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Inventory Flow, Allocation Types, Inventory table holds original values…
Inventory Flow
QUALITY CONTROL
f: EditRejectRelease
- function not used - remove
a: inventory/editrejectrelease
- UPDATE: InventoryAllocation: if whole allocation, move it to new shop order
- UPDATE / INSERT: split allocations between old and new shop order
f: QualityQCApproved
- UPDATE: Inventory set INVQuantity and Location to final numbers
UPDATE: InventoryAllocation set Status = 'Pulled'
f: QualityRejectByType
- UPDATE Inventory set INVQuantity - reject qty and delete if <= 0
- UPDATE / INSERT InventoryAllocations to assign allocations to the new reject shoporders.
f: QualityUnQCApprove
- UPDATE Inventory set INVQuantity back to StartingQty
- UPDATE InventoryAllocation set Status to 'InQue'
f: QualityRecallReject
- INSERT Inventory using releasequantity as finished good
- INSERT InventoryAllocation as new order (see ProductionScheduleNewOrder)
DIRECT INVENTORY EDITS
a: inventory/delete
- UPDATE: Inventory InventoryType set to 'UserDelete' or 'ScrapStatus' (move to allocations)
a: inventory/edit
- ad hoc edit of inventory
- UPDATE: Inventory INVQuantity, Location and ShopOrderID
a inventory/editapproveinactive
- UPDATE Inventory: set ItemID to new later rev
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a: inventory/create
- ad hoc creation of inventory
- INSERT Inventory with no allocations
SHIPPING
a: shipping/editassemblyallocation
- UPDATE Inventory: subtract qty from INVQuantity
- UPDATE Inventory: zero/allocate inv record if remaining qty less than zero
f: ShippingReadyToShip
- UPDATE Inventory subtract ship qty from INVQuantity, zero out if <=0
- INSERT/UPDATE InventoryAllocations set Status to Pulled, inserting new allocations if shipped qty exceeds allocated
a: shipping/editrevertshipping
- UPDATE Inventory add ship qty to INVQuantity
- UPDATE InventoryAllocation to revert shipping info
a: shipping/createeditpl
- UPDATE Inventory: set Location if remaining inventory
- calls ShippingReadyToShip
- if removing lineitems UPDATE Inventory to add back in ship qty, UPDATE InventoryAllocation to undo shipping info
PRODUCTION
f: ProductionCreatePartial
- Shop order / inventory is split
- INSERT Inventory: StartingQty / INVQuantity set to partial qty
- UPDATE Inventory: INVQuantity subtract partial qty
a: order/editcreatepartial
- INSERT InventoryAllocation: AllocationQuantity set to partial qty
- UPDATE InventoryAllocation: AllocationQuantity subtract partial qty
a: order/editshopordercancel
- UPDATE Inventory: zero out, cancel and set to allocated
f: ProductionScheduleNewOrder
- New order is scheduled
- INSERT Inventory: StartingQty / INVQuantity set to ReleaseQuantity
- INSERT InventoryAllocation: AllocationQuantity set to ReleaseQuantity, AllocationType set to Stock, Shipping or Assembly. Status set to Pulled for Stock otherwise InQue.
SALES
f: SalesCancelOrder
- UPDATE Inventory to zero out, set location to Canceled
- DELETE InventoryAllocations
a: order/createallocation
- INSERT InventoryAllocation - either from stock or for production
a: order/editallocation
- UPDATE InventoryAllocation qty and adjust shop order release qty
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Inventory table holds original values and is only adjusted in cases where shop order is split (partial, reject) or inventory needs adjustment due to loss/scrap
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InventoryView pulls them together giving us our original, allocated and available quantities. This view also uses a calculated field to determine InventoryType:
- Allocated: allocations = invquantity
- W.I.P.: shop order not qc approved
- Finished Good: shop order qc approved
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