Default Returning Site for orders generated from Event
Content was last updated in 06.22.12-00
When Orders are generated for Events, a need may arise to have the inventory items to be shipped to a different site, other than the original sites from which the Order was initially generated.
Now you can mention a default Returning Site for Events Orders, so that all Orders generated because of it (irrespective of the department involved) can chose the return site and items may be dispatched accordingly.
This Returning Site can be configured irrespective of whether E-Pool is enabled or not.
And the selected site can be a Pool Site or Non-Pool Site either.
An option is provided in the Department Grid of the Event Edit for which Event orders are generated.
For Each order generated for those departments using the Generate Event Orders, the system by default will set the Returning Site chosen for that Department in Event
Edit window.
When Returning Site is not defined for the Department then it will set the Order Site as a the Returning Site.
How selecting a Returning Site affects the Order processing
Table 1.0: E-Pool is Enabled and Order is created at a Pool Site.
Order Type | Inventory Type | Is Department Tagged? | Returning Site for Tagged Department | System Behavior |
Quote | Reserve a Kit by Asset | Multiple Dept. tagged | Site is not mentioned or tagged | Returning site should be same as Order site. |
Non-serial Kit | Dept. is not tagged | A site is other than Order site is tagged. | Event will not allow Orders to be generated. | |
Multi-level package | Single Dept. is tagged | Site tagged is same as Order Site | Return Order site same as department tagged site. | |
Serial Kit | Single Dept. is tagged | Site tagged is same as Order Site | Return Order site same as department tagged site. | |
Reservation | Serial Item | Multiple Dept. tagged | A site is other than Order site is tagged. | Returning site should be same as Order site. |
Reserve a Serial Asset | Multiple Dept. tagged | A site is other than Order site is tagged. | Returning site should be same as Order site. | |
Non-serial Kit | Multiple Dept. tagged | Site tagged is same as Order Site | Returning site should be same as Order site. | |
Serial Kit | Single Dept. is tagged | Site is not mentioned or tagged | Returning site should be same as Order site. | |
On Hold | Serial kit | Single Dept. is tagged | Site tagged is same as Order Site | Return Order site same as department tagged site. |
Reserve a Kit by Asset | Dept. is not tagged | A site is other than Order site is tagged. | Event will not allow Orders to be generated. | |
Non-serial Item | Dept. is not tagged | Site is not mentioned or tagged | Event will not allow Orders to be generated. | |
Reserve a Serial Asset | Single Dept. is tagged | Site is not mentioned or tagged | Returning site should be same as Order site. | |
Non-serial Kit | Multiple Dept. tagged | Site tagged is same as Order Site | Return Order site same as department tagged site. |
Table 1.1: E-Pool is Enabled. Order is created at a Non-Pool Site.
Order Type | Inventory Type | Is Department Tagged? | Returning Site for Tagged Department | System Behavior |
Quote | Reserve a Serial Asset | Dept. is not tagged | Site tagged is same as Order Site | Event will not allow Orders to be generated. |
Serial Item | Dept. is not tagged | Site tagged is same as Order Site | Event will not allow Orders to be generated. | |
Non-serial Item | Single Dept. is tagged | A site is other than Order site is tagged. | Return Order site same as Order site. | |
Serial Kit | Dept. is not tagged | A site is other than Order site is tagged. | Event will not allow Orders to be generated. | |
Reservation | Multi-level package | Dept. is not tagged | Site is not mentioned or tagged | Returning site should be same as Order site. |
Reserve a Kit by Asset | Multiple Dept. tagged | Site tagged is same as Order Site | Returning site should be same as Order site. | |
Serial Kit | Multiple Dept. tagged | Site is not mentioned or tagged | Returning site should be same as Order site. | |
Non-serial Kit | Single Dept. is tagged | Site is not mentioned or tagged | Returning site should be same as Order site. | |
On Hold | Reserve a Kit by Asset | Multiple Dept. tagged | A site is other than Order site is tagged. | Returning site should be same as Order site. |
Serial Item | Single Dept. is tagged | Site is not mentioned or tagged | Returning site should be same as Order site. |