Postings:Inventory: Difference between revisions
From Epiphany
| (9 intermediate revisions by the same user not shown) | |||
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| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
|<b>Update</b> - PrePost Parameters Static (Trancode, InventoryID, Qty, Date, and TranDate) | |<b>Update</b> - 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) | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| Line 30: | Line 30: | ||
| align="center" | | | align="center" | | ||
|- | |- | ||
| | |<b>If</b> - Inventory transaction is an adjustment | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| Line 37: | Line 37: | ||
| align="center" | | | align="center" | | ||
|- | |- | ||
| * | | <b>*Validate</b> - Is the inventory transaction past the closing date | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| Line 44: | Line 44: | ||
| align="center" | | | align="center" | | ||
|- | |- | ||
| | |<b>Update</b> - Parameters (Qty1 is inventory transaction Qty, TranCode is inventory transaction tran code, cost is inventory transaction cost, and TranDate is invnetory transaction date) | ||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | |||
|- | |||
|<b>If</b> - TranCode is receipt, adjustment, or build | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | <b> X | |||
| align="center" | | | align="center" | | ||
| align="center" | | | align="center" | <b> X | ||
|- | |- | ||
| * | |<b> *Update</b> - invoice object is AP invoice | ||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| align="center" | | | align="center" | <b> X | ||
|- | |- | ||
| * | |<b> *Update</b> - Order object is purchase order | ||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| align="center" | | | align="center" | <b> X | ||
|- | |- | ||
|<b> | |<b> *Delete</b> - Relationships - Remove relationships between inventory transaction and InvTranHeader | ||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| align="center" | | | align="center" | | ||
| align="center" | | | align="center" | <b> X | ||
|- | |- | ||
| | |<b> *Delete</b> - Relationships - Remove relationships between inventory transaction and AP invoice | ||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| align="center" | | | align="center" | | ||
| align="center" | | | align="center" | <b> X | ||
|- | |- | ||
|<b> | |<b> *If</b> - TranCode is receipt | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 86: | Line 93: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
| * | |<b> *If</b> - There is a purchase order | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 93: | Line 100: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
| * | |<b> *Update</b> - Quantity - Purchase order lines that are related to the inventory transaction | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 100: | Line 107: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
| * | |<b> *If</b> - PrePost TranCode is shipment or component | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 107: | Line 114: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
| * | | *This is going to be an OppositePostingType so Qty will be an addition | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 114: | Line 121: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
|<b>If</b> - | |<b>If</b> - Trancode is shipment or component | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 121: | Line 128: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
|<b> *Update</b> - | |<b> *Update</b> - Invoice object is AR invoice | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 128: | Line 135: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
|<b> | |<b> *Update</b> - Order object is Orders | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 142: | Line 149: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
|<b> *Delete</b> - Relationships - Remove relationships between inventory transaction and | |<b> *Delete</b> - Relationships - Remove relationships between inventory transaction and AR invoice | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 149: | Line 156: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
|<b> *If</b> - | |<b> *If</b> - Trancode is sipment | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 156: | Line 163: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
|<b> *If</b> - There is a | |<b> *If</b> - There is a order | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 170: | Line 170: | ||
| align="center" | <b> X | | align="center" | <b> X | ||
|- | |- | ||
|<b> *Update</b> - | |<b> *Update</b> - Qty - Order lines that are related to the inventory transaction | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| Line 212: | Line 212: | ||
| align="center" | | | align="center" | | ||
|- | |- | ||
|<b>Create</b> - Inventory transaction record with either the AP | |<b>Create</b> - Inventory transaction record with either the AP/AR invoice date or current date and the trancode | ||
| align="center" | | | align="center" | | ||
| align="center" | | | align="center" | | ||
| Line 233: | Line 233: | ||
| align="center" | | | align="center" | | ||
|- | |- | ||
| | |<b>If</b> - There is an InvTranHeader | ||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Create</b> - Relationships - Inventory transaction and InvTranHeader | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Create</b> - Relationships - Inventory transaction and InvTranDetail | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - There is an order | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Create</b> - Relationships - InvTranDetail and Purchase Order/Order | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b>If</b> - Shipment or component | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Auto build AssemblyCheck | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *For Each</b> - Child component of parent item | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Create</b> - Inventory transaction component [[Postings:Inventory|PostInventory]] | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Update</b> - Cost - Child component GetInvValue | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Child component is auto build | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Update</b> - Auto build flag on the inventory transaction | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Child component is auto build | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Parent item has componets | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Create</b> - Inventory transaction build [[Postings:Inventory|PostInventory]] | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
|- | |||
|<b> *If</b> - Auto build | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
|- | |||
|<b> *Update</b> - Auto build flag on the inventory transaction | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Related to a production run | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Update</b> - Qty built on the production run record | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Update</b> - Cost on the inventory transaction records related to the production run RecalcProductionRun | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b>If</b> - Qty equals zero | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Delete</b> - Inventory transaction | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Delete</b> - Relationships - All relationships to the inventory transaction | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b>Validate</b> - Enforcing existing receipt | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b>Update</b> - Qty & Cost - On the inventory transaction | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b>Create</b> - 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 | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b>If</b> - Inventory transaction isn't a move | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Inventory transaction is receipt, adjustment, or build | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Inventory transaction is a receipt | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Update</b> - Qty - purchase order lines PrePostOrders | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Invetory last cost date is older then transaction date | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Update</b> - Last Cost date - On inventory | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
|- | |- | ||
| | |<b> *Update</b> - Qty & Cost - Inventory qty is in addition | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *If</b> - Inventory transaction is a shipment or component | |||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
|- | |- | ||
| | |<b> *If</b> - Inventory transaction is a shipment | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
|- | |||
|<b> *Update</b> - Qty - Orderlines PrePostOrders | |||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
|- | |- | ||
| | |<b> *Update</b> - Qty & Cost - inventory qty is a subtraction | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
|- | |||
|<b>If</b> - Inventory transaction is receipt, adjustment, or build and the last cost has changed | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
|- | |- | ||
| | |<b> *If</b> - This part changes price when cost changes | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
|- | |||
|<b> *Update</b> - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup | |||
| align="center" | | |||
| align="center" | <b> X | |||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
|- | |- | ||
| | |<b>Validate</b> - Does the inventory have a negative qty | ||
| align="center" | | | align="center" | | ||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | | align="center" | | ||
|- | |||
|<b>Validate</b> - Is the inventory transaction past the closing date | |||
| align="center" | <b> X | | align="center" | <b> X | ||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
| align="center" | | |||
|- | |- | ||
|} | |} | ||
<br/> | <br/> | ||
Latest revision as of 16:48, 21 January 2020
Inventory
| Inventory | Pre Post | Post | Delete | Create | Unpost |
| If - Inventory units don't equal line units | X | X | X | X | X |
| *Convert - to the same unit Conv_Qty_Price | X | X | X | X | X |
| Update - 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) | X | ||||
| If - Inventory transaction is an adjustment | X | ||||
| *Validate - Is the inventory transaction past the closing date | X | ||||
| Update - Parameters (Qty1 is inventory transaction Qty, TranCode is inventory transaction tran code, cost is inventory transaction cost, and TranDate is invnetory transaction date) | X | X | X | ||
| If - TranCode is receipt, adjustment, or build | X | X | X | ||
| *Update - invoice object is AP invoice | X | X | X | ||
| *Update - Order object is purchase order | X | X | X | ||
| *Delete - Relationships - Remove relationships between inventory transaction and InvTranHeader | X | X | |||
| *Delete - Relationships - Remove relationships between inventory transaction and AP invoice | X | X | |||
| *If - TranCode is receipt | X | X | X | ||
| *If - There is a purchase order | X | X | X | ||
| *Update - Quantity - Purchase order lines that are related to the inventory transaction | X | X | X | ||
| *If - PrePost TranCode is shipment or component | X | X | X | ||
| *This is going to be an OppositePostingType so Qty will be an addition | X | X | X | ||
| If - Trancode is shipment or component | X | X | X | ||
| *Update - Invoice object is AR invoice | X | X | X | ||
| *Update - Order object is Orders | X | X | X | ||
| *Delete - Relationships - Remove relationships between inventory transaction and InvTranHeader | X | X | |||
| *Delete - Relationships - Remove relationships between inventory transaction and AR invoice | X | X | |||
| *If - Trancode is sipment | X | X | X | ||
| *If - There is a order | X | X | X | ||
| *Update - Qty - Order lines that are related to the inventory transaction | X | X | X | ||
| *If - PrePost TranCode is receipt, adjustment or build | X | X | X | ||
| *This is going to be an OppositePostingType so Qty will be a subtraction | X | X | X | ||
| Update - 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) | X | X | X | ||
| Delete - Inventory transaction record | X | ||||
| Update - Qty - If TranCode is shipment update orderlines, if TranCode is receipt update purchase orderlines PrePostOrders | X | ||||
| Create - Inventory transaction record with either the AP/AR invoice date or current date and the trancode | X | ||||
| Create - Relationships - inventory transaction and either AP/AR invoice, inventory transaction and inventory, inventory transaction and either purchase order/order, inventory transaction and production run | X | X | |||
| Update - Qty & Cost - On the inventory transaction related to the invoice PreSHIPorREC | X | X | |||
| If - There is an InvTranHeader | X | X | |||
| *Create - Relationships - Inventory transaction and InvTranHeader | X | X | |||
| *If - InvTranHeader is related to a InvTranDetail with the same qty, same item, and doesn't have another inventory transaction attached | X | X | |||
| *Create - Relationships - Inventory transaction and InvTranDetail | X | X | |||
| *If - There is an order | X | X | |||
| *Create - Relationships - InvTranDetail and Purchase Order/Order | X | X | |||
| If - Shipment or component | X | X | |||
| *If - Auto build AssemblyCheck | X | X | |||
| *For Each - Child component of parent item | X | X | |||
| *Create - Inventory transaction component PostInventory | X | ||||
| *Update - Cost - Child component GetInvValue | X | ||||
| *If - Child component is auto build | X | ||||
| *Update - Auto build flag on the inventory transaction | X | ||||
| *If - Child component is auto build | X | ||||
| *If - Parent item has componets | X | X | |||
| *Create - Inventory transaction build PostInventory | X | ||||
| *If - Auto build | X | ||||
| *Update - Auto build flag on the inventory transaction | X | ||||
| *If - Related to a production run | X | ||||
| *Update - Qty built on the production run record | X | ||||
| *Update - Cost on the inventory transaction records related to the production run RecalcProductionRun | X | X | |||
| If - Qty equals zero | X | X | |||
| *Delete - Inventory transaction | X | X | |||
| *Delete - Relationships - All relationships to the inventory transaction | X | X | |||
| Validate - Enforcing existing receipt | X | X | |||
| Update - Qty & Cost - On the inventory transaction | X | X | |||
| Create - 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 | X | X | |||
| If - Inventory transaction isn't a move | X | X | |||
| *If - Inventory transaction is receipt, adjustment, or build | X | X | |||
| *If - Inventory transaction is a receipt | X | X | |||
| *Update - Qty - purchase order lines PrePostOrders | X | X | |||
| *If - Invetory last cost date is older then transaction date | X | X | |||
| *Update - Last Cost date - On inventory | X | X | |||
| *Update - Qty & Cost - Inventory qty is in addition | X | X | |||
| *If - Inventory transaction is a shipment or component | X | X | |||
| *If - Inventory transaction is a shipment | X | X | |||
| *Update - Qty - Orderlines PrePostOrders | X | X | |||
| *Update - Qty & Cost - inventory qty is a subtraction | X | X | |||
| If - Inventory transaction is receipt, adjustment, or build and the last cost has changed | X | X | |||
| *If - This part changes price when cost changes | X | X | |||
| *Update - Price, PriceLevelA, PriceLevelB, PriceLevelC, PriceLevelD, PriceAMarkup, PriceBMarkup, PriceCMarkup, PriceDMarkup, RetailMarkup, PriceADiscount, PriceBDiscount, PriceCDiscount, PricedDiscount - On Inventory RecalcInvMarkup | X | X | |||
| Validate - Does the inventory have a negative qty | X | X | |||
| Validate - Is the inventory transaction past the closing date | X |