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This text refers to program version 4.0  

Operations Menu - Stock Movement

If the Internal Order is a request to move stock from one Location to another, it should be implemented by selecting this function. The Internal Order must first have been saved before the function can be used, there must be a Location specified on the 'Location' card and it must be of Authorised Status.

On selecting the function, a new record is created in the Stock Movement register (in the Stock module). It is opened in a new window, entitled 'Stock Movement: Inspect'. This means that it has been created and saved and is being opened for amendment and approval.

The Location from the 'Location' card of the Internal Order is copied to the To Location field of the Stock Movement to enable the moving of stock to that Location. All rows from the Internal Order will be transferred to the Stock Movement except those where the Treated figure is the same as the Quantity. By default, the Stock Movement Quantity is calculated by subtracting the Treated figure from the Internal Order Quantity: in other words it is the order Quantity that has not yet been subject to a stock transaction.

Enter a From Location (the Location from which the stock is to be moved), specify any cost incurred in the moving of the Item in the Extra Cost field and check the OK box and click the [Save] button to save.

The stock will be moved into the To Location. If the Do Not Allow Over Delivery option in the Stock Settings setting is being used, you will not be able to approve and save the Stock Movement if there is insufficient stock in the From Location for the transfer. This check will not be made for Plain or Service Items, whatever the setting of the Do Not Allow Over Delivery option. If you would like to ascertain yourself whether the From Location has sufficient stock for the transfer before approving and saving the Stock Movement, use the 'Item Status' function on the Operations menu or produce a Stock List report.

When the Stock Movement is approved and saved, the Old Unit Price will be changed to a FIFO or Weighted Average value. The Weighted Average cost of the Item (the average unit price of all previous purchases, visible on the 'Costs' card of the Item screen) is used if the Cost Model, Invoice in the Cost Model setting in the Sales Ledger has been set to Weighted Average. In all other cases, FIFO values are used. Also, if the FIFO per Location option in the Cost Accounting setting is on, any Extra Cost will be added to the FIFO value of the moved Item.

To close the screen and return to the Internal Order, click the close box. You will be asked if you want to save any changes. If the Stock Movement was not approved, the Treated field of the Internal Order will be updated automatically. If it was approved, both the Deliv. and the Treated fields will be updated. You may need to close the Internal Order and re-open it to see this change. If the Deliv. field is now equal to the Quantity, the Status of the Internal Order will be changed to Delivered, signalling that the Internal Order has been implemented in full and preventing the creation of further stock transactions.

If the function does not create a Stock Movement, the probable causes are:

1. The Internal Order has not been Authorised, or it has been marked as Delivered or as Declined.
   

2. No Location has been specified in the Internal Order.
   

3. There is no valid record in the Number Series - Stock Movements setting (in the Stock module). This problem will usually occur at the beginning of a new year.

Please refer here for full details of the 'Stock Movement: Inspect' window and of the effects on FIFO of approving Stock Movements.

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