Transaction / Detail Enquiries - Stock Control

This option gives you the ability to configure the display of the stock transaction enquiries available for each stock record. On selection of this option you are able to set the authority levels for access to each transaction enquiry.

Blanking the authority level disables that particular transaction enquiry option otherwise set as appropriate (remember values are from 0-9 where 0 is the highest and 9 is the lowest authority level). After setting the appropriate levels you can then configure the display items for these options.

Omit Works Order if No Assembly Code

If this option is set then the WORKS option on the Stock Enquiry is suppressed where the stock record has not been updated with an assembly code.

Default Batch Quantity

The Stock Enquiry lists all batch/serial items for the appropriate stock. Setting this option allows you to restrict the batches displayed based on a non-zero quantity selection. Options available are ‘P-Physical’, ‘R-Reserved’, ‘O-On Order’ and ‘F-Free’. Leave blank for no filters.

Once you have set, or otherwise, the filter the system displays the options to configure the transaction enquiries.

Transaction Details

LIFO

Set to display stock transactions in LIFO – last in first out – order. If set then you should ensure that the stock transaction data item STOCK-CODE is a secondary index.

DATE

Transactions are usually displayed based on the order they were entered, setting this option sorts the details into date order – either FIFO or LIFO based on setting of the prompt above.

List Items

Here you can select up to eight items to be displayed when selecting the TRANS option from the Stock Ledger Enquiry.

Premier users have an additional two configuration options for Stock Transaction display after confirming the last of the list items.

Show Stock Transaction Types (Blank=All)

Typically all transactions are listed on the enquiry but if, for the majority of enquiries, you are only enquiring on transactions that have a physical stock movement you can set to include types ‘1345789’ which lists sales issues, goods in, adjustments, transfers and assembly builds. Types that can be entered are:

1 Sales Issues

2 Purchase Orders

3 Purchase Deliveries

4 Goods Received

5 Stock Adjustments

6 Stock Reservations

7 Transfers

8 Stock Take Adjustments

9 Assembly Builds

A Cost/Sale Price Changes

Full Screen Layout for ‘Stock Transactions’ Enquiry

If Premier, you are given the option to design a full-screen enquiry display for the stock transaction. You design the screen as per the notes above.

Sales / Purchase Order Details

LIFO

Set to display order details in LIFO – last in first out – order. If set then you should ensure that the order detail data item for the STOCK-CODE is a secondary index.

DATE

Transactions are usually displayed based on the order they were entered, setting this option sorts the details into date order – either FIFO or LIFO based on setting of the prompt above.

List Items

Here you can select up to eight items to be displayed when selecting the SALES ORD (or PURCH ORD) option from the Stock Ledger Enquiry.

Premier users have an additional two configuration options for order detail display.

Default Status of Orders to Show (Blank=All)

Typically all order details are listed but you may want to restrict those displayed to (say) active orders by entering ‘A’. Additional codes are C-Complete, D-Deleted, F-Forward, H-Hold and Q-Quote.

Full Screen Layout for ‘Order Details’ Enquiry

If Premier, you are given the option to design a full-screen enquiry display for the stock transaction.

Stock Batch

LIFO

Set to display batch/serial details in LIFO – last in first out – order. If set then you should ensure that the batch file data item for the STOCK-CODE is a secondary index.

List Items

Here you can select up to eight items to be displayed when selecting the BATCH option from the Stock Ledger Enquiry.

Premier users have an additional configuration option for batch records display.

Full Screen Layout for ‘Batch Code’ Enquiry

If Premier, you are given the option to design a full-screen enquiry display for the batch/serial record.

Works Order Header

LIFO

Set to display works orders in LIFO – last in first out – order. If set then you should ensure that the works order header data item for the STOCK-CODE is a secondary index.

List Items

Here you can select up to eight items to be displayed when selecting the WORKS option from the Stock Ledger Enquiry.

Premier users have an additional configuration option for works order display.

Full Screen Layout for ‘Works Order Header’ Enquiry

If Premier, you are given the option to design a full-screen enquiry display for the works order header record

Works Order Details

List Items

Here you can select up to eight items to be displayed when selecting the DETAILS option within the WORKS option available from the Stock Ledger Enquiry.

Premier users have an additional configuration option for works order detail display.

Full Screen Layout for ‘Works Order Detail’ Enquiry

If Premier, you are given the option to design a full-screen enquiry display for the works order detail record.