Order Management System. What's new
← Version 1.33.11.3

Actions managers on TO

Actions managers on TO

  • Delete Transfer Order button:
    • displays in statuses:
      • Draft;
      • In Process;
    • displays, if no one linked SHO, is not shipped;
    • after clicking on the button -> the panel is displayed:
      • Actions:
        • Create Requests for left Qty if they are needed:
          1. action displays if Transfer has linked requests
          2. if action is selected -> after clicking on the Continue button:
            • A transfer order is deleted;
            • SHO (if exist) is deleted;
            • If items have linked Transfer Requests -> the transfer requests are created;
              1. Transfer Request could be created from:
                  • Sale Order;
                  • Production;
                  • Item Receipt;
        • Delete TO & Unreserve SO item:
          1. Action displays if Transfer has linked requests:
            • If action is selected -> after clicking on the Continue button:
              1. A transfer order is deleted;
              2. SHO (if exist) is deleted;
              3. On Related SO items in TO become unreserved;
      • Reason: all characters are allowed;
      • Related Documents:
        • SO;
        • SHO;
        • IR;
      • Cancel button: after clicking on the button -> the panel is closed -> nothing deleted;
      • Continue: after clicking on the button:
        • the Panel is closed;
        • the selected action is applied;
        • the TO is deleted;
  • Convert to Draft:
    • after clicking on the Continue button:
      1. A transfer order is deleted;
      2. SHO (if exist) is deleted;
      3. Transfer in Status Draft is created;
      4. a log is added to Draft Transfer:
        • Text: TO-XXXX was converted to Draft;
        • Reason: [text];
  • Delete Item:
    • button enabled in statuses:
      1. Draft;
      2. In Process;
        1. displays, if linked to item SHO, is not shipped;
    • after clicking on the button -> item is hidden from the datagrid -> after clicking on the Save button -> the panel is displayed;
    • Actions:
      • Create Requests for left Qty if they are needed:
        1. action displays if Transfer has linked requests;
        2. if action is selected -> after clicking on the Continue button:
          • Item is deleted from TO;
          • Item is deleted from SHO (if exist); 
          • If items have linked Transfer Requests -> the transfer requests are created:
            • Transfer Request could be created from:
              1. Sale Order;
              2. Production;
              3. Item Receipt;
            • log should be added to Transfer:
              1. Text: [Item Name] was deleted; 
              2. Reason: [text];
      • Delete TO & Unreserve SO item:
        • if action is selected -> after clicking on the Continue button:
          1. Item is deleted from TO;
          2. Item is deleted from SHO (if exist); 
          3. The log is added to Transfer:
            • Text: [Item Name] was deleted; 
            • Reason: [text];
    • Reason -> all characters are allowed;
    • Related Documents:
      1. SO;
      2. SHO;
      3. IR;
    • Cancel: after clicking on the button -> the panel will be closed -> nothing deleted;
    • Continue -> after clicking on the button:
      1. The Panel is closed;
      2. The selected action is applied;
      3. The TO is deleted.