Transaction Workflow

Understanding the transaction lifecycle in Tether

Transaction Workflow

Transactions follow a structured workflow from creation to completion. Understanding this workflow helps you manage orders efficiently and keep your supply chain running smoothly.

Workflow Overview

All transactions follow a similar lifecycle:

Creation → Draft → Submit → In Progress → Complete
                      ↓
                   Cancel

Workflow Stages

Stage 1: Creation

What Happens:

• Transaction is initiated
• Basic information entered
• Line items added

Sources:

Source	Description
Manual	User creates from scratch
Supply Plan	Convert from recommendation
Copy	Duplicate existing transaction

Stage 2: Draft

What Happens:

• Transaction saved but not active
• Can be freely edited
• No inventory impact
• No external communication

Available Actions:

• Edit all fields
• Add/remove line items
• Change supplier/warehouse
• Submit
• Delete

Stage 3: Submission

What Happens:

• Validation runs
• Status changes to “In Progress”
• Inventory effects begin
• Workflow steps created

Validation Checks:

Check	Failure Action
Required fields	Block submission
Quantity validation	Show error
Availability (transfers)	Block submission
Component availability (production)	Block or warn

Stage 4: In Progress

What Happens:

• Transaction is active
• Steps are tracked
• Inventory committed/reserved
• Documents can be added

Status Updates:

Action	Trigger
Step completion	Manual update
Partial receipt	Receiving action
Issues	Notes and flags

Stage 5: Completion

What Happens:

• Final receiving/confirmation
• Inventory fully updated
• Transaction becomes read-only
• Historical record created

Completion Types:

Type	Description
Full	All items received/completed
Partial	Some items, closed as complete
Cancelled	Order terminated

Workflow by Transaction Type

Purchase Order Workflow

Draft
  ↓
Submitted (Order Placed)
  ↓
Supplier Confirmed
  ↓
In Production (if applicable)
  ↓
Ready to Ship
  ↓
Shipped
  ↓
In Transit
  ↓
Delivered
  ↓
Received
  ↓
Completed

PO-Specific Steps

Step	Description	Inventory Impact
Order Placed	PO sent to supplier	None
Confirmed	Supplier acknowledges	None
Shipped	Left supplier	None
Received	Arrived at warehouse	Inventory added

Transfer Order Workflow

Draft
  ↓
Submitted
  ↓
Pick Started
  ↓
Picked
  ↓
Shipped
  ↓
In Transit
  ↓
Delivered
  ↓
Received
  ↓
Completed

Transfer-Specific Steps

Step	Description	Inventory Impact
Submitted	Transfer initiated	Source: Committed
Picked	Items collected	Source: Ready to ship
Shipped	Left source	Source: Deducted
Received	Arrived at destination	Destination: Added

Production Order Workflow

Draft
  ↓
Submitted
  ↓
Materials Allocated
  ↓
Materials Consumed
  ↓
In Production
  ↓
Quality Check
  ↓
Completed

Production-Specific Steps

Step	Description	Inventory Impact
Submitted	Order approved	None
Allocated	Components reserved	Components: Reserved
Consumed	Production started	Components: Deducted
Completed	Production finished	Finished goods: Added

Step Management

Updating Steps

1. Navigate to Transaction

   Open the transaction detail view

2. Go to Steps Tab

   Click on the Steps tab

3. Find Current Step

   Locate the next pending step

4. Mark Complete

   Click to complete the step:

   • Enter completion date/time
   • Add notes if needed
   • Attach documents if relevant
5. Save

   Step is recorded, next step activates

Step Details

Each step can include:

Field	Description
Completion Date	When step was completed
Completed By	User who updated
Notes	Additional information
Documents	Attached files

Skipping Steps

Some workflows allow skipping steps:

• Steps can be skipped if not applicable
• Provide reason when skipping
• Affects lead time calculations

Skipping steps may impact reporting accuracy. Only skip when legitimately not applicable.

Handling Issues

Delays

When steps take longer than expected:

1. Add notes explaining delay
2. Update expected completion dates
3. Communicate with stakeholders
4. Consider impact on inventory

Partial Fulfillment

When not all quantities are received:

Option	When to Use
Wait	More expected to arrive
Backorder	Order remainder separately
Close Short	Accept partial, close transaction

Cancellation

To cancel a transaction:

1. Review Impact

   Understand what will be reversed

2. Initiate Cancel

   Click Cancel from transaction actions

3. Provide Reason

   Document why cancellation is necessary

4. Confirm

   System reverses inventory effects

What Gets Reversed:

• Committed inventory released
• Reserved components freed
• Incoming inventory removed

Inventory Effects by Stage

Purchase Orders

Stage	Inventory Effect
Draft	None
Submitted	None (or “On Order” view)
In Transit	Shows as incoming
Received	Added to sellable

Transfers

Stage	Source	Destination
Draft	None	None
Submitted	Committed	None
Shipped	Deducted	In Transit
Received	-	Added

Production

Stage	Components	Finished Goods
Draft	None	None
Allocated	Reserved	None
Consumed	Deducted	None
Completed	-	Added

Best Practices

Update Steps Promptly

Keep workflow current:

• Update as events happen
• Don’t batch updates
• Accuracy helps planning

Document Issues

When problems occur:

• Add notes immediately
• Attach evidence if available
• Flag for follow-up

Complete Transactions

Don’t leave transactions hanging:

• Complete when done
• Close partial as needed
• Cancel if not proceeding

Use Workflow for Communication

Steps create visibility:

• Team sees progress
• Reduces status inquiries
• Provides audit trail

Workflow Reporting

Lead Time Analysis

Track actual vs. expected:

• Step durations
• Total order time
• Supplier performance
• Transit times

Bottleneck Identification

Find where delays occur:

• Which steps take longest?
• Which suppliers are slow?
• Which warehouses are slow to receive?

Next Steps

Transaction Details

Navigate detail pages

Creating Transactions

Create new transactions

Supply Plan

Manage replenishment orders

Inventory Dashboard

Monitor inventory impact