These occur when deleting a direct expense receipt with a part linked to a work order:
- When deleting a direct expense receipt with a part linked to a work order:
- Managely adjusts the related work order part’s Quantity Issued (Quantity Issued = original Quantity Issued – Receipt Part Qty).
- Managely deletes the related parts issue record from Issue/Returns for a work order along with the Part Ledger entry for that Issue.
- When deleting an individual part from a direct expense receipt for multiple parts:
- Managely adjusts the related work order part’s Quantity Issued (Quantity Issued = original Quantity Issued – Receipt Part Qty).
- Managely adjusts the related issue record for a work order and Part Ledger entry for that issue:
- Removes issued parts related to the deleted receipt parts from the Issue.
- Removes the Part Ledger entry details related to deleted issued parts in step i above.
- If a direct expense receipt was created without a purchase order involved (Accounts Payable > Bills > Receipts tab > New Receipt button), deleting individual parts linked to a work order from that receipt or deleting the receipt itself that has part(s) linked to a work order should trigger:
- Re-generation of a part ledger entry if a part ledger entry to reserve a part from a warehouse to a linked work order does not exist.
- Re-calculation of a quantity reserved if a part ledger entry to reserve a part from a warehouse to a linked work order already exists.
A reserved part ledger entry is generated when a work order is saved with a part that has a stock flag turned on. Users can find it in Accounts Receivable > Work Order > Work Order Detail > Part Ledger tab. This indicates how many are committed to being pulled from the associated warehouse.
The quantity committed from warehouse changes as soon as the work order part gets issued.
- When a user deletes a direct expense receipt that has part(s) on a work order Managely shows the following message “Work Order Parts created for this receipt will remain. Are you sure you want to delete this receipt?”
- If a direct expense receipt that has part(s) on a work order is converted to a bill and a user tries to delete that bill, Managely shows the following message: “Work Order Parts created for this bill will remain. Are you sure you want to delete this bill?”
- When a user deletes an existing direct expense receipt part that is on a work order, Managely shows the following message: “Work Order Part created for this receipt part will remain. Are you sure you want to delete {part.description}?”