Add Events form (single event)

Every field and control on the Single Event tab of the Add Events drawer, with accepted values, defaults and the inventory selection for each event type.

This page lists the fields and controls of the Single Event tab of the Add Events drawer. For the steps, start with the Wholechain Events Overview.

Master data references

Field	Req.	Type	Values	Default
Event Type	Yes	Dropdown	Commission, Observe, Ship, Receive, Aggregation, Disaggregation, Transform, Decommission. Changing it resets Location and Products.	Commission
Location	Yes	Dropdown	Locations in the account, including external Locations of Trade Partners. Used by Commission, Observe, Aggregation, Disaggregation, Transform and Decommission.	None
Origin Location	Yes	Dropdown	As above. Used by Ship and Receive in place of Location. A shared Location can be used as the origin Location on Receive events.	None
Destination Location	Yes	Dropdown	As above. Used by Ship and Receive. A shared Location can be used as the destination Location on Ship events.	None
Products	Yes	Multi-select dropdown	Trade Items in the account. Choose at least one.	None
Custom Data Template	No	Dropdown	Templates defined for the account.	None

Choose Event Type, the Location fields and Products first. Then fill in the Inventory Selection fields. Add Event stays disabled until the event type, the Location fields and at least one product are chosen and inventory is selected.

Event Details (all event types)

Field	Req.	Type	Values	Default
Date	Yes	Date picker	A calendar date.	Today
Time	Yes	Time picker	A time of day.	The current time
PO Number	No	Text	Free text.	Empty
Time Zone	Yes	Dropdown	337 zones, each shown as "(offset) City, Region", for example "(-06:00) Chicago, America".	The account time zone, set on the Account tab (Organization Settings > Account; see Account settings)
Business Step	Yes	Searchable dropdown	See Business Step values.	Depends on event type (see below)
Disposition	Yes	Dropdown	See Disposition values.	Depends on event type (see below)
Read Point	No	Text	Free text.	Empty

Default Business Step and Disposition by event type:

Event Type	Business Step	Disposition
Commission	Commissioning (CBV)	Active (CBV)
Observe	Packing (CBV) in Wholechain; you can change it, for example to Stock Taking or Temperature	In Progress (CBV)
Transform	Commissioning (CBV)	Active (CBV)
Aggregation	Packing (CBV)	In Progress (CBV)
Ship	Shipping (CBV)	In Transit (CBV)
Receive	Receiving (CBV)	In Progress (CBV)
Disaggregation	Unpacking (CBV)	In Progress (CBV)
Decommission	Decommissioning (CBV)	Inactive (CBV)

Business Step values

CBV: Accepting, Arriving, Assembling, Collecting, Commissioning, Consigning, Creating Class Instance, Cycle Counting, Departing, Destroying, Disassembling, Dispensing, Encoding, Entering/Exiting, Holding, Inspecting, Installing, Killing, Loading, Other, Packing, Picking, Receiving, Removing, Repackaging, Repairing, Replacing, Reserving, Retail Selling, Shipping, Staging Outbound, Stock Taking, Storing, Transporting, Unloading, Unpacking, Void Shipping, Decommissioning. Each is shown with "(CBV)" after the name.

GDST: Fishing Event, Farm Harvest, Transshipment, Landing, Feeding, Hatching, Temperature, Packaging, Commingling, Sampling, Freezing. Each is shown with "(GDST)" after the name.

There is no Business Step named Transform. Choose the step that matches the activity.

Disposition values

CBV: In Transit, Inactive, Active, Container Closed, Damaged, Destroyed, Dispensed, Disposed, Encoded, Expired, In Progress, No Pedigree Match, Non Sellable Other, Partially Dispensed, Recalled, Reserved, Retail Sold, Returned, Sellable Accessible, Sellable Not Accessible, Stolen, Unknown. Each is shown with "(CBV)" after the name.

GDST: Entering Commerce (GDST).

A Decommission requires a Disposition only. It has no field named Reason: the Disposition records why a lot was decommissioned.

Documents and summary

Control	Req.	Description
Select Documents	No	Dropdown of documents already in the account; you can attach more than one.
Upload and Attach	No	Uploads a file from your computer and attaches it to the event. Files of any type are accepted. Image files (such as JPEG and PNG) can be viewed in the file viewer and on the Documents tab. Other file types can be downloaded.
Selected Inventory Summary	Not an input	Summarizes the lots, containers or inbound shipments you selected. Shows "No lots, containers, or inbound shipments selected." until you select inventory.

Inventory selection by event type

Event Type	Inventory Selection
Commission	Add Commission Lots: Add Lot creates a row (product, Lot Code, Quantity, Remove). Add Lot is disabled until a product is chosen. Lot Code is required; for an item tracked by serial, a serial is required instead, according to the item's Traceability Type.
Observe	Lots and Containers tabs, a Search lot inventory box, and columns Lot, Product, Location, Quantity, Unit of Measure, Consume / Available. Observe can adjust a Lot's quantity (for example to re-weigh Lots as they are received or during stock taking) but does not change the Lot number.
Aggregation	Lots selection with partial Consume amounts, plus a container identifier (see Aggregation container identifier).
Ship	Lots, Containers and Direct Ship tabs. Part of a lot can be shipped. See Direct Ship and Direct Receive.
Receive	Lots, Containers, Direct Receive and Inbound Shipments tabs. A Receive posted with Direct Receive does not require an earlier Ship. When a Receive is linked with Link Trace Info, it requires a Ship event, the only event type that can be linked to it. On a Receive, Link Trace Info lets you link upstream events that occurred with a date/time prior to the Direct Receive's date/time. See Direct Ship and Direct Receive.
Disaggregation	Containers tab with columns Container, Identifier Type, Location, Quantity. Whole container only; no quantity entry.
Transform	Lots tab with Consume / Available, plus Output Products (see below). The Containers tab cannot be used: disaggregate the container first.
Decommission	Lots tab; partial Consume amounts are allowed. The Containers tab cannot be used: disaggregate the container first. A Disposition is required; there is no Reason field.

In Consume / Available, the consume amount defaults to the full available quantity and can be reduced. When an event acts on existing inventory, Wholechain takes the lot or serial from the inventory you select.

Aggregation container identifier

Field	Req.	Values
SSCC	Conditional: required unless Logistic ID is filled	18 digits.
Logistic ID	Conditional: required unless SSCC is filled	Identifier text.

Entering an SSCC removes the required marker from Logistic ID, and the reverse.

Transform output lots

Field	Req.	Description
Select Output Product	Yes	The product created.
Output Lot Code	Yes	Lot code for the output lot (or serial, according to the item's Traceability Type).
Quantity	Yes	Output quantity. For case items the field shows "x 10 LBS per Case".
Add Output Lot	Not an input	Adds another output row.

Auto receive and auto disaggregation

Control	Event Type	Description
Schedule automatic receive	Ship	Checkbox. When ticked, shows Receive date and Receive time. Unticked by default.
Schedule automatic disaggregation	Ship	Checkbox, available when shipping containers or when automatic receive is scheduled.
Schedule automatic disaggregation (under Auto disaggregation)	Receive	Checkbox. Optional.

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