Inventory Control Setting
One record per company. It decides which optional columns appear on the lines of stock documents, which journals quality inspection, subcontracting and the inventory closing post with, and how the inventory board bands fast and slow movers.
What it is for
Many inventory screens read this record when they open. If there is no record for the company, the optional columns stay hidden and the quality and closing postings have no journal.
The one rule people get wrong: Backdate Entries and Backdate Limit (Days) on this screen do nothing. How far back a stock document may be dated is set on its journal (see Transaction Journal).
Every field in plain words
Columns shown on stock document lines
These switches show or hide a column on the lines of Inventory Adjustment, Adjustment Request, Inventory Movement, Inventory Movement Request, Item Issue to Picking List, Purchase Return, Purchase Arrival and Delivery Confirmation (and, for Item Variant and Special Indicator, the receipts and transfers as well).
| Field | What it shows | What to put |
|---|---|---|
| Required Stock Status | The Stock Status column | Tick if you keep stock in more than one status |
| Required Storage Location | The Storage Location column | Tick if stock is kept by location inside a warehouse |
| Required Stock Category | The Stock Category column | Tick if you use stock categories |
| Required Special Indicator | The Special Indicator column | Tick if lines can be free of cost, a sample or a scheme |
| Item Variant | The Item Variant column | Tick if items have variants |
Current stock on the line
| Field | What it means | What to put |
|---|---|---|
| Required Current Stock | Inventory Movement and Item Transfer show a Current Stock column, filled when item and unit are picked | Tick to let the storeman see what is on hand while typing |
| View on Legal Entity / View on Site / View on Warehouse | At which level that stock is counted. Only one can be ticked | Open only when Required Current Stock is ticked |
Picking
| Field | What it means |
|---|---|
| Required Stock Availability In Picking List | Picking List shows the stock available for use on each line |
| Required Price in Sales Picking list | Picking List shows price and amount on each line |
| Search Name | Picking List and Picking List Registration show the item's search name |
| Auto Unpick Picking Registration on Delivery Return | When a delivery is returned, the picked quantity on its picking registration is released |
Transfers and sales
| Field | What it means |
|---|---|
| Required Stock Availability In Item Transfer | Recorded. Item Transfer reads it when it opens |
| Sales Associate | Shows the Sales Associate tab on Item Transfer Request and Item Transfer |
| Color/Size/Style | Delivery Return reads it to show the colour, size and style columns |
| Require Item Variant in Item Transfer Request | A variant item on a transfer request line must name its variant. Ticked by default |
Journals
| Field | What it means |
|---|---|
| Inventory Inspection Journal | The journal a quality inspection uses when it moves stock out of quality status. Only journals of the movement nature are offered |
| Inspection Consumption Journal | The journal a quality inspection uses to issue the sample it consumed |
| Closing Journal | The journal the Inventory Closing posts its cost settlement with. Only closing journals are offered |
| Subcontracting Consumption Journal and Movement | The journal and movement the subcontracting receipt uses to consume the components held at the vendor |
Stock movement bands
Fast Moving Up To (Days), Medium Moving Up To (Days) and Slow Moving Up To (Days) are read by the stock tiles of the Inventory board (fast, slow and not moving items). They change nothing on a document.
Inventory financial dimension
Inventory Financial Dimension Required and Inventory Financial Dimension Help decide whether Site shows its financial dimension block, and which dimension it shows.
Recorded only
Backdate Entries, Backdate Limit (Days) and Create Retest Orders Automatically are kept on the record. No inventory document reads them.
Grids
| Grid | What it holds | Effect |
|---|---|---|
| Field Values | Per process code and field: a default Value, and Mandatory, Disable, Hidden | Applied when that screen opens for this company: the field starts filled, must be answered, is greyed or is not drawn. A user's own default replaces it for that user |
| Auto Movements | Movement, site, warehouse, Auto Issue, Auto Issue Journal, Auto Issue Movement, Auto Plan | Recorded only. The code that would have used it is switched off |
| Special Validation | Process code and validation | Recorded only. Nothing reads it |
How to configure it
- Create the record once for each company before the first document.
- Tick only the line columns the client uses: fewer columns, fewer mistakes.
- Name the Closing Journal before the first month end.
- Use Field Values to default a field, for example the journal on Inventory Adjustment, for the whole company.
Scenarios
- A trader with no variants, no locations. Leave every Required box unticked. The lines show item, quantity, site and warehouse only.
- A food company that keeps quarantined stock apart. Tick Required Stock Status, so the status can be chosen and seen on lines.
What it is connected to
- Site - financial dimension block.
- Picking List, Item Transfer, Inventory Movement - read the display switches.
- Quality Inspection Order - reads the two inspection journals.
- Inventory Closing - reads the closing journal.
If something looks wrong
- "Back date not allowed" although Backdate Entries is off here. The check is on the journal of the document, not on this screen.
- A column such as Stock Status never appears. The matching Required box is off, or the company has no setting record.
- The record cannot be saved twice for the same company. Only one setting per company is allowed. Open the existing one.