# March 3.0 2025 Release

### **Automatic Cancellation of Sales Order Quantities on Inventory Shortage**

We have introduced a new functionality that automatically cancels unfulfillable quantities in sales orders based on available On-Hand inventory at the time of order creation. This enhancement ensures that only the fulfillable quantity is processed, reducing order discrepancies and improving inventory accuracy.

{% hint style="info" %}
This is an App-Config based enhancement.
{% endhint %}

#### **Key Features**

1. **Automated Quantity Cancellation**: The system now automatically cancels unfulfillable quantities on sales orders, ensuring that orders are accurate and up-to-date.
2. **Configurable Settings**: Two new app configurations have been introduced to control this functionality:
   * **Auto-Cancel Sales Order on Inventory Shortage**: This setting allows the system to automatically mark orders for cancellation if insufficient inventory is available when creating a sales order. When this config is enabled, the "Auto Update Cancel Qty On SO?" option is enabled in the "Other" tab of the sales order. If this option is selected, any unfulfillable item quantities will be automatically canceled upon saving the order. Please remember to enable this option before creating the order to enable auto cancellation. <br>

     <figure><img src="/files/C6mE05pAGU2QmdxdnlTQ" alt=""><figcaption></figcaption></figure>

     <figure><img src="/files/Co4G4KWdmgKZWZkDVAAT" alt=""><figcaption></figcaption></figure>
   * **Include Not Available Inventory While Calculating Cancel Qty For Orders**: Determines whether 'Not Available' inventory is considered when calculating cancel quantities. If this config is enabled, the 'Not Available' inventory will be considered when calculating cancel quantities. If this is disabled, the 'Not Available' inventory will not be considered.<br>

     <figure><img src="/files/H7abhKGTnDUuPT17BMyM" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**It is important to note that users have to enable "Auto Update Cancel Qty On SO?" option  on sales order before creating the order.**&#x20;
{% endhint %}

{% hint style="info" %}
Re-open the order to view the updated status.
{% endhint %}

#### **Functionality Details:**

The Auto Cancel Quantity Update on Sales Order feature works as follows:

1. **Zero On-Hand Inventory**: If a sales order is created with an item that has 0 (zero) On-Hand quantity, the order is completely cancelled and the status of the sales order will be updated accordingly.

   <figure><img src="/files/GsGkW41iPhu0smLpIxgq" alt=""><figcaption></figcaption></figure>
2. **Partial Fulfillment**: If the ordered quantity exceeds the available On-Hand inventory, the system fulfills the available quantity and cancels the remaining units. \
   For Example:

   * Order Quantity: 10
   * On-Hand Quantity: 5

   In this case 5 units fulfilled, 5 units auto-cancelled, leading to partial fulfillment of the order.

   <figure><img src="/files/uOsS8VidKAsl62j6EIyr" alt=""><figcaption></figcaption></figure>
3. **Sufficient On-Hand Inventory**: If the Order Quantity equals the On-Hand Quantity (e.g., Order Qty: 10, On-Hand Qty: 10), the order line is fulfilled completely without cancellation.

### Pallet field Added to WMS Packing module

We have added "Pallet" column in the Packing module. This field allows you to add a pallet number to palletize the LPN.&#x20;

* If an **existing pallet number** is entered, the system registers the pallet.
* If a **new pallet number** is entered, a new pallet is automatically created.&#x20;

<div align="left"><figure><img src="/files/YNkBihHHQSLcR9qINuqX" alt="" width="403"><figcaption></figcaption></figure></div>

### New "ATS (Including Open SO)" Column Added to Item Inventory Snapshot Module

We have introduced a new column, **"ATS (Including Open SO),"** in the **Item Inventory Snapshot** module. This addition will provide users with a clearer understanding of available inventory by taking open sales orders into account.

<figure><img src="/files/EolapJuwGB7v3xp1oSu8" alt=""><figcaption></figcaption></figure>

**Key Features:**

* **New Column Introduction:** The "ATS (Including Open SO)" column displays the available to sell (ATS) inventory while factoring in open sales orders that are currently in draft status.
* **Calculation Formula:** The ATS (including open sales orders) is calculated as follows:
  * **ATS (Including Open SO) = ATS - SO (on draft)**\
    This formula allows users to easily see the adjusted inventory levels after accounting for sales orders that have not yet been finalized.

### **3PL Account Column and Account 3PL Dropdown Added in WMS Pick Task Assignment**

We have introduced the **"3PL Account"** column and **"Account 3PL"** dropdown in the **Pick Task Assignment** module. These enhancements improve visibility and filtering options for third-party logistics (3PL) operations.

<div align="left"><figure><img src="/files/oSM2ASKWRBRecu9J3KaP" alt="" width="403"><figcaption></figcaption></figure></div>

#### **Key Features:**

1. **3PL Account Column:**
   * The Account 3PL column displays the 3PL account associated with each pick task.
2. **Account 3PL Dropdown:**
   * The 3PL account dropdown allows users to filter pick tasks based on the assigned 3PL account.

{% hint style="info" %}
***Please note that these new features will only be accessible if the 3PL mode is enabled on your instance.***
{% endhint %}

### **Inventory Change Log Enhancement for Outgoing Transactions**

#### **Overview**

We have enhanced the **Inventory Change Log** feature in XoroERP to now include **outgoing transactions** for inventory movements in the **Move Pallet** and **Putaway** modules using the Receiving module in XoroWMS.

<figure><img src="/files/Y73TkAYg0vGAykKVxaWE" alt=""><figcaption></figcaption></figure>

#### Key Features

* Previously, the **Inventory Change Log** only displayed incoming transactions—showing where inventory was moved to.
* Outgoing transactions (where the inventory was moved from) were **not tracked** in the log.
* With this update, the **Change Log** now records both incoming and outgoing transactions, offering greater visibility into inventory movements.

#### **Impact & Benefits**

* **Enhanced Inventory Tracking** – Users can now see a complete movement history, reducing ambiguity in stock transfers.
* **Improved Audit Trail** – Full visibility into both **source** and **destination** locations of inventory.
* **Better Operational Control** – Helps warehouse teams track inventory flow more accurately for **Putaway and Move Pallet** operations.

#### **How It Works**

1. Navigate to **WMS → Receiving → Putaway / Move Pallet**.
2. Perform an inventory movement.
3. Check the **Inventory Change Log** to view both **incoming and outgoing transactions**.

For any questions or support, please reach out to our help desk.

### **Expanded Priority Code Update in Wave Centre**

#### **Overview**

We have enhanced the **Priority Code Update** functionality in the **Wave Centre**, allowing greater flexibility in managing wave priorities across different statuses.

#### **Key Features**

* **Previously:** Priority code updates were **only allowed** for waves in **Partially Allocated** or **Fully Allocated** statuses.
* **Now:** Priority code can be updated for **all statuses except Closed**, enabling better control over wave processing.

#### **Impact & Benefits**

**Greater Flexibility** – Modify priority codes at any stage before closure, improving workflow adjustments.\
**Enhanced Wave Management** – Optimize picking and fulfillment priorities dynamically.\
**Improved Operational Efficiency** – Reduces restrictions, allowing users to make necessary priority changes without waiting for specific statuses.

#### **How It Works**

1. Navigate to **Wave Search Centre** in XoroWMS.
2. Select a wave in any status except **Closed**.

<figure><img src="/files/zeXtmNOCLHVtnQu5utO9" alt=""><figcaption></figcaption></figure>

3. Update the **Priority Code** as needed.

<figure><img src="/files/9NWjd7GNyVxYv9RNQvaj" alt=""><figcaption></figcaption></figure>

4. Save changes and proceed with operations.

<figure><img src="/files/Dx3qqtkhCL9YZt3N5v17" alt=""><figcaption></figcaption></figure>

### **Enhanced Move Inventory by Item Screen**

#### **Overview**

We have enhanced the **Move Inventory by Item** screen with new functionality to improve efficiency and flexibility in inventory movement.

#### Key Features

* **Multi-Item Scanning:** Users can now scan **multiple items at once**, streamlining the inventory move process.
* **Configurable Memo Field:** The **Memo field** is now **configuration-based**, allowing businesses to customize its usage.

**New App Configurations to Support These Enhancements:**

1. **Qty Entering Mode for Move Inventory** – This new configuration allows users to select the quantity entering mode from the following options:
   * **Scan Per Unit**
   * **Enter Quantity Manually**
   * **Scan Per Unit Without Stepper**
   * **Flexible**

<figure><img src="/files/sGoLaqU2ZOtQkzleaaXS" alt=""><figcaption></figcaption></figure>

2. **Show Memo Field in Move by Item** – This configuration controls whether the memo field is displayed in the Move by Item screen, allowing for a customizable workflow.

<figure><img src="/files/B9J02VviqWue6SigQB52" alt=""><figcaption></figcaption></figure>

#### **How It Works**

1. Navigate to **Move Inventory by Item** in XoroWMS.
2. Use the scanner to scan **multiple items** simultaneously.
3. Enter details and utilize the **configurable Memo field** as needed.

<div align="left"><figure><img src="/files/6XeClx090e6TybriGom1" alt="" width="362"><figcaption></figcaption></figure></div>

3. Save and complete the move process.

### **Move Inventory by Item Enhancements**

#### **Overview**

We have introduced key enhancements to the **Move Inventory by Item** screen, improving efficiency, flexibility, and customization options for inventory movement.

#### **What’s New?**

* Updated the **Move Inventory by Item** screen to allow scanning **multiple items at once**. Now users can scan different items at one time based on the LPN#.

<div align="left"><figure><img src="/files/MuSqqOOWQIOWrK0tf8VC" alt="" width="362"><figcaption></figcaption></figure></div>

* Made the **Memo field configuration-based** for greater flexibility.

<div align="left"><figure><img src="/files/GT6QhMHaI2lfvTZTrsU6" alt="" width="362"><figcaption></figcaption></figure></div>

* Added support for moving **multiple items simultaneously from multiple LPNs or a single LPN to a single LPN**.
* Introduced two new app configurations:
  * **Show Memo Field in Move Inventory by Item** – Allows users to enable or disable the memo field.
  * **Quantity Entering Mode for Move Inventory by Item** – Users can now choose from the following quantity entry modes:
    * **Scan Per Unit**
    * **Enter Quantity Manually**
    * **Scan Per Unit Without Stepper**
    * **Flexible**
* Added **LPN Identifier (LPN#/Batch#) in Move Inventory by Item** for better tracking.
* Implemented support for **virtual LPNs and locations** in the form of From Location. Here users can fill in the LPN# for virtual locations.

<div align="left"><figure><img src="/files/HjiKHnkLay80RVtieyow" alt="" width="362"><figcaption></figcaption></figure></div>

#### **How It Works**

1. Navigate to **Move Inventory by Item** in XoroWMS.
2. Scan **multiple items** simultaneously from multiple LPNs or a single LPN to a single LPN.
3. Configure the **Qty Entering Mode** based on operational needs.
4. Enable or disable the **Memo Field** using the app configuration.
5. Use the **LPN Identifier (LPN#/Batch#)** for improved inventory tracking.
6. Take advantage of **virtual LPN and location support** for streamlined inventory movements.

### WMS – Allocation & Case Picking

#### **Overview**

We have introduced a new capability in **XoroWMS** that allows users to **allocate and case-pick mixed LPNs from reserve locations**. This enhancement improves flexibility and efficiency in warehouse operations, enabling better inventory utilization.

#### **Key Features**

* Users can now **allocate mixed LPNs** directly from **reserve locations**.
* **Case picking is now supported for mixed LPNs**, allowing for more granular control over inventory movement.
* This update ensures **optimized allocation** and picking workflows, reducing handling time and improving order fulfillment.

#### **How It Works**

1. Navigate to **WMS → Allocation / Case Picking**.
2. Select the **reserve location** containing mixed LPNs.
3. Allocate and case-pick inventory directly from the mixed LPNs.
4. Proceed with order fulfillment as usual.


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