Traceability

Select the direction of the search:

• Upstream: to recover the flow(s) that led to the last step of the lot (customer deliveries, work orders, etc.).
• Downstream: to trace the lot in other lots, up until the last step of these lots.

Enter the reference of the product for which the stock needs to be inquired.

Reference of the lot number to be processed.

Reference of the serial number to be processed.

Enter a document type if you wish to filter the inquiry and restrict it to this type of document.

Enter the document number reference to inquire, depending on the chosen document type.

Enter the BP code or use the Lookup tool to search from the BP table.

This field defines the entity level in the entity hierarchy. 
Each entity owns an attachment entity of a higher level, except for level-1 entities.
The number of levels is limited to the pyramid levels.

Enter or select the storage site where the selected product is active.

The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table.

This field indicates the product reference code. It is generated by a sequence number counter (set up in function Sequence number counters) in the case when the product category has a sequence number counter code.

The reference cannot be modified. It is automaticaly assigned and displayed at product creation end.

This is the description entered on the product record. This description is transferred from the sales invoice to the purchase invoice in case of inter-company invoicing. When the invoice stems from another document, the standard description is inherited from the source line.

This field indicates the lot linked to the stock movement.

This field indicates the lot linked to the stock movement.

This is the product serial number.

This field indicates the product management unit in which are expressed:

• The stock
• The standard price
• The BOM link quantity, etc.

This information is always displayed, regardless of the transaction used. It cannot be modified.

Quantity in stock unit calculated from the ordered quantity in order unit.

If the entered quantity is not a multiple of the order unit, a warning message is displayed. By default the minimum purchase quantity or the quantity of considered requirements is suggested. Under no circumstances the quantity entered is lower than these quantities.

You can modify this quantity if the order unit is a product packing unit, whose coefficient can be modified (see Packing unit table on the Units section of the Product record) but cannot be used with the other units (product purchase unit, supplier purchase unit, supplier packing unit, stock unit).

If you modify the quantity in stock unit, the factor expressed between the order unit and the purchase unit is adjusted.

This field indicates the product status (A, Q, R).

When the status changes from A to Q, the stock keeps the same location (no stock movement to be controlled).

Document type that must be taken into account during the signature process or during a signature cancellation.

The document type, the document number and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

The number of the journal line to process.

Enter the BP code or use the Lookup tool to search from the BP table.

Type of the transaction to be set up, to be chosen among the various proposed values. Each transaction type corresponds to an identified stock movement.
The access to some parameters of the transacrtion or to some values of local menus depends on the chosen transaction type.

The code of the transaction is used to identify the stock transaction setup.

If several transactions have been set up for a same transaction type (input, issue,etc.), a window appears to select one of them.

The analysis requests are automatically generated by several transactions, according to the setup:

- receipts to stock with status Q,

- manual status change to a status Q,

- change from an expiry status to a status Q,

The analysis request is used:

- to list the products and lots pending control,

- to keep a history of data entered during the quality control,

- to keep the link with the receipt or the work order to be controlled. A lot can have several simultaneous analysis requests if it has been subject to several separate receipts.

The sequence number for the analysis requests can be set up via the sequence number function.

Use this field to enter additional information, if necessary.

This field indicates the first recorded identifier.

This is the journal number at the origin of the requirement.

This field displays the user who created (entered) the record.

This field displays the creation (entry) date of the object.

This indicator is linked to the field that follows. It enables the user to force the value of the field when it is activated.