The following describes how you enter an inventory transaction, to remove goods from stock, for an item which is under serial number tracking.
- Select the Work with inventory menu item.
- You access Work with inventory, Locations, All records if the Warehouse defaulted for your user profile is a DC1 Warehouse Management controlled warehouse; else Work with inventory, Items, All records. To switch to another warehouse, click the Select warehouse function key and select the applicable warehouse.
To remove inventory with serial numbers you can choose from the following two alternatives:
- Highlight the applicable inventory transaction and click the Inventory adjustment option to adjust inventory for the item in the warehouse.
- Click the Entry function key. When you access the Inventory adjustment panel the Item and Warehouse fields will be open for input allowing you to enter/select the item and warehouse for the inventory adjustment. All other fields will be initiated with blanks except for the Accounting period, Reception date, Stock on hand and Transit.
- On the Work with inventory, Inventory adjustment, the fields to to be completed will depend on how you accessed this panel.
- Warehouse
- Displays the warehouse in which the item is stored. If this panel was accessed in Entry mode (i.e. you clicked the Entry function key on the initial panel), this field is open for input.
- Item
- Displays the item code. If this panel was accessed in Entry mode (i.e. you clicked the Entry function key on the initial panel), this field is open for input.
- Transaction type
- Enter the user defined transaction type from the Transaction type table. This code must be in the range of 1000 – 99999. Transaction types less than 1000 are system defined and cannot be used for manual transactions.
- Quantity
- Must be negative since you are removing goods from stock.
- Pallet
- This field is only displayed if the item is a DC1 Warehouse Management controlled item and the location has a pallet for the item. This is an optional entry. When you are doing a stock adjustment, adding to or withdrawing from stock, you can refer to a pallet to which the stock should be added or from which the stock should be removed. Since you are removing stock, the system will validate that there is enough quantity on that pallet.
- You access Serial number entry. The number of input fields on this panel corresponds to the transaction quantity. You have two options:
- Enter the serial numbers manually
- Click Select serial numbers to display existing serial numbers for the item and warehouse you work with.
If you click Select serial numbers you access an additional Serial number entry panel, listing all available serial numbers in the entered warehouse.
Transfer selected
Mark as many as you like but not more than the quantity in Qty (to add) and click OK. The system will transfer the selected serial numbers to the initial Serial number entry panel.Make new selection
If you want to make a new selection, remove the serial number from the line and click Select serial numbers to select another serial number.Click OK after you enter serial numbers for the entire quantity to create the inventory transaction.
Complete any other mandatory fields you are flagged to complete and click OK.