Process Flow
Inventory Transfer Statuses
- The following table and flow diagram describe how the Status of the Inventory Transfer Request Items, Inventory Transfer Requests, and Inventory Transfer Shipments are determined.
- The status of the Inventory Transfer Request & Purchase Order is determined by the status of each of the Inventory Transfer Request Items or Purchase Order Items that are associated with the Inventory Transfer Request or Purchase Order.
- The status of the Inventory Transfer Request and Inventory Transfer Request Items determine the functionality that is available on the 'Inventory Transfer Request' screen, and 'Inventory Transfer' screen and form.
- The status of the Purchase Order and Purchase Order Items determines the functionality that is available on the 'Purchase Order Details' screen and 'Purchase Order Receiving' screen.
- The status of the Inventory Transfer Shipment is determined by the status of each of the Inventory Transfer Request Items that are associated with the Shipment.
- The status of the Inventory Transfer Shipment and Inventory Transfer Request Items determine the functionality that is available on the 'Inventory Transfer' screen and form, and 'Inventory Transfer Receiving' screen and form.
This table defines how the statuses are determined for the Inventory Transfer Requests, Inventory Transfer Request Items, Inventory Transfer Shipments, Purchase Orders, and Purchase Order Items, based on Quantities, or Number of Items (number of rows), of Ordered (O), Overshipped (V), Shipped (S), Canceled (C), Backordered (B), Excess (E), Received (R), Returned (U), and Missing (M) Quantities or Number of Items (Rows) on the 'Inventory Transfer Request' screen, 'Inventory Transfer' screen and form, and 'Inventory Transfer Receiving' screen and form, 'Purchase Order Details' screen, and 'Purchase Order Receiving' screen.
Refer to the 'Inventory Transfer Request, Shipment, and Item Status - Logic Flow Diagram'.
Status | Quantities or Number of Rows | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
(O)rdered | O(V)ershipped | (S)hipped | (C)anceled | (B)ackordered | (E)xcess | (R)eceived | Ret(U)rned | (M)issing | ||
| New | = 0 | 'New' is the initial state of each Inventory Transfer Request and Request Item until the 'Submit' button is clicked. | New | |||||||
(O)rdered | > 0 | = 0 | = 0 | = 0 | = 0 | = 0 | = 0 | = 0 | = 0 | (O)rdered |
| O(V)ershipped | > 0 AND = (S + C + B) | > 0 | > 0 AND = (O - C - B) | = 0 OR = (O - S - B) | = 0 OR = (O - S - C) | = 0 | = 0 | = 0 | = 0 | O(V)ershipped |
(S)hipped | > 0 AND = (S + C + B) | = 0 | > 0 AND = (O - C - B) | = 0 OR = (O - S - B) | = 0 OR = (O - S - C) | = 0 | = 0 | = 0 | = 0 | (S)hipped |
| (C)anceled | > 0 AND = (C) | = 0 | = 0 | > 0 AND = (O) | = 0 | = 0 | = 0 | = 0 | = 0 | (C)anceled |
| (B)ackordered | > 0 AND = sum(R, C, B) | = 0 | = 0 OR = sum(O, S) - sum(C, B, R) | = 0 OR = (O - B - R) | > 0 AND = (O - C - R) | = 0 | = 0 OR = (O - C - B) | = 0 | = 0 | (B)ackordered |
| (E)xcess | = 0 OR = (R + C + B - V) | = 0 OR = (R + C + B - O) | = 0 OR = sum(O, S, V) - sum(C, B, R) | = 0 OR = (O + V - B - R) | = 0 OR = (O + V - C - R) | > 0 | = 0 OR = (O + V - C - B) | = 0 | = 0 | (E)xcess |
(R)eceived | > 0 AND = (R + C - V) | = 0 OR = R + C - O) | > 0 AND = (O + S + V - C - R) | = 0 OR = (O + V - R) | = 0 | = 0 | > 0 AND = (O + V - C) | = 0 | = 0 | (R)eceived |
| Ret(U)rned | = 0 OR = sum(R, U, B) - sum(C, E, V) | = 0 OR = sum(R, U, C, B) - sum(E, O) | = 0 OR = sum(O, E, S, V) - sum(C, B, R, U) | = 0 OR = sum(O, E, S, V) - sum(B, S, R, U) | = 0 OR = sum(O, E, S, V) - sum(C, S, R, U) | = 0 OR = sum(R, U, C, B) - sum(V, O) | = 0 OR = sum(O, E, V) - sum(C, B, U) | > 0 AND = sum(O, E, V) - sum(C, B, R) | = 0 | Ret(U)rned |
| (M)issing | > 0 AND = sum(R, U, M, C, B) - (O) | = 0 OR = sum(R, U, M, C, B) - (O) | > 0 AND = sum(O, S, V) - sum(C, B, R, U, M) | = 0 OR = sum(O, V) - sum(B, R, U, M) | = 0 OR = sum(O, V) - sum(C, R, U, M) | = 0 | = 0 OR = sum(O, V) - sum(C, B, U, M) | = 0 OR = sum(O, V) - sum(C, B, R, M) | > 0 AND = sum(O, V) - sum(C, B, R, U) | (M)issing |
(O)rdered | O(V)ershipped | (S)hipped | (C)anceled | (B)ackordered | (E)xcess | (R)eceived | Ret(U)rned | (M)issing | ||
Inventory Transfer Request, Shipment, and Item Status - Logic Flow Diagram
Inventory Transfer Request Item Status and Screen Functionality Relationship
The following diagram describes the relationship between the Inventory Transfer Request Item Status and the functionality that is available on the 'Inventory Transfer Request' screen, 'Inventory Transfer' screen and form, and 'Inventory Transfer Receiving' screen and form.
Test Data
These are Airtables containing unit test data for the functionality defined on this page.