3PL Stock Regulations (Item Journal Buffer)

As a IT Manager
I want to configure which Item Journal template and batch 3PL stock adjustments are written to
So that adjustments from the 3PL land in a predictable, controlled journal batch

Setup:

1. Open Warehouse Manager Setup.
2. In Setup 3rd Party Behavior → Stock Regulations, set Adjust Jrnl. Template Name to an existing Item-type journal template (non-recurring).
3. Set Item Adjustment Jrnl. Batch Name to an existing batch within that template.
4. Save.

Note: Both the template and the batch must exist in BC before saving. BC will error if either does not exist when lines are transferred from the buffer.

As a IT Manager
I want to configure which Physical Inventory Journal template and batch 3PL physical counts are written to
So that counted quantities from the 3PL appear in the correct journal for review and posting

Setup:

1. Open Warehouse Manager Setup → Setup 3rd Party Behavior → Stock Regulations.
2. Set Phys. Jrnl. Template Name to an existing Phys. Inventory journal template (non-recurring).
3. Set Item Phys. Jrnl. Batch Name to an existing batch within that template.
4. Save.

As a IT Manager
I want to configure BC to automatically post Item Journal lines when they are transferred from the 3PL buffer
So that stock adjustments are applied immediately without requiring a separate posting step

Setup:

1. Open Warehouse Manager Setup → Setup 3rd Party Behavior → Stock Regulations.
2. Enable Post Adjustment Jrnl. Lines.
3. Save. When a user chooses Update Item Journal on the 3PL Item Journal Buffer, BC writes the lines to the journal and immediately posts them.

Note: Use this option with caution in production. All lines transferred in one action are posted together. Ensure the 3PL data is validated before enabling auto-posting.

As a IT Manager
I want to configure BC to automatically post Physical Inventory Journal lines on transfer
So that stock counts from the 3PL are applied to BC inventory immediately

Setup:

1. Open Warehouse Manager Setup → Setup 3rd Party Behavior → Stock Regulations.
2. Enable Post Phys. Invt. Journal Lines.
3. Save.

As a Warehouse Manager
I want to have BC calculate the expected inventory quantity when a physical count is received from the 3PL
So that the journal line shows the difference between what BC expects and what the 3PL counted, before posting

Setup:

1. Open Warehouse Manager Setup → Setup 3rd Party Behavior → Stock Regulations.
2. Enable Calculate Exp. Qty. (Base).
3. Save. When the 3PL sends a physical count line, BC calculates the expected quantity from item ledger entries (or warehouse entries for bin-mandatory locations) and stores it on the buffer line. When transferred, the journal line's Qty. (Calculated) is pre-filled with this value.

Note: For bin-mandatory locations, the expected quantity is calculated from warehouse entries filtered by location, bin, item, and variant. For non-bin locations, it is calculated from item ledger entries. The calculation date is based on the date sent by the 3PL, or today's work date if no date is provided.

As a Logistics Coordinator
I want to have the 3PL send stock adjustment quantities to BC
So that inventory discrepancies found at the external warehouse are reflected in BC

Setup:

1. Ensure the Item Journal template and batch are configured in Warehouse Manager Setup.
2. The 3PL POSTs to the insertItemJrnlBuffer API endpoint with Template Type = Item, providing Item No. (or GTIN), Location Code, Quantity (positive for increase, negative for decrease), Unit of Measure Code, Bin Code (if applicable), and optionally a Reason Code and Date.
3. The line appears in the 3PL Item Journal Buffer page with Handled = false.
4. A user reviews the line and chooses Update Item Journal to transfer it to the Item Journal.

As a Logistics Coordinator
I want to have the 3PL send stock lines using GTIN instead of BC item numbers
So that the 3PL does not need to maintain a mapping of BC item numbers in their system

Setup:

1. Ensure items in BC have the GTIN field populated on the item card.
2. The 3PL POSTs buffer lines with the gtin field populated instead of itemNo.
3. BC looks up the item by GTIN and populates the Item No. automatically. If more than one item has the same GTIN, BC returns an error.

Note: GTIN lookup will fail if no item matches the GTIN, or if multiple items share the same GTIN. Ensure GTIN values are unique in BC.

As a Warehouse Manager
I want to have the 3PL send a full physical stock count for an item
So that BC inventory can be reconciled against the actual quantity at the external warehouse

Setup:

1. Ensure the Phys. Inventory Journal template and batch are configured in Warehouse Manager Setup.
2. The 3PL POSTs to insertItemJrnlBuffer with Template Type = Phys. Inventory, providing Item No. (or GTIN), Location Code, Bin Code (if applicable), and Quantity as the counted physical quantity in base units.
3. If Calculate Exp. Qty. (Base) is enabled, BC pre-fills the expected quantity on the buffer line.
4. Open the 3PL Item Journal Buffer and review the line. Choose Update Physical Inventory Journal to transfer it.

As a Warehouse Manager
I want to receive stock adjustments that include lot number information from the 3PL
So that the resulting item journal entry is fully traceable by lot

Setup:

1. The 3PL POSTs to insertItemJrnlBuffer with Template Type = Item and includes the lotNo field.
2. The buffer line stores the lot number.
3. When transferred to the Item Journal, the lot number is included on the journal line.
4. On posting, the lot number is recorded in the resulting item ledger entry.

As a Warehouse Manager
I want to receive physical inventory count lines that include serial numbers
So that each serialised unit counted by the 3PL is individually recorded when the journal is posted

Setup:

1. The 3PL POSTs to insertItemJrnlBuffer with Template Type = Phys. Inventory and includes the serialNo field.
2. The buffer line stores the serial number.
3. The line is transferred and posted with the serial number assigned to the physical inventory entry.

As a Warehouse Manager
I want to review all pending 3PL stock lines in the buffer before they are transferred to the journal
So that I can verify the data looks correct and catch any obvious errors before they affect inventory

Setup:

1. Open 3PL Item Journal Buffer (search for it or navigate from Warehouse Manager Setup).
2. Review all lines where Handled = false. Check Item No., Location Code, Quantity, and Date.
3. If a line looks incorrect, delete it from the buffer. Coordinate with the 3PL to re-submit corrected data if needed.
4. When satisfied, choose Update Item Journal or Update Physical Inventory Journal to transfer the relevant lines.

As a Warehouse Manager
I want to transfer adjustment buffer lines to the Item Journal and then open the journal directly
So that I can review the lines in their final format before posting

Setup:

1. Open 3PL Item Journal Buffer.
2. Choose Update Item Journal. BC confirms the action and transfers all unhandled lines of type Item to the configured journal batch.
3. If Post Adjustment Jrnl. Lines is disabled, the lines remain in the journal unposted.
4. Choose Item Journal from the action bar to navigate directly to the configured batch and review or edit lines before posting manually.

As a Warehouse Manager
I want to transfer physical count buffer lines to the Physical Inventory Journal
So that I can review the counted vs. expected quantities before posting

Setup:

1. Open 3PL Item Journal Buffer.
2. Choose Update Physical Inventory Journal. BC transfers all unhandled lines of type Phys. Inventory to the configured batch.
3. Choose Physical Inventory Journal from the action bar to navigate to the batch and review lines.
4. The journal shows Qty. (Phys. Inventory) (from the 3PL) and Qty. (Calculated) (from BC). Review the difference before posting.

As a Logistics Coordinator
I want to have the 3PL include a reason code on stock adjustment API calls
So that the resulting item ledger entries explain why the adjustment was made

Setup:

1. The 3PL includes the reasonCode field in the insertItemJrnlBuffer API payload.
2. The reason code is stored on the buffer line and transferred to the journal line.
3. If the 3PL does not provide a reason code, the batch's default reason code is used instead.