Contents
Inventory Pro includes workflows for correcting inventory records, returning issued items to stock, and reserving specific lots for orders.
| 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 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).
| 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 |
Display-only (not editable):
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 |
| OutStatus | - | ✓ | 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 |
| StrOpt1 | - | ✓ | Custom archive-only text field |
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:
Opening archive mode: The Move grid Amend action opens active mode by default. To open a record in archive mode, the link must include
ar=1. Archived records accessed through archive-aware paths will open in archive mode automatically.
Once the record is open:
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).
The Return button appears only when:
If those conditions are not met, the Return button does not appear.
Result: Inventory quantities and audit records are updated automatically.
| 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 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.
| 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
| 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 |
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 |
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.
SO line items do not display committed quantity, location, or serial as standard columns before a commit has been made. [NEEDS VERIFICATION: whether committed detail columns appear on the SO Lines grid after a commit is completed.]
[NEEDS VERIFICATION: A release path is expected to exist but the exact control label and navigation were not confirmed during validation. If you need to release a commitment, check the commit screen or the order line actions for a release option.]
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.
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