Stock Control Help
This basic procedure applies to all circumstances where you pick serial numbered stock items.
The application first detects that you are processing traceable stock records. It does this by checking whether item has a profile with either the Batch Traceable or Serial Traceable option is set. The following steps are applicable for items that are serial numbered.
On the basis of the warehouse you have chosen from which the stock will be issued, the application checks that the warehouse contains assigned and released records. Even if the warehouse shows a free stock figure for the traceable item, that stock will not be available for issue unless it has also been assigned and released. If no such records exists, a message appears.
You will then have to choose a different warehouse, or abandon the issue and carry out the assignment and release processes.
Assuming that the application finds traceable records you can issue, you can continue with the transaction entry and you will be prompted to pick the serial number(s) for the issue. For direct issues, this will occur as soon as you have entered the quantity to be issued. For other transactions, such as SOP documents, an option setting determines whether picking is done when entering the quantity or after all detail lines have been completed. For batch processing in SOP or Invoicing application, the picking process is done in one go.
You use the commands on the Action menu process the items. You use the (Un)Pick command to select individual serial numbers from in the grid. The same command unpicks the item if you have already selected it for picking. You can also click the Pick option at the top of the form; again, this picks the currently selected item in the grid. You can press TAB to save the line and update the screen totals.
The FulFil command automatically fulfils the pick quantity from the available serial numbers in sequence.
The Clear All command clears all the picked items so you can start again.
As you use the commands, the total quantity picked is shown in the Total Picked box and the Picked option is selected once the process is complete.
When you have finished picking the serial numbers, click OK to update the transaction. If the quantity you’ve picked doesn’t match the quantity you intended to issue (as entered on the preceding form), the application will ask if you want to update the issue quantity to match the actual quantity of batch items you picked.
The remainder of the issue transaction process is the same as non-traceable items.