Setup > Stock > Stock management rules 

Use this function to define a set of management rules to apply to the stock movements. These rules should be used as default rules on creating a product category.

A set of default management rules is submitted when delivering the software package.

For each movement type, you can refine the management rules by movement code at Product category level (these movement codes must be set up in the Miscellaneous table no. 14).

You can use several management rules for the same movement type. The movement codes used are linked to a stock note transaction: the choice of a note mentioning a specific movement code determines the management rule that will be used.

    Prerequisite

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    At this level of setup, it is mandatory to have a management rule for each single movement type managed by the system:

    • In the receipt flows
    • In the output flows

    In each tab dedicated to these flow types, these movements are displayed in a table in a fixed order.

    For each movement type, a management rule is used to determine the behaviors associated namely with locations, statuses and lot management.

    Entry screen

    Fields

    The following fields are present on this tab :

    Grid

    • Movement type (field TRSTYP)

    Stock movement type.

    • Location (field LOCNUM)

    Specify the location category associated with this movement type (the titles of the locations can be chosen from the user local menu no. 2707).
    The default location for a stock movement will be determined based on this category. The default location will indeed be loaded by searching in the product-site for the location corresponding to this category.

    • Authorized statuses (field AUZSTA)

    Indicate which statuses are authorized in this stock movement type.
    A control is carried out upon frid validation so as to only display the chosen authorized statuses.

    • Authorized substatuses (field AUZSST)

    Specify here which sub-statuses are authorized for this stock movement type. To do so, click on Authorized statuses from the Actions icon. Entry is possible in grid mode by selecting the grids from the stock status table or by entering a sub-status template with generic characters (*,?,#,!). On validating this grid, a control is carried out to keep only those corresponding to the chosen authorized statuses.

    If this field is left empty, it will be automatically populated with the sub-status templates corresponding to the authorized statuses.

    It is possible to specify a sub-status by default to facilitate the entry of stock movements. The latter must respect one of the templates defined previously.

    • Analysis request (field QLYCTLFLG)

    Use this parameter to save an analysis request to be processed by the Quality control function, in the event that the status has been entered with the 'Q' value.

    If the value of this parameter is "No", the switching of statuses to "A" or "R" cannot be performed in the Quality control function. It is necessary to use the Stock change transactions function.

    • Lot entry (field DACLOT)

    Use this field to specify the manual entry conditions of the lot code for the stock movement type.

    Free entry

    It is possible to enter an existing lot code.

    New lot

    The entered lot code must not exist in the base.

    No

    It is impossible to enter a lot code. In this case, the set up default value for the lot code is used again and the lot sequence number is activated.

    • Default batch (field LOTSUPINH)

    In this field, you can set up a default value for the entered lot:

    None
    Supplier lot

    The system submits the entered supplier lot number as the internal lot number.

    Document number

    The system submits the document number that triggered the receipt to stock as the lot number default value .

    The table shown below summarizes the impact of the management rule setup on the Receipt type movements in a mandatory lot management context.

    In an optional lot management context, use the Actions icon to access an additional function from the Lot field, when performing the receipt to stock: with this function, you can indicate that you want to save a blank lot.

    Lot entry

    No

    Free

    New lot

    Default lot

    None

    No entry in the line or in the stock detail window.

    Automatic assignment based on sequence number counter (*).

    Selection for all the lots.

    Lot info function

    No initialization.

    Free entry.

    "Next lot counter number" function to pre-allocate a lot counter number

    If the lot is not entered, allocation of a lot code based on the lot counter at the time of the creation of the line.

    No selection

    Lot info function

    No initialization.

    It is possible to enter a lot code on the condition that it does not already exist for the product.

    Next lot number in the counter function.

    If the lot is not assigned, the allocation of a lot code according to the lot counter at the time of the creation of the line.

    Document no.

    No entry on the line or in the detail.

    Automatic assignment according to the document no.

    Selection of all the lots existing for the product.

    Lot info function

    No initialization if there is an automatic document sequence number counter.

    It is possible to enter any desired information.

    "Next lot number in the counter" function.

    If lot not entered document no. allocation.

    No selection.

    Lot info function.

    No initialization if there is an automatic document sequence number counter.

    It is possible to enter a lot code on the condition that it does not already exist for the product.

    Next lot number in the counter function.

    If lot not entered document no. allocation

    Supplier lot

    No entry in the line or in the stock detail window.

    Automatic allocation of the supplier lot code in the lot field.

    Selection of all the lots existing for the product.

    Lot info function

    Initialization with the supplier lot code

    It is possible to enter any desired information.

    "Next lot number in the counter" function.

    If the lot is not assigned, the allocation of a lot code according to the lot counter at the time of the creation of the line.

    No product lot selection

    Lot info function

    Initialization with the supplier lot code

    It is possible to enter a lot code on the condition that it does not already exist for the product.

    "Next lot number in the counter" function.

    If the lot is not assigned, the allocation of a lot code according to the lot counter at the time of the creation of the line.

    (*) To assign a lot to each counter, the system uses the lot counter linked to the product.

    • License plate number (field DACCTR)

    Specify whether the license plate number is mandatory or not.

    Close

     

    Tab Output flow

    Fields

    The following fields are present on this tab :

    Grid

    • Movement type (field TRSTYP)

    Stock movement type.

    • Primary location (field LOCNUM)

    Specify the location category associated with this movement type (the titles of the locations can be chosen from the user local menu no. 2707).
    The default location for a stock movement will be determined based on this category. The default location will indeed be loaded by searching in the product-site for the location corresponding to this category.

    • Secondary location (field LOCNUM2)

     

    • Tertiary location (field LOCNUM3)

     

    • Authorized statuses (field AUZSTA)

    Indicate which statuses are authorized in this stock movement type.
    A control is carried out upon frid validation so as to only display the chosen authorized statuses.

    • Authorized substatuses (field AUZSST)

    Specify here which sub-statuses are authorized for this stock movement type. To do so, click on Authorized statuses from the Actions icon. Entry is possible in grid mode by selecting the grids from the stock status table or by entering a sub-status template with generic characters (*,?,#,!). On validating this grid, a control is carried out to keep only those corresponding to the chosen authorized statuses.

    If this field is left empty, it will be automatically populated with the sub-status templates corresponding to the authorized statuses.

    • Expired lot control (field SHLLOT)

    This field is used to display the stock issue conditions of a lot with an exceeded Use-By-Date:

    No, UBD control

    The use by date has to be controlled before lot issue.

    No, expiry control

    The expiry date has to be controlled before lot issue.

    Yes

    The lot can be issued, irrespective of the use by date and expiry date.

    • Prototype version (field AUZPRO)

    Specify whether the versions that have the Prototype status are authorized or not for this type of stock issue movement.
    You can also specify that they are authorized unless they are on hold.

    • Active version (field AUZACT)

    Specify whether the versions that have the Active status are authorized or not for this type of stock issue movement.
    You can also specify that they are authorized unless they are on hold.

    • Version stopped (field AUZSTP)

    Specify whether the versions that have the Stopped status are authorized or not for this type of stock issue movement.
    You can also specify they are not authorized unless they are subject to a derogation.

    • Exclusive entry version (field ORDVER)

    Specify whether the version entered in the issue line should be exclusive or not.

    • When the entered version is exclusive:
        • In the case of an automatic determination of the stock to be issued, only the stock lines with this version will be selected.
        • When the stock to be issued is not automatically determined, only the stock lines with this version will be suggested in the picking window of the detailed stock.
    • When the entered version is not exclusive : 
        • In the case of an automatic determination of the stock to be issued, the entered version will prevail on the other stock lines assigned to another version.

     

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation