Inventory Movement
The general-purpose stock movement. Each line names a movement that adds or removes stock; the other side of the posting is the offset account the journal names for that movement. It can stand alone, or be copied from an approved Inventory Movement Request.
What it is for
It charges stock to an expense, a project, a cost centre, or brings it in from one. The journal does the accounting set-up: for each movement it names the offset account, optionally per item posting group.
The one rule people get wrong: if the journal has no offset account for the movement (and the item's posting group), Save is refused with "Please Configure Journal properly...". Fix the journal, not the document.
The journal also decides three things on this screen: whether a Vendor must be named, whether a Customer must be named, and whether the document must come from a movement request (Origin no becomes required).
Other screens create inventory movements by themselves: the subcontracting receipt consumes components with one, and a goods receipt for a project issues to the project with one. Those carry the mark of the document that made them and cannot be reversed here; reverse the document that made them.
An inventory movement can be edited until posted, and reversed; it cannot be deleted.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Posting Date | The movement date | In an open inventory period |
| Transaction Journal | The journal | Only journals valid on the posting date |
| Movement | A default movement | Lines carry their own |
| Site, Warehouse | Default for new lines | |
| Origin no | The movement request copied from | Required when the journal asks for a movement request |
| Vendor, Customer | The partner | Shown and required when the journal asks for one |
| Responsibility Central, Responsible, Project | Who answers for it, and the project | |
| Notes, Posting Status |
Carrier details
Carrier, Driver, Licence, Vehicle, Seal, Tracking Number and Remarks for Carrier, kept for the printed gate pass, changeable after Save with the Carrier details button.
Lines
| Field | What it means | What to put |
|---|---|---|
| Movement | In or out, and the offset account | Required. Reason required when the movement says so |
| Reason | Why | |
| Item No, Item Variant, Name | The item | |
| Special Indicator, Stock Category, Stock Status | Optional | Shown per the company settings |
| Site, Warehouse, Storage Location | Where | |
| Current Stock | What is on hand | Shown when Required Current Stock is ticked on the Inventory Control Setting |
| Movement Unit, Movement Quantity | How much | Not more than open on the request line, when copied from one |
| DCInd | Up or down | From the movement |
| Cost Price | Unit cost of stock coming in | Lines going out leave at average cost |
| Project, Activity Number, Category | Project costing | When the movement is charged to a project |
| Batch/Serial Number and dates | The batch | |
| Line Text | Free text |
Toolbar
- Copy from (Inventory Movement) - opens the list of movement requests to copy, as set on Inventory Origin.
- Carrier details, Open voucher.
What happens on Save
Stock moves and the voucher posts each line between the inventory account and the movement's offset account from the journal. Lines copied from a request use the request's accounts.
What it is connected to
- Inventory Movement Request - the request copied from.
- Item Receipt for Purchase Order - creates movements for subcontracting and project issues.
- Transaction Journal - the journal and its movement offset accounts.
If something looks wrong
- "Please Configure Journal properly, Cannot find movement of ..." - the journal does not carry this movement (for this item's posting group).
- "Please Configure Journal properly, Account is not defined in ... this Movement" - the journal's movement line has no offset account.
- "Basic Data - Item ... Movement Quantity: ... cannot exceed Balance Quantity: ... in Inventory Movement Request: ..."
- "Line ID: ... - Reason is mandatory for Movement: ..."
- "Cannot Reversed System Generated Vouchers" - this movement was made by another document. Reverse that one.