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There is a scenario where the Auto Stock Adjust (Win) feature is set on for an user's workstation and a sale shipment was posted with the aid of an auto stock adjustment transaction. The ensuing ensued purchase receipt was created to offset the auto stock adjustment transaction was created, only to be dated chronologically incorrectly that it was also dated incorrectly for this to occur . This is compounded by the attempted (chronologically the purchase receipt date should be the same as the sale shipment or one day earlier for the offset to take effect). This is then further compounded by the purchase receipt reversal was prohibited by the workflow as it would cause a negative product quantity on hand i.e. insufficient QOH.

The problematic scenario and corrective actions are outlined below

 

  
Scenario Action SequenceDay 1    Day 1   Day 2    Day 2   Day 3   Explanation Note

Create Sale Shipment

(Auto Stock Adjustment)

    (tick)

   ((tick))

  Successful
  • Successfully posted as a result of auto stock adjustment transaction increased the stock QOH sufficiently
  • Auto Stock Adjustment transaction was triggered by the setting of the Auto Stock Adjust (Win) found in the user's Readysell Workstations->General Settings tab 
Create Purchase Receipt#1     (tick)  SuccessfulPurchase Receipt#1  
  • Successful posted, however the transaction was not dated correctly e.g. future dated.
  • To achieve the purpose of offsetting the auto stock adjustment transaction, chronologically the purchase receipt date should be the same as the sale shipment or one day earlier
Reverse Purchase Receipt#1     (error) Not successful
  •  Unsuccessful due to
insufficient product QOH		Reverse Purchase Receipt#1     
  • insufficient stock QOH
Corrective Action SequenceDay 1
 Day 2 Day 3   Note
Create Stock Quantity Quantity          Adjustment#1           (tick)
  • Increase To increase the stock quantity sufficiently to enable successful execution of the impending receipt reversal Backdate the transaction to e.g. if the purchase receipt reversal would cause the QOH to be -5 then the stock adjustment QTY must be 5 (or more)
  • Ensure the transaction date is backdate to Day 1
Reverse Purchase Receipt#1  

    (tick)

  • Backdate the transaction to Day 1 
     (tick)
  • As a result of the stock quantity adjustment, there is sufficient QOH for the reversal to be successful
  • Ensure the transaction date is backdate to Day 1
Create Purchase Receipt#2           (tick)
  • This receipt replaces Purchase Receipt#1 with the correct product details e.g. quantityBackdate the transaction to Day 1Receipt#1 
  • Ensure the transaction date is backdate to Day 1(or 1 day earlier)
Create Stock Quantity Adjustment#2      (tick)
  • Decrease To decrease the stock quantity sufficiently to quantity to achieve a net zero for net zero quantity for the stock quantity adjustments made
    i.e. Stock Quantity Adjustment#1 QTY + Stock Quantity Adjustment#2 QTY = 0 
  • Backdate Ensure the transaction to date is backdate to Day 1