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

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Page Revision: 04/29/2013 04:30 PM

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). 

Permission	Description	Category	Legacy Security Level Equivalent
Adjust_Inventory	Gain Access to the Inventory Adjustment interface	Inventory

ocal 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
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 Receive a Transfer - Committed, - On Hands (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)

Radio Beacon*

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

• 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) + Committed (Sending Location) Create Quick Transfers + On Hands (Receiving Location) - On Hands (Sending 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