When I go to return items on an invoice through the invoice closeout it should create an adjustment using the procurement source that the item was requisitioned from, however it does not. I noticed that when in the invoice closeout page all of the pr...
It would be really helpful if ServiceTitan had an option to start a return or credit directly within a current receipt by referencing the vendor document number. Additionally, having the ability to initiate a return/credit by searching for a vendor d...
COMMUNITY-I-5916
I was wondering if anyone has ran into the issue of when a job has been exported, you can't do a return to that job if something were to happen. We have ran into multiple issues when we've exported a job, however had a warranty item go bad or custome...
Currently when I receive an invoice that has cylinders on it, I just ignore that line item. However, I am wondering if best practice would be to receive the cylinder (ex: nitrogen) and then receive the actual gas as another line (as it is on the invo...
WHEN ARE WE ABLE TO ADD A RETURN ON THE JOB BY CLICK "ADD A RETURN" ON THE JOB SCREEN?
We recently started using the Return feature within the inventory module and noticed that quantities are not removed from on-hand when you mark the Return as sent, but rather not until it has been marked as Credit Received. Is this accurate? It would...
Currently, the only way to make a return on a Purchase Order is to go to the Purchasing Screen, then hit returns, and create new. (they did add making a return from a project screen... but how about all the non-project returns?)I would like the abili...
I'm stuck. When I return inventory using invoice closeout no adjustment is getting made. The inventory gets placed "On Hold" and I can see any way to resolve this. https://youtu.be/i7jJGputVYA
As many of us are either long time users or relatively new users of Service Titan I am sure that the company I represent is not alone in the desire to use Service Titan as a one stop shop for most, if not all, business management. More so, check-out ...
