Setup >  Stock >  Entry transactions >  Miscellaneous issues  

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Use this function to manage the setup of the transactions to personalize the miscellaneous stock issue screens.

At least one standard transaction for miscellaneous issue is delivered with the installation of the software. It can either be modified or deleted with this function, which can also be used to create new ones.

It is possible to set up several different transactions for the stock miscellaneous issue. Each transaction, identified by a code and a text description, appears in a selection window when calling the function concerned.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Presentation

The setup of issue transactions is made of:

  • a header for the transaction code, if required an access code to the transaction and a transaction status (active/inactive),
  • and two tabs.

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Fields

The following fields are present on this tab :

Miscellaneous issue trans.

  • Transaction (field SRTNUM)

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 in the document header and fields entered in the lines, whether they must be:

  • entered,
  • only displayed,
  • or hidden.

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 in this setup header.

  • If a given user has the right to use several transactions of a given type, the choice is presented to the user when entering the function.
  • If the user is only authorized one transaction, this transaction is automatically taken into account when entering the function.
  • Description (field DESAXX)

Transaction description.

  • Active (field ENAFLG)

This flag is used to activate or deactivate a transaction.
The inactive transactions are not presented in the transaction selection window.

Access code that is used to restrict access to data by user or group of users.
If this field is assigned, only users with this access code in their profile can use this transaction.
If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer suggested: the access is by direct entry. 

 

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Tab Setup definition

Presentation

Slip block: specify the display and entry mode of stock information available for direct modifications on the stock slip line (lot, sub-lot, series, status, location, transaction description); given that the stock information to be made unavailable on the issue slip line will be unavailable at the level of the detailed entry of issue lines.

 

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Fields

The following fields are present on this tab :

Header

  • Project (field PJTCOD)

 

  • Stock movement group (field TRSFAMCOD)

The Movement group is a statistical information recorded in the stock journal upon saving the miscellaneous issue movements. This transaction group comes from the miscellaneous table number 9.
The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified depending on the transaction setup.

This setup is used to define whether the movement group code must be:

  • Hidden:
    The field does not appear on the entry screen but it is assigned a default value.
  • Displayed:
    The default value is allocated to the field and displayed but the value is non-modifiable.
  • Entered:
    The default value is assigned to the field and displayed. It can be modified.

 

  • Warehouse (field WRHCOD)

The presence of this field is subject to activity code WRH.
It is used to define, for this entry transaction, whether the header warehouse must be:

  • Hidden:
    The field is not displayed in the entry screen.
  • Displayed:
    The field is displayed empty and cannot be modified.
  • Entered:
    The field is displayed but can be modified.

SEEINFO If the Single-warehouse box is checked, this field automatically takes the value Entered. It is indeed mandatory to specify the warehouse in the document header.

  • Single warehouse (field WRHOBY)

The presence of this box is subject to activity code WRH.

  • If this box is checked, it will be mandatory to enter the warehouse in the entry screen header. As far as the document line parameter is concerned, it cannot be defined as Entered, but only as Hidden or Displayed.
     
  • If this box is not checked, the warehouse will not be a mandatory criterion of the documents. As far as the document line parameter is concerned, it will be possible to define it such that it allows them as being possible to enter, thus authorizing the management of multi-warehouse entriyelines

Entry

  • UOM entry (field UOMSAIFLG)

 

  • Major version (field ECCCOD)

This parameter is used to define, for this entry transaction, whether the Major version number must be:

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The field is displayed empty and cannot be modified.
  • Entered:
    The version number can be entered.
  • field ECCSCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Minor version (field ECCCODMIN)

This parameter is used to define, for this entry transaction, whether the Minor version number must be:

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The field is displayed empty and cannot be entered.
  • Entered:
    The version number can be entered.
  • field ECCSCRMIN

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Lot (field LOTCOD)

 

  • field LOTSCR

 

  • Sublot (field SLOCOD)

 

  • field SLOSCR

 

  • Status (field STACOD)

 

  • field STASCR

 

  • Location (field LOCCOD)

 

  • field LOCSCR

 

  • Starting serial number (field SERCOD)

 

  • field SERSCR

 

  • Ending serial number (field SERECOD)

 

  • field SERESCR

 

  • Identifier 1 (field IDECOD01)

 

  • field IDESCR01

 

  • Identifier 2 (field IDECOD02)

 

  • field IDESCR02

 

  • Movement description (field MVTDESCOD)

 

  • field MVTDESSCR

 

  • Warehouse (field WRHCOD1)

The presence or absence of this option is subject to the activity code WRH.
It is used to define, for this entry transaction, whether the warehouse on the document line must be:

  • Hidden: The field is not displayed. This will be single-warehouse managed.
  • Displayed: The field is loaded with the warehouse entered in the header, and cannot be modified. This will be single-warehouse managed.
  • Entered: The field is displayed but can be modified. This setup allows a multi-warehouse management.
    This value cannot be selected if single-warehouse management has been activated in the transaction header.
  • field WRHSCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.

Parameters

For supplier receipts and issues on work order To be checked to have the automatic entry of the stock information (no entry screen). The stock reports, the locations, the potencies, the UI coefficients and the expiry dates are determined automatically based on the Product or Product-Site default values and the transaction parameters. For products managed with locations, one or several stock lines will be generated based on the information on the location type. (Maximum quantities by unit) This automatic mechanism will no longer be applied for products managed with serial numbers and negative entries.

This field is used to specify, for this transaction, the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting postings along with the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - Accounting interface WO in process setup is set to No.

Stock to issue

  • Automatic determination (field STKFLG)

Check box that is used to specify, for the transaction in progress, whether the stock lines to issue must be automatically determined for the product and the entered quantity. The automatic determination relies on the filters entered at the product category level, especially the management rules for the issue transaction for the movement type/code concerned and on the allocation rule for the miscellaneous movements. When this is not the case, it will be necessary to manually determine the stock to issue.

If this box is unchecked, the stock lines to issue will be determined manually (action Picking criteria).

Warehouse specificity: if the program cannot find the lines on the warehouse, it searches the warehouses mentioned in the product-site record and will load the eligible stock lines.

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Tab Analytical

Presentation

In this function, the Line distribution field is not accessible.

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Fields

The following fields are present on this tab :

Block number 1

  • Header dimensions (field HEACCECOD)

Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:

  • Hidden: The options/analytical dimensions menu of the main window will be hidden.
  • Displayed: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear but it will not be possible to access them.
  • Entered: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear and it will be possible to access them.
  • Distribution line (field DSPCOD)

This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:

  • Hidden: the field does not appear on the entry screen but the default value is attributed to it,
  • Displayed: The default value is assigned to the field and displayed but the value cannot be modified.
  • Entry: The default value is assigned to the field and displayed. It can be modified.
  • field DSPSCR

Parameter used to define, for this entry transaction, if the field must be present in:

  • Record + Table modes,
  • Record mode,
  • Table mode.
  • Stock movement dimensions (field STOCCECOD)

Specify for this transaction if the analytical dimension fields related to stock movements must be:

  • Hidden
  • Displayed: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed but cannot be accessed.
  • Entered: The Analytical dimensions menu, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.
This screen is common to the entry transactions for the orders and open orders. In the open orders entry transaction, this field is not available.

Entry

  • Input (field CCESCR)

 

Grid Dimension line

You can enter an analytical dimension type code on each table line.
Use the function available from the Actions icon to preload all the dimension types defined for the sites of a given group of sites.

  • Method (field CCECOD)

Parameter used to define, for this entry transaction, if the analytical dimension must be:

  • Hidden: The field is not displayed in the entry screen. However, it is possible to initialize this field with a default section code.
  • Displayed: The default value is assigned to the field and displayed but the value is non-modifiable.
  • Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
    The default value assigned to the analytical dimension is based on the dimension setup performed.

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Action icon

Pre-loading dimensions

Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.

 

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Reports

By default, the following reports are associated with this function :

  PRTSCR : Screen print

This can be changed using a different setup.

Specific Buttons

At the end of the entry, this button is used to save the setup performed and trigger the generation of the screens.

This button is used to copy the setup of the transaction in progress to another Sage X3 folder.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation