This function is used to manage the setup and customization of the following screens:

  • Stock change transactions It can be:
      • An internal movement relating to a location change and/or status change and/or unit change
      • An intersite movement relating to a status change and/or unit change
      • A subcontract transfer or return
  • Stock changes by LPN. It must be an internal movement.

At least one standard transaction is delivered with the installation of the software. Using this function, it can be modified or deleted, or new transactions created.

It is possible to set up several different transactions for the stock change. Each transaction, identified by a code and a description, is displayed in a selection window when calling the related function.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

The setup of the stock change transactions is made up of a header for the transaction code, an optional transaction access code, a transaction status (active/inactive) and two tabs.

Stock change transaction

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 on 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 on 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)

Use this field to activate or deactivate a transaction.
Inactive transactions are not displayed in the transaction selection window.
Access code (field ACSCOD)

This access code is used to restrict access to data by user or group of users.
If this field is entered, only users with this access code in their profile can use this transaction.
If several transactions are available, you can choose the transaction you want to use to open the function. If only one transaction is available, there is no selection to be made: the default entry screen opens directly.
Group (field GFY)

Tab General

Specify the role attached to the transaction, in other words, the related movement type:

  • Internal
    To carry out a change with this type of transaction, access can occur via:
    • A stock line

      You can carry out a location change and/or warehouse change and/or status change and/or unit change (packing, unpacking) within the same site.
      You can set up a transaction for each role or combine these roles in one transaction.

      You can use internal stock changes to carry out mass changes (movement of stock from location A to location B). If you select the Mass select check box, the Location field is available in the stock change selections along with the Include all/Exclude all actions.

    • A license plate number
      The modification concerns all stock lines linked to the license plate number. It is a location change and/or status change within the same site.
      To modify only part of the container, you must perform a split operation of the container (onto several locations and/or statuses), by using the License plate number reassignment function.
  • Intersite
    With this type of transaction, you can carry out stock line transfers from one site to another. In this case, it is implicitly possible to modify the stock status and unit on the target site.
    An intersite transfer transaction cannot be used for 'Internal' type movements at the same time.
  • Subcontract transfer / Subcontract return
    With this type of transaction, you can transfer stock to a supplier type location (see the Location types documentation).
    A transaction that implements subcontract transfers or returns cannot be used for 'Internal' or 'Intersite' type movements simultaneously.

Movement type

Access mode (field CHGACC)

Select the information granting access. It can either be:

  • The line stock, in which case all movement types are authorized. This mode is used to access the stock line selection.
  • The license plate number, in which case only the 'internal' movement type is possible. This mode is used to access the license plate number selection.
Mass select (field CHGEMPTOT)

This box can only be accessed for Internal type transactions which authorize location changes.
Select this check box to enable mass location modifications. To that end, a field to select the location to be processed and buttons for mass picking of stock lines to be processed will be available in the Stock changes screens.
For stock change transactions relating to License plate numbers, this check box is automatically selected and cannot be accessed.

Type (field BETFCYCOD)

Parameter is used to define, for this entry transaction, the movement type carried out.
Location change (field CHGEMPCOD)

This field can only be entered for an internal type stock change. It is used to indicate whether or not location changes are authorized for this transaction.
Status change (field CHGSTACOD)

Code that is used to enter whether for this transaction, a status change is authorized or not.
Unit change (field CHGPCUCOD)

This flag is used for this transaction to authorize a change of packing unit in order to enable stock unpacking/repacking.

Parameters

Movement code (field TRSCOD)

This information (in miscellaneous table no.14) is used to define specific stock receipt and issue rules for certain transactions. For instance, for a transaction dedicated and assigned to expert users, you can enable stock receipt of status A goods, while for other users, you can enable stock receipt of status Q goods. This is only possible for product categories which authorize this type of receipt rules and which are associated to such a movement code (see Product category).
Quantity load filter (field PIOQTY)

Used to determine the quantity that will be preloaded during the loading of the stock line on which a location change will take place.

Lines

Invoice no. (field SIHNUMCOD)

Parameter used for this entry transaction to define if the invoice number should be:

  • Displayed:
    The default value is assigned to the field and displayed but cannot be modified.
  • Hidden:
    The default value is assigned to the field. It is hidden.
Invoicing flag (field INVSGHCOD)

Parameter used for this entry transaction to define if the invoicing flag should be:

  • Entered:
    The default value is assigned to the field and displayed but it can be modified.
  • Displayed:
    The default value is assigned to the field and displayed but it cannot be modified.
  • Hidden:
    The default value is assigned to the field. It is hidden.
Project (field PJTCOD)
field PJTSCR
Stock movement group (field TRSFAMCOD)

The Movement group is a statistical information that will be recorded in the stock journal upon saving the receipt movements. This movement group is contained in the miscellaneous table no. 9. The value given in the transaction setup corresponds to a default value that can be viewed 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 the default value is assigned to it.
  • Displayed:
    The default value is allocated to the field and displayed but the value cannot be modified.
  • Entered:
    The default value is assigned to the field and displayed. It can be modified.
field TRSFAMSCR
Default value (field TRSFAMDEF)

Tab Stock

A stock change slip displays lines detailing the source and target values of the same stock information.

This tab is used to set up the information describing the stock change slip lines.

Entry mode block: This block is used to set up the target stock information.

*Destination unit entry: used to specify if a destination unit should be entered or not. This parameter can only be activated if the transaction allows stock unit change, otherwise the field is disabled.

*Destination status: this parameter is activated if the transaction currently being set up allows status change. Otherwise, the field is disabled.

*Destination location and warehouse: these parameters are only activated if the transaction currently being set up allows location change. If not, the fields are disabled.

Display block

This block is used to specify if the lot, sub-lot, serial number, identifiers 1 and 2 and license plate number information must be included in the source information on a stock change slip line.
This block cannot be accessed for stock change transactions by license plate number.

Accounting information

Analytical dimensions are not managed for internal stock change and supplier transfer movements. As a consequence, the associated setup is inhibited.

For intersite transfer movements, it is possible to set up the entry of the default dimension codes attached to the slip header, slip lines and to each resulting movement. In the same way, it is possible to specify the automatic journal codes which will be used to transfer the intersite transfer movements to accounting.

Entry

Enter packing unit (field UOMSAIFLG)

This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.

  • If the entry of PAC unit is allowed the entry screen is generated with the fields packing unit, Quantity in PAC, PAC/STK conversion factor, Quantity in STK (this quantity is calculated and cannot be entered).
  • If the entry of PAC unit is not allowed the entry screen generated only displays the quantity in STK.

The specific case of Customer returns:

If the entry of PAC unit is allowed, then it is possible to modify the sales unit in the return by selecting a different sales unit among the following units:

  • stock unit,
  • packing unit,
  • customer packing unit.

Otherwise, the sales unit cannot be modified and the PAC/STK coefficient and the STK quantity fields are not displayed.

Special case ofLoan returns:

The entry in PAC is not possible in a load return line. The sales unit cannot be modified for this type of return.
However, for this type of document, the conversion coefficient between the document unit and the stock unit will always be displayed as well as the corresponding quantity in stock unit.
Dstn. status (field STACOD)

This setup is used to define, for this entry transaction, whether the entry status must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified and in this case, the value entered is controlled with the rule for the product management.
field STASCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Dstn. warehouse (field WRHCOD)

This option being available is subject to the WRH activity code.
This option is used for this entry transaction to define whether the Destination warehouse field must be:

  • Hidden:
    The field is not displayed on the header of the entry screen of the stock change movements.
  • Displayed:
    The field is displayed and it cannot be modified.
  • Entered:
    The field is displayed and it can be modified.

SEEINFO This option can only be accessed when the Location change is authorized in the General tab.
field WRHSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Dstn. location (field LOCCOD)

Parameter used for this transaction to define whether the Destination location field must be:

  • Hidden
    The field is not displayed on the header of the entry screen of stock change movements.
  • Displayed
    The field is displayed but it cannot be entered.
  • Entered
    The field is displayed and it can be entered.

SEEINFO This option can only be accessed when the Location change is authorized on the General tab.
field LOCSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 1 dstn. (field IDEDSTCOD1)
field IDEDSTSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 2 dstn. (field IDEDSTCOD2)
field IDEDSTSCR2
Movement description (field MVTDESCOD)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:

  • Hidden,
  • Displayed,
  • Entered.
field MVTDESSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Printing (field PRNCOD1)

Specify if label printing is authorized for this entry transaction. You can authorize the printing of:

  • Stock labels,
  • License plate number labels created 'on the fly',
  • Stock labels and license plate number labels created 'on the fly'.

When printing is authorized, it is launched automatically when the stock receipt entry is completed.

The automatic printing of stock labels applies when using an ADC terminal: all the setup rules required for the launch are specified in the Miscellaneous receipts function implementation documentation (ADCs).
field PRNSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Number of copies (field PRNNBFLG1)

Parameter used to define, for this entry transaction, if the number of documents to be printed can be entered or not.
field PRNNBSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.

Display

Lot (field LOTCOD)

This parameter is used for this entry transaction to indicate if, in the source document, the lot number should be:

  • Hidden
  • Displayed
field LOTSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Sublot (field SLOCOD)

Parameter used to define, for this entry transaction, if in the originating document the Sub-lot number must be:

- hidden

- displayed

field SLOSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Major version (field ECCCOD)

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

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The version number is displayed. It cannot be entered.
field ECCSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Starting serial number (field SERCOD)

Parameter used to define, for this entry transaction, if in the original document the serial number start must be:

- hidden

- displayed

field SERSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Ending serial number (field SERECOD)

This parameter is used for this entry transaction to indicate if, in the source document, the ending serial number number should be:

  • Hidden
  • Displayed
field SERESCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 1 (field IDECOD1)

This parameter is used for this entry transaction to indicate if, in the source document, the Identifier 1 should be:

  • Hidden
  • Displayed.
field IDESCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 2 (field IDECOD2)

This parameter is used for this entry transaction to indicate if, in the source document, the Identifier 2 should be:

  • Hidden
  • Displayed
field IDESCR2
License plate number (field LPNCOD)
field LPNSCR

Financials

Auto journal (field ENTCOD)

This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - WIP accounting interface parameter is set to No.

Tab Ana

In this function, the Distribution line field is hidden.

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 it cannot be modified.
  • Entered: 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,
  • Form 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 menu Analytical sections, 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

field CCESCR

Grid Dimension line

Dimension type (field DIE)

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to pre-load all the dimension types defined on 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 on the entry screen. However, it is possible to initialize this field with a default section code.
  • Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
  • 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 dependent on the dimension setup performed.
Preloading dimensions

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

Reports

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

  PRTSCR : Screen print

This can be changed using a different setup.

Specific Buttons

Validation

Once entry is complete, click this action to save the setup and trigger the screen generation.

Copy

Click this action to copy the setup of the current transaction to another Sage X3 folder.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation