Note: For customers who modified the workflow conditions to add custom conditions, the March 2023 enhancement could disrupt the flow. 

Field and Action

Existing Trigger with Inventory Add-on

With Stock Management Settings

Qty in Stock will Increase

Purchase Order Workflow 

The purchase Order Status is Fully Delivered

Receipt Note Workflow 

When receipt Notes are marked as Received

Sales Return Status changed to Accepted (this was hardcoded and not via workflow).

This will remain the same to be handled at the code level.

If the existing Open Invoice is marked as canceled or the Invoice is deleted.

If Invoice creation is updating stock, then we cannot directly delete the Invoice. It will show a warning message(screenshot). The user needs to cancel it, which will update the stock back in Qty in Stock, and then the user can delete the record.

Qty in Stock will Decrease

Invoice Workflow

When an Invoice is created with any status other than Cancelled.

Delivery Note Workflow

Here, if the admin makes changes in the stock management settings to "Delivery Note" is delivered (screenshot)then when the delivery note status is Delivered, it will reduce stock in the products.

Incoming Stock will Increase

NA (Incoming stock field is new)

A new Purchase order is created with the status New or Approved or any custom status, it will increase the Incoming stock.

Incoming Stock will Decrease

NA (Incoming stock field is new)

When existing open PO is marked as Fully received or Partially Received, then Incoming stock will be decreased.

Committed Stock will Increase

NA (Committed stock field is new)

When New Sales Order is created with the status New, Approved, or any other custom status, it will increase the Committed stock field.

Committed Stock will Decrease

NA (Committed stock field is new)

When an existing Open Sales Order's status changes to Fully Delivered or Partially Delivered, it reduces the committed stock field.