Inventory transaction reasons codes are assigned against any action taken on a SKU. Most of the codes are system generated based on the functional process used (i.e., purchasing, orders, transfer). These codes also include the physical adjustments, and any custom reason codes added to the Inventory Transaction Reason Manager under System Settings. These codes can be used as filters in the following reports:
Accounting > Financials > Inventory Transactions (all SKUs)
Inventory Manager > SKU detail > Transactions (individual SKU level)
When using inventory adjustment reports, there are Reference Types that present the functional area in which the adjustment action was taken. These types are as follows:
Order
PO
Return
Shipment
Transfer
The table below details each inventory transaction reason code, where in the system the action is taken, and how that action impacts the SKU.
|
Code |
System Component |
Description |
Inventory Status Effect |
|
add item to po |
PO Manager > Assignments > CSV upload |
SKU added to PO |
In PO: increases |
|
add item to shipment box |
Shipping > Boxing algorithm |
No changes |
|
|
add item to shipment box for order |
Shipping > Boxing algorithm |
No changes |
|
|
add item to shipment box for po |
Not used |
||
|
add item to shipment box for transfer |
Shipping > Boxing algorithm |
No changes |
|
|
add to transfer builder |
Not used |
||
|
adjustment |
Not used |
||
|
backorder fulfillment |
Order lifecycle automation |
Deletes a backorder and SKU assigned to order item. |
Assigned (Not Shipped): increases Available: decreases |
|
cancel po |
Rebuild PO in PO staging |
SKU removed from PO |
In PO: decreases |
|
channel advisor |
Not used |
||
|
channel advisor create order |
Not used |
||
|
close drop-ship po |
Order Automation System Settings > OLM > Automation Vendor Manager > Purchasing |
Based on system setting to automatically close drop-ship POs. |
In PO: decreases Shipped: increases |
|
create inventory |
|
Increase inventory for SKU. |
Available: increases |
|
create inventory for return |
Return Wizard |
No originating order |
In Open Return: Increases OR Available: increases OR No change if marked as Damaged |
|
create inventory for transfer |
Transfer Builder Transfer Manager Transfer Queue |
Creating a transfer with inventory that is not in the system. Transfer confirmation and receiving. |
In Transfer: increases |
|
create new product |
Product Wizard |
New product added to system using New Product Wizard and Starting In Stock Inventory Level per Step 2 of Wizard. |
Available: increases |
|
create stock po |
PO Builder |
Creation of PO. |
In PO: increases |
|
create Transfer |
Transfer Builder Transfer Confirmation Transfer Receiving |
Creation of a transfer in Transfer Builder. Transfer Manager > Transfer Confirmation > Delete items. Transfer Receiving > Add SKU. |
In Transfer: increases OR In Transfer: decreases |
|
creating inventory for po |
Not used |
||
|
delete from transfer |
Not used |
||
|
delete order item |
Order Manager > Order Items > Delete |
SKU removed from order item, order item inventory removed from shipment. |
Assigned (Not Shipped): decreases OR Reserved: decreases Available: increases |
|
delete po shipment |
PO Manager > Shipment Master POs |
Deleting shipment under PO Manager. |
No changes |
|
delete return shipment |
Return Manager |
Deleting shipment under Return Manager. |
No changes |
|
delete shipment |
Not used |
||
|
delete shipment box |
Not used |
||
|
delete transfer shipment |
Transfer Manager > Shipping |
Void Transfer Close a partially received transfer. Void an item from a transfer receiver. |
No changes |
|
eBay auction ended item not sold |
Currently not used |
||
|
eBay auction failed |
eBay Launchpads |
Reverses "eBay launch auction" inventory transaction when a launch fails (eBay says launch parameters were incorrect). |
Available: increases Reserved: decreases |
|
eBay cancel launch auction |
eBay Launchpads |
Reverses "eBay launch auction" inventory transaction when insufficient inventory is available. |
Available: increases Reserved: decreases |
|
eBay create order from auction |
eBay Order Import (Review Seller Events) |
Moves any reserved inventory from the auction to the order item. |
Reserved: No change |
|
eBay launch auction |
eBay Launchpads |
Temporary holding status during auction launch if reservation is enabled. |
Available: decreases Reserved: increases |
|
eBay release inventory |
eBay Second Chance Manager |
When we fail to create an eBay Second Chance. |
Reserved: decrease Available: increases |
|
eBay second chance |
eBay Second Chance Manager |
Temporary holding status during Second Chance generation. |
Available: decreases Reserved: increases |
|
free reserved inventory |
|
SKU is released from reservation status |
Reserved:decreases Unassigned:increases |
|
fulfill backorders |
Transfer Manager > Receiving |
Deletes a backorder and SKU assigned to order item. |
Assigned (Not Shipped): increases Available: decreases |
|
inventory entity create |
Not used |
Fallback reason code for inventory creation |
Undefined |
|
inventory entity modify |
Not used |
Fallback reason code for inventory modification |
Undefined |
|
inventory shrinkage |
|
Default Inventory Adjustment Type Reason Code |
Available: increase or decrease |
|
order |
Connect POS, SOI, Website Shopping Cart (Multiple Ship-To configuration) |
Splitting an order item's quantity to different shipping addresses |
Reserved: no change |
|
order fulfillment |
Order Manager fulfillment, Order automation Amazon fulfillment |
SKU assigned to order |
Available: decreases Assigned (Not Shipped): increases OR Reserved: decreases Assigned (Not Shipped): increases OR Reserved: decreases Available: increases OR Assigned (Not Shipped):decreases Available: increases |
|
order voided |
Order Manager > Void |
SKU unassigned from order |
Assigned (Not Shipped):decreases or Reserved:decrease Available: increases |
|
other |
Not used |
||
|
oversell adjustment |
PICM |
Reversal of any oversales since previous inventory count. |
Available: increases OR decreases OR Reserved: decreases |
|
physical inventory count adjustment |
Physical Inventory Count Manager |
Adjusting the On Hand account based upon a physical inventory count. |
Available: decreases or increases Assigned (Not Shipped): decreases Reserved: decreases |
|
pick pack inventory for transfer |
Transfer Confirmation |
Used by Datamart. Confirming transfer for shipping and receiving. |
No change |
|
po receiving |
PO Manager > Receive Data Feed: Receiver Import |
Receiving SKUs from PO. |
Available: increases In PO: decreases OR Assigned (Not Shipped): increases Shipped: increases |
|
po receiving backorder fulfillment |
PO Manager > Receive Data Feed: Receiver Import |
SKU assigned to backorder order |
In PO: decreases Assigned (Not Shipped): increases |
|
po receiving overage |
PO Manager > Receive |
SKU quantity greater than PO. |
Available: increases Assigned (Not Shipped): increases |
|
pos oversale |
POS terminal |
System creates inventory and assigns it for Take Now only. |
Assigned (Take Now): increases OR Reserved: increases |
|
pos sale |
POS terminal |
Completing an order or layaway order. |
Assigned (Take Now): increases Available: decreases OR Available: decreases Reserved: increases |
|
product_import |
Not used |
||
|
purchase |
Not used |
||
|
purchase receiving |
Not used |
||
|
Purchase receiving backorder fulfillment |
Not used |
||
|
purchase receiving overage |
Not used |
||
|
receive po |
Not used |
||
|
releasing reserved inventory |
Inventory > Reserved Order Manager > Production > FBA fulfillment |
SKU released (unassigned) from order item |
Available: increases Reserved: decreases |
|
remove inventory |
Warehouse Inventory Level Tool Data Feeds |
Available: decreases OR Reserved: decreases |
|
|
remove item from order |
Order Manager > Order Items > Inventory disposition |
In order manager > order items, remove (X-out) or decrease quantity. |
Available: increases OR Reserved: decreases or Assigned: decreases |
|
remove item from shipment box |
Order Manager > Shipping Shipping > Boxing algorithm PO Manager > Shipment Return Manager Order Manager > Order Items Amazon |
Removing an item from a shipment box. |
No changes |
|
reservation |
Not used |
||
|
reserve for channel |
Inventory reservation |
Inventory reservation for a channel before creating an order (website shopping cart, adding order item in SOI, eBay). |
Reserved: increases Available: decreases |
|
reserve inventory for order |
Order creation |
Completing website checkout, SOI, eBay, or Amazon order. Transfer From creation and receiving. |
Reserved: increases Available: decreases |
|
reserve inventory for return |
Return Wizard |
Creating an open return. |
In Open Return: Increases |
|
return |
Not used |
||
|
return expired |
Return Manager Return processing cron |
When an open return expires. |
In Open Return: decreases |
|
return inventory |
Return Wizard |
Creation of a complete return. |
Available: increases OR No change if marked as Damaged |
|
soi add item to order |
Not used |
||
|
soi change fulfillment method to now |
Not used |
||
|
soi change order source warehouse |
Not used |
||
|
soi increase cart quantity |
Not used |
||
|
soi order |
Not used |
||
|
soi place order |
Not used |
||
|
soi place order later |
Not used |
||
|
soi reduce cart quantity |
Not used |
||
|
soi remove item from order |
Not used |
||
|
soi reserve for order |
Not used |
||
|
soi unreserve inventory |
Not used |
||
|
transfer |
Not used |
||
|
undo return? |
Return Manager |
Clicking on the Receive button to open and Open Return in the Return Wizard. |
In Open Return: decreases |
|
unfulfill transfer |
Transfer Manager |
Unreceiving within a receiver, closing a transfer with disposition (system setting). |
In Transfer: decreases OR Available: increases OR Available: decreases, In transfer: increases |
|
unknown |
Default catch all |
Used as a default when no other specific reason code is provided. |
Anything |
|
unreceive po |
PO Manager > Receiving |
When you unreceive an item on a PO. |
Available: decreases In PO: increases |
|
unreservation |
Not used |
||
|
unreserve from channel |
eBay auction ends SOI Website cart |
Decreasing quantity from SOI, shopping cart actions, eBay auction end |
Reserved: decreases Available: increases |
|
update order quantity |
Not used |
||
|
void po |
PO Manager |
PO is voided. |
In PO: decreases |
|
void po items |
PO Manager |
PO items are voided from receiver. |
In PO: decreases |
|
void return |
Return Manager |
Initiate void of an open return. |
In Open Return: decreases |
|
void transfer |
Transfer Manager |
When voiding a transfer from the receiver or on transfer. |
In Transfer: decreases Available: increases |
|
void transfer in transit |
Transfer Manager |
When voiding a transfer from the receiver or on transfer, after pick/pack for a transfer. |
In Transfer: decreases Available: increases |
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