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Viewing Overdue Orders

You can now view how changing the Return site for an Order (all items or specific items) can affect an items availability for another rental or transfer order, across all other sites.

This conflict arises when the Return site for an item on any Order are changed, it alters the availability of the items, since the required quantity is no longer available on the expected dates; the shortfall subsequently restricts other order from being fulfilled..

The same information can be viewed under Affected Orders, in Accounts module.

Sample Scenario

  1. Created a rental order with few items. Initially both Shipping and Returning Site is San Francisco.  

  2. Order is converted to reservation, items are filled and shipped. Shipping and Returning Site is still as San Francisco.

    image-20240522-073616.png

  3. Shipping and Returning Site is changed to San Jose for all items added.

    image-20240522-073855.png

  4. In Warehouse > Overdue, when Site filter is taken as San Jose, and Order ID ORD-5825 is searched, it shows entire orders as Overdue at San Jose.

    image-20240522-074352.png

  5. Shipping and Returning Site is changed to -  Berlin for all Non-Serial items and London for all Serial items.

    image-20240522-075124.png
  6. In Warehouse > Overdue, when Site filter is taken as Berlin, and Order ID ORD-5825 is searched, it shows ONLY Non-Serial Items as Overdue at Berlin.

    image-20240522-075423.png

  7. In Warehouse > Overdue, when Site filter is taken as London, and Order ID ORD-5825 is searched, it shows ONLY Serial Items as Overdue at London.

    image-20240522-075527.png

Inventory Type

Order Type

Returning Site

Modify Returning Site

Validation Type 1

Validation Type 2

Reserve by Kit Asset

Event

Returning Site is Different than the Order Site

Epool level line is enabled

Overdue information is displayed in Returning Site

Site Column in Overdue Window would display Returning Site.

Non-Serial kit

Event

Returning Site is Same as the Order Site

Epool level line is NOT enabled

Overdue information is displayed in Returning Site

Site Column in Overdue Window would display Returning Site.

Reserve By Kt Asset

Event

Returning Site is Same as the Order Site

Epool level line is enabled

Overdue information is displayed in Returning Site

Site Column in Overdue Window would display Returning Site.

Non-Serial Item

Event

Returning Site is Different than the Order Site

Epool level line is enabled

Overdue information is displayed in Returning Site

Site Column in Overdue Window would display Returning Site.

Serial Kit

Event

Returning Site is Same as the Order Site

Epool level line is enabled

Overdue information is displayed in Returning Site

Site Column in Overdue Window would display Returning Site.

Serial Item

Event

Returning Site is Different that the Order Site

Epool level line is enabled

Overdue information is displayed in Returning Site

Site Column in Overdue Window would display Returning Site.

 

Order Type

Returning Site Status

E-pool Line Status

Site Search

Validation

Independent 2-way Transfer Order

Not Applicable

Enabled

Work Order

Both the T-Outs Site and T-Ins Site are listed.

Linked Transfer Order

Not Applicable

Disabled

Orders

Both the T-Outs Site and T-Ins Site are listed.

Linked Transfer Order

Not Applicable

Disabled

Work Order

Both the T-Outs Site and T-Ins Site are listed.

Event Order

Returning Site is Different than the Order Site

Enabled

Transfer Order

Orders based on returning site are listed.

Independent 1-way Transfer Order

Not Applicable

Disabled

Transfer Order

Both the T-Outs Site and T-Ins Site are listed.

Independent_2-way Transfer Order

Not Applicable

Enabled

Orders

Both the T-Outs Site and T-Ins Site are listed.

Event Order

Returning Site is Same as the Order Site

Disabled

Orders

Orders based on returning site are listed.

Independent 1-way Transfer Order

Not Applicable

Enabled

Orders

Both the T-Outs Site and T-Ins Site are listed.

Rental Reservation

Returning Site is Same as the Order Site

Enabled

Orders

Orders based on returning site are listed.

Work Order with all status

Not Applicable

Enabled

Transfer Order

Orders based on returning site are listed.

Event Order

Returning Site is Different than the Order Site

Enabled

Work Order

Orders based on returning site are listed.

Rental Reservation

Returning Site is Different than the Order Site

Disabled

Work Order

Orders based on returning site are listed.

Independent 2-way Transfer Order

Not Applicable

Disabled

Transfer Order

Both the T-Outs Site and T-Ins Site are listed.

Independent 1-way Transfer Order

Not Applicable

Disabled

Work Order

Both the T-Outs Site and T-Ins Site are listed.

Rental Reservation

Returning Site is Same as the Order Site

Disabled

Transfer Order

Orders based on returning site are listed.

Work Order with all status

Not Applicable

Disabled

Work Order

Orders based on returning site are listed.

Work Order with all status

Not Applicable

Enabled

Orders

Orders based on returning site are listed.

Linked Transfer Order

Not Applicable

Enabled

Transfer Order

Both the T-Outs Site and T-Ins Site are listed.

 

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