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Allow lot/serial tracked items on a service order appointment

A lot/serial tracked item can be entered on the Inventory Item tab of a service order.  However, there is no way to record the lot/serial number used on the service order..  A sales order must be created and shipped which adds another layer of steps to be completed.


- customer requests service. 

- a service order  is created and the item is added to the service order.  In this case, the item is serial tracked.

- tech goes on site to replace the part.  They cannot record the serial number that was used.   

- when accounting creates the invoice (Generate Invoice from Appointment), an error is generated "warehouse cannot be blank".  The warehouse (multiple location not enabled in this example) field is set on the inventory item



  • Mike Schmitt
  • May 23 2017
  • Shipped
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