Stock > Inquiries > Products > Stock history 

This function displays the evolution in number, quantity and transaction amounts by period.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

 

Header

Presentation

The header information is used to specify the main selection criteria for the inquiry used.

Site: It is mandatory to enter a site.

Product: it is mandatory to enter a product code.

Start date / end date / number of periods : by default the inquiry on the history proposes the last twelve months counting from today's date. It is possible to choose the end date for the inquiry and the inquiry horizon up to this date.

A maximum horizon of 24 months can be displayed.

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Fields

The following fields are present on this tab :

Selection

Enter a site if you want to restrict the inquiry to the movements by product for a given site.

If you do not enter a site, the inquiry displays the movements for all the sites where the product is defined.

Enter a warehouse reference if you want to restrict the inquiry to the movements by product for a given warehouse.

This field being available is subject to the WRH activity code .

Enter the reference of the product for which the stock needs to be inquired.

After entering the lot code, the product reference can be populated automatically if only one single product is linked to the specified lot code.

  • Lot (field LOTSEL)

Reference of the lot number to be processed.

Entering the lot is optional. When there is only one product for the specified lot number, you can directly enter the lot number to automatically populate the associated product code.
If there is not any specified lot, the inquiry impacts all the lots of the product/site selection.For products managed with optional lots, select the Blank lot check box to filter stock lines with an empty lot number.

  • Blank lot (field LOTBLK)

Select this check box to select stock lines with an empty lot number.

  • Starting serial number (field SERNUMSTR)

Enter the initial serial number, selection start range.

  • Ending serial number (field SERNUMEND)

Enter the end serial number of the selection.

  • Inquiry history (field INQLTI)

Specify in number of days the inquiry horizon of the stock movements, starting from the current date.

This field is populated by default with the value of the INQMVSLTI - Transaction inquiry history parameter (STO chapter, MIS group).


  • Sort order (field SRTCOD)

Select the classification criteria for the display of the returned lines.

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Tab Stock History

Presentation

The columns displayed in this grid represent the chosen horizon. The lines present in this grid depend on the selection criteria entered.

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Fields

The following fields are present on this tab :

Grid

 

  • Allocation (field IPTDAT)

 

  • Lot (field LOT)

 

  • Sublot (field SLO)

 

  • Major version (field ECCVALMAJ)

 

  • Minor version (field ECCVALMIN)

 

  • Starting serial number (field SERNUM)

 

  • Ending serial number (field SERFIN)

 

  • Quantity (field QTYPCU)

 

 

  • STK quantity (field QTYSTU)

 

 

  • Status (field STA)

 

 

  • Location (field LOC)

 

 

  • Identifier 1 (field PALNUM)

 

  • Identifier 2 (field CTRNUM)

 

  • Stock before (field BEFSTO)

When filtering the inquiry based on an entry type, the Stock before and Stock after are not entered since this information apply to all product movements and not just the ones linked to a single entry type, which would go against operational logic.

  • Stock after (field AFTSTO)

 

  • Analysis req. (field QLYCTLDEM)

 

  • Movement type (field TRSTYP)

This field indicated the stock movement type performed for the product.
When the movement relates to an action performed on a container, this movement is set to ‘License plate number change’.
To display the type of action (‘License plate number assignment’ or ‘License plate number operations’), click the Actions icon against the line.

  • Movement description (field MVTDES)

 

 

 

  • Entry type (field VCRTYPTXT)

 

  • Entry (field VCRNUM)

 

  • Line no. (field VCRLIN)

 

  • Source document type (field VCRTYPORIT)

 

  • Original document (field VCRNUMORI)

 

  • Source document line (field VCRLINORI)

 

  • Supplier lot (field BPSLOT)

 

  • Expiration (field SHLDAT)

 

  • UBD (field DLUDAT)

The use-by date (UBD) is the target date for issuing a product.
It cannot be modified. 
UBD = Reference expiry date + UBD lead time.

  • Recontrol (field NEWLTIDAT)

La date de recontrôle est associée à un lot en stock. Elle indique une date d'analyse de la marchandise, une fois le délai de péremption atteint.

SEEINFO Warning The new control date cannot go beyond the limit date of lot use.

  • Active quantity (field ACTQTY)

 

  • Potency (field POT)

 

 

  • Original coef. (field PCUSTUORI)

 

 

  • Order amount (field AMTORD)

 

  • Movement value (field AMTVAL)

 

  • Order variance (field VARORD)

 

  • Movement variance (field VARVAL)

 

  • Order price (field PRIORD)

 

  • Valued price (field PRIVAL)

 

  • Cost source (field PRINAT)

 

  • Variance not absorbed (field AMTDEV)

 

The setup determines if the analytical dimensions can be modified. They are initialized based on the setup of the default dimension.

In creation mode, if no order line has been entered and the project code is modified, the analytical dimensions are reset based on the setup of default dimensions.

In creation mode, as in modification mode, if an order line is entered and the project code is modified, the analytical dimensions are not reset.

 

  • Accounting date (field ACCDAT)

 

  • Accounting document (field NUMVCR)

 

 

  • Owner (field OWNER)

 

  • Intercompany (field BETCPY)

 

  • Creation user (field CREUSR)

 

  • Date created (field CREDAT)

 

  • Time (field CRETIM)

 

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Menu Bar

This button is used to access the additional selection criteria with respect to the criteria entered in the inquiry header.

The Criteria window makes it possible to define what stock total information should be displayed (the grid lines) amongst the information of the type:

* Cumulative movement type information (monthly totals for receipts in quantity, movement number, amount, monthly totals for issues in quantity, movement number, amount, annual totals for receipt and issues)

The inquiry submits the monthly totals by default.

Columns order : It is possible to choose the presentation order of the stock history inquiry: ascending (by default) or descending.

The system calculates for each line in the inquiry horizon:

*The averages (submitted by default)

* The total stock (submitted by default)

* Variance

* Standard deviation

It is possible to memorize one or more sets of criteria by saving the codes.that can be subsequently recalledor deleted .

Menu Bar

Graphic / Quantities

This graph displays the history of the received and issued quantities by period.

Graph/Amounts

This graph displays the history of the received and issued amounts by period.

Graph/No. receipts/issues

This graph displays the history of the number of receipts and issues by period.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation