The Stock Movement module allows you to receive and issue ordered and reserved Stock Items.
The Stock Movement module is by default not visible. To enable the Stock Movement module, navigate to Main Menu > Setup > Settings & Defaults > Settings > Materials & Inventory > Enable the 'Stock Movement' module - Yes.
For more about Settings & Defaults, click here.
Main Menu > Materials > Stock Movement > View
See below how to create the following Stock Movements form the Stock Movement Module:
Main Menu > Materials > Stock Movement > New > Ordered Item
Once you've selected New > Ordered Item, the On Order window will appear, listing all the pending Purchase Orders. See image below:
Simply select the desired Purchase Order and click Receive to receive the linked Material Item.
Once you clicked Receive the Receive window will appear, see image below:
Click OK to continue. Once you've clicked OK, the Update Status window will appear, see image below:
The User will be prompted to update the Transaction's Status.
Select the desired Status and click Select. Once the Status has been updated to Received the Purchase Order will be removed from the On Order widow's data grid.
Main Menu > Materials > Stock Movement > New > Receive Select Item
Once you've selected New > Receive Select Item, a Find Material window will appear. See image below:
Select a Material Type form the drop-down list and enter or select a search description, click View to populate the data grid.
Select the desired Material Item you wish to Receive and click Select. Once you've clicked Select, a Select Options window will appear. See image below:
Select the Unit of Measure and select the Location you wish to receive the Material Items in, enter a quantity and click Receive to receive the Material Items.
Once you've clicked Receive, you'll return to the Find Material window.
Main Menu > Materials > Stock Movement > New > Reserved Items
Once you've selected New > Reserved Items, the Reserved window will appear, listing all the pending Transfer Orders. See image below:
Select the desired Transfer Order and click Issue to Issue the Reserved Material Items. Once you've clicked Issue the Issue window will appear. See image below:
The Issue window will display the Transfer Order's number, Material Item description and Location, quantity to Issue, Outstanding quantity and Tracking number.
Click OK to Issue the Material Items. Once you've clicked OK, the User will be prompted to confirm the Status change. See image below:
By clicking Yes, the Transfer Order's Status will be set to Issued and the transaction will be removed from the Reserved window.
Main Menu > Materials > Stock Movement > New > Issue Select Item
Once you've selected New > Issue Select Item, a Find Material window will appear. See image below:
Select a Material Type form the drop-down list and enter or select a search description, click View to populate the data grid.
Select the desired Material Item you wish to Issue and click Select. Once you've clicked Select, a Select Options window will appear. See image below:
Select the Unit of Measure and select the Location you wish to Issue the Material Items to, enter a quantity and click Issue to issue the Material Items.
Once you've clicked Issue, you'll return to the Find Material window.