How does handle define the inventory status field (Equip)?
Inventory Status is in Handle only and uses a combination of Usage, Stock Status or other fields to calculate a value. These values are recalculated when the sync runs, so you may not see the changes in the grid instantly.
Handle Value | Equip Value |
---|---|
Asset | Usage=A |
Demonstrator | (Stock_Status=S) + (Usage=D) + No Quote Exists |
In Stock (Not Sold) | (Stock_Status=S) + (Usage=S or Blank) + No Quote Exists |
In Stock (Sold) | (Stock_Status=S) + (Usage=G) |
On Hold | (Stock_Status=S) + (Usage=O) |
On Loan | (Stock_Status=S) + (Usage=L) |
Pending (Not Sold) | (Stock_Status=P) + (Usage ≠ G or A) |
Pending (Sold) | Stock_Status=P) + (Usage=G) |
Pre-Sold | (Stock_Status=S) + (QuoteType=O) |
Quote | (Stock_Status=S) + (QuoteType=Q or D) |
Rental | (Stock_Status=S) + (Usage=R) |
Sold-Invoiced | (Usage=L) or (Invoice# exists) |
Swapped Out | (Usage=W) |