Stock management rules
This function is used to specify the general management rule set for the application that are designed to be used as default rules on the creation of a product category.
A default management rule set is proposed on when installing the software package.
Prerequisite
Refer to documentation Implementation
Screen management
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Fields
The following fields are present on this tab :
Stock management rules
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Entry screen
Presentation
At this level of the setup, it is mandatory that a management rule exists for all movement transactions managed by the system: these movements are displayed in a fixed order in the table.
A management rule is used to determine the behaviour associated with a movement type on receipt and issue with regards to locations, statuses and lot codification.
Management Rules
The movement types for which the management rules can be defined are: Miscellaneous entry/Miscellaneous issue/ Receipt/Delivery/WO receipt/WO issue/Sub-contract order issue/ Delivery return/ Receipt return/Loan delivery/Loan return/Stock reintegration/Sub-contractor delivery/ Receipt for sub-contracting/Receipt for sub-contracting return/Delivery for sub-contracting return/Reorder consumption area/Service request.
The following characteristics are defined for each line in the management rules grid :
Location: Specified here is the title for the location that will be proposed by default for the movement (from amongst the titles entered in the local menu 2707 of titles for locations managed in the folder).
The authorized statuses: a local menu for the statuses and a list of authorized sub-statuses for the movement concerned. A contextual button is used to enter the authorized sub-statuses in a grid by selecting them from the stock status table or by entering a sub-status template with generic characters (*,?,#,!). On validating this grid, a check is made to retain only those that correspond with the chosen authorized statuses.
If this sub-status field is left empty, it is automatically filled by the sub-status templates corresponding to the authorized statuses.
Default status: It is possible to specify a sub-status by default to facilitate the entry of stock movements. This must respect one of the templates defined above.
Analysis request: This setup is used to enter an analysis request to be processed with function quality control, when the status has been entered with value "Q".
If this setup is set to "No", the status change from "A" to "R" cannot be completed in the quality control function: it is necessary to use a status change note. This setup is only of use for receipt type movements.
Lot numbering on receipt (This setup is only of use for receipt type movements). : the management rules by stock movement type also allow the definition of the lot number on receipt. By adding a lot sequence number counter that can be used to specify the following setups for the product:
Lot entry: this allows the user to specify by movement type if it is possible on receipt to enter an existing lot code or not (Free entry) or if it is necessary to enter a lot code not yet created in the database (new lot), or if it is not possible to enter a lot code (no). In this case the default value set up for the lot code will be used and by default the lot sequence number counter is active. (This setup is only of use for receipt type movements).
Lot by default: It is possible to set up a default value for the lot receipt: either the supplier lot: the system then proposes as the internal lot number the supplier lot number entered, or the document number; the system then proposes as the default lot number value, the number of the document that triggered the receipt into stock. (This setup is only of use for receipt type movements).
Obsolete lot issue: this indicator allows the issue of lots that have exceeded their expiry date. (This setup is only of use for issue type movements).
The grid shown below, summarizes the impact of the management rule setup on the Receipt type movements in mandatory lot management. In the case of optional lots, there is an additional function available upon receipt by right click on the lot field allowing the user to leave the lot number blank.
Lot entry | No | Free | New lot |
Default lot | |||
None | No entry on 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 non-assigned lot, document no. allocation. |
Supplier lot | No entry on 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. |
(*) The allocation of a lot by sequence number counter is made in the following manner: The system uses the lot sequence number counter associated with the product.
Note: For each movement type, at the product category level, the management rules can be refined by the movement transaction code (the movement transaction codes must be defined in miscellaneous table 14); this makes it possible to have several management rules available for a single movement type. The movement codes used are attached to a stock note transaction: the choice of a note carrying a specific movement code determines the management rule that will be used.
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Fields
The following fields are present on this tab :
Grid
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Stock movement type. |
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Specify the location category associated with this movement type. |
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Indicate which statuses are authorized in this stock movement type. |
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It is possible to specify which sub-statuses are authorized in this type of stock movement. A contextual button makes it possible to enter them in a grid by selecting them from the stock status table or by entering a sub-status template with generic characters (*,?,#,!). On validating this grid, a check is carried out to keep only those corresponding to the chosen authorized statuses. If this field is left empty, it will be automatically loaded with the sub-status templates corresponding to the authorized statuses. |
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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. |
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This parameter is used to enter an analysis request to be processed with function quality control, when the status has been entered with value "Q". |
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This indicator is used to authorize the manual entry of the lot number in this stock movement type.
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It is possible to set up a default value for the lot entered:
The grid below summarises the impact of the management rule setup on the Receipt type movements in mandatory lot management. In the case of optional lots, there is an additional function available upon receipt by right click on the lot field allowing the user to leave the lot number blank.
(*) The allocation of a lot by sequence number counter is made in the following manner: the system uses the lot sequence number counter associated with the product. |
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Tab Exit flow
Fields
The following fields are present on this tab :
Grid
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Stock movement type. |
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Specify the location category associated with this movement type. |
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Indicate which statuses are authorized in this stock movement type. |
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It is possible to specify which sub-statuses are authorized in this type of stock movement. A contextual button makes it possible to enter them in a grid by selecting them from the stock status table or by entering a sub-status template with generic characters (*,?,#,!). On validating this grid, a check is carried out to keep only those corresponding to the chosen authorized statuses. If this field is left empty, it will be automatically loaded with the sub-status templates corresponding to the authorized statuses. |
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This flag mkes it possible to issue stock for an expired lot.
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Specify whether the versions that have the Prototype status are authorized or not for this type of stock issue movement. |
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Specify whether the versions that have the Active status are authorized or not for this type of stock issue movement. |
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Specify whether the versions that have the Stopped status are authorized or not for this type of stock issue movement. |
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Specify whether the version entered in the issue line should be exclusive or not.
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