Unpicking a stocked item

SECURITY  Access to the parent entity and feature access to transfer inventory items

NAVIGATION  Open a contract, project, or ticket and click the Charges, or Charges & Expenses tab. Scroll to the Items Already Picked, Received, or On Order table.

If you picked an item by mistake or the charge is somehow canceled, you can un-pick the item. This means that the item is returned to inventory.

To un-pick some or all of the units:

  1. To open the page, use the path(s) in the Security and navigation section above.

  2. Click the Un-Pick link. The Un-pick Item(s) dialog will open.

  3. Update the Quantity to Un-Pick field. You may un-pick any number of units up to the entered quantity.

  4. If the item is serialized, select the serial numbers to un-pick.

  5. Click OK to confirm.

When you un-pick items, the following will happen:

  • The units will be returned to their original inventory location
  • The Picked and Available quantities for the inventory location will be updated
  • The items are moved back into the Items Still Needed table
  • The charge for the un-picked item will be removed

When devices are created from a charge, the device is associated with the stocked item picked on the charge.

It is, however, possible in Autotask to unpick stocked items even after the device has been created, and pick a different stocked item. When this happens, the mapping between stocked item and device is broken.

  • If you edit a charge that has at least one serialized stocked item that is not associated with a device, and at least one device that is not associated with a stocked item, the Map Existing Devices dialog window will open when you click Save. You can select and map an unmapped stocked item serial number.
  • If the charge is for a non-serialized stocked item, Autotask will automatically assign units from the stocked item with the oldest Date Added to devices with the oldest Create Date.