Difference between revisions of "How do I Adjust Batched Stock Lines?"

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(Created page with "{{Incomplete}} == Summary == This article explains how to adjust the stock quantity of batched stock items. == More Information == The system will only prompt for batch infor...")
 
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The system will only prompt for batch information for items for whom the {{DataPrompt|Batched?}} flag on the {{Tab|Invoicing}} tab of the stock record is set to {{DataValue|Yes}}. See [[Creating a Stock Item]].
 
The system will only prompt for batch information for items for whom the {{DataPrompt|Batched?}} flag on the {{Tab|Invoicing}} tab of the stock record is set to {{DataValue|Yes}}. See [[Creating a Stock Item]].
  
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=== Adjusting Stock Levels ===
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== Adjusting Stock Levels ==
 
Follow [[How do I adjust the stock level of an item?|this]] article to adjust your stock e.g. if an item is lost,broken or even found!  
 
Follow [[How do I adjust the stock level of an item?|this]] article to adjust your stock e.g. if an item is lost,broken or even found!  
  
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* Press {{KeyPress|Enter}}.  
 
* Press {{KeyPress|Enter}}.  
 
* Repeat the steps if you need to adjust stock held in multiple batches.
 
* Repeat the steps if you need to adjust stock held in multiple batches.
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{{Information|text=If you have entered a negative quantity and only one batch is found the system will automatically deduct the value from this batch. If there are multiple batches and/or the quantity amended is greater than the single batch found you will be presented with the {{Tab|Batch Selection}} screen.}}
  
 
=== Dealing with Negative Batch Warning ===
 
=== Dealing with Negative Batch Warning ===
 
If you do not have a batch to take stock from you will need to create a new batch by pressing {{KeyPress|S-F10}}.
 
If you do not have a batch to take stock from you will need to create a new batch by pressing {{KeyPress|S-F10}}.
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* Enter the batch number or press {{KeyPress|F2}} to create a new batch.
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* Enter the batch number or press {{KeyPress|F2}} to use the next automatic number.
 
** Enter a {{DataPrompt|Description}} or note for the batch e.g. any additional sequence numbers. If you do not have any notes to add simply repeat the batch number as you will be unable to save the record without entering some text here.  
 
** Enter a {{DataPrompt|Description}} or note for the batch e.g. any additional sequence numbers. If you do not have any notes to add simply repeat the batch number as you will be unable to save the record without entering some text here.  
 
** Press {{KeyPress|Esc}} and {{Button|Accept}}.
 
** Press {{KeyPress|Esc}} and {{Button|Accept}}.
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* Press {{KeyPress|Esc}} You will be warned that the batch quantity will be left with a negative balance. Click {{Button|Yes}} to continue.
 
* Press {{KeyPress|Esc}} You will be warned that the batch quantity will be left with a negative balance. Click {{Button|Yes}} to continue.
  
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== Adjusting Batches ==
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To amend batch details e.g. amend a batch description or transfer stock between batches go to {{Menu|{{ST}}|Maintenance Options|Batch File Maintenance}}.
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=== Amend Batch Details ===
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Select {{Menu|Amend Batch Details}}.
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* Enter the batch number to amend or press {{KeyPress|C-F1}} to search for a batch.
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* At {{DataPrompt|Search on}} enter part of the batch description or leave the field blank.
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* Press {{KeyPress|F2}} to list batches.
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* Arrow key down the list to find the batch to amend.
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{{Tip|iconsize=0.7|text=The top half of the screen displays the Stock Number and batch details for the line your cursor is on.}}
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* Press {{KeyPress|F2}} to select a batch.
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* Amend the {{DataPrompt|Description}} and/or {{DataPrompt|Location}} then press {{KeyPress|Esc}}.
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* Click {{Button|Accept}} to save the changes.
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=== Transfer between Batches ===
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Select {{Menu|Transfer between Batches}}.
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* Arrow key up to {{DataPrompt|Stock}} to enter the Stock Code.
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** Enter the code or press {{KeyPress|C-F1}} to [[Do I have to remember all these Stock Codes?|search]] for an item.
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* At {{DataPrompt|From Batch}} enter the batch to transfer stock ''from'' or press {{KeyPress|C-F1}} to search for a batch. Select the batch and press {{KeyPress|F2}}.
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* At {{DataPrompt|To Batch}} enter the batch to transfer stock ''to''.
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** You may choose from an existing batch by pressing {{KeyPress|C-F1}} to search for a batch. Select the batch and press {{KeyPress|F2}}. Alternatively press {{KeyPress|S-F10}} to create a new batch.
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*** Enter the batch number or press {{KeyPress|F2}} to use the next automatic number..
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*** Enter a {{DataPrompt|Description}} or note for the batch e.g. any additional sequence numbers. If you do not have any notes to add simply repeat the batch number as you will be unable to save the record without entering some text here.
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*** Press {{KeyPress|Esc}} and {{Button|Accept}}.
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* At {{DataPrompt|Quantity}} enter the quantity to move.
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{{Tip|text=Note the {{DataPrompt|Batch Qty}} values shown on screen to guide you on the quantity available to transfer.}}
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* Press {{KeyPress|Esc}} and {{Button|Accept}}.
  
 
== See Also ==
 
== See Also ==
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{{KB_Tags|batch, batched stock, sequence, traceability, serial, booking in, adjust , create batch}}   
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{{KB_Tags|batch, batched stock, sequence, traceability, serial, booking in, adjust , create batch, transfer, amend batch}}   
 
{{KB_ST}} {{KB_OP}} {{ZN_Admin}} {{ZN_PartsCounter}}
 
{{KB_ST}} {{KB_OP}} {{ZN_Admin}} {{ZN_PartsCounter}}

Revision as of 09:39, 4 October 2017

 This article or section is under development.
Be aware: Content will change as the document progresses.

Summary

This article explains how to adjust the stock quantity of batched stock items.

More Information

The system will only prompt for batch information for items for whom the "Batched?" flag on the [Invoicing] tab of the stock record is set to 'Yes'. See Creating a Stock Item.

Adjusting Stock Levels

Follow this article to adjust your stock e.g. if an item is lost,broken or even found!

Having adjusted the stock you will then be presented with a [Batch Selection] screen.

  • Press <F1/S-F1> to scroll through the batches associated with the stock item at that depot.
  • Alternatively press <Ctrl+F1> to list all batches for that item.
    • Use your arrow keys to move down the list to select the batch to adjust.
    • Press <F2>.
  • Enter the quantity to add to/deduct from the batch indicated (You do not need to enter the minus sign at any point as the system knows which way you are adjusting the stock).
  • Press <Enter>.
  • Repeat the steps if you need to adjust stock held in multiple batches.
If you have entered a negative quantity and only one batch is found the system will automatically deduct the value from this batch. If there are multiple batches and/or the quantity amended is greater than the single batch found you will be presented with the [Batch Selection] screen.

Dealing with Negative Batch Warning

If you do not have a batch to take stock from you will need to create a new batch by pressing <Shift+F10>.

  • Enter the batch number or press <F2> to use the next automatic number.
    • Enter a "Description" or note for the batch e.g. any additional sequence numbers. If you do not have any notes to add simply repeat the batch number as you will be unable to save the record without entering some text here.
    • Press <Esc> and [Accept].
  • Enter the quantity you are adjusting in "Quantity to use".
  • Press <Esc> You will be warned that the batch quantity will be left with a negative balance. Click [Yes] to continue.

Adjusting Batches

To amend batch details e.g. amend a batch description or transfer stock between batches go to " Stock Control Maintenance Options Batch File Maintenance".

Amend Batch Details

Select " Amend Batch Details".

  • Enter the batch number to amend or press <Ctrl+F1> to search for a batch.
  • At "Search on" enter part of the batch description or leave the field blank.
  • Press <F2> to list batches.
  • Arrow key down the list to find the batch to amend.
The top half of the screen displays the Stock Number and batch details for the line your cursor is on.
  • Press <F2> to select a batch.
  • Amend the "Description" and/or "Location" then press <Esc>.
  • Click [Accept] to save the changes.

Transfer between Batches

Select " Transfer between Batches".

  • Arrow key up to "Stock" to enter the Stock Code.
    • Enter the code or press <Ctrl+F1> to search for an item.
  • At "From Batch" enter the batch to transfer stock from or press <Ctrl+F1> to search for a batch. Select the batch and press <F2>.
  • At "To Batch" enter the batch to transfer stock to.
    • You may choose from an existing batch by pressing <Ctrl+F1> to search for a batch. Select the batch and press <F2>. Alternatively press <Shift+F10> to create a new batch.
      • Enter the batch number or press <F2> to use the next automatic number..
      • Enter a "Description" or note for the batch e.g. any additional sequence numbers. If you do not have any notes to add simply repeat the batch number as you will be unable to save the record without entering some text here.
      • Press <Esc> and [Accept].
  • At "Quantity" enter the quantity to move.
Note the "Batch Qty" values shown on screen to guide you on the quantity available to transfer.
  • Press <Esc> and [Accept].

See Also


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Keywords AND Misspellings
batch, batched stock, sequence, traceability, serial, booking in, adjust , create batch, transfer, amend batch
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