https://epiphanywiki.crystalcomputer.com/api.php?action=feedcontributions&feedformat=atom&user=JMeyer Epiphany - User contributions [en] 2026-10-24T21:39:41Z User contributions MediaWiki 1.46.2 https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Ledger&diff=119 Postings:Ledger 2020-01-24T15:20:46Z <p>JMeyer: /* Ledger */</p> <hr /> <div>===Ledger===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The date on the journal isn't past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the journal within the GL Edit days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The journal last post is within the journal lock minutes<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;For Each&lt;/b&gt; - Ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Validate&lt;/b&gt; - That a valid account is associated with the ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The journal entry is balanced total of all debits and credits is equal to 0<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - None of the accounts associated with the ledger lines are summary accounts<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - None of the accounts associated with the ledger lines are inactive<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Not post only<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;Update&lt;/b&gt; - Journal last post date to current date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;For Each&lt;/b&gt; - Leger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Orginal ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;If&lt;/b&gt; - orginal ledger ID is equal to the ledger ID<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Orginal chart ID is equal to the chart ID and it's not a post only<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Ledger and the original chart<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Ledger and chart<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - orginal amount doesn't equal amount or orginal closing doesn't equal closing or orginal cleared doesn't equal cleared or orginal comment doesn't equal comment and it's not post only<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Ledger&diff=118 Postings:Ledger 2020-01-24T14:44:41Z <p>JMeyer: /* Ledger */</p> <hr /> <div>===Ledger===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The date on the journal isn't past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the journal within the GL Edit days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The journal last post is within the journal lock minutes<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;For Each&lt;/b&gt; - Ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Validate&lt;/b&gt; - That a valid account is associated with the ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The journal entry is balanced total of all debits and credits is equal to 0<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - None of the accounts associated with the ledger lines are summary accounts<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - None of the accounts associated with the ledger lines are inactive<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Not post only<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;Update&lt;/b&gt; - Journal last post date to current date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;For Each&lt;/b&gt; - Leger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Orginal ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;If&lt;/b&gt; - orginal ledger ID is equal to the ledger ID<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Orginal chart ID is equal to the chart ID and it's not a post only<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Ledger and the original chart<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Ledger and chart<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - orginal amount doesn't equal amount or orginal closing doesn't equal closing or orginal cleared doesn't equal cleared or orginal comment doesn't equal comment and it's not post only<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Ledger&diff=117 Postings:Ledger 2020-01-22T21:36:04Z <p>JMeyer: /* Ledger */</p> <hr /> <div>===Ledger===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The date on the journal isn't past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the journal within the GL Edit days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The journal last post is within the journal lock minutes<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;For Each&lt;/b&gt; - Ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Validate&lt;/b&gt; - That a valid account is associated with the ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The journal entry is balanced total of all debits and credits is equal to 0<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - None of the accounts associated with the ledger lines are summary accounts<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - None of the accounts associated with the ledger lines are inactive<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Update&lt;/b&gt; - Journal last post date to current date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Ledger&diff=116 Postings:Ledger 2020-01-22T21:24:57Z <p>JMeyer: /* Ledger */</p> <hr /> <div>===Ledger===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The date on the journal isn't past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the journal within the GL Edit days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - The journal last post is within the journal lock minutes<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;For Each&lt;/b&gt; - Ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Validate&lt;/b&gt; - That a valid account is associated with the ledger line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:LedgerScreen&diff=115 Postings:LedgerScreen 2020-01-22T20:56:52Z <p>JMeyer: /* Ledger Screen */</p> <hr /> <div>===Ledger Screen===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger Screen''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - The journal is related to a AP invoice, AR invoice, check entry, or AR receipt<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Validate&lt;/b&gt; - Would the user like to go to the source record<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Call&lt;/b&gt; - GotoRecord - To go to the source record screen<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Call&lt;/b&gt; - [[Postings:Ledger|PostLedger]]<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:LedgerScreen&diff=114 Postings:LedgerScreen 2020-01-22T20:56:12Z <p>JMeyer: /* Ledger Screen */</p> <hr /> <div>===Ledger Screen===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger Screen''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - The journal is related to a AP invoice, AR invoice, check entry, or AR receipt<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Validate&lt;/b&gt; - Would the user like to go to the source record<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Call&lt;/b&gt; - GotoRecord - To go to the source record screen<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Call&lt;/b&gt; - [[Postings:Ledger|PostLedger]]<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:LedgerScreen&diff=113 Postings:LedgerScreen 2020-01-22T20:55:42Z <p>JMeyer: /* Ledger Screen */</p> <hr /> <div>===Ledger Screen===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger Screen''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - The journal is related to a AP invoice, AR invoice, check entry, or AR receipt<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Validate,/b&gt; - Would the user like to go to the source record<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Call&lt;/b&gt; - GotoRecord - To go to the source record screen<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Call&lt;/b&gt; - [[Postings:Ledger|PostLedger]]<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:LedgerScreen&diff=112 Postings:LedgerScreen 2020-01-22T20:44:37Z <p>JMeyer: Created page with &quot;===Ledger Screen=== {| class=&quot;wikitable sortable&quot; |- | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Ledger Screen&#039;&#039;&#039; | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Pre Post&#039;&#039;...&quot;</p> <hr /> <div>===Ledger Screen===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger Screen''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Ledger&diff=111 Postings:Ledger 2020-01-21T21:41:45Z <p>JMeyer: /* Ledger */</p> <hr /> <div>===Ledger===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Ledger''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Ledger&diff=110 Postings:Ledger 2020-01-21T21:39:17Z <p>JMeyer: Created page with &quot;===Ledger===&quot;</p> <hr /> <div>===Ledger===</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:InventoryTransaction&diff=109 Postings:InventoryTransaction 2020-01-21T21:21:03Z <p>JMeyer: /* Inventory Transaction */</p> <hr /> <div>===Inventory Transaction===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory Transaction''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - There is no invoice related to this inventory transaction<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Call&lt;/b&gt; - [[Postings:Inventory|PostInventory]] - With the same itemID<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - There is a production run related to the inventory transaction<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - There is no invoice related to this inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> | &lt;b&gt;Call&lt;/b&gt; - [[Postings:Inventory|PostInventory]] - With the same PostFlag and itemID<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - There is a production run related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:InventoryTransaction&diff=108 Postings:InventoryTransaction 2020-01-21T21:09:17Z <p>JMeyer: Created page with &quot;===Inventory Transaction===&quot;</p> <hr /> <div>===Inventory Transaction===</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:InvTranHeader&diff=107 Postings:InvTranHeader 2020-01-21T19:15:27Z <p>JMeyer: /* InvTranHeader */</p> <hr /> <div>===InvTranHeader===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''InvTranHeader''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Whether the customer is on credit hold<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - That an invoice hasn't been created yet<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure there is a valid trancode<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - There isn't an invoice<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction related to the InvTranHeader [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - InvTranHeader and inventory transaction<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Trancode is receipt, shipment, adjustment, component, or build<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is no invoice<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranDetail related to the InvTranHeader has a decription<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Inventory transaction comment with the discription<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - inventory transaction and company<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Receipt<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory and company<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and person<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Receipt<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory and person<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and addres<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Inventory transaction remove unpost flag so it's not automatically deleted when the invoice is deleted<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranHeader and inventory transaction, invtrandetail and inventory transaction<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:InvTranHeader&diff=106 Postings:InvTranHeader 2020-01-21T18:58:06Z <p>JMeyer: /* InvTranHeader */</p> <hr /> <div>===InvTranHeader===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''InvTranHeader''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Whether the customer is on credit hold<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - That an invoice hasn't been created yet<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure there is a valid trancode<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - There isn't an invoice<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> | align=&quot;center&quot; |&lt;b&gt; X<br /> |-<br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction related to the InvTranHeader [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:InvTranHeader&diff=105 Postings:InvTranHeader 2020-01-21T18:50:27Z <p>JMeyer: /* InvTranHeader */</p> <hr /> <div>===InvTranHeader===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''InvTranHeader''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:InvTranHeader&diff=104 Postings:InvTranHeader 2020-01-21T18:50:00Z <p>JMeyer: </p> <hr /> <div>===InvTranHeader===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> | <br /> | <br /> | <br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:InvTranHeader&diff=103 Postings:InvTranHeader 2020-01-21T18:47:34Z <p>JMeyer: Created page with &quot;---InvTranHeader--- {| class=&quot;wikitable sortable&quot; |- | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Inventory&#039;&#039;&#039; | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Pre Post&#039;&#039;&#039; |...&quot;</p> <hr /> <div>---InvTranHeader---<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> |}</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=102 Postings:Inventory 2020-01-21T16:48:54Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode on the inventory transaction associated with the calling item, InventoryID is the Inventory, Qty on the inventory transaction associated with the calling item, Date on the inventory transaction associated with the calling item, and TranDate is current date)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1 is inventory transaction Qty, TranCode is inventory transaction tran code, cost is inventory transaction cost, and TranDate is invnetory transaction date)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be an addition <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Trancode is shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Invoice object is AR invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is Orders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AR invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Trancode is sipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP/AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build AssemblyCheck<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Child component of parent item<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction component [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost - Child component GetInvValue<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Parent item has componets<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction build [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Related to a production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty built on the production run record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Qty equals zero<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - All relationships to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Enforcing existing receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - Inventory transaction and location, inventory transaction and inventory lot, inventory transaction and shipping container, inventory transaction and address, inventory and address, inventory transaction and company, inventory transaction and person<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction isn't a move<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - purchase order lines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Invetory last cost date is older then transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Last Cost date - On inventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - Inventory qty is in addition<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - inventory qty is a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build and the last cost has changed<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - This part changes price when cost changes <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Does the inventory have a negative qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=101 Postings:Inventory 2020-01-21T16:29:23Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode on the inventory transaction associated with the calling item, InventoryID is the Inventory, Qty on the inventory transaction associated with the calling item, Date on the inventory transaction associated with the calling item, and TranDate is current date)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1 is inventory transaction Qty, TranCode is inventory transaction tran code, cost is inventory transaction cost, and TranDate is invnetory transaction date)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be an addition <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Trancode is shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Invoice object is AR invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is Orders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AR invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Trancode is sipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP/AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build AssemblyCheck<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Child component of parent item<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction component [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost - Child component GetInvValue<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Related to a production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty built on the production run record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Qty equals zero<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - All relationships to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Enforcing existing receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - Inventory transaction and location, inventory transaction and inventory lot, inventory transaction and shipping container, inventory transaction and address, inventory and address, inventory transaction and company, inventory transaction and person<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction isn't a move<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - purchase order lines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Invetory last cost date is older then transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Last Cost date - On inventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - Inventory qty is in addition<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - inventory qty is a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build and the last cost has changed<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - This part changes price when cost changes <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Does the inventory have a negative qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=100 Postings:Inventory 2020-01-21T16:26:44Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode on the inventory transaction associated with the calling item, InventoryID is the Inventory, Qty on the inventory transaction associated with the calling item, Date on the inventory transaction associated with the calling item, and TranDate is current date)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1 is inventory transaction Qty, TranCode is inventory transaction tran code, cost is inventory transaction cost, and TranDate is invnetory transaction date)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be an addition <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Trancode is shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Invoice object is AR invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is Orders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AR invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Trancode is sipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP/AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build AssemblyCheck<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Child component of parent item<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction component [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost - Child component GetinvValue<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Related to a production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty built on the production run record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Qty equals zero<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - All relationships to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Enforcing existing receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - Inventory transaction and location, inventory transaction and inventory lot, inventory transaction and shipping container, inventory transaction and address, inventory and address, inventory transaction and company, inventory transaction and person<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction isn't a move<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - purchase order lines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Invetory last cost date is older then transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Last Cost date - On inventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - Inventory qty is in addition<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - inventory qty is a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build and the last cost has changed<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - This part changes price when cost changes <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Does the inventory have a negative qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=99 Postings:Inventory 2020-01-21T16:20:55Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode on the inventory transaction associated with the calling item, InventoryID is the Inventory, Qty on the inventory transaction associated with the calling item, Date on the inventory transaction associated with the calling item, and TranDate is current date)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1 is inventory transaction Qty, TranCode is inventory transaction tran code, cost is inventory transaction cost, and TranDate is invnetory transaction date)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be an addition <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Trancode is shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Invoice object is AR invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is Orders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AR invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Trancode is sipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP?AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build AssemblyCheck<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Child component of parent item<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction component [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost - Child component GetinvValue<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Related to a production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty built on the production run record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Qty equals zero<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - All relationships to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Enforcing existing receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - Inventory transaction and location, inventory transaction and inventory lot, inventory transaction and shipping container, inventory transaction and address, inventory and address, inventory transaction and company, inventory transaction and person<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction isn't a move<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - purchase order lines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Invetory last cost date is older then transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Last Cost date - On inventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - Inventory qty is in addition<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - inventory qty is a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build and the last cost has changed<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - This part changes price when cost changes <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Does the inventory have a negative qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=98 Postings:Inventory 2020-01-21T15:47:28Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode on the inventory transaction associated with the calling item, InventoryID is the Inventory, Qty on the inventory transaction associated with the calling item, Date on the inventory transaction associated with the calling item, and TranDate is current date)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1 is inventory transaction Qty, TranCode is inventory transaction tran code, cost is inventory transaction cost, and TranDate is invnetory transaction date)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP?AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build AssemblyCheck<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Child component of parent item<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction component [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost - Child component GetinvValue<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Related to a production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty built on the production run record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Qty equals zero<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - All relationships to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Enforcing existing receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - Inventory transaction and location, inventory transaction and inventory lot, inventory transaction and shipping container, inventory transaction and address, inventory and address, inventory transaction and company, inventory transaction and person<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction isn't a move<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - purchase order lines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Invetory last cost date is older then transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Last Cost date - On inventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - Inventory qty is in addition<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - inventory qty is a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build and the last cost has changed<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - This part changes price when cost changes <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Does the inventory have a negative qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=97 Postings:Inventory 2020-01-21T15:46:39Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode on the inventory transaction associated with the calling item, InventoryID is the Inventory, Qty on the inventory transaction associated with the calling item, Date on the inventory transaction associated with the calling item, and TranDate is current date)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1 is inventory transaction Qty, TranCode is inventory transaction tran code, cost is inventory transaction cost, and TranDate is invnetory transaction date)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP?AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build AssemblyCheck<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Child component of parent item<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction component [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost - Child component GetinvValue<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Related to a production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty built on the production run record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Qty equals zero<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - All relationships to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Enforcing existing receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - Inventory transaction and location, inventory transaction and inventory lot, inventory transaction and shipping container, inventory transaction and address, inventory and address, inventory transaction and company, inventory transaction and person<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction isn't a move<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - purchase order lines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Invetory last cost date is older then transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Last Cost date - On inventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - Inventory qty is in addition<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - inventory qty is a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build and the last cost has changed<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - This part changes price when cost changes <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Does the inventory have a negative qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=96 Postings:Inventory 2020-01-21T15:38:38Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*InventoryID the Inventory<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Trancode on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Date on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate is current date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1, TranCode, cost, and TranDate)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty1 inventory transaction Qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranCode inventory transaction tran code<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Cost inventory transaction cost<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate invnetory transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP?AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build AssemblyCheck<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Child component of parent item<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction component [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost - Child component GetinvValue<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Related to a production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty built on the production run record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Qty equals zero<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - All relationships to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Enforcing existing receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - Inventory transaction and location, inventory transaction and inventory lot, inventory transaction and shipping container, inventory transaction and address, inventory and address, inventory transaction and company, inventory transaction and person<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction isn't a move<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - purchase order lines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Invetory last cost date is older then transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Last Cost date - On inventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - Inventory qty is in addition<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - Orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - inventory qty is a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build and the last cost has changed<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - This part changes price when cost changes <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Does the inventory have a negative qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=95 Postings:Inventory 2020-01-21T15:27:33Z <p>JMeyer: </p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*InventoryID the Inventory<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Trancode on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Date on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate is current date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1, TranCode, cost, and TranDate)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty1 inventory transaction Qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranCode inventory transaction tran code<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Cost inventory transaction cost<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate invnetory transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP?AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Shipment or component<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Auto build AssemblyCheck<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*For Each&lt;/b&gt; - Child component of parent item<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory transaction component [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost - Child component GetinvValue<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Child component is auto build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Auto build flag on the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Related to a production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty built on the production run record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Cost on the inventory transaction records related to the production run RecalcProductionRun<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Qty equals zero<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - All relationships to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Validate&lt;/b&gt; - Enforcing existing receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - Inventory transaction and location, inventory transaction and inventory lot, inventory transaction and shipping container, inventory transaction and address, inventory and address, inventory transaction and company, inventory transaction and person<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction isn't a move<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty - purchase order lines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Invetory last cost date is older then transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Last Cost date - On inventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty &amp; Cost - Inventory qty is in addition<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - Inventory transaction is a shipment<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=94 Postings:Inventory 2020-01-20T20:15:02Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*InventoryID the Inventory<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Trancode on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Date on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate is current date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1, TranCode, cost, and TranDate)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty1 inventory transaction Qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranCode inventory transaction tran code<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Cost inventory transaction cost<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate invnetory transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP?AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=93 Postings:Inventory 2020-01-20T20:05:19Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*InventoryID the Inventory<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Trancode on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Date on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate is current date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1, TranCode, cost, and TranDate)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty1 inventory transaction Qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranCode inventory transaction tran code<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Cost inventory transaction cost<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate invnetory transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP?AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - There is an InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Inventory transaction and InvTranDetail<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is an order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - InvTranDetail and Purchase Order/Order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=92 Postings:Inventory 2020-01-20T19:14:16Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*InventoryID the Inventory<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Trancode on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Date on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate is current date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1, TranCode, cost, and TranDate)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty1 inventory transaction Qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranCode inventory transaction tran code<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Cost inventory transaction cost<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate invnetory transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Inventory transaction record with either the AP?AR invoice date or current date and the trancode<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Create&lt;/b&gt; - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty &amp; Cost - On the inventory transaction related to the invoice PreSHIPorREC<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=91 Postings:Inventory 2020-01-20T17:39:08Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*InventoryID the Inventory<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Trancode on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Date on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate is current date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1, TranCode, cost, and TranDate)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty1 inventory transaction Qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranCode inventory transaction tran code<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Cost inventory transaction cost<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate invnetory transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Inventory Qty - AP (subtracting the PrePost Qty, if PrePost TranCode is shipment or component then adding PrePost Qty), AR (adding the PrePost Qty, if PrePost Trancode is receipt, adjustment, or build then subtracting the PrePost Qty)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Delete&lt;/b&gt; - Inventory transaction record<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=90 Postings:Inventory 2020-01-20T17:28:08Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*InventoryID the Inventory<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Trancode on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Date on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate is current date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1, TranCode, cost, and TranDate)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty1 inventory transaction Qty<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranCode inventory transaction tran code<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Cost inventory transaction cost<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate invnetory transaction date<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - TranCode is receipt, adjustment, or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - invoice object is AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Order object is purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and InvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationships - Remove relationships between inventory transaction and AP invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - TranCode is receipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*If&lt;/b&gt; - There is a purchase order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Quantity - Purchase order lines that are related to the inventory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;;*If&lt;/b&gt; - PrePost TranCode is receipt, adjustment or build<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*This is going to be an OppositePostingType so Qty will be a subtraction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=89 Postings:Inventory 2020-01-20T17:08:11Z <p>JMeyer: /* Inventory */</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - Inventory units don't equal line units<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Convert&lt;/b&gt; - to the same unit Conv_Qty_Price<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate)<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*InventoryID the Inventory<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Trancode on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Qty on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Date on the inventory transaction associated with the calling item<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*TranDate is current date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;If&lt;/b&gt; - Inventory transaction is an adjustment<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&lt;b&gt;*Validate&lt;/b&gt; - Is the inventory transaction past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |&lt;b&gt;Update&lt;/b&gt; - Parameters (Qty1, TranCode, cost, and TranDate)<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt; X<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; |<br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AR_Invoice&diff=88 Postings:AR Invoice 2019-12-26T14:36:51Z <p>JMeyer: /* AR INVOICE */</p> <hr /> <div>=== AR INVOICE ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AR Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice active<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice date within the GL Edit Days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Current Payment Totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;* Total all Payments attached to this invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;* Update the Amount Paid and Amount Credited on the Invoice to those payment totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure payments do not exist before deleting.<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Journal Entry - Delete all journal entries attached to this invoice. GL.Delete<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Inventory Transactions - Delete any inventory transactions attached to this invoice. PostInventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Relationship - Remove relationship between inventory transaction and address type job location<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure the bill to person or company isn't above their credit limit<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Create&lt;/b&gt; - Journal Entry GL.NewJournalEntry<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - ledger line related to an account in this order either an account related to bill to company as a asset account, an account related to bill to person as a asset account, or the default GL account - account receivable. This account is a debit in the ammount of the total on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - ledger line related to the default GL account - shipping revenue for shipping. The shipping revenue is a credit in the ammount of the shipping on the AR Invoice GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - ledger line related to either an account related to the tax key on the AR Invoice or Default GL account - sales tax payable. The tax account is a credit in the ammount of the tax on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;For Each&lt;/b&gt; - Invoice Line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory Transactions - [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Relationships - Create required relationships<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty Shipped - Adjust qty shipped on order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Balance - Update the Balance on the Chart accounts related to the ledger lines GL.Post<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AP_Invoice&diff=87 Postings:AP Invoice 2019-12-26T14:35:37Z <p>JMeyer: /* AP INVOICE */</p> <hr /> <div>=== AP INVOICE ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AP Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - AP sub total doesn't equal the invoice total<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - AP sub total to invoice total<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - AP date past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - AP date within the GL Edit Days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Current Payment Totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;* Total all Payments attached to this invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;* Update the Amount Paid and Amount Credited on the Invoice to those payment totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure payments do not exist before deleting.<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Journal Entry - Delete all journal entries attached to this invoice. GL.Delete<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;If&lt;/b&gt; - Invoice is related to an inventory recipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationship - Remove Relationship between invoice and inentory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Relationship - Remove Relationship between invoice and inventory reciept<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Else&lt;/b&gt;<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Delete&lt;/b&gt; - Inventory Transactions - Delete any inventory transactions attached to this invoice. [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;If&lt;/b&gt; - Invoice is related to an inventory recipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Update&lt;/b&gt; - Qty recieved - When a invoice is deleted it also deletes the inventory transaction so we need to put the original received amount back in PostInvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Create&lt;/b&gt; - Journal Entry GL.NewJournalEntry<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Ledger line related to the default GL account - Accounts Payable is a credit in the ammount of the invoice total GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Ledger line related to the default GL account - Shipping Expense is a debit in the amount of the invoice shipping GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Ledger line related to the default GL account - Sales Tax Expense is a debit in the amount of the invoice tax total GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;For Each&lt;/b&gt; - Invoice Line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;*Create&lt;/b&gt; - Inventory Transactions - [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Balance - Update the Balance on the Chart accounts related to the ledger lines GL.Post<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AP_Invoice&diff=86 Postings:AP Invoice 2019-12-26T14:24:52Z <p>JMeyer: Created page with &quot;=== AP INVOICE === {| class=&quot;wikitable sortable&quot; |- | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Post AP Invoice&#039;&#039;&#039; | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Pre Post&#039;...&quot;</p> <hr /> <div>=== AP INVOICE ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AP Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;If&lt;/b&gt; - AP sub total doesn't equal the invoice total<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;*Update&lt;/b&gt; - AP sub total to invoice total<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - AP date past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - AP date within the GL Edit Days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Current Payment Totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Total all Payments attached to this invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Update the Amount Paid and Amount Credited on the Invoice to those payment totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure payments do not exist before deleting.<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Journal Entry - Delete all journal entries attached to this invoice. GL.Delete<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;If&lt;/b&gt; - Invoice is related to an inventory recipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;*Delete&lt;/b&gt; - Relationship - Remove Relationship between invoice and inentory transaction<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;*Delete&lt;/b&gt; - Relationship - Remove Relationship between invoice and inventory reciept<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Else&lt;/b&gt;<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;*Delete&lt;/b&gt; - Inventory Transactions - Delete any inventory transactions attached to this invoice. [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;If&lt;/b&gt; - Invoice is related to an inventory recipt<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Update&lt;/b&gt; - Qty recieved - When a invoice is deleted it also deletes the inventory transaction so we need to put the original received amount back in PostInvTranHeader<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Create&lt;/b&gt; - Journal Entry GL.NewJournalEntry<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Ledger line related to the default GL account - Accounts Payable is a credit in the ammount of the invoice total GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Ledger line related to the default GL account - Shipping Expense is a debit in the amount of the invoice shipping GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Ledger line related to the default GL account - Sales Tax Expense is a debit in the amount of the invoice tax total GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;For Each&lt;/b&gt; - Invoice Line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Inventory Transactions - [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Balance - Update the Balance on the Chart accounts related to the ledger lines GL.Post<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AR_Invoice&diff=85 Postings:AR Invoice 2019-12-26T14:06:37Z <p>JMeyer: /* AR INVOICE */</p> <hr /> <div>=== AR INVOICE ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AR Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice active<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice date within the GL Edit Days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Current Payment Totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Total all Payments attached to this invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Update the Amount Paid and Amount Credited on the Invoice to those payment totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure payments do not exist before deleting.<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Journal Entry - Delete all journal entries attached to this invoice. GL.Delete<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Inventory Transactions - Delete any inventory transactions attached to this invoice. PostInventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Relationship - Remove relationship between inventory transaction and address type job location<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure the bill to person or company isn't above their credit limit<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Create&lt;/b&gt; - Journal Entry GL.NewJournalEntry<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to an account in this order either an account related to bill to company as a asset account, an account related to bill to person as a asset account, or the default GL account - account receivable. This account is a debit in the ammount of the total on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to the default GL account - shipping revenue for shipping. The shipping revenue is a credit in the ammount of the shipping on the AR Invoice GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to either an account related to the tax key on the AR Invoice or Default GL account - sales tax payable. The tax account is a credit in the ammount of the tax on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;For Each&lt;/b&gt; - Invoice Line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Inventory Transactions - [[Postings:Inventory|PostInventory]]<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Relationships - Create required relationships<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Update&lt;/b&gt; - Qty Shipped - Adjust qty shipped on order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Balance - Update the Balance on the Chart accounts related to the ledger lines GL.Post<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:Inventory&diff=84 Postings:Inventory 2019-12-04T17:28:39Z <p>JMeyer: Created page with &quot;=== Inventory === {| class=&quot;wikitable sortable&quot; |- | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Inventory&#039;&#039;&#039; | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Pre Post&#039;&#039;&#039; | al...&quot;</p> <hr /> <div>=== Inventory ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Inventory''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | <br /> | <br /> | <br /> |<br /> | <br /> | <br /> |-<br /> | <br /> | <br /> | <br /> |<br /> | <br /> | <br /> |-<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AR_Invoice&diff=83 Postings:AR Invoice 2019-12-04T15:58:01Z <p>JMeyer: /* Post AR Invoice - This is an explanation or how the post AR Invoice works. Pre Post - Anything that needs to occur prior to a post, delete, create, or unpost. Post - Any updates made to an existing AR Invoice occur in a post. Delete - Deleting a AR Invoice will trigger a delete. Create - Adding a new AR Invoice will trigger a create. Unpost - Triggered by a process outside of the AR Invoice and is similar to delete */</p> <hr /> <div>=== AR INVOICE ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AR Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice active<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice date within the GL Edit Days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Current Payment Totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Total all Payments attached to this invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Update the Amount Paid and Amount Credited on the Invoice to those payment totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure payments do not exist before deleting.<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Journal Entry - Delete all journal entries attached to this invoice. GL.Delete<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Inventory Transactions - Delete any inventory transactions attached to this invoice. PostInventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Relationship - Remove relationship between inventory transaction and address type job location<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure the bill to person or company isn't above their credit limit<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Create&lt;/b&gt; - Journal Entry GL.NewJournalEntry<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to an account in this order either an account related to bill to company as a asset account, an account related to bill to person as a asset account, or the default GL account - account receivable. This account is a debit in the ammount of the total on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to the default GL account - shipping revenue for shipping. The shipping revenue is a credit in the ammount of the shipping on the AR Invoice GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to either an account related to the tax key on the AR Invoice or Default GL account - sales tax payable. The tax account is a credit in the ammount of the tax on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;For Each&lt;/b&gt; - Invoice Line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Inventory Transactions - PostInventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Relationships - Create required relationships<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Update&lt;/b&gt; - Qty Shipped - Adjust qty shipped on order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Balance - Update the Balance on the Chart accounts related to the ledger lines GL.Post<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AR_Invoice&diff=82 Postings:AR Invoice 2019-12-03T22:26:40Z <p>JMeyer: /* Web */</p> <hr /> <div>=== Web ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AR Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice active<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice date within the GL Edit Days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Current Payment Totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Total all Payments attached to this invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Update the Amount Paid and Amount Credited on the Invoice to those payment totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure payments do not exist before deleting.<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Journal Entry - Delete all journal entries attached to this invoice. GL.Delete<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Inventory Transactions - Delete any inventory transactions attached to this invoice. PostInventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Relationship - Remove relationship between inventory transaction and address type job location<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure the bill to person or company isn't above their credit limit<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Create&lt;/b&gt; - Journal Entry GL.NewJournalEntry<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to an account in this order either an account related to bill to company as a asset account, an account related to bill to person as a asset account, or the default GL account - account receivable. This account is a debit in the ammount of the total on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to the default GL account - shipping revenue for shipping. The shipping revenue is a credit in the ammount of the shipping on the AR Invoice GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to either an account related to the tax key on the AR Invoice or Default GL account - sales tax payable. The tax account is a credit in the ammount of the tax on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;For Each&lt;/b&gt; - Invoice Line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Inventory Transactions - PostInventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Relationships - Create required relationships<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Update&lt;/b&gt; - Qty Shipped - Adjust qty shipped on order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Balance - Update the Balance on the Chart accounts related to the ledger lines GL.Post<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AR_Invoice&diff=81 Postings:AR Invoice 2019-12-03T22:25:49Z <p>JMeyer: /* Web */</p> <hr /> <div>=== Web ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AR Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> |-<br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice active<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice past the closing date<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Is the invoice date within the GL Edit Days limitations for the user<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Update&lt;/b&gt; - Current Payment Totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Total all Payments attached to this invoice<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | * Update the Amount Paid and Amount Credited on the Invoice to those payment totals<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure payments do not exist before deleting.<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Journal Entry - Delete all journal entries attached to this invoice. GL.Delete<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Inventory Transactions - Delete any inventory transactions attached to this invoice. PostInventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Delete&lt;/b&gt; - Relationship - Remove relationship between inventory transaction and address type job location<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;Validate&lt;/b&gt; - Make sure the bill to person or company isn't above their credit limit<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;Create&lt;/b&gt; - Journal Entry GL.NewJournalEntry<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to an account in this order either an account related to bill to company as a asset account, an account related to bill to person as a asset account, or the default GL account - account receivable. This account is a debit in the ammount of the total on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to the default GL account - shipping revenue for shipping. The shipping revenue is a credit in the ammount of the shipping on the AR Invoice GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - ledger line related to either an account related to the tax key on the AR Invoice or Default GL account - sales tax payable. The tax account is a credit in the ammount of the tax on the AR Invoice. GL.AddLedgerLine<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;For Each&lt;/b&gt; - Invoice Line<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Inventory Transactions - PostInventory<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Create&lt;/b&gt; - Relationships - Create required relationships<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; |<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | <br /> |- <br /> | &lt;b&gt;*Update&lt;/b&gt; - Qty Shipped - Adjust qty shipped on order<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> | &lt;b&gt;*Update&lt;/b&gt; - Balance - Update the Balance on the Chart accounts related to the ledger lines GL.Post<br /> | align=&quot;center&quot; | <br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> | align=&quot;center&quot; | &lt;b&gt;X<br /> |- <br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AR_Invoice&diff=80 Postings:AR Invoice 2019-12-03T21:23:31Z <p>JMeyer: /* Web */</p> <hr /> <div>=== Web ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AR Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post Key'''<br /> |-<br /> | Validate - Is the invoice active<br /> | X<br /> | X<br /> | X<br /> | X<br /> | X<br /> | <br /> |- <br /> | <br /> | <br /> | <br /> |<br /> | <br /> | <br /> | <br /> |- <br /> |}<br /> |}<br /> &lt;br/&gt;</div> JMeyer https://epiphanywiki.crystalcomputer.com/index.php?title=Postings:AR_Invoice&diff=79 Postings:AR Invoice 2019-12-03T21:19:56Z <p>JMeyer: Created page with &quot;=== Web === {| class=&quot;wikitable sortable&quot; |- | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Post AR Invoice&#039;&#039;&#039; | align=&quot;center&quot; style=&quot;background:#69f;&quot; | &#039;&#039;&#039;Pre Post&#039;&#039;&#039; | al...&quot;</p> <hr /> <div>=== Web ===<br /> {| class=&quot;wikitable sortable&quot;<br /> |-<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post AR Invoice''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Pre Post'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post''' <br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Delete'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Create'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Unpost'''<br /> | align=&quot;center&quot; style=&quot;background:#69f;&quot; | '''Post Key'''<br /> |-<br /> | <br /> | <br /> | <br /> |<br /> | <br /> | <br /> | <br /> |- <br /> |}<br /> &lt;br/&gt;</div> JMeyer