Cross-Docking > Cross-Docking Setup > Specifying Transactions
  PPT
Specifying Transactions
Use Transaction Type Maintenance to modify or create transaction types. Each type of inventory transaction is identified by a transaction type code. Examples are a purchase order receipt (RCT-PO) or a sales order pick (PICK-SO). All standard transaction types are already set up within the system.
Fields
Transaction Type
Set this field to Yes so that t.
Shortage Definition
For picking transaction types, enter a code from 0 to 10 to specify what constitutes a shortage. The options are as follows:
 
Code
Definition
0
A field is available on each order detail record that can be manually set to Yes to indicate a shortage.
1
A field is available on each order detail record that is automatically set to Yes when picking is attempted. This constitutes a shortage.
2
General allocation: an allocated quantity greater than zero that is not detail allocated indicates a shortage.
3
Open order quantity: an order quantity greater than the sum of the allocated quantity, picked quantity, and shipped quantity indicates a shortage.
4
Non-detail allocated quantity: an order quantity greater than the sum of any detail allocations and the picked quantity and shipped quantity indicates a shortage.
5
General allocation previously picked: as 2 except that the sum of the quantity picked and quantity shipped must be greater than zero.
6
Open order quantity previously picked: as 3 except that the sum of the quantity picked and quantity shipped must be greater than zero.
7
Non-detail allocated quantity previously picked: as 4 except that the sum of the quantity picked and quantity shipped must be greater than zero.
8
General allocation, other line previously picked: as 2 except that sum of the quantity picked and quantity shipped of a different line on the same order must be greater than zero.
9
Open order quantity, other line previously picked: as 3 except that sum of the quantity picked and quantity shipped of a different line on the same order must be greater than zero.
10
Non-detail allocated, other line previously picked: as 4 except that sum of the quantity picked and quantity shipped of a different line on the same order must be greater than zero.
Shortage Quantity Definition
For picking transaction types, enter a code from 0 to 2 to specify how the shortage quantity is calculated. The options are as follows:
 
Code
Definition
0
General allocated quantity
1
Open order quantity (ordered, less allocated, less picked, less shipped)
2
Non-detail allocated quantity (ordered, less total detail allocations, less picked, less shipped)
Shortage Action
For picking transaction types, enter a code from 0 to 3 to specify the action that the system should take when a shortage is detected. The options are as follows:
 
Code
Definition
0
No action: Warehouse transactions are created.
1
Order line is general allocated; warehouse transactions are created.
2
Order line is detail allocated. These allocations are converted to detail picks that create warehouse transactions.
3
Order Line is detail allocated—not detail picked, and warehouse transactions are created.
 
Shortage Window
Enter a number indicating the number of days before an order line due date that it can be considered short.
Example: 1 indicates that an order line due tomorrow is short, but that one due the day after—2 days away—is not.