Calculate the quantity of inventory that must be kept in reserve based on the
transaction journal records created for a partner. The partner uploads their point of sale
document for your perusal. Here, they mention the units that have been sold to the end-customer.
However, instead of directly adjusting the remaining quantity of unsold inventory you have on
record for that partner, you can place the mentioned quantity on hold, that is, keep it on reserve
till you can assess and approve the transaction record.
Required Editions
| Available in: Enterprise, Professional, and Unlimited Editions
with the Channel Revenue Management add on |
| User Permissions Needed |
| To calculate onhold quantity |
Channel Partner Inventory for Experience Cloud User |
On hold quantity is the inventory quantity that's on hold for being credited, based on
the point of sale documents. After approval, the remaining quantity is adjusted based on the
onhold quantity.
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From the App Launcher, find and select Partner Unsold Inventory
Ledgers.
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Click New.
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For the Source Type field, select Point of Sale.
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For the transaction type field, select Debit.
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Select the inventory quantity you want to adjust against the PUI.
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Select the status as On Hold.
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In the Transaction reference field, add the corresponding transaction journal.
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Save the information.
In the PUI record, the On Hold Quantity and the Remaining Quantity are adjusted based on the
onhold debit ledgers. If the on hold ledgers are approved, the remaining quantity remains
unchanged, and the onhold quantity is released.
If the onhold ledgers are rejected, the remaining quantity and the onhold quantity are
released.
