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Relocation statuses

This article lists the six statuses a relocation document can be in, what triggers a transition, and what the operator can or cannot do in each status. Two scenarios — planned and ad-hoc — share the same status space but follow different paths through it. Status labels match what the operator sees on the screen.

Ad-hoc documents have no manual status transitions: the system drives the status entirely. Planned documents allow the operator to choose how to close (or cancel) the work at the appropriate moments.

Draft (DRAFT)​

Relocation status bar — Draft highlighted

Entered when the document is being composed. For a planned document, the operator is filling in the General tab and adding plan rows but has not yet saved to Planned status. No reservations exist; no incoming-stock records are created.

For an ad-hoc document, this status is not user-visible: the server moves an ad-hoc document straight to Completed when the first fact is saved.

In this status the operator can: edit any field, add or remove rows, cancel cleanly.

Transitions out (planned): Planned on save with plan rows; Cancelled if cancelled before any save.

Planned (PLANNED)​

Relocation status bar — Planned highlighted

Planned scenario only. Entered when the document is saved with at least one plan row. The system reserves the corresponding quantity at each source (cell or container) and creates incoming-stock records at each target — so other operations cannot consume the same goods while this relocation is open.

In this status the operator can: edit plan rows; assign an executor; cancel the document cleanly.

Transitions out: In progress on the first fact; Cancelled at any time.

In progress (IN_PROGRESS)​

Relocation status bar — In Progress highlighted

Planned scenario only. Entered automatically when the first fact is recorded against the document. Reservations and incoming-stock records are released proportionally as facts accumulate.

In this status the operator can: continue recording facts; close the document with full completion; close with a remainder; cancel the document (cancellation is still available — any unfulfilled reservations are released).

Transitions out: Completed when 100% of the planned quantity is recorded; Partially completed when the operator explicitly closes with a remainder; Cancelled if the operator cancels.

Completed (COMPLETED)​

Relocation status bar — Completed highlighted

Terminal state. For the planned scenario — entered when every plan row reaches 100% of its planned quantity. For the ad-hoc scenario — entered automatically once facts are saved; ad-hoc documents have no Planned or In-progress status. Ad-hoc moves are also grouped: facts recorded by the same executor in the same warehouse within the same hour land in one shared document, so a single completed ad-hoc document often holds several moves.

In this status the operator cannot edit or reopen the document. It is read-only.

Transitions out: none — terminal.

Partially completed (PARTIALLY_COMPLETED)​

Relocation status bar — Partially Completed highlighted

Planned scenario only. Terminal state. Entered when the operator explicitly closes a document that still has unplaced quantity. The remainder physically stays where it is — in the source cell or container — and reservations for the unplaced portion are released automatically.

Side effect on cell state: every source cell that still had unfulfilled quantity at the moment of partial closure is given the Count required status in the Inventory state section of the cell. This signals warehouse staff that the actual quantity in those cells needs verifying — the system can no longer assume the booked quantity matches what is physically there.

Transitions out: none — terminal.

Cancelled (CANCELLED)​

Relocation status bar — Cancelled highlighted

Terminal state. Entered when the operator explicitly cancels the document. Cancellation is available from Draft, Planned, and In-progress statuses. All remaining reservations and incoming-stock records are released. Facts recorded before the cancellation are not undone — the goods stay where they were actually moved, and those movements remain posted; what disappears is only the unfulfilled remainder of the plan. Unlike Partially completed, cancellation does not set the Count required status on the source cells. The document itself is preserved for audit.

Transitions out: none — terminal.