| Local Inventory |
| Change On Hands (this can only be done once per item per location) | + or – On Hands |
| Invoice |
| Add an item | - On Hands |
| Remove an item | + On Hands |
| Close a line | + On Hands |
| Void an Invoice | + On Hands |
| Write off an Invoice | No Affect |
| Adjust Transfers |
| Affects Inventory (+ Discrepancy Amt) | + On Hands (Sending Location) |
| Affects Inventory (- Discrepancy Amt) | - On Hands (Sending Location) |
| Quote |
| Add an item | No Effect |
| Remove an item | No Effect |
| Create a WO | + Committed |
| Work Order |
| Add an item | + Committed |
| Remove an item | - Committed |
| Close a line | - Committed |
| Create Shipment | - Committed, - On Hands |
| Create Invoice | - Committed, - On Hands |
| Close a Work Order | - Committed |
| Create a PO | + On Order |
| Credit |
| Add an item | + On Hands |
| Remove an item | - On Hands |
| Void a Credit | - On Hands |
| Consignment |
| Standard |
| Add an item | + Committed |
| Remove an item | - Committed |
| Close a line | - Committed |
| Ship a Consignment | - Committed |
| Invoice a Consignment | No Affect |
| Credit |
| Add an item | + On Hands |
| Purchase Order |
| Add an item | + On Order |
| Remove an item | - On Order |
| Close a line | - On Order |
| Close a Purchase Order | - On Order |
| Receive a Purchase Order | - On Order, + On Hands |
| Returned Goods Purchase Order |
| Add an item | - On Order |
| Remove an item | + On Order |
| Close a line | + On Order |
| Close a RGPO | + On Order |
| Receive a RGPO | + On Order, - On Hands |
| Transfer Order |
| Add an item | + On Order (Receiving Location) |
| Remove an item | - On Order (Receiving Location) |
| Close a line | - On Order (Receiving Location) |
| Close a Transfer | - On Order (Receiving Location) |
| Release a Transfer | + Committed (Sending Location) |
| Ship the Work Order in the sending location | No Effect |
| Receive a Transfer | - On Hands, - Committed (Sending Location) + On Hands, - On Order (Receiving Location) |
| Quick Transfer Order |
| Add an item | + On Order (Receiving Location) |
| Remove an item | - On Order (Receiving Location) |
| Close a line | - On Order (Receiving Location) |
| Close a Quick Transfer | - On Order (Receiving Location) |
| Release a Quick Transfer | + On Hands, - On Order (Receiving Location) – On Hands (Sending Location) |
| Manage Generated PO/Xfer |
| Purchase Order |
| Add an item | No Effect |
| Remove an item | No Effect |
| Close a Purchase Order | No Effect |
| Complete a Purchase Order | + On Order |
| Returned Goods Purchase Order |
| Add an item | No Effect |
| Remove an item | No Effect |
| Close a RGPO | No Effect |
| Complete a RGPO | - On Order |
| Transfer Order |
| Add an item | No Effect |
| Remove an item | No Effect |
| Close a Transfer | No Effect |
| Complete a Transfer without release | + On Order |
| Complete a Transfer with release | + On Order (Receiving Location) + Committed (Sending Location) |
| Quick Transfer |
| Add an item | No Effect |
| Remove an item | No Effect |
| Close a Quick Transfer | No Effect |
| Complete a Quick Transfer without release | + On Order |
| Complete a Quick Transfer with release | + On Hands (Receiving Location) - On Hands (Sending Location) |