02. Configure a Job to Create a Direct-Confirmed 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.

Direct orders enable you to create orders in a status other than Draft. This article will outline how to configure a TaroWorks Job that creates a direct-confirmed Transfer Order upon sync.

• 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. Configuring the Form

1. 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	Order Type**	Single Select (Transfer Order)
Q8	Direct Order**	Single Select (Yes)
Q9	Date of Order*	Date
Q10	Status**	Single Select (Confirmed)
Q11	Expected Delivery Date*	Date

	Question	Question Type
Section Name: Order Information - Repeat Section
Q12	Product ID**	Text
Q13	Product Name*	Text
Q14	Qty Ordered*	Number

*Required

**Required and Hidden

2. Add the following dynamic operations to calculate and validate answers to the questions below :

Note: please replace any section names, question names, or picklist values that may be different in your org. If you are new to Dynamic Ops, kindly refer to this article for better understanding and examples.

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

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

Q8 Direct Orders: Sets the Direct Order to "Yes"

Operation : Calculation
Javascript : tw.order.direct_orders.value="Yes"

Q10 Status: Sets the Status to a Confirmed.

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

Q11: Expected delivery date must be equal to or later than the order date.

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

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

 

	Question	Question Type	Location	Warehouse	Location	Warehouse	Taro Order	Taro Order Line Item	Product
Section Name: Order Information - Regular Section
Q1	Source Warehouse*	Short text
Q2	Source Location ID**	Short text	Taro Location ID
Q3	Source Warehouse ID**	Short text		Taro Warehouse ID
Q4	Destination Warehouse*	Short text
Q5	Destination Location ID**	Short text			Taro Location ID
Q6	Destination Warehouse ID**	Short text				Taro Warehouse ID
Q7	Order Type**	Single Select (Transfer Order)					Record Type ID	Record Type ID
Q8	Direct Order**	Single Select (Yes)					Direct Orders
Q9	Date of Order*	Date					Date of Order
Q10	Status**	Single Select (Confirmed)					Status	Status
Q11	Expected Delivery Date*	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
Q12	Product ID**	Short text							Product AN ID
Q13	Product Name*	Short text
Q14	Qty Ordered*	Number						Qty Ordered

B. Configuring the Job

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

2. Check Allow Mobile User to select multiple records in the last level for the DDH listing inventories.

3. Configure the following Task.

 

4. 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.