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This text refers to program version 8.5  

Create Menu - Production - Stock Movement

This page describes the 'Stock Movement' function on the Create menu in the Production 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 of components in the Location specified in a Production to complete that Production (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. After Finishing a Production, you can also use a Stock Movement to move the assembled Item out of the assembly area to another Location.

To create a Stock Movement from a Production, open the Production in a record window and select 'Stock Movement' from the Create menu (Windows/macOS) or + menu (iOS/Android).

When you select the function, a new record will be created in the Stock Movement register (in the Stock module). The new record 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 checking, amendment and approval.

The contents of the Stock Movement will depend on the Status of the originating Production record. The Stock Movement illustrated above is an example of a Stock Movement created from a Production whose Status is Created or Started. In this case, the Location from the header card of the Production (or, if this is blank, the Main Location specified in the Stock Settings setting) will be copied to the To Location field of the Stock Movement to enable you to move the components to that Location. The Main Location will be copied to the From Location field (the Location from which the stock is to be moved). The Text and For Production fields of the Stock Movement will both contain a reference to the Production from which it was created. All Input rows with Stocked Items from the Production will be transferred to the Stock Movement. The Requested Quantity in each Stock Movement row will be the exact Quantity needed to complete the Production. If you are using the Production Lines hold Actual Qty option in the Production Settings setting, this will be the In Qty in each Production row. If you are not using the Production Lines hold Actual Qty option, this will be the In Qty in each Production row multiplied by the Qty in the header. Any quantity that has been moved in a previous Stock Movement (i.e. one of any status with the same Production Number in the For Production field) will be subtracted. This allows you to run the function more than once from a particular Production, which can be useful if you need to move stock to the Production Location from different Locations (or if you need to move assembled Items to different Locations, more details below). There will be no attempt to calculate the existing stock level in the Production Location and to move in the balance.

Change the From Location if necessary. enter the Received Quantities, tick the Received box and click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save.

The components 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. If you would like to ascertain whether the From Location has sufficient stock for the transfer before approving and saving the Stock Movement, use the 'Item Status' function on the Row menu (Windows/macOS) 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, and when you approve it. 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 in the Stock module, the Extra Cost will also be included in the Weighted Average figure for the Item in the To Location.

If the Status of the originating Production is Finished, the new Stock Movement will appear as follows:

In this case, the Location from the header of the Production (or, if this is blank, the Main Location) will be copied to the From Location field of the Stock Movement, to enable the moving of the assembled Item(s) from that Location. All Output rows with Stocked Items from the Production will be transferred to the Stock Movement. The Quantity in each Stock Movement row will be the exact Quantity built by the Production. The R. Old and R. New Unit Prices will be the Input Cost from the Production row.

Enter a To Location (the Location to which the stock is to be moved), tick the Received box and click the [Save] button or tap √ to save.

No Stock Movement will be created if you use this function from a Production whose Status is Cancelled.

You can use Access Groups to control who can create Stock Movements from Productions. To do this, deny access to the 'Stock Movement from Production' Action.

You can also create a Stock Movement from a Production using the Production Picking List form. As well as creating the relevant Stock Movements, this form will also print picking lists that warehouse staff can use to transfer the components from the warehouse to the production area and, when a Production has Finished, to transfer the assembled Item from the production area to the warehouse.

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 Stock Movements.

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The Production register in Standard ERP:

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