Inventory Transactions


The inventory movement of the products is provided from the purchase-sales invoice and/or delivery notes. However, in order to ensure and track this transaction, the "Perform Inventory Transaction" box must be ticked in the transaction categories of the relevant invoices and delivery notes.


Route: ERP > Sales-Distribution > Shipment-Logistics > Inventory Transactions


On the page that opens, you can filter on the basis of Document No and Lot No, and list them on the basis of documents or rows. Click on the "More" button on the page to perform detailed filtering.

1-Inventory Status: In the Inventory Status field, filtering is done in the form of canceled and not canceled delivery notes.

2-Category: Filtering is done by selecting the relevant product category.

3-Subscription: Brings the records according to the selected subscription in the relevant documents. It is used to filter service delivery notes created for subscriptions.

4-Saved by: The person who made the relevant record is selected.

5-Sold by: If the sales employee is selected in the relevant document, filtering can be done by selecting it.

6-Invoice Transactions: Invoiced/Uninvoiced delivery notes can be differentiated.

7-Product: Filtering is done by selecting the product subject to processing from this field.

8-Current Account: Search based on current recorded in the transaction is made.

9-Received by: The “Received by” person registered in the transaction is selected.

10-Transaction Type: By making a selection, you can ensure that only the documents in the transaction category you want are sent. E.g; Sales Receipts

11-Delivery Status: There is a "Receive" box in inter-warehouse transfers. This field works depending on it. You can list by filtering as “Received” or “Not Received”.

12-Input Warehouse: Select the input warehouse.

13-Input Project: Enter the input project

14-Transaction Date: The transaction date is selected.

15-Record Date: The date on which the transaction was recorded is selected.

16-e-Delivery Note: The e-Delivery Note is filtered by selecting "to be Sent", "Pending Approval", "Delivered".

17-Task: If there is a job related to the process, filtering is done by selecting it from this field.

18-Output Warehouse: The warehouse where the operation takes place is selected.

19-Output Project: If the process is related to a project, filtering is done by selecting it from this field.


Listing Inventory Transactions XML Settings


1 - View Details of Inventory Transfer Transactions

When Yes is selected, the details of the transfer receipts from the transfers made during the “Period Maintenance” operations can be entered on the listing page. Otherwise, only the listing can also be displayed.

2 - Allow Transaction Categories to be Displayed in Document Type

When Yes is selected, the "Document Type" column on the listing page displays the transaction category along with the transaction type.

3 - Display Reference Number

When Yes is selected, the “Reference Number” column opens on the listing page, and in this column, it is shown from which other document the relevant document was created.

4 - Select Print Documents From Line

When Yes is selected, a box is opened in each row so that more than one document can be selected on the listing page. In this way, transactions can be printed individually, not in batch.

5 - Display Net Unit Price

When Yes is selected, the “Net Unit Price” column opens and the net unit price of the relevant product is displayed. This XML works on a row basis.

6 - Option to List Inventory Movements

The option to list as “All”, “Cancelled”, “Not Canceled” is selected.

7 - Show Invoice Relationship in the List

When Yes is selected, “Invoice” column is opened on the listing page and if the related document has been invoiced, the invoice number is displayed.

8 - Show Lot Number on Line Basis in the List

When Yes is selected, on the listing page, if the listing is made on a Row Basis, the “Lot No” column opens and the lot number of the relevant product is displayed. This XML works on a row basis.

9 - Show Projects

When it is selected as Yes, “Input Project” and “Output Project” columns are opened on the listing page. If input-output projects are selected in the relevant document, they are displayed in these columns.

10 - Show Locations

When it is selected as Yes, the "Input Warehouse" and "Output Warehouse" columns on the listing page also show which locations of the warehouses are in and out.

11 - No cost should be shown in the baskets in the position authorizations and as a result of the production

When it is selected as Yes, it allows the "Unit Price" fields to be displayed on the listing page. It works on a row basis.

12 - Let Things Be Shown

When Yes is selected, the “Task” column opens on the listing page and the selected jobs in the documents are displayed in this column.

13 - Show Actual Shipment Date

When Yes is selected, the “Actual Shipment Date” column opens on the listing page and the actual shipment date selected in the relevant document is displayed in this column.

14 - Show Recorder

When Yes is selected, the "Recorded by" column opens on the listing page and the name of the employee who saved the document is displayed.

15 - Show Delivery Area

When it is selected as Yes, the “Received By” column opens on the listing page and if the Receiving Person is selected in the document, it is displayed in this column.

16 - Project Filter

If “Bring Singular” is selected, only the project filter appears on the listing page, without separating inputs and outputs. If “Bring Multiple” is selected, two separate filters are opened as input project and output project. If "Don't Bring" is selected, the project filter is removed from the listing page.

17 - Warehouse Filter

If "Bring Singular" is selected, only the Warehouse filter appears on the listing page, without separating inputs and outputs. If “Bring Multiple" is selected, two separate filters are opened as Input Warehouse and Output Warehouse. If "Don't Bring" is selected, the project filter is removed from the listing page.

18 - Show the Process?

If yes, the process filter and the process column are opened. In this way, searching and listing can be done according to stages.

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