Please provide specifics on what you have done so far in AyaNova, what screens/grids you are referring to, what you specifically expect to see where etc as I do not understand what you mean that by setting up clients and purchase orders you would see on-hand stock being taken out?

On-hand stock is "taken out" of inventory when the part and its quantity is selected in a Service Workorder Parts subsection, and the part is set to Used In Service.

For example:

1. Open a service workorder for a client
2. View the Parts subsection of the service workorder
3. Select a part that you know you have onhand amounts in AyaNova (you can quickly see this by viewing the Part Inventory grid in the Inventory navigation pane)
4. Enter in a quantity of 1
5. Checkmark the Used in Service
6. Save the workorder and exit
7. View the Part Inventory grid again and click the Refresh menu option
8. The OnHand amount will have decreased by 1 for this part as you "used it" in the service workorder

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com

When you hover your mouse over the red ! on the left, what error message does it give you?

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com

It is not letting me enter the serial number though.

Thanks

Tiffany

You need to select an available serial number from the drop down field Serial Number in the part record in Parts in a service workorder. You can not manually enter a serial number, it must already be in inventory for you to select it.

1. Click in the Serial Number field for that part record you selected in Parts in the workorder to drop down a list of all serial numbers available for this part for the selected warehouse
2. What serial numbers are listed?
3. Select the appropriate serial number
4. Click on another field (i.e. Price) for it to take
5. Does the red ! now go away?
6. Now you can checkmark Used In Service, save and exit out of the workorder
7. If there are no serial numbers listed, that means you have not entered them into inventory either via a PO Receipt or via a Part Inventory Adjustment. If so, delete that part entry in the workorder and exit out of that workorder, than add the serial number(s) for that part into inventory.

You can also find this information about the Serial Number field in the Parts subsection of a workorder in the AyaNova 4 Help file section http://www.ayanova.com/AyaNova4webHelp/parts3.htm

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com

Go to http://www.ayanova.com/AyaNova4webHelp/benefits_of_inventory.htm and review each inventory related section.

As per the section on Parts http://www.ayanova.com/AyaNova4webHelp/parts.htm , you do not enter a serial number in the Part entry screen. The part entry screen is where you enter the information about the part in general - its name, number, price, whether it is serialized or not.

And as per my previous posting, to enter actual inventory stock into inventory including serial numbers, you do so either via Part Inventory Adjustments (make sure you review http://www.ayanova.com/AyaNova4webHelp/inventory_adjustments.htm) or when you receive inventory via a Purchase Order Receipt after ordering via a Purchase Order.  The sections on Purchase Orders and Purchase Order Receipts should also be reviewed so that you get an understanding of their use.

OR as also identified in the Inventory section of the AyaNova 4 Help file, you can turn off Inventory in AyaNova via Global Settings so that you do not have to receive stock, nor pre-enter inventory amounts and their serial numbers via Part Inventory Requests nor PO Receipts. Instead with inventory turned off, there is no Part Inventory Grid, no Purchase Orders or PO Receipts, and when you select parts in a service workorder, you can manually enter the serial number into the Description field.

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com

Why did you received the serialized part via a Purchase Order Receipt, as well as make a Part Inventory Adjustment and enter a serialized part? That receives two into inventory, and both with the same serial number? You would do one or the other only - otherwise you are putting the serial number into inventory twice.

If you still are not able to drop down a list of serial numbers for that part in the workorder, that means you did not receive or make a part inventory adjustment of that precise part, or you did not receive that serialized part, or you did not select that precise part for that precise warehouse with a serial number, or you haven't entered a quantity for that part in the workorder - otherwise you would have that part show 2 serial numbers in the drop down field for Serial Numbers in the workorder.

example:

You do need to be specific in telling what you have done - for example, identify exactly what part you selected in the PO REceipt, what warehouse, what quantity you entered, and what serial number you entered. Also same with the Part Inventory Adjustment. And what shows as on hand stock and its serial numbers in the Inventory grid. And what exactly is selected in that workorder Parts. Otherwise I could make an assumption you have done something, when you have not, that is causing the issue for you.

Do the following and be sure to provide specifics on exactly what you do and see if anything is other than it should:

1. View the Part Inventory grid in the Inventory navigation pane
2. As you gave the impression you had not received or entered any previous parts via part adjustments, this grid should show only the part(s) you received via that purchase Order Receipt, and the part(s) you entered into inventory via that Part Inventory Adjustment
3. Expand to show the serial numbers under the part by clicking on the + on the left of this grid
4. Make a screenshot of this grid showing the serial numbers and the part number/name and On Hand amounts. Zip up the screenshot using WinZip and attach to your reply
5. Now open the workorder you are have been referring to in your postings above (Do I assuming correctly that you have of course exited out of the workorder when you received into inventory and than open it again?)
6. select the Parts subsection
7. Now the part you have listed in the selected record - is the quantity 1?
8. The part you have listed in the selected record here - is the warehouse selected the same warehouse where the serial numbers were received into and show on the Part Inventory grid?
9. The part you have listed in the selected record here - is this the exact same part name/number that you received and that you added into invenotry via the part inventory adjustment?
10. If this part is the same name/number as the part in the Part Inventory grid, is the same warehouse, and you have a quantity of 1, drop down the Serial Number field to select from the list of serial numbers you put into inventory
11. Make a screenshot of this entire workorder including the part record. Zip up using WinZip and attach to your reply.

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com