The Stock Management dataset is used to adjust the balances of stock and add an opening balance.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Created By User | This will default to the user logged in |
Date Adjusted | This will default to today’s date |
Transaction Type | Adjustment/Stock Take for example, if you select Opening Balance the only tab you should see is the Stock Receipts, see Step 10 |
Business Unit | Defaulted to the users Business Unit, however is changeable |
Group Company | Defaulted to the users Group Company, however is changeable |
Stock Office | Select the stock office the goods will be stored in |
Stock Location | Select the stock location the goods will be stored in |
Stock Management (hdr) | |
Notes | Text field to store additional information on the record |
This tab allows the user to modify the qty assigned to a specific location. For example, if the stock balance in the system of Part No 622 in the Altens Office, Graphix House location is 20 and a stock take verifies that the actual qty is 18. This tab is where you will go within the database to amend the available qty.
Select Save, then Close to return to the Stock dataset.
Note: Select Next to create additional Stock Adjustment records.
Select Yes to continue or No to cancel the operation.
This tab allows the user to receipt in additional qty’s to a specific location. For example, if there are a qty of 20 of part number 622 received, the user will create a stock receipt to record the additional items.
Select Close to return to the Stock dataset.
Select Yes to continue or No to cancel the operation.