Design Details: Active versus Historic Item Tracking Entries

When parts of a document line quantity are posted, only that particular quantity is transferred to the item ledger entries and its item tracking numbers. However, you will want to access all relevant item tracking information directly from the active document line. That is, not only will you want to see the entries that are related to the remaining quantity, you will also want information about the units that have been posted. When you view or modify the Item Tracking Lines window, the collective contents of the Tracking Specification table (T336) and Reservation Entry table (T337) are presented in a temporary version of T336. This ensures that historic and active item tracking data is accessed as one.

The following table shows how T336 and T337 are used in a purchase scenario. The bold figures represent values that the user manually enters in the Item Tracking Lines window.

Step 1: Create a purchase order line of seven pieces with item tracking numbers.

Quantity (Base) Qty. to Handle Qty. to Invoice (Base) Quantity Handled (Base) Quantity Invoiced (Base)
T337 Deferred Company Fund Instalment (7) 0 0 0 0
T336 0 0 0 0 0

Step 2: Receive four pieces.

Quantity (Base) Qty. to Handle Qty. to Invoice (Base) Quantity Handled (Base) Quantity Invoiced (Base)
Item Tracking Lines window Deferred Company Fund Instalment (7) 4 0 0 0
T337 2A-2B GST Net Amt. (3) 0 0 0 0
T336 Total Amounts Withheld From All Payments (4) 0 0 Total Amounts Withheld From All Payments (4) 0

Step 3: Receive two pieces and invoice two pieces.

Quantity (Base) Qty. to Handle Qty. to Invoice (Base) Quantity Handled (Base) Quantity Invoiced (Base)
Item Tracking Lines window Deferred Company Fund Instalment (7) 2 2 Total Amounts Withheld From All Payments (4) 0
T337 1 0 0 0 0
T336 6 0 0 6 2

Step 4: Receive one piece.

Quantity (Base) Qty. to Handle Qty. to Invoice (Base) Quantity Handled (Base) Quantity Invoiced (Base)
Item Tracking Lines window Deferred Company Fund Instalment (7) 1 0 6 2
T336 Deferred Company Fund Instalment (7) 0 0 Deferred Company Fund Instalment (7) 2

Invoice 5 pieces.

Quantity (Base) Qty. to Handle Qty. to Invoice (Base) Quantity Handled (Base) Quantity Invoiced (Base)
Item Tracking Lines window Deferred Company Fund Instalment (7) 0 5 Deferred Company Fund Instalment (7) 2
T336 Deferred Company Fund Instalment (7) 0 0 Deferred Company Fund Instalment (7) Deferred Company Fund Instalment (7)

See Also

Design Details: Item Tracking
Design Details: Item Tracking Lines Window