This step settles what a unit is once the work on it is finished. It moves stock between inventory categories in place, without moving it anywhere physically.
It appears in the Add Step list as Reclassify Stock (new).
| Automatic? | No - somebody confirms it on the work order |
| Who does it | Whoever is running the work order |
| Needs first | The units, and which category they end up in. A reason is recorded on the audit trail |
| Produces | The reclassified units, each carrying the category it now holds |
| Where you work it | The work order page |
What it does
A unit that came in for repair is not ordinary stock; it is somebody's property sitting under a Repair Order category. When the repair is done what it becomes depends on how it went - refurbished if it was fixed, damaged if it could not be.
That is what this step does, and it is why it takes the target category as configuration rather than deciding for itself: one step type serves every transition, and the author picks which one this run needs.
The units keep the reference they are earmarked under - normally the work order's own number - so nothing loses its owner in the process.
The reason you type is written onto the stock-movement audit row. It is what somebody reads months later on the Move Item List when they ask why this unit changed category.
Completing it
- It completes once the reclassification is applied. The change is recorded like any other stock movement, with an actor and an audit row.
- Nothing moves physically. The unit stays exactly where it is.
When not to use it
- Moving stock to a different location - that is a Move Order.
- Getting stock onto the books in the first place - that is a Local Receipt.
- Sending it out - that is a Local Shipment or Sell and Ship.