09. How to Configure a Job to Complete a 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 to complete a Transfer Order

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

Before you begin:

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

A. Configure the Form

1. In the Question Builder Tab, create the following sections and questions.

	Question	Question Type
Section Name: Total (Order Info)
Q1	Order ID**	Text

 

	Question	Question Type
Section Name: Delivery (Repeat/Table Section)
Q2	Product Name*	Text
Q3	Qty Ordered*	Number
Q4	Qty Outstanding*	Number
Q5	Qty Delivered*	Number

	Question	Question Type
Section Name: Additional Deliveries (Regular Section)
Q6	Expecting Additional Deliveries*	Single Select (No, Yes)

 

	Question	Question Type
Section Name: Order Line Items (Repeat/Table Section)
Q7	Order Line Item ID**	Text
Q8	Status**	Single Select (Completed)
Q9	Product ID**	Text
Q10	Product*	Text
Q11	Quantity Ordered*	Number (Min 0)
Q12	Quantity Delivered*	Number
Q13	Shorted?**	Single Select (Yes/No)

* Required

** Required & Hidden

2. In the Question Builder tab, add the following Dynamic Operations.

Q5: Qty Delivered: Validates Quantity delivered cannot be greater than quantity ordered.

Operation : Validation
Javascript :  if (tw.delivery.current.qty_ordered.value<tw.delivery.current.qty_delivered.value){ throw "Qty delivered cannot be greater than the qty ordered."; }

Q6: Expecting Additional Deliveries: Validates if there are other items to be delivered

Operation : Validation
Javascript : var outstanding = 0; for (var i=0; i> tw.delivery.length; i++) { if (tw.delivery[i].qty_ordered.value>tw.delivery[i].qty_outstanding.value+tw.delivery[i].qty_delivered.value) { outstanding=1; } } if(outstanding===1&&tw.additional_deliveries.expecting_additional_deliveries.value=="Yes") { throw "This order does not require additional deliveries."; }

Q8: Status: Sets status of Taro Order Line Item to completed.

Operation : Calculation
Javascript : tw.order_line_items.current.status_1.value="Completed";

Q12: Quantity Delivered: Set to Quantity Delivered

Operation : Calculation
Javascript : var i = tw.order_line_items.currentIndex; tw.order_line_items.current.quantity_delivered.value=tw.delivery[i].qty_delivered.value;

Q13: Shorted?: Sets if this is a shorted delivery or not.

Operation : Calculation
Javascript :  var i = tw.order_line_items.currentIndex; if(tw.order_line_items.current.quantity_delivered.value<tw.delivery[i].qty_ordered.value) { tw.order_line_items.current.shorted.value="Yes"; } else { tw.order_line_items.current.shorted.value="No"; }

3. In the Field Mapping tab, configure the following mapping.

 

	Question	Question Type	Taro Order	Taro Order Line item
Section Name: Total (Order Info)
Q1	Order ID**	Text	Order ID

 

	Question	Question Type	Taro Order	Taro Order Line item
Section Name: Delivery (Repeat/Table Section)
Q2	Product Name*	Text
Q3	Qty Ordered*	Number
Q4	Qty Outstanding*	Number
Q5	Qty Delivered*	Number

	Question	Question Type	Taro Order	Taro Order Line item
Section Name: Additional Deliveries (Regular Section)
Q6	Expecting Additional Deliveries*	Single Select (No, Yes)

 

	Question	Question Type	Taro Order	Taro Order Line item
Section Name: Order Line Items (Repeat/Table Section)
Q7	Order Line Item ID**	Text		Order Line Item ID
Q8	Status**	Single Select (Completed)		Status
Q9	Product ID**	Text
Q10	Product*	Text
Q11	Quantity Ordered*	Number (Min 0)		Qty Ordered
Q12	Quantity Delivered*	Number		Last Qty Delivered
Q13	Shorted?**	Single Select (Yes/No)		Shorted Delivery

B. Configuring the Job

1. Configure the following drill-down hierarchy (DDH).

2. To only show Confirmed Taro Orders, add a filter: Status Equals Confirmed.

3. To only show Confirmed TTaro Order Line Items, add a filter: Status Equals Confirmed.

4. Check "Allow Mobile User to select multiple records in the last level" for the DDH (Drill Down Hierarchy).

5. Configure the following Task.

6. Test your job.