February 27th & 28th 2024, Release Note: Inventory: Read-Only Access to Receiving and Counting

Summary

Release date: February 27th (US) and February 28th 2024 (EMEA)

• Enabled by default? - No
• Set up by customer admin? - No
• Enable via support ticket? - Yes
• Affects configuration or data? - No

What's Changing?

Introduction of a new setting in the core Inventory application that will make the receiving and counting functionality read-only.

Reason for the Change

As Fourth encourages its customers and users to use the Receiving and Counting apps, applying these new settings will ensure that all receivings and counts are processed in those apps, and not in the core Inventory application.

Customers Affected

Inventory customers who use the Receiving and Counting apps.

Release Note Info/Steps

Receiving

• Go to Setup > All Options > Global settings
• Use the Module drop-down and select Invoicing
• Expand InvoicingSetting > Goods Received Note Settings and apply the Read only receiving in core application setting as required

With this setting applied:

- When clicking into a GRN that relates to a regular purchase order, a message will inform the user that any changes to the GRN must be done in the Receiving app
- The screen will be similar to the 'Approved GRN' screen (the GRN cannot be edited)
- The 'Actions' buttons will not be visible

It will still be possible to receive GRNs for manual orders in the core Inventory application when read-only mode is enabled

Fig. 1 - A GRN in read-only mode

Counting

• Go to Setup > All Options > Global settings
• Use the Module drop-down and select Stock
• Expand Stock Count Settings > Organisation Level Settings and apply the Read only counting in core application setting as required

With this setting applied:

- The layout of the Stock Management > Stock Count main screen will display as shown in Fig.2. The large buttons have been removed and all available actions display in a single list
- When selecting View full stock count, the count screen will have no 'Save' or 'Actions' buttons, and all count boxes will be disabled/read-only
- It will not be possible to create, view or edit stock count templates

Line checks are not impacted by the above and can still be entered in the core Inventory application.

Fig.2 - 'Stock Count' screen in read-only mode

Fig.3 - 'Full Stock Count' screen in read-only mode