#7 Allow Editing INVENTORY Transactions

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opened 5 years ago by neal · 2 comments
neal commented 5 years ago

If an inventory update is mistakenly applied which reduces the current stock level of a green coffee to 0, it is difficult to undo that. Ways to fix:

  1. Allow editing an INVENTORY transaction.
  2. Allow deleting an INVENTORY transaction.
  3. Allow creating new INVENTORY transactions on out of stock items.

Options 1 and 2 are probably the way to go here. A link could be added on the Item Transactions report to open a transaction editor that applies to the given transaction. On update or delete, remember to re-run the transaction history to update the balance in the items table.

If an inventory update is mistakenly applied which reduces the current stock level of a green coffee to 0, it is difficult to undo that. Ways to fix: 1. Allow editing an INVENTORY transaction. 2. Allow deleting an INVENTORY transaction. 3. Allow creating new INVENTORY transactions on out of stock items. Options 1 and 2 are probably the way to go here. A link could be added on the Item Transactions report to open a transaction editor that applies to the given transaction. On update or delete, remember to re-run the transaction history to update the balance in the items table.
neal added the
feature request
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neal changed title from Allow Editing Inventory Transactions to Allow Editing INVENTORY Transactions 5 years ago
neal started working 5 years ago
neal stopped working 5 years ago
1h 26min 18s
neal commented 5 years ago
Owner

Work on this is happening in the inventoryeditor branch. Basic functionality is done implementing 1 and 2. Given the destructive nature of 2, it might be a good idea to put a confirmation nag on that operation.

Work on this is happening in the inventoryeditor branch. Basic functionality is done implementing 1 and 2. Given the destructive nature of 2, it might be a good idea to put a confirmation nag on that operation.
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neal referenced this issue from a commit 5 years ago
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5min 46s
neal commented 5 years ago
Owner

This feature can’t go into the 1.9.1 release but people using 1.9.1rc1 or later can update the following files in their configuration with the equivalent files from the inventoryeditor branch:

config/config.xml config/Windows/editinventorytransaction.xml config/Reports/itemtransactions.xml

This may also work with earlier releases, but that has NOT been tested.

To edit or delete an INVENTORY transaction, go to the Item Transactions report. Select the desired green coffee item if necessary (it may be automatically selected if you opened the report from the Inventory Change Summary report). Find the INVENTORY transaction you wish to alter. Click the Edit link on that line.

This will open a window where you can change the quantity (this is in pounds, the ability to update in Kg or bags would be a nice addition before this goes into a release) and click the Save Changes button. You can also click the Delete Transaction button and click through the Are you sure? nag to delete that transaction and make it as if it never happened.

After either event, the editor window will close and any open reports should update to reflect your changes.

If you do not wish to make changes to the selected INVENTORY transaction, you may simply close the editor window.

This feature can't go into the 1.9.1 release but people using 1.9.1rc1 or later can update the following files in their configuration with the equivalent files from the inventoryeditor branch: config/config.xml config/Windows/editinventorytransaction.xml config/Reports/itemtransactions.xml This may also work with earlier releases, but that has NOT been tested. To edit or delete an INVENTORY transaction, go to the Item Transactions report. Select the desired green coffee item if necessary (it may be automatically selected if you opened the report from the Inventory Change Summary report). Find the INVENTORY transaction you wish to alter. Click the Edit link on that line. This will open a window where you can change the quantity (this is in pounds, the ability to update in Kg or bags would be a nice addition before this goes into a release) and click the Save Changes button. You can also click the Delete Transaction button and click through the Are you sure? nag to delete that transaction and make it as if it never happened. After either event, the editor window will close and any open reports should update to reflect your changes. If you do not wish to make changes to the selected INVENTORY transaction, you may simply close the editor window.
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Neal Wilson
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