The extra maintenance screens, available on all product levels except Compact, allow extra maintenance screens that are tied to a specific aspect of stock maintenance or enquiry. We pre-define five on Diamond and Premiersystems although up to six are available.Professional systems offer four extra maintenance screens but unlike the higher product levels these are fixed. The pre-defined layouts allow:
Update Stock Prices
Update of Supplier and associated details
View Stock Demand, Cost of Sales and Sales Values for the year
Set Alternate Stock Details
Enter Batch/Serial Details (Diamond and Premier only)
This extra maintenance screen allows you to view/update the selling prices of particular products without access/display of other details. Note that as with the maintain stock screen the price details maybe view-only where set to only allow price change via transaction.
This extra screen allows you to update/view the supplier details – setting the supplier, cost price, lead-time etc. Optional other details such as setting the supplier’s part number or tying a bitmap/jpg image to the stock record can also be included.
This extra screen allows you to view the demand, cost of sales, and sales values for the year together with year-to-date totals and details for the current and forward periods.Note that the period values are only updated as at period end so that if the stock system in period 4 the current values show this period demand and the period 4 values show period 4 from last year.
This screen allows you to set alternate stock codes that can be suggested in Sales Order Processing when an order is entered for a stock item which has insufficient stock available to meet the order. Here you can enter the stock codes, <F4-Select> is available, that are similar to the main product which could be supplied as an alternative. By default up to two alternate stock items maybe referenced although, on Diamondand Premier systems up to five can be configured.
Only available on Diamond and Premier systems and then only applicable if the Batch Tracking application has been purchased. This option allows configuration and setting of the batch tracking details for a stock item.
This item, when set, controls the type of batch tracking applied to the stock item.
B – Batch Tracked is used where several items are part of the same batch and a code is assigned for that batch.
S – Serial Number Tracking is used where each single item has a serial code recorded for it.
M – Matrix Tracking is used where an item is not ‘batch-tracked’ as such but instead is available in different configurations. For example, a particular type of shoe may be available in different colours and sizes. The Matrix defines the colours and sizes available (up to three factors can be defined) and as stock is updated you select the matrix’s appropriate.
T – Template is used where a combination of matrix tracking and batch tracking is required inserting the batch code between the stock code and the matrix factors.
Only applicable for Matrix/Template stock items this option allows you to select the matrix (configured in the Batch Tracking application which is discussed later) appropriate for this item.
Whenever physical stock is updated a pop-up form asks for the batch/serials to be updated typically asking for the batch code and quantity. This option allows you to enter a heading to replace the heading ‘Batch Code’ with a description that is more meaningful for the operator.
The batch tracking details are held in a separate database and only one batch can have a particular batch/serial number. With differing suppliers for different stock items it is possible that the same serial number may be used on more than one product. When set to ‘Y’ the batch code is prefixed with the stock code so that the combination of stock/batch code is unique.
If assigning batch numbers internally then, provided the format is primarily numeric, the batch numbers can be automatically incremented on goods receipt.
Only applicable for template batch types this option asks for the code format to be appended to the matrix format for the batch number. As with standard code format settings you can use Alpha or Numeric formats – i.e. A999 has the batch code of one letter followed by three numbers.
Automatically set for you on Matrix and Template batch types, for Batch and Serial types you can set the code format that batches/serials must be entered to match. Again the format can be any combination of alpha and numeric characters up to thirty characters in length. If this item is left blank then the format as set in the Code Formats defined in the Installation section is used instead.
If set for automatic generation of batch codes then the last batch code is recorded here – on initial set-up you may set this but should be left unchanged once in use.
Article ID: 419
Created On: Mon, Jun 18, 2012 at 11:07 AM
Last Updated On: Thu, Jun 22, 2023 at 11:23 PM
Online URL: https://kb.datafile.co.uk/article/extra-other-maintenance-screens-stock-control-419.html