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There is a scenario where There had been cases where a sale shipment was expeditiously posted with the aid of an auto stock adjustment transaction (the Auto Stock Adjust (Win) feature is set on for an userthe user's workstation and a sale shipment was posted with the aid of an auto stock adjustment transaction). The ensuing purchase receipt was created that followed to offset the auto stock adjustment transaction was created, only to be dated chronologically incorrectly for this to occur. This is compounded by the attempted that it was dated incorrectly for this to work as intended (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 problem and corrective actions are outlined are depicted below

 

 
Action Scenario Event 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 had increased the stock QOH sufficiently
  • Auto Stock Adjustment transaction was triggered by the setting of the Auto Stock Adjust (Win) in the user's Readysell Workstations 
Create Purchase Receipt#1     (tick)  Successful  
  • Successful posted, however the transaction was incorrectly dated as Day 2 i.e. should have been dated as Day 1 or earlier.
  • 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 due to insufficient product QOHReverse Purchase Receipt#1     
  •  Realised that Purchase Receipt#1 did not work as intended, a reversal entered but was unsuccessful due to 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 reversalBackdate the transaction to pending receipt reversal
    e.g. if the purchase receipt reversal would cause the QOH to be -5 then the stock adjustment QTY must be set to 5 (or more)
  • Ensure the transaction date is backdate to Day 1
Reverse Purchase Receipt#1  

    (tick)

  • Backdate the transaction to Day 1 

 

Create Purchase Receipt#2     (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) to facilitate the offset of the auto stock adjustment transaction
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
    e.g. if SQA#1 QTY = 5 then SQA#2 QTY must be set to -5
           5 + (-5) = 0 
  • Backdate Ensure the transaction to date is backdate to Day 1