Normal cost layer) and project stock items stored in the warehouse location that is specified in the line.
Figure 3. Project-specific and free stock quantities displayed in the table footer
The system can now manage the allocation of stock items with a Project cost layer type. It automatically determines and assigns the appropriate allocation type (for example, FS Prepared, FS Booked, and FS Allocated) along with the Project cost layer when creating allocations for service documents that include project stock items tracked by serial or lot number. Users can view these allocations on the Inventory Allocation Details (IN402000) form.
Figure 4. An allocation type specified according to the Project cost layer