Receipt Order Items Workflow to Warn if new product added in receipt.

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  • jeffreysgrossman
    Senior Member
    • Jan 2025
    • 106

    #1

    Receipt Order Items Workflow to Warn if new product added in receipt.

    Hello Everybody,

    I have been working on some workflows to get some status updates for Receipt Order Items. Everything so far has worked however I am stuck on one scenario I am not quite able to figure out.

    I want to change the status of the Receipt Order Itself if someone adds a product to the Receipt Order when receiving. So say in the Purchase Order 2 items were ordered. The receipt order is created and has those two items on it. If however, someone adds a product to that receipt order, I want to change the status of the receipt order to "Mismatch" (a new status i created for Receipt Order Itself)

    I was able to easily create the workflows to compare the number in Quantity that comes from the PO to the Quantity Received to change the status. I also created a new status for each item in the Receipt Order Item Entity. That way each line item can have an over or under status on the receive.

    However any help in creating the workflow to check the number of items on the PO that was linked to the Receipt Order Items and if the count on the PO does not match the count on the Receipt Order Items change status to Missmatch..

    Here are some screens of what I am trying to do:

    Items on the PO:
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    Items on the receipt order:
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    Above is working as expected. However what I need help with is the workflow that looks at the number of products on the PO compared to the number of Products on the receive... If one or more is added to the receipt that are not on the PO update the status of the Receipt order to be mismatch. ​

    So in the scenario where the first two products were on the PO but the third Unrequested Product was added only to the Receipt Order:
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    I want the workflow to recognize the mismatch from the PO and change the status of the overall status on the Receipt Order to be Mismatch. But I am not sure the logic to do so...

    My current workflows each perform correctly and get me the line item status and the overall status. But I now need one to make sure the line counts are also the same or set the status to mismatch.
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    Any help as always is very much appreciated.
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