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This text refers to program version 4.2  

Operations Menu - Create Service Stock Transaction

When you first enter a Service Order, use this function to create a Service Stock Transaction (a record in the Service Stock Transaction register) signifying that the Items on the Service Order have been signed in to service stock (i.e. in to your workshop) and are now your company's responsibility. You can create further Service Stock Transactions as appropriate at some time during the life of the Service Order (either using this function or through direct entry to the Service Stock Transaction register) when repair items are returned to their manufacturer for repair or exchange, when they are received back from the manufacturer and, finally, when they are returned to the Customer.

To enter a Service Stock Transaction from a Service Order, select 'Create Service Stock Transaction' from the Operations menu. For the function to have any effect, you must first save all changes to the Service Order (use the [Save] button). A new record in the Service Stock Transaction register is created. It is opened in a new window, entitled 'Service Stock Transaction: Inspect', which means that it has been created and saved and is being opened for amendment and approval.

If you wish to change the Service Stock Transaction, you should do so now before it is approved. In particular, it may be necessary to specify an Employee. By default, the Transaction will show all the repair items on the parent Service Order: if appropriate, you can remove some of these items from the grid.

There will be no default In or Out Quantity, so you must specify one of these before you can approve the record. For example, if the Transaction represents the entry of a repair item to your workshop, you should specify an In Quantity. If it represents a movement out of service stock (i.e. the repair items are being returned to the Customer), you should specify an Out Quantity.

You should also raise a Service Stock Transaction when it is necessary to send a repair item back to a Supplier or manufacturer for repair or exchange. Such a Transaction should feature an Out Quantity and a Supplier on flip D. You should raise a further Transaction when the repair item is received back from the Supplier: this will have an In Quantity and a Supplier on flip D.

Approve Service Stock Transactions by checking the OK box and saving. Levels of service stock (i.e. the record of repair items in your workshop) will be amended and the Transaction will no longer be modifiable. In the case of Transactions with an Out Quantity and a Supplier on flip D, a record will be created in the Replaced Items setting, allowing you to keep track of such items.

To close the screen and return to the Service Order, click the close box. You will be asked if you want to save any changes.

If the function does not create a Service Stock Transaction, the probable cause is that there is no valid record in the Number Series - Service Stock Transactions setting. This problem will usually occur at the beginning of a new year.

The Service Stock Transaction register is fully described here.

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