Statuses and transitions

This page lists the statuses of the documents and records of the Inventory Balances screens, and what moves each one to the next. The rules live in crates/libs/wms-inventory/src/domain/inventory_adjustment/aggregate.rs, crates/libs/wms-inventory/src/domain/inventory_count/aggregate.rs and the services next to them.

Adjustment document

Status	Meaning
Draft	Being written, or changed after a validation, or refused by the last validation.
Validated	Every line passed the last Validate. Not changed since.
Approved	Validated and approved. Not changed since.
Posted	Posted. Final. It never changes again.

The database keeps the dates in step with the status (check chk_inventory_adjustment_lifecycle): Validated has validated_at; Approved has validated_at and approved_at; Posted has validated_at and posted_at.

Transitions

From	Action	To	Page
(none)	New, Save	Draft	Creating an adjustment
Draft, Validated, Approved	Add, change or remove a line; save a changed header Reason or Comment	Draft. All lines go back to Pending; the validation and the approval are cleared. Saving the same effective header values leaves status and evidence unchanged.	Adding lines
Draft, Validated, Approved	Validate, every line passes	Validated. The approval is cleared.	Validating
Draft, Validated, Approved	Validate, some line is refused	Draft	Validating
Validated	Approve	Approved	Approving
Validated (no reason asks for approval), Approved	Post	Posted	Posting
Posted	Reverse	stays Posted; a new Draft is made	Reversing
Draft, Validated, Approved	Delete	(the document is gone)	Deleting

What each status allows

Operation	Draft	Validated	Approved	Posted
Change header or lines	Yes	Yes (goes to Draft)	Yes (goes to Draft)	No
Validate	Yes	Yes	Yes	No
Approve	No	Yes	No	No
Post	No	Yes, if no reason asks for approval	Yes	No
Reverse	No	No	No	Yes, once
Delete	Yes	Yes	Yes	No

Source: aggregate.rs:30-90, crates/libs/wms-lib-core/src/model/inventory/inventory_adjustment.rs:223-336.

Adjustment line statuses

Status	Meaning
Pending	New, or the document changed after the last validation.
Valid	The last validation accepted it.
Invalid	The last validation refused it. The line holds the code and the message.
Posted	The post changed stock. The line holds the ledger code.
NoChange	The post found the stock at the target and wrote nothing.

The mode of a line (Existing, CreateIfMissing) is not a status: see Adjustment lines.

Count

Status	Meaning
New	Only on the screen: the header before the first save. The table has no such status.
Open	The count exists and may have locations to count.
Closed	No location is Open or Variance any more. Final.
Cancelled	Cancelled by a supervisor. Final.

From	Action	To
(none)	Save of the header	Open
Open	A counter finishes a location, a supervisor decides a variance, or a location is removed, and no location is left Open or Variance	Closed (a removal closes it only if at least one location is Closed)
Open	Cancel Count	Cancelled
Open	Delete, when nothing was counted	(the count is gone)

The database allows a count to be Closed or Cancelled only with the matching date set (chk_inventory_count_lifecycle).

Count location (counting row)

Status	Meaning
Open	Waiting to be counted, or being counted.
Variance	Counted, and something differs. Waits for a decision.
Closed	Matched, or the variance was accepted. Final.
Recounted	Replaced by a new attempt. Final for this row.
Cancelled	The count was cancelled. Final.

From	Action	To
(new)	Location added	Open
Open	The counter finishes ("Done"), all lines match	Closed (the location thaws)
Open	The counter finishes, some line differs, all within the count tolerances	Closed (accepted on its own; cause Within tolerance; an adjustment is posted)
Open	The counter finishes, some line differs	Variance
Variance	Accept Variance with a cause	Closed (the location thaws; an adjustment is posted; the cause is kept)
Variance	Recount	Recounted; a new row Open with the next attempt
Open, Variance	Cancel Count	Cancelled
Open (attempt 1, nothing recorded)	Remove Location	(the row is gone)

A location can be in one live row (Open or Variance) of one count at a time. Finishing needs at least one entry or the "empty" confirmation: nothing was counted in {location}: record what is there, or confirm that it is empty.

Count result types

Match, QtyVariance, ExpectedButMissing, UnexpectedFound. See Counted location card.

Hold

A hold has no status in the screens. It is on or off (is_hold_on). Only holds that are on are listed. A hold goes off when it is released (the API method, the hold cascade of a move, the write-off of damage, the sweeper). The date and the user of the release are stored in date_off and who_off. An optional auto_release_date schedules the sweeper; empty means no scheduled release.

The status of the location that a hold sets is Ok, Hold or Damage. See Placing a hold.

Pending move-in

Status	Meaning	How it is reached
Active	The space is held.	A putaway suggestion made it.
Consumed	The pallet arrived and used it.	A move into the location with the reservation.
Cancelled	Released by a person.	Release.
Expired	The time ran out.	The sweeper.

Consumed, Cancelled and Expired are final.

Other statuses shown on the Balances tabs

Where	Values
Container (By Container)	Active, Empty, InTransit; shown as On hold while a hold is on. Disposed and Planned containers are not listed.
Serial (By Serial)	Active, Reserved, Picked, Packed, Shipped, Returned, Damaged, Held, Disposed.
Serial capture episode (Open Episodes)	Listed: Open, InProgress, AwaitingConfirmation. Not listed: Committed, Cancelled, Abandoned.
Lot (By Lot)	Active, On hold.
Balance row (By Location)	Empty, or On hold.

Related pages

• Adjustment header
• Count header
• Pending Move-In
• Return codes