06. How to Configure a Job to Create a Draft Transfer Order

Introduction 

A Transfer Order is used when you want to track inventory movements within the organization. A Transfer Order results in the movement of inventory from a source warehouse to a destination warehouse.

This articles outlines how to configure the Form & Job that will Create a Draft Transfer Order upon Sync.

• A. Configuring the Form
• B. Configuring the Job

Before you begin:

• This article assumes you know how to build TaroWorks forms and Jobs
  • Building a New Job 
  • Dynamic Operations

A. Configuring the Form

Question Builder Tab

In the Question Builder Tab, create the following Sections and Questions:

	Question	Question Type
Section Name: Order Information (Regular Section)
Q1	Source Warehouse*	Text
Q2	Source Warehouse ID**	Text
Q3	Source Location ID**	Text
Q4	Destination Warehouse*	Text
Q5	Destination Location ID**	Text
Q6	Destination Warehouse ID*	Text
Q7	Record Type**	Single Select (Transfer Order)
Q8	Date of Order*	Date
Q9	Status**	Single Select (Draft)
Q10	Expected Delivery Date	Date

	Question	Question Type
Section Name: Order Line Items - Repeat/Table Section
Q11	Product ID**	Text
Q12	Product Name	Text
Q13	Qty Ordered*	Number

* Mark Question as Required

** Mark Question as Required & Hidden

Dynamic Operations

If you are new to Dynamic Operations, kindly refer to this article for better understanding and examples.

Q7 Record Type: Sets the Record Type to Transfer order.

Operation : Calculation
Javascript : tw.order_information.record_type.value="Transfer Order";

Q8 Date of Order: Validates that the Date of Order is not in the future.

Operation : Validation
Javascript : var today = new Date(); if (tw.order_information.date_of_order.value > today) { throw "The order date cannot be in the future"; }

Q9 Status: Sets the Status to Draft.

Operation : Calculation
Javascript : tw.order_information.status.value="Draft";

Q10 Expected Delivery Date: Validates that the Expected delivery date is equal to or greater than the Date of Order

Operation : Validation
Javascript : if (tw.order_information.expected_delivery_date.value < tw.order_information.date_of_order.value) { throw "The Delivery date must be equal to or after Order date"; }

Field Mapping Tab

The objects and relationships should resemble the image below:

Below are the questions, question types and where they map to in field mapping.

	Question	Location	Warehouse	Location	Warehouse	Taro Order	Taro Order Line Item	Product
Section Name: Order Information - Regular Section
Q1	Source Warehouse
Q2	Source Warehouse ID		Taro Warehouse ID
Q3	Source Location ID	Taro Location ID
Q4	Destination Warehouse
Q5	Destination Location ID			Taro Location ID
Q6	Destination Warehouse ID				Taro Warehouse ID
Q7	Record Type					Record Type ID	Record Type ID
Q8	Date of Order					Date of Order
Q9	Status					Status	Status
Q10	Expected Delivery Date					Expected Delivery Date

	Question	Question Type	Location	Warehouse	Location	Warehouse	Taro Order	Taro Order Line Item	Product
Section Name: Order Line Items - Repeated/Table section
Q11	Product ID	Short text							Product ID
Q12	Product Name	Short text
Q13	Qty Ordered	Number						Qty Ordered

B. Configuring the Job

1. Add Two Drill Down Hierarchies with the objects and fields as follows. Please refer to this article if you are unsure as to how a Drill Down Hierarchy is created
2. Be sure to check "Allow Mobile User to select multiple records in the last level" for the second DDH (Drill Down Hierarchy)
3. Create a new Collect Data Task as shown below and link the task to the form you've created above with the following Task Mapping
4. 
5. Click Save, Save the job again and Publish

NOTE: Always perform extensive testing on any jobs that you create before assigning them to your field staff.