Refer to documentation Implementation
Presentation
The setup of the stock change transactions is made up of a header for the transaction code, an optional transaction access code, a transaction status (active/inactive) and two tabs.
Close
Fields
The following fields are present on this tab :
Stock change transaction
| Code used to identify the transaction set up. The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.). For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code. Each transaction is used to define, both for fields located on the document header and fields entered in the lines, whether they must be:
Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined on this setup header.
|
| Transaction description. |
| Use this field to activate or deactivate a transaction. |
| This access code is used to restrict access to data by user or group of users. |
|   |
Close
Presentation
Specify the role attached to the transaction, in other words, the related movement type:
You can carry out a location change and/or warehouse change and/or status change and/or unit change (packing, unpacking) within the same site.
You can set up a transaction for each role or combine these roles in one transaction.
You can use internal stock changes to carry out mass changes (movement of stock from location A to location B). If you select the Mass select check box, the Location field is available in the stock change selections along with the Include all/Exclude all actions.
Close
Fields
The following fields are present on this tab :
Movement type
| Select the information granting access. It can either be:
|
| This box can only be accessed for Internal type transactions which authorize location changes. |
| Parameter is used to define, for this entry transaction, the movement type carried out. |
| This field can only be entered for an internal type stock change. It is used to indicate whether or not location changes are authorized for this transaction. |
| Code that is used to enter whether for this transaction, a status change is authorized or not. |
| This flag is used for this transaction to authorize a change of packing unit in order to enable stock unpacking/repacking. |
Parameters
| This information (in miscellaneous table no.14) is used to define specific stock receipt and issue rules for certain transactions. For instance, for a transaction dedicated and assigned to expert users, you can enable stock receipt of status A goods, while for other users, you can enable stock receipt of status Q goods. This is only possible for product categories which authorize this type of receipt rules and which are associated to such a movement code (see Product category). |
| Used to determine the quantity that will be preloaded during the loading of the stock line on which a location change will take place. |
Lines
| Parameter used for this entry transaction to define if the invoice number should be:
|
| Parameter used for this entry transaction to define if the invoicing flag should be:
|
|   |
|   |
| The Movement group is a statistical information that will be recorded in the stock journal upon saving the receipt movements. This movement group is contained in the miscellaneous table no. 9. The value given in the transaction setup corresponds to a default value that can be viewed and/or modified depending on the transaction setup. This setup is used to define whether the movement group code must be:
|
|   |
|   |
Close
Presentation
A stock change slip displays lines detailing the source and target values of the same stock information.
This tab is used to set up the information describing the stock change slip lines.
Entry mode block: This block is used to set up the target stock information.
Destination unit entry: used to specify if a destination unit should be entered or not. This parameter can only be activated if the transaction allows stock unit change, otherwise the field is disabled.
Destination status: this parameter is activated if the transaction currently being set up allows status change. Otherwise, the field is disabled.
Destination location and warehouse: these parameters are only activated if the transaction currently being set up allows location change. If not, the fields are disabled.
Display block
This block is used to specify if the lot, sub-lot, serial number, identifiers 1 and 2 and license plate number information must be included in the source information on a stock change slip line.This block cannot be accessed for stock change transactions by license plate number.
Accounting information
Analytical dimensions are not managed for internal stock change and supplier transfer movements. As a consequence, the associated setup is inhibited.
For intersite transfer movements, it is possible to set up the entry of the default dimension codes attached to the slip header, slip lines and to each resulting movement. In the same way, it is possible to specify the automatic journal codes which will be used to transfer the intersite transfer movements to accounting.
Fields
The following fields are present on this tab :
Entry
| This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.
The specific case of Customer returns: If the entry of PAC unit is allowed, then it is possible to modify the sales unit in the return by selecting a different sales unit among the following units:
Otherwise, the sales unit cannot be modified and the PAC/STK coefficient and the STK quantity fields are not displayed. Special case ofLoan returns: The entry in PAC is not possible in a load return line. The sales unit cannot be modified for this type of return. |
| This setup is used to define, for this entry transaction, whether the entry status must be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| This option being available is subject to the WRH activity code.
|
| Specify, for this entry transaction, if the field must be present in:
|
| Parameter used for this transaction to define whether the Destination location field must be:
|
| Specify, for this entry transaction, if the field must be present in:
|
|   |
| Specify, for this entry transaction, if the field must be present in:
|
|   |
|   |
| Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| Specify if label printing is authorized for this entry transaction. You can authorize the printing of:
When printing is authorized, it is launched automatically when the stock receipt entry is completed. The automatic printing of stock labels applies when using an ADC terminal: all the setup rules required for the launch are specified in the Miscellaneous receipts function implementation documentation (ADCs). |
| Specify, for this entry transaction, if the field must be present in:
|
| Parameter used to define, for this entry transaction, if the number of documents to be printed can be entered or not. |
| Specify, for this entry transaction, if the field must be present in:
|
Display
| This parameter is used for this entry transaction to indicate if, in the source document, the lot number should be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| Parameter used to define, for this entry transaction, if in the originating document the Sub-lot number must be: - hidden - displayed |
| Specify, for this entry transaction, if the field must be present in:
|
| This parameter is used for this entry transaction to define whether the Major version number should be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| Parameter used to define, for this entry transaction, if in the original document the serial number start must be: - hidden - displayed |
| Specify, for this entry transaction, if the field must be present in:
|
| This parameter is used for this entry transaction to indicate if, in the source document, the ending serial number number should be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| This parameter is used for this entry transaction to indicate if, in the source document, the Identifier 1 should be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| This parameter is used for this entry transaction to indicate if, in the source document, the Identifier 2 should be:
|
|   |
|   |
|   |
Financials
| This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction. |
Presentation
In this function, the Distribution line field is hidden.
Close
Fields
The following fields are present on this tab :
Block number 1
| Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:
|
| This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:
|
| Parameter used to define, for this entry transaction, if the field must be present in:
|
| Specify for this transaction if the analytical dimension fields related to stock movements must be:
|
Entry
|   |
Grid Dimension line
| You can enter an analytical dimension type code on each table line. |
| Parameter used to define, for this entry transaction, if the analytical dimension must be:
|
Close
Action icon
Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.
Close
By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.
Once entry is complete, click this action to save the setup and trigger the screen generation. |
Click this action to copy the setup of the current transaction to another Sage X3 folder. |