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 |
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) |
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 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) |
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) |