Page History: Inventory Level Changes

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This document will list all of the processes that affect the On hands, On Order and committed quantities of an Inventory item.

On Hands

Application	Screen	Process	+ or -
Legacy	Local Inventory	Modify On Hands (Can only happen once per item per loc)	+ or -
	Invoice	Add an item	-
		Remove an item	+
		Close a line	+
		Void an Invoice	+
	Work Order	Create Shipment	-
		Create Invoice	-
	Credit	Add an item	+
		Remove an item	-
		Void a Credit	-
	Purchase Order	Receive a Purchase Order	+
	Returned Goods Purchase Order	Receive a RGPO	-
	Transfer Order	Ship the Work Order in the sending location	n/a
		Receive a Transfer (Sending Location) Receive a Transfer (Receiving Location)	- +
	Quick Transfer	Release a Quick Transfer (Receiving Location)	+
		Release a Quick Transfer (Sending Location)	-
	Manage Generated PO/Xfers	Complete a Quick Transfer with release	+
		Complete a Quick Transfer with release (Sending Location)	-
Radio Beacon	Purchase Order	RGPO created in the store translated to a Credit in the warehouse location	+
Utopia	Invoice	Add an item	-
		Remove an item	+
		Void an Invoice	+
	Work Order	Ship an order	-
		Ship/Invoice and order	-
	Adjust Inventory	Make an adjustment	+ or -
	Count Sheet	Posting a Count Sheet	+ or -
	Document Generation	Create Quick Transfers (Receiving Location)	+
		Create Quick Transfers (Sending Location)	_

On Order

Application	Screen	Process	+ or -
Legacy	Work Order	Create a PO	+
	Purchase Order	Add an item	+
		Remove an item	-
		Close a line	-
		Close a Purchase Order	-
		Receive a Purchase Order	-
	Returned Goods Purchase Order	Add an item	-
		Remove an item	+
		Close a line	+
		Close a RGPO	+
		Receive a RGPO	+
	Transfer Order	Add an item (Receiving Location)	+
		Remove an item (Receiving Location)	-
		Close a line (Receiving Location)	-
		Close a Transfer (Receiving Location)	-
		Receive a Transfer (Receiving Location)	-
	Quick Transfer	Add an item	+
		Remove an item	-
		Close a line	-
		Close a Quick Transfer	-
		Release a Quick Transfer	-
	Manage Generated PO/Xfers	Complete a Purchase Order	+
		Complete a RGPO	-
		Complete a Transfer without release (Receiving Location)	-
		Complete a Transfer with release (Receiving Location)	-
		Complete a Quick Transfer without release (Receiving Location)	+
Radio Beacon	Purchase Order	PO created in the store translated to a WO in the warehouse location (Store Location)	+
	Returned Goods Purchase Order	RGPO created in the store translated to a Credit in the warehouse location (Store Location)	-
Utopia	Document Generation	Create a Purchase Order	+
		Complete a RGPO	-
		Create open Transfers	+
		Create released Transfers (Receiving Location)	+

Committed

Application	Screen	Process	+ or -
Legacy	Quote	Create a WO	+
	Work Order	Add an item	+
		Remove an item	-
		Close a line	-
		Create Shipment	-
		Create Invoice	-
		Close a Work Order	-
	Consignment	Add an item	+
		Remove an item	-
		Close a line	-
		Ship a Consignment	-
	Transfer Order	Release a Transfer (Sending Location)	+
		Receive a Transfer (Sending Location)	-
	Manage Generated PO/Xfers	Complete a Transfer with release (Sending Location)	+
Radio Beacon	Work Order	PO created in the store translated to a WO in the warehouse location (Warehouse Location)	+
Utopia	Work Order Processing	Close an order	-
		Ship an order	-
		Ship/Invoice and order	-
	Document Generation	Create released Transfers (Sending Location)	+
OrderLinx	Orders	Submit an Order	+
	Count Sheet	Submit an order from a Count Sheet	+
Mobile Suite	Order	Send an Order	+
	Count Sheet	Send as a WO	+
		Send as an OrderLinx order	+
Mobile Shop	Replenishment Order	Send an order to OrderLinx	+

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