Shared event fields, chronology and documents

The Master data references and Event Details every event shares, how event time differs from posted time, and how to attach documents.

Applies to: the Add Events drawer, all eight Event Types

Audience: Anyone who records events

Prerequisites: at least one Location and one Trade Item in the account

Purpose

All eight event types use the same Add Events drawer. This article explains the parts every event shares, how event time and posted time differ, and how to attach documents. The common Master data references and Event Details fields are described once, in the Field and action reference below, so each event type's article covers only what is specific to that type.

Before you begin

You need at least one Location and one Trade Item in your account. See Trade Items, Locations and Trade Partners.

To choose an Event Type, see the Wholechain Events Overview.

Open the drawer

Select Add Events

On Events, select Add Events. The drawer opens with Single Event and Bulk Upload tabs.

Choose Event Type, Location and Products

Under Master Data References, choose Event Type, then Location (for Ship and Receive: Origin Location and Destination Location), then Products. Custom Data Template is optional and outside the scope of this guide.

Select Add Events. The drawer opens with Single Event and Bulk Upload tabs and the Master Data References section.

Open the Event Type list to see the eight event types: Commission, Observe, Ship, Receive, Aggregation, Disaggregation, Transform and Decommission.

Changing Event Type resets Location and Products, so choose the type first.

Complete Event Details

Enter Date and Time

Enter Date and Time.

Optionally enter PO Number

Optionally enter PO Number.

Confirm Time Zone

Confirm Time Zone. It defaults to the account time zone set under Organization Settings > Account. Choose another zone if you are logging the event in a different one. How the zone affects what the lists show is explained in "Event time, posted time and time zones" below.

Choose Business Step and Disposition

Choose Business Step and Disposition. The list is searchable and shows values with their vocabulary, such as (CBV).

Optionally enter Read Point

Optionally enter Read Point.

Complete Event Details: Date, Time, PO Number, Time Zone, Business Step, Disposition and Read Point. Required fields carry a red asterisk.

The Time field. Enter the time of the event in the Time Zone you select.

Account time zone shown under Settings > Account. New events default their Time Zone field to this value.

Account time zone shown under Organization Settings > Account. New events default their Time Zone field to this value.

Fields with a red asterisk are required. Each event type pre-fills a Business Step and Disposition; you can change them. The defaults are listed under "Default Business Step and Disposition by event type" below.

Event time, posted time and time zones

The Event Date is the time you enter for when the event happened. The Posted Date is when the record was saved. You can record events with past dates, so the two can differ. Correct dates, times and Business Step values make the chain readable later.

Event times in lists, maps and diagrams are the UTC time, so you can see what the UTC time is for each entry. The offset in parentheses beside a time, such as (-06:00), is the time zone the event was logged in. For example, an event logged at 08:00 in a (-06:00) zone appears as 14:00 (-06:00). On the form, the Time Zone field lets you log the event in your own time zone; it defaults to the account time zone set under Organization Settings > Account.

Diagram drawn for this guide: event time and posted time.

Attach documents

Select an existing document

In Documents, open Select Documents and tick an existing document.

Or upload a new file

To add a new file instead, select Upload and Attach.

In Documents, open Select Documents to attach a document that already exists in Wholechain.

Review and add

Check the Selected Inventory Summary

Read the Selected Inventory Summary at the bottom of the drawer. It lists the lots, containers or inbound shipments you selected and, for event types that ask for quantities, the quantity. A Disaggregation takes a whole container apart and asks for no quantity.

Select Add Event

Select Add Event. A confirmation appears and the event is listed.

After Add Event, a confirmation appears and the new event is listed in the Event List.

Bulk Upload

The Bulk Upload tab (titled Bulk Event Upload) offers a CSV Template link and a drop box that accepts .csv files. Bulk procedures are outside the scope of this guide.

The Bulk Upload tab (Bulk Event Upload) offers a CSV Template link and a drop box. Bulk procedures are outside the scope of this guide.

Expected result

A confirmation message, and a new row in the Event List. See Events overview and list navigation.

Troubleshooting

Add Event is greyed out. Choose Event Type, Location and Products first, then select the inventory.
The wrong time appears in the list. Check the Time Zone you chose when entering the event. The list shows the UTC time with that zone's offset beside it.
A ticked inbound shipment cleared. Choosing a product after ticking an inbound shipment clears the tick. Choose Products first, then tick the shipment again.

Other questions are answered in the FAQ. The rules that apply across events are in Rules and restrictions.

Field and action reference

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, which depend on the event type and are described in each event type's article. Transform and Decommission cannot use the Containers tab: containers must be disaggregated first. A Ship can use only part of a lot. 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 under Organization Settings > Account
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 and has no field named Reason. The Disposition is the field that 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.

Bulk Upload

Control	Description
CSV Template	Link on the Bulk Upload tab (titled Bulk Event Upload).
Drop box	Accepts .csv files.

Watch the walkthrough

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