Create Stocktaking Records
When you carry out a stocktake, you should enter the results to the
Stocktaking register. You can do this yourself or, to minimise the typing load, you can use this Maintenance function. It will create new records in the Stocktaking register, containing the current stock figures for each
Stocked Item as they are in your HansaWorld Enterprise database. If you have several Locations, the function will create separate new Stocktaking records for each Location. These records will only include
Stocked Items of which you have stock in the specified Location. Then, you should update the new records to match the results of your stocktake before approving them and printing the
Stocktaking Comparison report. Do not use this function if you are using Positions.
Selecting the 'Create Stocktaking Records' function brings up the following dialogue box:
- Location
- Paste Special
Locations setting, Stock module
- Specify here the Location for which a Stocktaking record is to be created.
- If you leave this field and you have several Locations, a separate Stocktaking record will be created for each Location.
- If you have specified a Main Location in the Stock Settings setting, all Goods Receipts, Deliveries and other stock transactions without a Location will be treated as affecting the Main Location. The Main Location feature does not apply to Stocktaking records, so this function will create a Stocktaking record explicitly quoting the Main Location. For example, if the Main Location is 1, all stock transactions without a Location will be treated as adding stock to or removing stock from Location 1. This function will create a Stocktaking record with a Location of 1, not with a blank Location. If you have some stock transactions with a blank Location and some with a Location of 1, they will all contribute to the new Stocktaking record for Location 1.
- Item Group
- Paste Special
Item Group register, Sales Ledger
- Enter an Item Group here if you would like the new Stocktaking record to contain Items belonging to that Item Group only.
- Sorting
- Use these options to specify whether you want the Items in the new Stocktaking record to be listed in Item Number order or in Item Group order.
Click [Run] to run the function. It may take a few moments, depending on the number of
Stocked Items and on current stock levels. When it has finished, you will be returned to the 'Maintenance' list window.
