Order Dependencies

Dependent Orders Tab

Previously, the Order button disappeared when an order was placed. Now the button changes to a gray button, informing the user that the process is completed.

There was also an issue where the user could click the button when the Assembly Order was in a Canceled status. Now, when an Assembly Order is canceled, all of the Order buttons turn gray.

Dependent Orders

Trayse Inventory now has dependent orders. These are orders that are associated with a final build. When you put together a kit or a manufactured item, the final product (a.k.a. finished good) requires other materials. Some of those materials are purchased from vendors and some are subassemblies that require their own Assembly Order. Failure to track this data will mean one of two things:

  1. Over purchasing materials that are not needed.
  2. Under purchasing materials need and thus delaying the completion of the finished product.

Both can be expensive.

Dependent orders allows the user to clearly track the needed materials and order in an appropriate time.

Assembly layout with dependent orders

Quantity Information

Layout: Item

Section: Subheader

There are now three information icons Allocated, On Order, and On Backorder. When those quantities fields have a value other than zero, this icon becomes active.


Clicking the icon will display the related orders that constitute this aggregate. A caret icon in the list enables users to navigate to a particular order.


BOM Tree Aggregate Fix

There was an issue where a subassembly did not display the correct values for the request, the can assemble, the can fulfill or the need to fulfill (NTF).

Thanks to Jeff T. for pointing out this bug.

Error for 100% Discount

An error occurred on the Estimate Order and Sales Order when the entire order was given a 100% discount. All other discounts worked as expected.  100% discounts now work as expected.

Adding a PO Line

There are two ways to create a new line item on a PO. The first is from the item layout, using the button in the lower, right corner: Create Order. This will add a PO line to an existing PO if that status is "New." Otherwise, it will create a new PO.

Creating a PO line from the Item

Creating a PO line from the Item


The second is to use the Add button on the PO layout.

Creating a PO line from the PO

Creating a PO line from the PO

Although the results of the process should have been the same, regardless of where the PO line originated, there were slight differences. These have been fixed so the process now produces the same result.

Vendor's Minimum Quantity Unit

Trayse Inventory already had a conversion from a vendor's minimum quantity unit to a selling unit. For example, a vendor may require the purchase of 1 case but you use/sell the product in individual units.


Vendor items with different units

Vendor items with different units


This worked well when the units of measure where different. However, it was pointed out that when the units are the same, it did not work. That has been fixed.

Vendor items with different units

Thanks to LaVerne for pointing out this bug.

Show Previous EntriesShow Previous Entries