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Page History: Everything that changes Inventory Levels - Grouped by Documents

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Page Revision: 04/30/2013 09:07 AM


This document is separated by document types.  The first column describes the action.  The second column describes what happens to the inventory.  There are four different quantities per inventory item, On hands, Committed, On order and Available.  All of the actions effect the committed, on hand and/or on order quantities.  The available quantity is a calculated value.  The calculation is on hands minus committed quantities (OH – Committed). 

 

Legacy

               

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 InvoiceNo Affect
Quote
Add an itemNo Effect
Remove an itemNo 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 ConsignmentNo 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 
Receive a Transfer- Committed, - On Hands (Sending 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)
Manage Generated PO/Xfer
Purchase Order
Add an itemNo Effect
Remove an itemNo Effect
Close a Purchase OrderNo Effect
Complete a Purchase Order+ On Order
Returned Goods Purchase Order
Add an itemNo Effect
Remove an itemNo Effect
Close a RGPONo Effect
Complete a RGPO-  On Order
Transfer Order
Add an itemNo Effect
Remove an itemNo Effect
Close a TransferNo Effect
Complete a Transfer without release+ On Order
Complete a Transfer with release+ On Order (Receiving Location)
Quick Transfer
Add an itemNo Effect
Remove an itemNo Effect
Close a Quick TransferNo Effect
Complete a Quick Transfer without release+ On Order
Complete a Quick Transfer with release+ On Hands (Receiving Location)
 

Radio Beacon*

 

PO created in the store translated to a WO in the warehouse location+ On Order (Store)
RGPO created in the store translated to a Credit in the warehouse location-  On Order (Store)
 

* This section just indicates the unique document flows of Radio Beacon.  All of the orders are processed normally when they enter or leave Radio Beacon.  A Radio Beacon location also has unique status for its documents.

 

Utopia

 

Invoice
Add an item-  On Hands
Remove an item+ On Hands
Void an Invoice+ On Hands
Work Order Processing
Close an order-  Committed
Ship an order-  Committed, - On Hands
Ship/Invoice and order-  Committed, - On Hands
Adjust Inventory
Make an adjustment+ or – On Hands
Count Sheet
Posting a Count Sheet+ or – On Hands
Document Generation
Create a Purchase Order+ On Order
Complete a RGPO-  On Order
Create open Transfers+ On Order
Create released Transfers+ On Order (Receiving Location)
Create Quick Transfers+ On Hands (Receiving Location)
 

OrderLinx

 

Submit an Order+ Committed
Submit an order from a Count Sheet+ Committed
 

Mobile Suite

 

Orders
Send an Order+ Committed
Count Sheets
Send as a WO+ Committed
Send as an OrderLinx order+ Committed
 

 

Mobile Shop

 

Send an order to OrderLinx+ Committed
 

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