Stock Transactions

Click this action to access additional selection criteria to the criteria entered in the inquiry header.

Filter by document type: you can filter the movement transactions recovered for a document type (delivery, receipt, production notification, miscellaneous stock...), or even for a document number.
By default, the inquiry displays the movements all document types considered.
If you select the movements linked to an entry type, the Stock before and Stock after is not loaded in the Movements/Products tab since this stock information apply to all product movements and not just the ones linked to a single entry type (which would go against the operational logic).

BP: you can refine the selection by filtering movements for a given BP.

Formula: if the standard selection criteria are insufficient, you can set up an additional formula that must have the Stock selection type.

Movement update, suspended movement:

The inquiry displays by default the actually updated movements. You can choose to display the movements pending update, for example those created from the issue of a shortage material. The display of these two types of movement cannot be carried out simultaneously.

In addition, a specific inquiry is available for suspended movements.

‘Stock’ movements / ‘Internal’ movements:

• ‘Internal’ movements are movements generated within a storage site. These are changes of status, location or unit, but also changes by license plate numbers, which are also considered as internal changes.
  
• 'Stock' movements generate an actual stock transfer. These movements represent stock receipts and issues. A stock adjustment following a stock count also represents a stock receipt/issue.

By default, the inquiry only displays the 'stock' movements. If you modify this setup, you can view the 'internal' movements only, or view the 'stock' movements as well.

Classification: various classification criteria are suggested, for example a classification by ascending or descending posting date of the movements, a classification by ascending or descending movement creation date.

Serial number aggregation: when the serial numbers are managed for the products and the management mode is Receipt & issue, the inquiry displays by default, for a given movement, as many lines as there are serial numbers impacted by a movement. Select this check box to aggregate serial numbers and optimize the inquiry by reducing the number of displayed lines, so that only one line per movement is presented. When the serial management mode is Global receipt & issue, the setup of this check box is not used: the inquiry recovers one line per stock movement linked to a serial number range. The Starting serial number and Ending serial number fields define the relevant serial number range.

Screen code: as a rule, inquiries can be set up. You can call upon customized inquiry screens using the screen code. You can use this customization, for instance, to choose what information should be displayed on the screen and in what order it should be positioned in the table.

For more details, please refer to the Inquiry screens documentation.

You can save the selection criteria under a memo code in order to recall them later on.

The STD memo code is a special code, which systematically applies when entering the inquiry.