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Juhend HansaWorld Enterprise'i versioonile 8.3  

Create Menu - Sales Order - Stock Movement

This page describes the 'Stock Movement' function on the Create menu in the Sales Order record window. If you are using iOS or Android, the 'Stock Movement' function is on the + menu.

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If there is insufficient stock in the Location specified in an Order to fulfil that Order (you can ascertain this information using the 'Item Status' function), you can move any stock that might exist elsewhere into that Location using a Stock Movement.

You can create a Stock Movement from an Order using one of two methods:

  • Open the Order in a record window and select 'Stock Movement' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). This function is described on this page.

  • You can also create Stock Movements from Orders in batches using the 'Create Stock Movements' Maintenance function.
In both cases, the Stock Movement will move stock into the Location specified on the 'Del. Terms' card of the Order or, if that field is empty, to the Main Location specified in the Stock Settings setting. The function will not attempt to move stock into any Location that you may have specified on flip F of an Order row, but you can modify the resulting Stock Movement to this effect. Stock Movements will not be created from Orders that have been fully delivered.

When you create a Stock Movement from an Order, a new record will be created in the Stock Movement register (in the Stock module). If you created the Stock Movement by selecting 'Stock Movement' from the Create or + menu, the new Stock Movement will be 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 'Del. Terms' card of the Order (or, if this is blank, the Main Location) will be copied to the To Location field in the Stock Movement, to enable the moving of stock to that Location, while the Main Location will be copied to the From Location. If you have specified a Via Location in the record for the To Location in the Locations setting, it will be brought in to the Via Location field in the Stock Movement.

The Text field in the Stock Movement will contain a reference to the Order from which it was created. Every row from the Order will be transferred to the Stock Movement except those from which full or partial Deliveries have already been issued. The Quantity will be taken from the Order: there will be no attempt to calculate the existing stock level in the Location and to move in the balance.

Change the From Location (the Location from which the stock is to be moved) if necessary, tick the Received box and click the [Save] button to save (Windows/Mac OS X) or tap √ (iOS/Android).

The stock will be moved into the To Location. If you are using the Do Not Allow Over Delivery option in the Stock Settings setting, you will not be able to mark the Stock Movement as Received and save 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 whether the From Location has sufficient stock for the transfer, use the 'Item Status' function on the Row menu (Windows/Mac OS X) or produce a Stock List report.

When you save the Stock Movement, the R. Old Unit Price and R. New Unit Price will be changed to an actual stock value, providing there is a Received Quantity. If you have entered an R. Extra Cost, this will be included in the R. New Price. These figures will be recalculated each time you save the Stock Movement. If you have specified a Via Location and a Sent Quantity, the S. Old Unit Price and S. New Unit Price on flip B will similarly be recalculated, taking any S. Extra Cost into account. The Old Unit Price(s) will be calculated using the Cost Model specified in the relevant Item or Item Group record. If that Cost Model is Default, the Primary Cost Model specified in the Cost Accounting setting in the Stock module will be used. If you specify an Extra Cost, the value of the Item in the FIFO/LIFO queue will be adjusted to include the Extra Cost, as will the overall Weighted Average figure for the Item, shown on the 'Costs' card of the Item record. If you are using the Weighted Average per Location option in the Cost Accounting setting, the Extra Cost will also be included in the Weighted Average figure for the Item in the To Location.

You can run the function more than once from a particular Order. This can be useful if you need to move stock to the Order Location from different Locations, or if you need to move stock to different Locations because you have specified different Locations in the Order rows.

You can use Access Groups to prevent certain users from creating Stock Movements from Orders. To do this, deny them access to the 'Stock Movement from Order' Action. This Action does not apply to the 'Create Stock Movements' Maintenance function but, as with all Maintenance functions, you can explicitly deny access to the function as well. You can also use Access Groups to control who can mark Stock Movements as Received, by denying access to the 'Receiving Stock Movements' Action.

Please refer here for full details about the 'Stock Movement: Inspect' window, and here for detailed information about any Nominal Ledger Transactions that will be created from the Stock Movement.

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The Sales Order register in Standard ERP:

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