Difference between revisions of "How do I Use Stock Formulae?"
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== More Information == | == More Information == | ||
When items are added to a Stock Invoice or Stock Sales Order the system can use a formula to determine if the item's stock level is within certain limits. | When items are added to a Stock Invoice or Stock Sales Order the system can use a formula to determine if the item's stock level is within certain limits. | ||
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| + | == Setting up a Stock Formula == | ||
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| + | === Insufficient Stock === | ||
| + | When an item is added to a stock invoice in Invoicing and Customer Orders the system can perform a calculation to determine if the stock level is within the required limits. To configure this formula : | ||
| + | * Go to {{Menu|{{ST}}|Maintenance Options|Stock Parameters|Invoice Parameters (1)}}. | ||
| + | * Move the cursor to the {{DataPrompt|Insufficient Stock Forula}} line and press {{KeyPress|S-F10}}. | ||
| + | * Below the {{DataPrompt|Reorder Formula}} line you will see the calculation currently being used for this formula code. | ||
| + | * For details on what variables are available and what they mean see below. | ||
| + | * You can then change this formula to suit your preferences, e.g. {{DataValue|S+O-A-Q1<0}} - will take account of the Current Stock, plus the quantity on Purchase Orders, less quantity on Sales Orders, less the quantity on the current sale and if this is less than 0 you will be shown a warning. | ||
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*{{DataValue|A[...]}} - Allocated to sales orders [up to a due date]. | *{{DataValue|A[...]}} - Allocated to sales orders [up to a due date]. | ||
**These will include any changes made on the current order. | **These will include any changes made on the current order. | ||
| − | **Adding a number after the 'O/A | + | **Adding a number after the 'O/A' will allow you to specify an end due date for orders to add to the quantity on purchase/sales order. |
**{{DataValue|O7D/A7D}} - Orders due up to next week. | **{{DataValue|O7D/A7D}} - Orders due up to next week. | ||
**{{DataValue|O1M/A1M}} - Orders due up to this day. | **{{DataValue|O1M/A1M}} - Orders due up to this day. | ||
Revision as of 14:12, 28 August 2012
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
This article explains the stock calculation formulae used in Platinum and how to configure them.
More Information
When items are added to a Stock Invoice or Stock Sales Order the system can use a formula to determine if the item's stock level is within certain limits.
Setting up a Stock Formula
Insufficient Stock
When an item is added to a stock invoice in Invoicing and Customer Orders the system can perform a calculation to determine if the stock level is within the required limits. To configure this formula :
- Go to " Stock Control Maintenance Options Stock Parameters Invoice Parameters (1)".
- Move the cursor to the "Insufficient Stock Forula" line and press <Shift+F10>.
- Below the "Reorder Formula" line you will see the calculation currently being used for this formula code.
- For details on what variables are available and what they mean see below.
- You can then change this formula to suit your preferences, e.g. 'S+O-A-Q1<0' - will take account of the Current Stock, plus the quantity on Purchase Orders, less quantity on Sales Orders, less the quantity on the current sale and if this is less than 0 you will be shown a warning.
Available Variables
- 'M0' - Current months quantity sold to date.
- 'M1' - Last months quantity sold.
- 'M??' - Any number between 1 and 36 works also.
- 'M36' - 36 months ago sales quantity. This is the oldest available.
- 'M1:36' - Total of last 36 months sales. Also works with all other values from 1 to 36.
- 'L0' - Lost sales this month.
- 'L1:6' - Last 6 months lost sales not including this month.
- 'S' - Current stock quantity at the default stock depot.
- 'T' - Total stock quantity, taking in all stock depots.
- 'O[...]' - Quantity on purchase order [up to a due date].
- 'A[...]' - Allocated to sales orders [up to a due date].
- These will include any changes made on the current order.
- Adding a number after the 'O/A' will allow you to specify an end due date for orders to add to the quantity on purchase/sales order.
- 'O7D/A7D' - Orders due up to next week.
- 'O1M/A1M' - Orders due up to this day.
- 'O1Y/A1Y' - Orders due up to this day next year.
- 'S+O-A' - Free stock.
- 'R' - Reorder level.
- 'C' - Ceiling level (Maximum stocking level).
- 'Q1' - Current operation quantity. Selling/Purchase quantity.
- 'Q2' - Previous operation quantity . When editing a transaction, this will be the quantity before you amended any quantity information. '(Q1 - Q2)' = The change in quantity level for this operation, for new operations (adding items) this will be zero so the above formula will still work because (Q1 - 0) = Q1.
