Order Management System. What's new
← Version 1.33.11.3

Transfer Order linked to SO

Current Availability form on Sale order edit form:

  • Create Transfer radio button was added to the Current availability form. Displays if sum(item qty) in “Other stores” > = Ordered qty. Also, it is displayed for the Inventory/Assembly items;
  • If radio button is selected the “Transfer from Stock”/”Use Transfer Damage from stock” tabs should be displayed:
    • “Transfer from Stock” – data is grouped by Store:
      • Totals:
        1. Use in Stock Qty ->  Use in Stock Qty = sum(Reserved Qty column on Transfer from stock tab);
        2. Total -> Total = Use in Stock Qty + Use damaged Qty. If Total <> Ordered qty -> the validation message is displayed: “Reserved Qty should be equal to ordered” ->“OK” button is disabled;
      • Datagrid:
        • Qty displays the sum of not allocated qty in current store for the selected item;
        • Reserved Qty only numbers are allowed;
        • Store;
  • OK button disable if the validation message is displayed: “Reserved Qty should be equal to ordered”. After clicking on the button:
    • the Current Availability form is closed;
    • the Sale order is Saved;
    • the Transfer Request is created according to the entered “Reserved Qty”;
    • the count on transfer Request depends on the count of selected stores;
    • the SO line Item status is “Pending TO”;
  • Transfer Tab:
    • Once Transfer Order has been created:
      • Transfer order tab is added to SO;
      • Tab contains:
        1. Transfer Order #;
        2. Transfer Date;
        3. Total;
        4. Store From;
        5. Store TO;
        6. Status;
        7. Source displays SO#//IR# linked to transfer.

 

Sale Order line item statuses linked to Transfer:

  1. If SO line item has linked Transfer Orders, the new statuses are added:
    • Pending TO:
      • is displayed line item status if at least one transfer linked to the line item has:
        1. Transfer Request;
        2. Draft transfer order;
      • color orange;
      • SO order Status “In Process”;
      • Avail icon is yellow and after pointing on it the tooltip with availability is displayed;
    • TO In process:
      • is displayed line item status if there is no transfer requests or Draft transfer order linked to the line item; 
      • To the line item could be linked TR in next statuses:
        1. “In process”;
        2. “In Transit”;
      • color purple;
      • SO order Status “In Process”;
      • Avail icon is yellow and after pointing on it the tooltip with availability is displayed;
    • Ready To ship:
      • is displayed line item status if all transfer requests linked to the line item have status “Received”.
  2. If Purchase Order related to sale order was created into the different location(not same as on Sale order):
    • after receiving PO, the Transfer Request is created automatically based on PO, in this case:
      1. on PO -> Transfer Order created and linked to PO and displayed in Related Documents;
      2. on SO:
        • Transfer Order created and linked to SO and displayed as a new tab in the left menu on Sale order;
        • The line items linked to Transfer Orders will have new Transfer statuses.
      3. For example:
        • Create SO general stock = “Spring Valley”
          1. Item Qty = 3
        • Create PO  – general stock = “Spring Valley”
        • Add Item Qty = 3;
        • Change Item Allocation:
          • ktest-store = 3;
        • Receive IR
        • should be created two Transfer Orders:
            1. TO – 1     Store From: “Teterboro”     Store to: “Monsey”      Qty = 100
        • Sale Order line Item status should be: “TO in Process” 
        • Ship order linked to SO in status “Not ready to ship”.

Increase/Decrease/Void/Delete items in SO:

  • If the line item has linked Transfer Request/Order:
    • Increase item Qty on SO:
      • once Item qty was increased -> after saving SO the Current availability form is displayed to decide what to do with increased qty;
    • Decrease  item Qty on SO:
      • Once Item qty was decreased -> after saving SO:
        • Action manager is displayed with:
          1.  “Are you sure want to decrease qty for [item name]”. Warning: “Transfer orders will be unlinked automatically”;
          2. linked Transfer number;
          3. Continue button:
            1. after clicking on the button:
              1. the qty is decreased on SO;
              2. the decreased qty is unlinked from Transfer;
              3. the log is added to SO:
                1. Text: [Item Name] qty decreased from N to M;
                2. Additional text: SO item was unlinked from “TO-XXXX”;
                3. Reason: [reason text];
                4. User: [User who made decrease];
    • Delete item:
      • Once Item qty was deleted -> after saving SO:
        1. action manager is displayed with:
          1. The warning message is displayed with text: [Transfer orders will be unlinked automatically];
          2. Action “Delete item& Unallocate item Qty to stock”
          3. linked Transfer number;
          4. Continue button:
            1. After clicking on the button:
              1. the qty is deleted from SO;
              2. the deleted qty is unlinked from Transfer;
              3. the log is added to SO:
                1. Text: [Item Name] was deleted;
                2. Reason: [reason text];
                3. User: [User who made delete];
    • Void item:
      • Once Item qty was voided-> after saving SO:
        1. action manager is displayed with:
          1. The warning message is displayed with text: [Transfer orders will be unlinked automatically];
          2. linked Transfer number;
          3. Continue button:
            1. After clicking on the button:
              1. the qty is voided from SO;
              2. the voided qty is unlinked from Transfer;
              3. the log is added to SO:
                1. Text: [Item Name] was voided;
                2. Reason: [reason text];
                3. User: [User who made void];
    • Unreserve item:
      • Once Item qty was unreserved:
        1. Action manager is displayed with:
          1. The warning message is displayed with text: [Transfer orders will be unlinked automatically];
          2. Action “Unreserve from Sale Order”;
          3. Linked Transfer number;
          4. Continue button:
            1. after clicking on the button:
              1. the qty is voided from SO;
              2. the voided qty is unlinked from Transfer;
              3. the log is added to SO:
                1. Text: [Item Name] was unreserved;
                2. Reason: [reason text];
                3. User: [User who made void];
    • Void Order/Convert to Draft Order:
      • After Voiding / Convert to draft SO:
        1. action manager should be displayed with:
          1. The warning message is displayed with text: [Transfer orders will be unlinked automatically];
          2. Linked Transfer number;
          3. Continue button:
            1. after clicking on the button:
              1. the order is voided/convert to draft;
              2. the qty is unlinked from Transfer;
              3. the log is added to SO:
                1. log for void:
                  1. Text: SO-XXXX was voided;
                  2. Reason: [reason text];
                  3. User: [User who made void];
                2. log for convert to draft:
                  1. Text: SO-XXXX was converted to Draft;
                  2. Reason: [reason text];
                  3. User: [User who made void].