Stock change
Use this function to act on a stock line or a group of stock lines and:
- change an internal stock location,
- change a stock status,
- pack or unpack some stock,
- view the stock change entries, including the stock changes by LPN (license plate number).
The functionalities covered by the function are determined by the choice of a stock change transaction to be set up.
A Stock change function is also available in VT mode. This function, which can be accessed from a VT terminal, is used to create stock change transactions and automatically launch the printing of labels.
If the stock line is linked to a license plate number, the status change and unit change are the only available data. To perform an internal location change (using the license plate numbers), you need to use the Stock changes by LPN function.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Presentation
When entering this function, choose a transaction among those set up.
Depending on the role planned by the chosen transaction, use this function to carry out "internal" movements, that is to say, a location and/or a warehouse, and/or a status, and/or a unit change (packing, unpacking), for a single site. You can either have one transaction for each role or combine roles on one transaction.
Selection block
The stock change is performed on a specific slip. The same slip can group stock changes for several products. You must, however, select the stock lines to be modified product by product. Use the Product field of the Selection header block to filter the stock lines to be moved.
If the mass stock change is planned in the transaction (Mass process check box selected), then in addition to the selection of products, you can also perform a selection on locations. You can thus move all the elements of one location to another location.
Target block (only available for internal changes)
When you choose to intervene on a stock line, you can enter a status, a warehouse and a target location within the selected warehouse to be applied during the selection. This is significant for mass stock changes. For example, you can select the stock lines from a location A and specify that for all these lines, the target location is B.
Stock picking block (only available for internal changes)
Use this block to carry out mass include/exclude operations of stock lines.
Click Include all to mass load the stock line grid with the lines present in the picking list; list that can be filtered by clicking Picking criteria. The source location and the target location must be entered in order to use this functionality.
Click Exclude all to mass delete lines from the stock line grid. The source location must be specified for this functionality to be available as only the lines linked to this location will be deleted.
Stock lines block
You can intervene on a stock line or a group of stock lines. Select these lines by picking or by clicking Include all for a mass stock change. These lines are displayed in the Stock selections panel. For the stock lines to appear in this selection panel, you need to enter a product code and source location in the dedicated field.
The selected stock lines generate lines on the stock change slip.
Selection of stock lines
The Stock selection panel is populated with all the stock lines of the product. You can apply a filter to limit the number of lines: click Picking criteria and enter additional selection criteria.
In the selection panel, select the lines by picking either one by one or by group of lines. To select a group of lines: pick the first line and then the last line while holding down the Shift key on your keyboard. To select several groups of stock lines, use the Control and Shift keys of your keyboard.
The stock quantity selected on a line is limited to the available quantity for this stock line (this quantity is shown in the Stock lines selection panel).
- Case of products with serial numbers managed in Receipt & issue: the picking of serial numbers to be modified can be carried out in several ways:
- by a multiple selection of consecutive serial numbers in the selection panel: the system aggregates on a single slip line the group of selected consecutive serial numbers,
- by selecting line by line the serial numbers to be processed:the system only aggregates serial numbers if the line by line selection is made in consecutive serial number order. As soon as the sequence is broken, the system creates a new slip line.
- Case of products with serial numbers managed in Global receipt & issue: serial numbers are not displayed. To view and, if needed, distribute the quantities to the various serial number sequences, click Stock change detail entry from the Actions icon.
Stock change
According to the setup of the selected stock change transaction, the lines on the created slip show the source and targetstock information.
According to the role of the transaction used, you can change the target information and specify the quantity to be processed, the target warehouse, the target location, the target status, the target unit, or the movement description. You enter this information:
- either directly on the document line,
- or from the Stock change detail entry screen if you want to distribute the selected stock throughout several warehouses, locations, or with several statuses or several units.
Case of a status change
For each product, on the Management tab of the product record, you can specify if it is necessary to generate an analysis request if the new status will be of Q* type.
When creating the slip, the system generates as many stock movements as there are modified stock lines.
You cannot modify a created stock change: to modify a previous movement, you need to carry out a movement in the opposite direction. Nevertheless, the detail of the modifications made can be viewed by clicking Movement inquiry from the Actions icon on the slip line.
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Fields
The following fields are present on this tab :
Block number 1
| The storage site is initialized by default with the site linked to your function profile. |
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| Enter the entry number. |
| This is the description of the document. |
| Date utilisée à la comptabilisation du mouvement. Elle est initialisée avec la date du jour et peut être changée pour une date antérieure, si la date sélectionnée se situe dans une période ouverte du calendrier comptable.
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| Project reference that you associate with the stock movement. This project code will be stored in the PJT field in the STOJOU and STOCK tables if it was indicated in the document header. |
| Movement group, initialized by the movement group of the transaction being used. Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority. |
Intersites
| The name (title) of the production site. |
| This field is only useful in an inter-company context. In this case, the purchase site is loaded by default with the destination site, if it is a Purchase-type site. When this is the case, the system assigns the first Purchase-type site of the destination company.
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| This is the default address code for the receiving site chosen. This address will be printed on the order document sent to the supplier. |
| This field specifies if the transfer is an inter-company transfer. It is not available for modification. |
| The sales site must be part of the same company as the start site. |
| This is the invoice number. |
| This is used to indicate whether the transfer must be invoiced or not. |
Subcontract
| Enter the supplier at the origin of the receipt. The selection lists specific to the intersite and intercompany orders and deliveries available for receipt are filered to those related to the entered supplier. From the Selection icon, you can:
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| Sub-contractor address to which the transfer will be made. |
| In this field, enter a location by subcontract supplier address (where the supplier is defined as a customer). This location must be of the Sub-contractor type and will be used for sub-contractor deliveries.
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Selection
| This field is used to select the product. Selection start and end ranges must be entered for the product reference. |
| The display of this field depends on the setup of the entry transaction used. |
| The presence of this field is subject to the activity code WRH. |
| Reference of the location to be processed.
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Destination
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| The presence of this field is subject to the activity code WRH.
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| This field can only be viewed for stock changes of the Internal type.
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Stock picking
| This button is only available for Internal changes and when the entry transaction authorizes mass location changes. |
| This button is only available for Internal changes and when the entry transaction authorizes mass location changes. |
Grid Stock lines
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| This field indicates the quantity to be processed expressed in PAC.
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| This field indicates the quantity to process, expressed in STK. |
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| Enter a new packing unit of measure. |
| Enter the PAC-STK coefficient (packing and stock UoM). |
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| The presence of this field is subject to the activity code WRH.
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| Enter the new status. |
| Help common to every Stock change transaction screen Enter the license plate number used for the transfer. This field being available and the related management conditions (Displayed / Entered) are subject to the setup of the entry transaction used.
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| The type of location towards which the transfer will be carried out. |
| This is the location towards which the transfer must be carried out. The presence of this field and its management conditions (Displayed / Entered) depend on the setup of the entry transaction at use. |
| No help linked to this field. |
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| 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. |
| Enter a free description that will be registered in all the stock transactions associated with the delivery line. |
| Order price. |
The analytical dimensions are initialized in compliance with the Default dimensions setup. Depending on the setup, they remain available for modification. |
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Action icon
Enter stock chge det
On entering a stock movement, you can distribute a stock line (or a set of stock lines for consecutive serial numbers, when the product serial numbers are managed in Receipt/issue), over:
- Several locations
- Or several statuses
- Or several units
To do so, click this action to open the detailed entry window and distribute the quantity onto the required stock data.
This window is composed of a header and a grid containing stock lines.
- The header recovers the stock characteristics of the stock line to be transferred (or stock lines if you have selected consecutive serial numbers) as well as the quantity to be processed.
- The grid only recovers the destination stock information that the stock transaction will modify as well as the quantity to be processed.
When the stock line applies to a product with serial numbers managed in Global receipt/issue mode, you cannot directly enter serial number sequences in this screen. To distribute the line over several serial number ranges, click Serial no. concerned from the Actions icon displayed at the beginning of the line.
In the Actions panel, click the Analytical dimensions option to access the inquiry and if needed the modification of analytical dimensions linked to receipt and issue movements.
Analytical dimensions can only be accessed in the event of a stock transfer slip from one site to another. In the event of internal stock change or supplier transfer notes, analytical dimensions are not managed.
Invoice
Stock by Site Report
Serial no. concerned
This action is available when the serial numbers of the product are managed in Global receipt/issue and when the selected stock line corresponds to multiple serial numbers or serial number sequences.
Click this action to view the serial number sequences.
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Reports
By default, the following reports are associated with this function :
BONTRF : Transfer notes
This can be changed using a different setup.
- The BONTRF report is a standard report common to internal and external flows.
- Use the BONTRFINT - Internal stock change report to modify information specific to internal flows, such as the Source and Destination values of the Warehouse, Location type, Location, ID and Status.
Menu Bar
This action is never available. |
Use this action to enter selection criteria and filter or limit the stock lines suggested in the selection panel. |
Menu Bar
Options/Transaction
Click this action to view the setup of the stock change transaction used.
Options/Dimensions
Click this action to view and potentially modify the analytical dimensions attached to the slip header, only in the case of an inter-site transfer slip.In the case of a supplier transfer and internal stock change note, analytical dimensions are not managed.