LESSON INFO

Audience

  • Warehouse operators who need to record damaged or non-conforming inventory.
  • Supervisors who review damage history and follow up on corrective actions.

Prerequisites

  • You can access Inventory > Damage Reports in the web app, or Damage Reports in the Scanner App menu (if used in your site).
  • You have the permissions required for your task:
    • Web app: View Damage Report, and Create Damage Report (minimum). Update and Delete permissions if you will edit or remove reports.
    • Damage Report Categories (admin/config): View Damage Category, and Create or Update permissions if you will maintain category lists.

Skills you’ll build

  • Create a Damage Report with the minimum required information.
  • Add notes and attachments without losing in-progress work when validation fails.
  • Verify the report is discoverable from the Damage Reports grid, and (when applicable) is linked from the Inventory Item.

LESSON OUTLINE

Concept

  • A Damage Report records a non-conformance against a specific Inventory Item.
  • Web app entry points:
    • Edit Inventory Item > Damages (view and manage reports).
    • Inventory > Inventory Items → select item(s) → New Damage Report (pre-populates the report with selected item context).
  • Scanner App entry point:
    • Main Menu → Damage Reports (if your site uses the Scanner App workflow).
  • Category selection uses Damage Report Categories and only includes categories marked Active.

Create a Damage Report (web app)

  1. Navigate to Home > Inventory > Damages.
  2. Create the report using one of these supported entry points:
    • From the Inventory Items grid: select one or more items → click New Damage Report.
  3. On New Damage Report, confirm or enter required fields:
    • Inspected By (mandatory)
      • Defaults to the current logged-in username.
    • Damage Report Date (mandatory)
      • Defaults to the current date and time.
    • Item context
      • The report is tied to an Inventory Item (Item ID is required).
  4. Add optional details (as needed):
    • Comments
    • Select damage categories (populated from active Damage Report Categories)
  5. (Optional) Add attachments.
  6. Click Save & Close.
    • If mandatory fields are missing, you will receive a prompt and your inputs will be preserved for correction.

Create a Damage Report (Scanner App)

  1. Open the Scanner App and go to Damage Reports from the main menu.
  2. In Add Items:
    • Enter Item ID (mandatory) or use the Barcode button.
    • Select Customer (mandatory).
    • Tap Add Item.
      • The app will prevent adding the same Item ID twice.
  3. In Selection:
    • Use the + buttons to select active subcategories under each parent category.
    • Enter Notes if needed.
  4. In Attachments (optional):
    • Add attachments and provide a description per file.
  5. Submit:
    • Tap the Damage Reports icon.
    • If required fields are missing, the app should prompt you and keep the entered data.

Safe edits

  • Edit a Damage Report
    1. From Inventory > Damages, select a row to open Edit Damage Report.
    2. Use Save (save without closing) or Save & Close.
    3. If validation fails (for example, required fields missing), the system will notify you and keep your inputs.
  • Add an extra attachment to an existing Damage Report (web app)
    1. From Inventory > Damage Reports, open the report you need to update.
    2. In the Attachments section, select the + button.
    3. Choose the file (photo, PDF, etc.) from your computer.
    4. Optional: add a short description or comment for the attachment.
    5. Select Save or Save & Close.
  • Delete a Damage Report
    • From Edit Damage Report, click Delete.
    • Behaviour:
      • Prompts for confirmation.
      • Deletes immediately on confirmation.
      • Does not check whether you have unsaved changes.
      • Server-side deletion can fail if any entities reference the record.

Verification

  • In Inventory > Damages, use the Query Builder or grid search patterns to confirm your report appears.
  • Open the report and confirm:
    • Report ID exists (unique system identifier).
    • Report Date matches the record creation date/time you intended.
    • Inspected By is correct.
    • Your selected categories (if any) still appear as expected.
  • If you created the report from Inventory Items:
    1. Open the same Inventory Item.
    2. Navigate to the Damages tab.
    3. Confirm your report appears and the Damage Material Report ID link opens the report.

COMMON ISSUES

    • Likely cause

      • A mandatory field is missing:

        • Inspected By (mandatory)

        • Damage Report Date (mandatory)

        • Report is not tied to an Inventory Item (InventoryItemId is a required field)

    • Checks

      • Confirm the required fields have values.

      • If the form was opened without selecting an item first, verify the item context is present.

    • Fix

      • Enter the missing values and retry Save & Close.

    • Likely cause

      • The category was marked Inactive, so it is excluded from selection lists.

    • Checks

      • Go to Administration > Inventory Maintenance > Damage Report Categories and find the category.

      • Check the Active status.

    • Fix

      • Activate the category (select row(s) → Activate) so it becomes selectable.

    • Likely cause

      • The server rejects deletion because another entity references the record.

    • Checks

      • Attempt deletion again and capture the error message details (if shown).

      • Check whether the report is linked from an Inventory Item (Damages tab).

    • Fix

      • Remove or update the referencing entity, then retry.

      • If you cannot identify the reference from the UI, escalate with the report ID and timestamp.

    • Likely cause

      • Duplicate prevention is working: the Item ID already exists in the Items Summary grid.

    • Checks

      • Review the Items Summary list.

    • Fix

      • Remove the duplicate entry, or add a different item.