Contents
Transaction Workflows
Inventory Pro includes workflows for correcting inventory records, returning issued items to stock, and reserving specific lots for orders.
Quick Start
- Correct a record: Open Inventory → Stock → Move Stock, find the lot, and use the row action menu to open Amend.
- Return issued stock: Open the archived record in Amend archive mode and click Return if the control bar shows it.
- Reserve a lot: Open a shipping, work, or repair order line and use the Commit link to reserve a specific lot before issuing.
| Workflow | How to Access | Purpose |
|---|---|---|
| Amend | Move Stock grid → row action → Amend | Correct record attributes after receiving |
| Return | Amend screen (archive mode) → Return button | Move archived inventory back to active stock |
| Commit Stock | Orders → Shipping → Shipping Orders → Lines → Commit | Reserve a specific lot for an order line |
Amend Workflow
Amend lets you correct inventory record attributes - costs, dates, status codes, and notes - without changing quantities. It opens as a single page with two modes: active (on-hand stock) and archive (issued/historical stock). Archive mode exposes additional fields because both receiving and issuing information can be corrected.
Security: Requires Amend permission (Security ID 199).
When to Use Amend
| Use Amend For | Don’t Use Amend For |
|---|---|
| Correcting unit costs on receipts | Changing quantities (use Cycle Counts) |
| Fixing expiration dates | Moving inventory (use Move Stock) |
| Updating Receiving Status | Adding new inventory (use Receive Stock) |
| Correcting Issue Price (archive only) | Removing inventory (use Issue Stock) |
| Adding or editing notes |
Amend Fields
Display-only (not editable):
- Item ID and description
- Units (quantity)
- Warehouse and Spot (location slot)
- Serial and Alt. Serial/Lot No.
- Receiving Reference, Issue Reference
- Supplied By, Modified By, RFID Tag
Editable fields:
| Field | Active | Archive | Notes |
|---|---|---|---|
| Receive Cost | ✓ | ✓ | Unit cost at time of receipt |
| Receiving Status | ✓ | ✓ | Status code for receiving |
| Receive Date | ✓ | ✓ | Date originally received |
| Expire Date | ✓ | ✓ | Product expiration |
| Detailed Notes | ✓ | ✓ | Extended free-text notes |
| Issue Price | - | ✓ | Price charged when issued |
| Issue Status | - | ✓ | Status code for the issue transaction |
| Issue Date | - | ✓ | Date the item was issued |
| Job ID | - | ✓ | Associated job or project |
| Remark | - | ✓ | Short note about the transaction |
| Additional Text | - | ✓ | Custom archive-only text field |
How to Open and Amend a Record
Amend opens for a specific record - there is no on-page search list. The most common path is from the Move Stock grid.
From Move Stock:
- Go to Inventory → Stock → Move Stock.
- Locate the lot in the grid. To find archived lots, use the Status filter to show archived records.
- Open the row action menu and choose Amend. The page opens in a popup in active mode.
Opening archive mode: The Move grid Amend action opens active mode by default. Archived records opened from archive-aware paths will open in archive mode automatically.
Once the record is open:
- Confirm you have the right record from the display-only fields at the top.
- Edit the available fields. Archive mode shows more editable fields than active mode.
- Click Amend to save, or click Back to return without saving.
Return Workflow
The Return function moves an archived (issued) inventory record back to active stock. It reverses the issue without creating a new receipt.
Access: Open the archived record in Amend (archive mode). If the Return button is visible in the control bar, the record is eligible.
Security: Requires Amend permission (Security ID 199).
When Returns Are Available
The Return button appears only when:
- The record is in archive mode (previously issued), and
- the record’s issue status is 0 or greater, or equals −7
If those conditions are not met, the Return button does not appear.
How to Return Archived Inventory
- Open the archived record in Amend (archive mode - see How to Open and Amend a Record above).
- Review the inventory details to confirm the correct record.
- The control bar shows: Back | Amend | Return. Click Return.
- The record immediately moves back to active stock - there is no confirmation prompt.
Result: Inventory quantities and audit records are updated automatically.
Return vs. Receiving
| Return (via Amend) | Receive Stock |
|---|---|
| Reverses a specific previous issue | Creates new inventory |
| Keeps the original record and cost history | Creates a new record |
| For items issued and brought back | For new supplier receipts |
Commit Stock Workflow
Commit Stock reserves a specific inventory lot for an order line item before issuing. Committed lots are allocated first when the order is processed, ensuring designated serialized, lot-controlled, or location-specific stock is used as intended.
Access: From the line items of a Shipping Order, Work Order, or Repair Order.
Understanding Committed Stock
| Term | Meaning |
|---|---|
| On Hand | Total physical inventory in the warehouse |
| Committed | Reserved for a specific order |
| Available | On Hand minus Committed |
Formula: Available = On Hand − Committed
Supported Order Types
| Order Type | Access Path | Notes |
|---|---|---|
| Shipping Orders | Orders → Shipping → Shipping Orders → Lines → Commit | Primary path |
| Work Orders | Orders → Work Orders → Lines → Commit | Where WO line items exist |
| Repair Orders | Orders → Repair Orders → Lines → Commit | Requires Repair Orders report permission |
How to Commit Stock
- Open the order. For Shipping Orders: Orders → Shipping → Shipping Orders, then click the Lines link on the order row.
- In the line items grid, find the line and click the Commit link in the Commit column.
- The commit screen opens, pre-filtered to inventory matching that line item.
- Use the search filters to narrow results. The Committed To filter lets you check whether lots are already committed to another order.
- Select lots using the Mark column checkboxes. Use Select All or Deselect All at the bottom for batch selection.
- Click Request to commit the selected lots to this order line.
Other controls on the commit screen:
| Control | What It Does |
|---|---|
| Show/Hide Columns | Toggles optional grid columns on or off |
| Committed column | Shows whether each lot is already committed to an order |
| Hold column | Lots with Hold checked (e.g., In-Transit stock) are disabled and cannot be committed |
| Locate/Move Units link | Opens the standard Move screen for the item |
| Direct Transit link | Opens the Direct Transit move screen |
What Happens After Committing
- The lot is linked to the order line and reserved for it.
- Available quantity decreases; On Hand is unchanged.
- When the order is processed, committed lots are allocated first. Remaining quantities draw from other available stock.
Viewing Committed Status
The Committed column on the commit screen shows which lots are already reserved. Use the Committed To filter to search for lots committed to a specific order.
Releasing Committed Stock
To release committed stock, reopen the order line’s commit screen and clear the lots you no longer want reserved. If your workflow exposes a different release control, use that screen’s release action instead.
Commit Priority During Issuing
When an order is processed, committed lots for each line are allocated first. If committed stock is insufficient, non-committed available stock covers the remainder.
Related Topics
- Receiving Stock - initial receipts; see also Return vs. Receiving comparison above
- Move Stock - primary access path for Amend; move lots between locations
- Issuing Stock - removing inventory from stock
- Cycle Counting - quantity corrections
- Shipping Orders - order fulfillment and commit access
- Work Orders - production and assembly materials
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