Stock change by identifier

Use this transaction to perform the following actions:

Move stock from a stock line, based on a selection of stock characteristics and stock filters. It can be a location change and a status change.

Prerequisites

In Sage X3, perform the following actions:

Functional prerequisites

• Function profile (GESAFT)

  Open: Setup >Users > Function profile

  Your profile code needs to have an authorized access to the SCS Select by identifier function (CWSBSCS).

Web service prerequisites

1. Open: Administration > Web services > Classic SOAP pools configuration

   Stop the web service pool.

2. Stock change transactions (GESSCT)

   Open: Setup > Stock > Entry transactions > Stock change transactions

   Validate the ALL entry transaction.

3. Web services (GESAWE)

   Open: Development > Script dictionary > Scripts > Web services

   Publish the CWSSCS web service.

4. Open: Administration > Web services > Classic SOAP pools configuration

   Start the web service pool.

How to create a stock change

Open: By identifier > Stock change

To create a stock change, you need to enter information on 3 pages:

• The initial page is used to perform the following actions:
  • Set the Change date and the entry Transaction.
  • Select the Stock filters.

• The second page is used to define the values for the selected stock filters and to select the stock lines.

• The third page is used to enter the stock destination information.
  When you have completed the changes for this stock lines, you can create the stock changes document.

Operating mode

1. In the initial page, check that the Change date, Site and Transaction default values are correct.
2. From the drop-down list, select a set of Stock filters to be used and tap Next.
3. The selected stock filters are displayed. You need to enter a value for each of them.

4. Select the lines to be moved. You have 2 possibilities .

   • You can select all the stock lines at the same time without checking them.

     • Turn the Select all switch on.

     • Tap Next.

   • You need to check the stock lines before selecting the lines you need to move.

     • Leave the Select all switch turned off.

     • Tap Search to display all the stock lines that match the stock filters.

     • You can select one by one the lines to move. You can also turn the Select all switch on to select all the lines at the same time.

     • Tap Next.

5. Enter the destination values.

6. Tap Next. You are automatically redirected to the initial page. The stock lines to be moved are listed at the bottom of the screen. You are ready to complete one of the following actions:

   • Validate the creation of the stock change document: Tap Create.

   • Delete a line: Tap the delete icon.

Step by step

Select identifier initial page

Enter the details of the stock change. The Change date defaults to today's date. You can change it until you tap Create and only to an earlier date. The Site defined in the Site screen displays automatically. You cannot modify it on the current page. The Transaction field displays only if you have access to several entry transactions. It defaults to the first available Stock change entry transaction (GESSCT) with the Internal type. You can select another transaction from the drop-down list. This list is filtered based on your Function profile (GESAFT) permissions (access codes). Note - information As you cannot perform a unit change, this list doesn't display any entry transactions set for a unit change. You cannot perform a location change on stock lines linked to a LPN. If you select an entry transaction set for a location change, stock lines linked to a LPN will not be selected. Select the set of stock filters you want to apply.         Tap Next to display the selected stock filter fields.

Select by identifier

Enter a value for all the stock filters you have selected on the previous page.             If you need to check the list of stock lines before selecting the lines you need to move, leave the Select all switch turned off. Tap Search to display all the stock lines that match the stock filters.   If you want to select all the stock lines at the same time without checking them, turn the Select all switch on. Tap Next.

Select by identifier - List of stock lines

This page displays only when you leave the Select all switch turned off on the previous page because you need to search and check the stock lines.

The list of stock lines matching the selected stock filters is displayed. You can manually select the lines.     You can also turn the Select all switch on to select all the lines at the same time.         Tap Next.

Stock change - Enter destination page

Enter the destination values: It can be the destination location and/or the destination status.         Tap Next

 

Create the stock line change document and generate stock movements

		The list of stock lines which will be part of the change provides the following information at the bottom of the page: Product code Stock location Stock quantity, stock unit of measure Before creating the stock change document, you still have the possibility to delete a saved stock line change: Tap the delete icon.
		Tap Create when you are ready to validate the stock change creation and print the stock labels. Note - settingsTo print labels, refer to the functional prerequisites.

		A GraphQL payload is sent to Sage X3. The data of this payload is mapped with a web service object named CWSBSCS to create the stock change document and the stock movements in the Sage X3 database. A message displays the generated document number and confirms that the printing is launched.