Stock Items

Stock Items

This functionality enables users to allocate specific serialised items or batches to a Stock Receive or Issue transaction.

The Transaction Item quantity is then totalled from the selected Items.

This functionality only works with Inventory Items.

Stock Items can only be added/updated once the Inventory Location has been set and once Stock Items have been added, the Location can’t be changed.

The Bin Ref lookup is populated from a lookup list which is linked to the Location - see Items > Menu > Edit Locations.

Stock Items can be added to Transaction templates using the pipeline Items_StockItems.

This functionality is useful for:

• Tracking serialised (numbered) products.

• Tracking raw material batches used in manufacturing

• Managing Bin Locations

• Managing which serialised parts are used in products

Setting up - Items

The Item Tracking field determines whether or not this functionality will be enabled. Tracking options include

Product No. - Each Item has an automatic Qty = 1

Batches - The quantity can vary for each Item (eg. kg) and Items can be partially or completely used.

Goods Received

When products or raw materials are received from a Supplier or from the Factory, Stock Items are created and Serial Numbers are recorded or assigned.

Goods Issued

When a Product is Issued to say a Sales Order or a raw material batch is issued to say a Work Order, the Issued Items are selected from the available Received Items (created in the Goods Received transaction) which are in the same inventory Location.

The Serial No. is copied from the Received to the Issued Item. When using the functionality to add multiple Stock Items in the screenshot below, the Serial No is appended with _1, _2, etc.

Stock Transfers

When a Transfer Issue transaction is created, the Issued Items are selected from the available Stock Items in the ‘from’ Location

When a Transfer Receive transaction is created, the Received Items can only be selected from the Stock Items added in the upstream Transfer Issue transaction.

Allocate Issue to Receives

This functionality allows you to link components to a product. Ie. The Items that were Issued to a Work Order can be linked to the products that were received from the work Order. The menu item is visible on any transaction which has both Receive and Issue transactions in the same flow.

Inventory Module

A Stock Items view has been added to the Inventory Module. This module allows you to search for any numbered product or batch and drilldown to see the product movement, usage or component usage.