Conditions for Generating Transactions

The following table lists the types of inventory transactions that are created for combinations of source and destination locations, inventory levels, and serialized or nonserialized assets.

Inventory Transaction Inventory Txn Type Source Destination
Inventory Inventory Level Assets Inventory Inventory Level Assets

Part movement on activity

Ship Other

Trunk of FSE

On Hand

Yes

Customer

On Hand

Yes

Receive Other

Customer

On Hand

Yes

Trunk of FSE

On Hand

Yes

Allocate action. Insertion on order entry

Allocate

Customer

On Order

No

Ord Part Movement Source Invloc ID

Reserved

No

De-Allocate action. Insertion on order entry

De-Allocate

Ord Part Movement Source Invloc ID

Reserved

No

Customer

On Order

No

Ship other

Ship Other

Ord Part Movement Source Inv

On Hand

Yes

Customer

On Hand

Yes

De-Allocate

Ord Part Movement Source Inv

Reserved

Yes

Customer

On Order

Yes

Ship internal

Ship Internal

Ord Part Movement Source Inv

On Hand

Yes

Order Hdr Destination Invloc ID

In Transit

Yes

De-Allocate

Ord Part Movement Source Invloc ID

Reserved

Yes

Customer

On Order

Yes

Receive RMA and PO

Receive Other

Customer

On Hand

Yes

Ord Part Movement Destination Inv

Ord Part Movement Availability and Status

Yes

Receive internal

Receive Internal

Order Hdr Destination Inv

In Transit

Yes

Ord Part Movement Destination Inv

On Hand

Yes

Ship RO

Ship To TP

Ord Part Movement Source Inv

On Hand

Yes

Order Hdr Destination Invloc ID

On Hand

Yes

De-Allocate

Ord Part Movement Source Invloc ID

Reserved

Yes

Customer

On Order

Yes

Receive RO

Receive From TP

Order Hdr Destination Inv

On Hand

Yes

Ord Part Movement Dest Inv

On Hand

Yes

Note: For the asset columns in the preceding table, the assets are included in the transaction validation if the product is serialized. Also, TP represents third-party vendor in this table.

The following rules regulate the generation of inventory and asset transactions:

  • If a product is serialized, then:

    • The part movement must be associated with an asset.

    • The quantity of the part movement must be 1.

    • The asset must be included the source inventory.

    When these conditions apply, the inventory transaction is validated, and the inventory database is updated.

  • If the product is not serialized and no asset number is specified, then a committed inventory transaction is successfully generated without validation.

  • If the product is not serialized and no asset number is specified, then an asset validation and an asset transaction do not occur. The inventory location is not associated with the asset.