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Functional Area | Transaction Type | Transaction Used for | Change Event | Effect on On Hand Balance |
Sales Order | Sales Order | Selling product to customers | Status changed to "Shipped" or Approved" If the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference is set to "Yes" | Decrease |
Status changed to "Ready to Post" If the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference is set to "No" | Decrease | |||
Sales Return | Recording a Return of product from a customer | Status changed to "Ready to Post" | Increase | |
Price Adjustment | Making changes to Invoices that only impact price, not product balances | This transaction does not change On Hand Balances | None | |
Quick Sale | Recording non-inventory sales to customers | This transaction does not integrate with Inventory | None | |
Inventory | Adjustment (negative qty) | Correcting product balances | Status changed to "Ready to Post" | Decrease |
Adjustment (positive qty) | Increase | |||
Production - Output (positive qty) Used to create inventory | Recording the results of production | Increase | ||
Production - Output (negative qty) Used to reverse Production | Decrease | |||
Production - Input (positive qty) Product issued to Production | Recording what was consumed in production | Decrease | ||
Production - Input (negative qty) Return Product that had been issued to Production | Increase | |||
Receipt (positive qty) | Recording what was received from a purchase | Increase | ||
Receipt (negative qty) | Decrease | |||
Inventory: Transfer (From) (Transfer Sent) | Recording product movement from one facility to another | Decrease | ||
Inventory: Transfer (To) (Transfer Receipt) | Increase | |||
Lot placed "On Hold" | Assigning a Hold Code(s) to a Lot | This event does not change On Hand Balances | None | |
Lot removed from "Hold" | Removing a Hold Code(s) to a Lot | None | ||
Fisherman Accounting | Fisherman Sale | Selling product to a fisherman | This transaction does not integrate with Inventory | None |
Tender Resale | This transaction does not integrate with Inventory | None |
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