https://www.high5software.com//mediawiki/index.php?action=history&feed=atom&title=Item_Status 2026-06-03T09:36:25Z Revision history for this page on the wiki MediaWiki 1.35.11 https://www.high5software.com//mediawiki/index.php?title=Item_Status&diff=760&oldid=prev 2011-06-08T12:48:45Z

<p>Created page with &quot;When adding material to the order, there are three basic scenarios. 1. Stock is available in the default warehouse for that item 2. Stock is available, but not in the...&quot;</p> <p><b>New page</b></p><div>When adding material to the order, there are three basic scenarios.<br /> 1. Stock is available in the default warehouse for that item<br /> 2. Stock is available, but not in the default warehouse for that item<br /> 3. Stock is not available and you need to place a purchase order for the item<br /> <br /> <br /> [[File:MaterialAllocation_ItemStatus.jpg]]<br /> <br /> <br /> NOTE – Default warehouse is set for items in the inventory item &gt; Details and Settings Tab &gt; Default Location field.<br /> <br /> <br /> Each material on an order has an Item Status. The Item Status will tell you if the stock is available and has been allocated to the order, if stock has been reserved for the order or if no stock is available for the order.<br /> <br /> <br /> To see the Item Status on an order:<br /> # Go to the Service or Install Order.<br /> # Click &#039;&#039;&#039;Actions&#039;&#039;&#039; &gt; &#039;&#039;&#039;Inventory Allocation&#039;&#039;&#039;.<br /> # In the &#039;&#039;&#039;Material Allocation&#039;&#039;&#039; window, locate the &#039;&#039;&#039;Item Status&#039;&#039;&#039; column.<br /> <br /> <br /> Below are the Item Status values you will find for the three basic scenarios for serialized and non-serialized items.<br /> **Before closing an order, you need to make sure the item status is &#039;&#039;&#039;Reserved&#039;&#039;&#039;. **<br /> <br /> <br /> <br /> <br /> {| style=&quot;border-width: medium; border-style: none; border-color: -moz-use-text-color; border-collapse: collapse&quot; border=&quot;1&quot;<br /> | style=&quot;border-width: 1pt; border-style: solid; border-color: windowtext; padding: 0in 5.4pt; width: 108.9pt; background: none repeat scroll 0% 0% rgb(217, 217, 217)&quot; width=&quot;145&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: windowtext windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; width: 121.5pt; background: none repeat scroll 0% 0% rgb(217, 217, 217)&quot; width=&quot;162&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;2pt&quot;&gt;Stock Available in the default warehouse&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: windowtext windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; width: 128.7pt; background: none repeat scroll 0% 0% rgb(217, 217, 217)&quot; width=&quot;172&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;2pt&quot;&gt;Stock Available, but not in the default warehouse&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: windowtext windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; width: 119.7pt; background: none repeat scroll 0% 0% rgb(217, 217, 217)&quot; width=&quot;160&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;2pt&quot;&gt;No stock available&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;<br /> |-<br /> | style=&quot;border-width: medium 1pt 1pt; border-style: none solid solid; border-color: rgb(240, 240, 240) windowtext windowtext; padding: 0in 5.4pt; background-color: transparent; width: 108.9pt&quot; width=&quot;145&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;2pt&quot;&gt;Serialized Item&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 121.5pt&quot; width=&quot;162&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Allocated&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;In Material Allocation window, click [[Image:Select.jpg]] to select specific serial number.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;Once serial number selected, &#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Reserved&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 128.7pt&quot; width=&quot;172&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Has JIT Items&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;In Material Allocation window, click [[Image:Select.jpg]] to select specific serial number in the warehouse you want to use.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;Once serial number selected,&#039;&#039;&#039; Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Reserved&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;<br /> | style=&quot;border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 119.7pt&quot; width=&quot;160&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Has JIT Items&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;Must click &#039;&#039;&#039;Actions&#039;&#039;&#039; &gt; &#039;&#039;&#039;Create PO for JIT-Only Items&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;Once PO items received, &#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Reserved&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;<br /> |-<br /> | style=&quot;border-width: medium 1pt 1pt; border-style: none solid solid; border-color: rgb(240, 240, 240) windowtext windowtext; padding: 0in 5.4pt; background-color: transparent; width: 108.9pt&quot; width=&quot;145&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;2pt&quot;&gt;Non Serialized Item&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 121.5pt&quot; width=&quot;162&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Allocated&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;In Material Allocation window, click [[Image:Select.jpg]] to select the stock you want to use.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Reserved&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;<br /> | style=&quot;border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 128.7pt&quot; width=&quot;172&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Has JIT Items&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;In Material Allocation window, click [[Image:Select.jpg]] to select stock in the warehouse you want to use.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Reserved&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;<br /> | style=&quot;border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 119.7pt&quot; width=&quot;160&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Has JIT Items&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;Must click &#039;&#039;&#039;Actions&#039;&#039;&#039; &gt; &#039;&#039;&#039;Create PO for JIT-Only Items&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;Once PO items received, &#039;&#039;&#039;Link Status = &lt;font color=&quot;rgb(227, 108, 10)&quot;&gt;Reserved&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt; &lt;/div&gt;<br /> |}</div>

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