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A storage rule validates an inventory transaction during posting. If its condition fails, the rule either blocks the transaction or warns and allows the user to acknowledge the warning. Rules apply to items or . For example, to prevent batch chemicals from entering ambient bins, target items in the chemicals group, enable and place operations, and require storageUnit.storageTypeId eq the cold-storage type. Set severity to error and the message to {item.id} must be stored in cold storage. A receipt into any other storage type is rejected with that message.

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What a rule checks

Each rule holds a small condition tree, a match kind over one or more field/operator/value rows:
  • Match kind: all (every condition must hold), any (at least one), or none (none may hold).
  • Field: chosen from a fixed registry: item facts (item.type, item.replenishmentSystem, item.itemTrackingType, custom fields), storage location (storageUnit.storageTypeId, storageUnit.locationId), work-center facts, and the line’s transaction.quantity.
  • Operator: eq, neq, in, notIn, isSet, isNotSet, gt, lt.
The message shown on a violation supports tokens like {item.id} and {transaction.quantity}, so the text can name the offending line. The rule “passes” when its conditions hold; a violation fires when they don’t.

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Operators

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Where rules fire

A rule lists the surfaces (transaction types) it applies to. The available surfaces depend on the target: Rules are evaluated server-side as the transaction posts, before any accounting or stock movement is written. A blocked transaction writes nothing.

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Block or warn

For instance, a warn rule on inventory adjustments where transaction.quantity gt 750, with the message Large adjustment — confirm the count, lets the count post once the user acknowledges it while still flagging the outlier.

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Scope and assignment

A rule reaches the lines it applies to in one of two ways:
  • By filter: item-target rules can scope to item types and/or item groups, combined with OR or AND. An empty filter matches every item.
  • By assignment: pin a rule to a specific item from the item’s Rules tab, or to a specific work center. Work-center rules can also be set to apply to all work centers.

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Rule fields

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Where to manage them

Storage rules live in the Inventory area, under Storage Rules. Create, edit, and toggle them there. To attach an existing rule to a single item, use the Rules tab on that item.