Minimum Version Required: 23.03
Steps
How is Product Status defined?
Active - This allows for full use of the product across Encompass.
Invoicing (dsdlink, EM, Server): Able to find and sell products
WMS: Able to receive, move, count, pick, find it
Forecasting: Able to Forecast products
Accounting: Able to purchase products
Discontinued - The Status of 'Discontinued' can be used to note when a Product is no longer being sold or purchased in any capacity. This can help remove the product completely while keeping sales history.
Invoicing (dsdlink, EM, Server): Not able to find and sell products
WMS: Not able to receive, move, count, pick, find it
Forecasting: Not able to Forecast products
Accounting: Not able to purchase products
Pre-Order - This allows for Users to order Product that has not yet been ordered from the supplier to be ordered and allocated to Customers.
Invoicing (dsdlink, EM, Server): Able to find and backorder products
WMS: Able to receive, move, count, pick, find it
Forecasting: Able to Forecast products
Accounting: Able to purchase products
Unavailable - The Status of 'Unavailable' can be used to note when a Product is no longer being carried but still want it displayed in dsdlink. This can help Customers be aware of products that are no longer available without removing them completely.
Invoicing (dsdlink, EM, Server): Able to find and not able to sell products. Products can be returned on Encompass Mobile if they have an active Customer History record
WMS: Able to receive, move, count, pick, find it
Forecasting: Able to Forecast products
Accounting: Able to purchase products
Close Out - A product status named Close Out has been added to indicate that a product will no longer be active after it is out of stock.
Invoicing (dsdlink, EM, Server): Able to find and sell products
WMS: Able to receive, move, count, pick, find it
Forecasting: Not able to Forecast products
Accounting: Not able to purchase products
Manufacture (ECP 22.08 and higher) - A new product status named Manufacture has been added to indicate that a product will be manufactured to fill orders.
Invoicing (dsdlink, EM, Server): Able to find and sell products. All Orders are forced onto the invoice regardless of available inventory.
WMS: Able to receive, move, count, pick, find it
Forecasting: Able to Forecast products
Fields And Definitions
Product Status can be controlled on the Product and Inventory records
Product Status:
The highest level of setting a Status for a product
This controls the default behavior for the inventory status
Inventory Status:
The status of the product in a single location
This will override the value set on the product
Inventory Status Effective:
Based on the status of the Product and Inventory records, the Status Effective will show how the product is handled in this location
This field is not editable
Best Practices
Use this decision tree when determining which status to assign to Products.
Products Table Decision Tree