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What are the Material Transaction History status types?

A complete glossary of every status type that appears in the Material Transaction History grid, with definitions and inventory impact for each.

The Material Transaction History grid records every movement of inventory in INNERGY. Each row is assigned a status type that describes what action created the transaction. This article explains what each status means and how it affects your on-hand inventory quantities.

Transaction Status Types

Received

A material was received into inventory from a Purchase Order. This increases on-hand quantity and establishes the cost layer used for FIFO valuation.

Received to Work Order

A material was received directly from a Purchase Order to a specific Work Order, bypassing the inventory bin. This does not affect on-hand inventory quantity — the material goes directly to job cost and is never counted as available inventory.

Fulfilled

A material was fulfilled from inventory to a Work Order. This decreases on-hand quantity and records the cost against the job using FIFO valuation — the oldest cost layer is consumed first.

Returned (also shown as Returned to Inventory)

A previously fulfilled material was returned from a Work Order back into inventory. This increases on-hand quantity. The cost is re-added to inventory at the original FIFO cost it was fulfilled at.

Returned to Vendor

A material was sent back to the vendor and removed from inventory. This decreases on-hand quantity. This transaction is initiated from the Master Inventory Grid using the Return to Vendor action and generates a vendor return document.

Adjusted

An inventory quantity was manually changed via the Master Inventory Grid (e.g., a cycle count correction or a stock write-off). Adjustments can either increase or decrease on-hand quantity depending on the direction of the adjustment. Adjustments do not create a Purchase Order or a cost layer — they are recorded at the current average cost.

Unreceived

A previously received quantity was reversed, typically to correct a receiving error. This decreases on-hand quantity. Note: materials that have already been fulfilled from a receipt cannot be unreceived — you must return the fulfilled materials first.

Quick Reference: On-Hand Inventory Impact

  • Received → Increases on-hand ✓

  • Received to Work Order → No on-hand impact ✗

  • Fulfilled → Decreases on-hand ✓

  • Returned (to Inventory) → Increases on-hand ✓

  • Returned to Vendor → Decreases on-hand ✓

  • Adjusted (positive) → Increases on-hand ✓

  • Adjusted (negative) → Decreases on-hand ✓

  • Unreceived → Decreases on-hand ✓

Important Notes

  • 'Returned' and 'Returned to Inventory' are the same transaction type — both refer to a Work Order return back into inventory stock.

  • 'Returned to Vendor' is a separate action and a separate status — it removes the material from your facility entirely.

  • Only transactions with an on-hand impact affect FIFO cost layer calculations.

  • Deleting a return or adjustment transaction reverses its inventory impact.

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