Each time the driver loads the vehicle, an inventory transaction is created (if it
isn’t present) for the products based on the inventory configuration. The transaction entry is
based on a combination of product name and an anchor, which can be a user, vehicle, or
tour.
Required Editions
| Available in: Lightning Experience |
| Avalailable in: Enterprise and Unlimited Editions with the Consumer
Goods Cloud enabled |
The tour driver loads the truck with products from the warehouse (product checkout) and
delivers those products to the stores (deliveries or van sales orders). Appropriate inventory
transactions (based on current configurations) are autogenerated for the corresponding product
inventory during the product checkout and delivery processes.
Addition and Withdrawal Transactions
An inventory has a list of inventory
transactions associated with it. For each checkout (that is released), an inventory
transaction of type Addition that records the product amount based on the product quantity in
the truck. Similarly, when the tour driver delivers a product to a store (after releasing a
van sales order), an inventory transaction of transaction type Withdrawal for the same product
and anchor combination is created showing a negative amount that reflects the products
removed. Thus, multiple inventory transactions for the same product are created during a
tour.
- Inventory Reconciliation Batch
For each product-anchor (tour, vehicle, or user) combination, reconcile the inventory transactions and know the current product quantity available in the truck. Also, define the frequency of reconciliation by scheduling the Inventory Reconciliation Batch process (InventoryTxBalanceCalculationBatch).
