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Claris Engage 2025 - March 25-26 Austin Texas ×

Adding in Partial inventory orders


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I have a question regarding partial orders received. We keep track of all orders and when we receive an order we push it to property and the assign it to a department and the department assigns it to a user.

Some of the orders will come in two or three shipments and sometimes arrive weeks apart. The ordering agent needs to get the product into the system ASAP so it can be properly assigned and documented.

What happens now is if an order comes in it will ask for the entire order to be entered into inventory, whether the entire order was receive or not.

What I would like to do is make a few calculation fields, as well as, a few IF statements and would like some feedback to see if there is a better way to accomplish what I am looking to do.

The first item would be when the user clicks the "add order" button a pop box would ask if this was a partial order. if yes, go to "partial order process" else continue to populate property.

The "Partial order process" would have to do a few things. First, it would have to ensure the qty of items input does not exceed the "order qty total". Second, I would need to ask the number of items received and set that number to "qty entered". Finally, it would need to keep a running total of the "qty outstanding". Could I have it find all property associated with an order and then subtract it from the "order qty total" or, is there a better way to make this calculation?

From here I would just have it post the number of

"qty entered" to the property book so it can be handled accoordingly.

My biggest concern is making sure it does not allow the user to enter in 41 items if only 40 items are ordered.

Any thoughts would be greatly appreciated.

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A separate table for receiving would seem to make sense here. When the user clicks "done" (or whatever), you could run a test such as:

Sum( received::qty > qty ordered )

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