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 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) |
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) |
CollisionLinx
| 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 a CollisionLinx order | + Committed |
Mobile Shop
| Send an order to CollisionLinx | + Committed |