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Detta avser program version 6.1  

Operations Menu - Create Stock Movement

If there is insufficient stock of components in the Location specified in the header to complete the Production (you can ascertain this information using the 'Item Status' function), you can use this function to move any stock that might exist elsewhere into that Location. You can also use this function when the Production is Finished, to move the assembled Item out of the assembly area to another Location. In both cases, you must save the Production before you can use the function, and there must be a Location specified in the header card of the Production (unless you have specified a Main Location in the Stock Settings setting, in which case that Location will be used).

When you select the function, a new record will be created in the Stock Movement register (in the Stock module), and 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 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 where the 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 if there is one) is copied to the To Location field of the Stock Movement to enable you to move the components to that Location. The Main Location specified in the Stock Settings setting 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. This will be the In Qty in each Production row, less any quantity that has been moved in a previous Stock Movement (i.e. one with the same Production Number in the For Production field). 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, check the Received box and click the [Save] button 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 approve and save the Stock Movement 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 Operations menu 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 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 if there is one) 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), check the Received box and click the [Save] button 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 document. As well as creating the relevant Stock Movements, this document 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.

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