← Version 1.35.39.0

Not in Stock Items in the Transfer Order

Transfer Order List form:

Transfer Order edit form:
- the user has ability to add Not In Stock items to the New Order:
  - “Transfer Qty” column -> Attention message is displayed in next to the Qty:
    - Text: “Not enough items in stock, current Avail. Qty is XX”;
  - “Status” column:
    - was added next to Transfer column;
    - contains the next statuses:
      - Ready to Process:
        
        for items which are enabled in Stock;
        
        if status was selected items are not reserved from stock;
        
        is enabled for Orders in statuses:
        
        Draft;
        
        In Process;
        
        In Transit;
        
        is displayed in grey color;
      - Check Stock:
        
        for not enough items qty;
        
        if status was selected items are not reserved from stock;
        
        is enabled for Orders in statuses:
        
        Draft;
        
        In Process;
        
        In Transit;
        
        is displayed in red color;
      - Ready to Ship:
        
        for items which are enabled in Stock;
        
        is displayed in the Transfer Order in Process;
        
        if status was selected items are reserved from stock;
        
        is displayed in blue color;
      - In Transit:
        
        For items in status ready to Ship -> after Order was moved in “In Transit” Status;
        
        is displayed in the Transfer Order In Transit;
        
        if status was selected items are reserved from stock;
        
        is displayed in purple color;
      - Received:
        
        After Order item was received;
        
        is displayed in green color;
- Check Stock substatus on Ship Order:
  - If in the Processed Order was added item with the Check Stock status and user saved Order :
    - On the Ship Order this item is displayed with the “Check Stock” status;
- Check Stock substatus:
  - id displayed for orders in which was added Check stock item;
  - is displayed in red color;
  - is displayed next to Order status;
  - was added on the List form;
  - was added on the Transfer Order quick View panel;
Filter panel:
- “Only Check Stock” checkbox:
  - was added for the next tabs:
    - Draft;
    - In Process;
    - In Transit;
  - was added next to “View All” checkbox;
  - is unchecked by default;
  - if the checkbox is checked -> are displayed only Orders with “Check Stock” substatus;
Transfer Order quick view form:
- “Item Status” column:
  - was added next to “Transfer Qty” column;
  - item statuses can be the the same as on the Transfer Order edit form:
    - Ready to Process;
    - Check Stock;
    - Ready to Ship;
    - In Transit;
    - Received;
In Process / In Transit / Received tabs:
- was added checkboxes column:
- “View Items” button:
  - was added at the top of the tab;
  - if at least one item is checked -> the button is enabled;
  - after clicking on the button -> the Reserve Inventory panel is displayed;
Reserve Inventory panel:
- the Items with Check Stock status from Transfer Orders are displayed;
- on the panel are displayed the next elements:
  - “Actions” multi-button:
    - contains actions listed below:
      - Use Stock:
        
        for Check Stock items -> in the allocate column is displayed enabled Qty for item;
      - Create Adjustment:
        
        for Check Stock items -> in the “Allocate” column is displayed enabled item qty and in the “Adjustment” column is displayed the next item qty:
        
        Ordered Qty – Allocated Qty = Adjustment Qty;
  - “Show reserved” checkbox:
    - was added at the top of the panel;
    - is unchecked by default;
    - if the checkbox is checked -> the all item from the checked Orders are displayed;
  - Each selected Transfer Order item are separated by the next information:
    - Item Name;
    - Item Description;
    - Item Ordered Qty;
    - Available Qty;
    - Incoming PO Qty with UOM;
    - Allocated Qty with UOM;
    - Store with item Available Qty;
  - Datagrid with the columns listed below:
    - checkbox:
      - all items are checked;
    - Customer Name -> is displayed Customer Order Name;
    - Order #;
    - Ordered Qty -> isn’t editable;
    - Allocate Qty:
      - can be editable for Check Stock items;
      - can’t be more than Ordered Qty;
      - if the user filled qty more than qty in the Order -> the “Max value is XX” validation is displayed;
    - Adjustment Qty:
      - is editable for Check Stock items;
      - can be more than Ordered Qty;
    - Adj. Location:
      - is editable for Check Stock items;
      - contains the List of Store Location;
      - If on the Item edit form selected Adj. Location -> is displayed Item Adj. Location in the dropdown;
      - If the user filled Adjustment Qty on the panel -> column is required;
    - Status -> is displayed item status from Transfer Order;
  - Buttons -> were added to the bottom of the panel:
    - Cancel:
      - is always be clickable;
      - after click on the button -> the panel is closed without changes statuses;
    - Save & Print:
      - If on the panel is displayed at least 1 Check Stock item -> is displayed;
      - is always be clickable;
      - if nothing changed -> the panel is closed without changes;
      - if user make changes -> the corresponding actions were done;
      - If the user made Adjustment:
        
        was changed item status to Ready to Ship;
        
        Order substatus isn’t displayed;
        
        is printed PDF file with filled columns;
    - Save & Process:
      - If on the panel is displayed at least 1 Check Stock item -> the button is displayed;
      - is always be clickable;
      - if nothing changed -> the panel is closed without changes;
      - if user make Adj:
        
        the item status is changed to Ready to Ship;
        
        Order substatus isn’t displayed.