Configure procurement requests to trigger delivery status actions

Help operations managers and warehouse operators control when warehouse movements are executed after delivery confirmations from external systems (like SAP). Ensure strict governance over physical inventory operations, and accommodate both fully automated or manually controlled processing workflows. 

Initialize configuration 

To initialize the configuration, enter:

• Parameter Name: company.fsm.inventory.procurementRequest.initialDeliveryStatus.

• Allowed Values: ON_HOLD or IN_PROGRESS.

• Default Value: IN_PROGRESS.

Initialize PR header

To initialize the PR header, enter:

• Field Name: Delivery Status

• Visibility: Always visible on the PR header.

• Editability: Strictly read-only.

• Possible Values: 

  • On Hold

  • In Progress

  • Done

• Initialization: Upon PR creation, the system automatically sets the Delivery Status based on the value defined in the company.fsm.inventory.procurementRequest.initialDeliveryStatus property parameter.

Monitor PR

To quickly identify requests that need manual operator intervention, use a Delivery Status filter to sort by:

• All (default).

• On hold.

• In progress.

• Done.

Unlock an available delivery status action

Important: This is visible only for:

• PRs currently in the On Hold delivery status.

• PRs with a header status like:

  • Fully satisfied.

  • Partially satisfied.

  • Not satisfied.

To unlock delivery status action to Availability:

1. Go to the PR row menu.

2. Click on the PR detail view. 

Upon execution, it manually updates the Delivery Status from On Hold to In Progress. Since the PR header’s status is a final status, this action instantly triggers the warehouse movement task.

Ensure the right status

The core logic governing physical warehouse movements relies on a strict combination of statuses.

Understand warehouse movement logic

Important: The Warehouse Movement task is executed only if both of the following conditions are simultaneously met:

1. The PR must be in one of the following statuses:

   • Fully delivered.

   • Partially delivered.

   • Not delivered.

2. The delivery status field must be In Progress.

Understand event triggering

Introduce a configurable parameter to decide whether a procurement request (PR) automatically triggers warehouse movement tasks once it receives a final delivery status or if it remains "On hold" until manual review. The system continuously listens for state changes and triggers the warehouse movement task whenever either condition changes to complete the requirement: 

• The PR reaches a final status and the delivery status is already In Progress. 

OR

• The user executes the Unlock action to change the delivery status to In progress and the PR is already in a final delivery status.

Complete the lifecycle transition

After the warehouse movement task completes its underlying logic successfully, the system automatically evolves the delivery status to Done.