USECASE:
User wishes to create Purchase Order for Item(s) and receive Purchase Order item(s) into Location /On Water/
Location /On Water/ represents overseas shipment from EU to US.
Receiving the Purchase Order Item lines into location /On Water/ now lists the items in inventory in location /On Water/
Once overseas shipment has arrived at US shores and is received at US location, a transfer order (direct) will be performed to move inventory from /On Water/ to /Main/.
Location /Main/ represents single US shipping area of business/warehouse.
No Sales shipments will ever occur from location /On Water/.
Sales wish to create a Sales Order for Items while they're literally on the water whilst being shipped/in BC inventory located in Location /On Water/.
Added to this use case is the desire to use Serial No tracking and have the Salesperson, when creating the Sales Order, select serial no's from the /On Water/ location item(s) for the Sales Order line item reservation.
QUESTIONS:
It appears you can only perform the above Sales Order reservation if you've performed the following steps...is this accurate?
- Create and post/receive the PO to location /On Water/
- Create new transfer order (direct) from Location /On Water/ to location /Main/ and use ribbon menu - /Prepare/ - /Get Receipt Lines/ to add the PO Receipt lines to the transfer order.
- Do no post transfer order yet (keep it in this staged un-posted state as literal shipment if still on ship on the water.
- Create new Sales Order for items that exist on PO Line(s) that are currently ONLY available in location /On Water/ as location /Main/ has no stock.
- Leave Sales Order Item Line Location set to /Main/.
- Use Line ribbon menu - /Line/ - /Functions/ - /Reserve./
- Pop-Up windows /Reservation S-ORDXXXXX/ shows lies /Item Ledger Entry = 0/ and /Transfer Line, Inbound = XXX/
- You can select the /Transfer line, Inbound/ and assign/reserve the quantity needed for the Sales Order here.
At what stage do serial nos. get created so they persist and are made available to the salesperson to select from when creating the sales order reservations?
If you're still reading this I appreciate your time and equally appreciate all/any guidance to achieve this use case correctly.
Cheers~Peter
