Rules and restrictions

The rules and restrictions that apply to events, Direct Ship and Direct Receive, the Event List and Shipments.

Rule	Applies to	Behavior
Times are shown in UTC	Event List, Shipments, maps, diagrams, lists	The offset in parentheses is the zone the event was logged in.
Default time zone	Time Zone field	The account time zone, set on the Account tab (Organization Settings > Account). See Account settings.
Choose Products first	Add Events	Choosing a product after ticking an inbound shipment clears the tick.
Event type change	Add Events	Changing Event Type resets Location and Products.
One row per lot	Event List	A Transform shows as two rows.
Partial quantities	Aggregation, Decommission, Ship, Transform	Consume amount can be less than available. A Ship can use only part of a lot.
Observe quantity and Lot number	Observe	Observe can adjust a Lot's quantity, for example to re-weigh Lots as they are received or during stock taking. It does not change the Lot number: Observe is not used to change a Lot number to change a quantity.
Observe Business Step	Observe	The Business Step defaults to Packing (CBV) in Wholechain. You can change it to reflect why you are using Observe, such as Stock Taking or Temperature.
Whole container	Disaggregation	The whole container is unpacked; the Containers tab takes no quantity entry.
Containers tab not available	Transform, Decommission	The Containers tab cannot be used. Disaggregate the container first, then use the Lots tab.
Decommission Disposition	Decommission	A Disposition is required and is the only field that records why. There is no Reason field.
Receive and Direct Receive	Receive, Direct Receive	A Receive posted with Direct Receive does not require an earlier Ship. Direct Receive lets the receiving entity log its Receive before the Ship is posted.
Receive and Link Trace Info	Receive, Link Trace Info	When a Receive is linked with Link Trace Info, it requires a Ship event. A Ship is the only event type that can be linked to a Receive. This is how the supply chain logic is assembled. 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.
Shared Location	Ship, Receive	A shared Location can be used as a destination Location on Ship events and as an origin Location on Receive events.
SSCC	Aggregation, Direct Ship	18 digits.
Link Trace Info	Direct Ship	Earlier events must supply the same items and lots, in an equal or greater quantity, at the Direct Ship origin, at least 1 second before the Direct Ship.
Direct Ship visibility	Direct Ship	Shows as an Outbound Ship Event in the Outbound Shipments table (Shipments > Outbound) until linked; then also a Ship row in the Event List. Adding Trace Info to a Direct Ship in the Outbound tab lets you post events that occurred with a date/time prior to the Direct Ship's date/time.
Direct Receive visibility	Direct Receive	A Receive row in the Event List at once; shows as an Inbound Shipment (Shipments > Inbound), where the row menu offers Link Trace Info.
Geocoordinates	Map	Location coordinates take precedence over address fields.
Fixed event type	Direct Receive and Direct Ship started from Shipments	The New Inbound Shipment button on Inbound and the New Outbound Shipment button on Outbound open Add Events with Event Type fixed to Receive or Ship. It cannot be changed there; use Add Events on the Events page to choose the type. See Direct Ship and Direct Receive.
Remove Event	Event List row menu	Removes the most recent event on a lot or serial. It fails if later events used that lot or serial, or items, lots or serials created from it. Find the last event in the chain and remove events in reverse order back to the mistake, remove the mistaken event, then re-run the events with the correct information.
Bulk Delete	Event List	Every event in the supply chain must be included. It fails if any event in the chain is left out.
Undo Receive	Inbound row menu	Removes the Receive event and returns the record to the Inbound Shipments tab to be received again.
External Locations	Add Events	Events can be recorded at Locations of Trade Partners that are not connected.

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