Add "Prepare" Document Action to Inventory Move and Physical Inventory


See attached Patch.

I added the "Prepare" document action for a "Drafted" Physical Inventory or Inventory Move. The purpose of this change is to give a user the ability to put a Physical Inventory or Inventory Move document into a state that is approved but not "Completed". The document could be pending a target date or some other criteria to come true before the document should be completed.

Since the Physical Inventory or Inventory Move windows do not have the concept of an "Order" (like a Sales Order is to a Shipment), this change helps create the concept of an order (instructions for future action) for Physical Inventories and Inventory Moves.

I hope this helps!!

Chuck Boecking




Carlos Ruiz
July 27, 2018, 5:00 PM

Closing this as actually it can be done as extension as in

Chuck Boecking
July 27, 2018, 5:33 PM

Hi Carlos,

I understand the goal for extensibility and the change you made in 3599 -
thank you!!; however, I do not understand why we would not simply add
"Prepare" to the default list of actions of each of the document types. It
is much easier to manipulate the Role window => Document Action Access then
creating a plugin, and "Prepare" is a big part of Document Status
management. While I am open to creating a plugin, I would rather manage in
it in the Application Dictionary.

Is it possible to simply add "Prepare" to all docs?

If I do not understand the situation, please let me know. Thank you for


Chuck Boecking
512.850.6068 (office and cell)
chuck.boecking (skype)

On Fri, Jul 27, 2018 at 12:00 PM, Carlos Ruiz (JIRA) <

Carlos Ruiz
July 28, 2018, 8:06 AM

Reopening per Chuck's request.

For tests and analysis later, community feedback and tests welcome.

Norbert Bede
October 2, 2020, 7:50 AM

Agree with

the patch is for which version ? we need it also because of consignment inventory implementation.


Chuck Boecking
October 2, 2020, 10:53 AM

- it is old; however, it is a simple fix.




Chuck Boecking


Tested By


Affects versions