Transfer Orders logic updatings

Transfer Order tab logic was changed.

Transfer Order list form view:

• Was deleted the first layer of Buckets from Transfer order list form;
• Filters:
  • Store From drop-down was added to filter panel – contains the list of stores in the system;
  • Source # is displayed instead of SO # – search Transfer by linked SO/IR;
• Booked bucket/status was renamed to the “In process”;
• Arrived status was deleted;
• Source column is displayed instead of SO # column – displays linked SO/IR.

Transfer Order edit form view:

• Related Documents tab was added to the transfer order edit form and contains:
  • Created date & time
  • User Name – who has created transfer;
  • Related Documents:
    1. Sale order;
    2. Ship Order;
    3. Item Receipt;
• Log tab was added to the transfer order edit form -> displayed log: Text: “Order was processed”.

Create Ship order/Item Receipt for Transfer Order:

• Transfer Order SHO/IR logic:
  • Transfer Request -> Once Transfer Request has been created:
    • Transfer Request is created in Bucket Requests;
    • Items qty isn’t allocated from stock;
    • Ship Order isn’t created for it;
  • Transfer Order in Status “Draft” – items qty isn’t allocated from stock:
    • Save & Process button -> the Transfer is moved to the “In Process Status”;
  • Transfer Order in Status “In process” – items qty is allocated from stock:
    • Ship Order is created in status “Ready to Ship”;
    • Pick order is possible to create;
    • Shipped Qty column is added to the Transfer datagrid if something has been shipped;
  • Transfer Order in status “In Transit”:
    • transfer moves to the status once all ship Orders linked to Transfer orders Shipped column was added;
    • Item Receipt is generated automatically in status Draft -> IR will be with internal Vendor;
    • Create Receipt button is added to the TO. After clicking on the button:
      • if Draft order exist -> IR Draft is opened;
      • if Draft order doesn’t exist -> new IR is opened;
    • Received Qty column was added to the datagrid if something has been received;
  • Transfer Order Order in status “Received”:
    • transfer moves to the status once all Item Receipts  linked to Transfer orders have been Received;
    • items qty will be added to the Store TO;

Ship Order created for Transfer order:

• • If SHO was created from Transfer Order:
    • Customer Label is displayed the name of Internal Customer with the store same as “Ship TO” in Transfer order.
      • If exists many internal Customers with same stores -> is taken the first one;
      • If Customer does not exist -> Customer is generated automatically. Customer name is  the same as “Ship From store” in Transfer order;
    • Customer representative label is hidden;
    • Transfer Order number is added to the Related Documents;
    • Item Status:
      • If was created In Process/In Transit Transfer -> SHO line item status is “Ready To Ship”;
      • If Ship order was shipped -> SHO line item status is “Shipped”;
  • To Shipping Orders tab were added Store filter and column.

Item Receipt for Transfer Order:

• If IR was created from Transfer Order:
  • Vendor Label is displayed the name of Internal Vendor with the store same as “Ship From” in Transfer order:
    • If exists many internal Vendors with the same stores -> is taken the first one;
      • If Vendor does not exist -> Vendor is generated automatically. Vendor name is the same as “Ship To store” in Transfer order;
      • Transfer Order number is added to the Related Documents;
    • Total Units -> is possible to edit field;
    • Once IR has been received -> the received qty is added to the Transfer;
    • Related Bill – Bill isn’t generated for the Item Receipt;

• • Order statuses filter design was changed;
  • On Item Receipts list was added the ability to filter IR by store.

Internal Customer/Vendor:

• Edit forms:
  • Internal Customer / Internal Vendor checkbox:
    • was added to Customer/Vendor edit forms;
    • enabled only during creation Customer/Vendor – once Customer/Vendor has been created the checkbox is disabled;
    • if the checkbox is checked:
      • Customer/Vendor isn’t synched to QB;
      • Store drop-down is added to Customer/Vendor;
  • Store dropdown:
    • displayed only if the Internal Customer/Vendor checkbox is checked;
    • enabled only during creation Customer/Vendor:
      • once Customer/Vendor has been created the drop-down is disabled;

• Customer/Vendor center:
  • Internal Customer / Internal Vendor checkbox is added to the filter panel. If the checkbox is checked should be displayed only internal Customer/Vendor.

 

 

Item list form:

1. In Transit
   • the column is added to the item list:
     1. to data grid;
     2. to the column selector;
   • is displayed for : inventory/assembly items;
   • In Transit = sum (item qty in Transfer status in transit);
   • After clicking on the value -> Open In transit tab in Item Statistic.

Also:

• The same document numbers aren’t used on Partial Receive from TO;
• After Ship -> auto-create IRC in the draft if user click “No”.