Generate warehouse transactions

The warehouse manager changes the document state of the Warehouse Reconciliation to Release to generate Warehouse Transactions for the approved reconciliation differences.

Use this operation after the counting and review are finished and the required reconciliation rows are already approved.

The system uses the approved Warehouse Reconciliation Details. For each approved row, it compares the snapshot quantity with the approved counted quantity and generates the corresponding warehouse transaction for that stock position.

The generated transactions use:

• TaskType = Count;
• the warehouse and stock position from the approved reconciliation row;
• the quantity of the approved difference.

The transaction direction depends on the approved result:

• Count IN for positive differences;
• Count OUT for negative differences.

Example

A row shows:

• SnapshotQuantity: 10
• CountedQuantity: 8

After the row is approved, the warehouse manager changes the document state to Release. The system then generates a Count OUT warehouse transaction for the corresponding quantity.

If another approved row has a counted quantity greater than the snapshot quantity, the system generates a Count IN warehouse transaction.

What users should expect after the operation finishes

After the warehouse manager changes the document state to Release:

• warehouse transactions are generated for the approved reconciliation differences;
• the approved differences are applied in the warehouse process;
• the reconciliation moves from reviewed result to applied result.

What changes in the reconciliation details

Generate warehouse transactions does not start a new counting session and does not change the counting lifecycle of the reconciliation rows.

At this stage, the operation works with rows that are already Approved and uses them to generate warehouse transactions when the document state changes to Release.

Note

For an overview of how Session and ReviewStatus change throughout the process, see Sessions and review statuses.

This is the final operation in the reconciliation workflow.