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This text refers to program version 4.0  

Operations Menu - Stock Movement

If there is insufficient stock in the Location specified on the 'Del Terms' card to fulfil the Order (this can be ascertained using the 'Item Status' function), this function can be used to move any stock that might exist elsewhere into that Location. The Order must first have been saved before the function can be used, and there must be a Location specified on the 'Del Terms' card of the Order (unless a Main Location has been specified in the Stock Settings setting, in which case that Location will be used). The Order must not be closed, and it must have at least one row that has not been fully delivered.

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 'Del Terms' card of the Order (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 the moving of stock to that Location (the Location on flip F is not used). The Text field of the Stock Movement contains a reference to the Order from which it was created. All rows from the Order will be transferred to the Stock Movement except those from which full or partial Deliveries have already been issued. The Quantity is taken from the Order: there is no attempt to calculate the existing stock level in the Location and to move in the balance.

Enter a From Location (the Location from which the stock is to be moved), 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.

If you need to create Stock Movements in batches, use the 'Create Stock Movements' Maintenance function.

Please refer here for full details of the 'Stock Movement: Inspect' window, and here for detailed information about any Nominal Ledger Transactions created when the Stock Movement is approved.

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