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This text refers to program version 5.3  

Operations Menu - Create Stock Movement

If the Internal Order is a request to move stock from one Location to another, you should implement it by selecting this function. You must save the Internal Order before you can use the function, and the Internal Order must belong to an Internal Order Class that permits the creation of Stock Movements.

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 Location from the 'Location' card of the Internal Order is copied to the To Location field of the Stock Movement to enable the moving of stock to that Location. All rows from the Internal Order will be transferred to the Stock Movement except those where the Treated figure is the same as the Quantity.

For each Stock Movement row, a Quantity will be calculated by subtracting the Treated figure in the corresponding Internal Order row from the Internal Order Quantity. The result (the Order Quantity that has not yet been subject to a stock transaction) will be copied to one or more of the Required, Sent and Received Quantity fields, depending on which of the Internal Order Qty to Stock Movement options you are using in the Internal Order Settings setting.

The Order Date in the Stock Movement will be the current date. The Sent and Received Dates will be blank or the current date, depending on the Internal Order Qty to Stock Movement options in the Internal Order Settings setting.

Enter a From Location (the Location from which the stock is to be moved), specify any cost incurred in the moving of the Item in the Extra Cost field and check the Received box and click the [Save] button to save.

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 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.

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.

To close the screen and return to the Internal Order, click the close box. You will be asked if you want to save any changes. If you did not mark the Stock Movement as Sent or Received, only the Treated field in the relevant Internal Order rows will be updated automatically. If you entered a Via Location in the Stock Movement and marked it as Sent, the Sent and the Treated fields will be updated. If you marked it as Received, the Deliv. and the Treated fields will be updated. You may need to close the Internal Order and re-open it to see these changes. If the Treated field is now equal to the Quantity in an Internal Order row, this will prevent the creation of further stock transactions (Stock Movements or Stock Depreciations) from that row.

If the function does not create a Stock Movement, there is at least one Internal Order row where the Treated figure is less than the Quantity and all the criteria in the first paragraph have been satisfied, the probable cause is that there is no valid record in the Number Series - Stock Movements setting (in the Stock module). This problem will usually occur at the beginning of a new year.

Please refer here for full details of the 'Stock Movement: Inspect' window.

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