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.
Refer to documentation Implementation
Presentation
The setup of issue transactions is made of:
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Fields
The following fields are present on this tab :
Miscellaneous issue trans.
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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:
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.
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Transaction description. |
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This flag is used to activate or deactivate a transaction. |
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Access code that is used to restrict access to data by user or group of users. |
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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
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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. This setup is used to define whether the movement group code must be:
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The presence of this field is subject to activity code WRH.
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The presence of this box is subject to activity code WRH.
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Entry
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This parameter is used to define, for this entry transaction, whether the Major version number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the Minor version number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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The presence or absence of this option is subject to the activity code WRH.
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameters
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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. |
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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. |
Stock to issue
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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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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
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Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:
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This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:
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Parameter used to define, for this entry transaction, if the field must be present in:
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Specify for this transaction if the analytical dimension fields related to stock movements must be:
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Entry
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Grid Dimension line
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You can enter an analytical dimension type code on each table line. |
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Parameter used to define, for this entry transaction, if the analytical dimension must be:
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Action icon
Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.
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By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.