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Stock movement of products is provided from purchase-sales invoices and/or delivery notes. However, in order for this movement to be achieved and tracked, the "Perform Stock Movement" box must be checked in the transaction categories of the relevant invoices and delivery notes. The Stock Transactions page is the page where the transactions that move stock are listed.

Path: ERP > Sales-Distribution > Shipment-Logistics > Stock Transactions

On the page that opens, you can filter by Document No and Lot No and list them on a document or line basis. To perform detailed filtering, click on the "More" button on the page.

1-Stock Status: Filtering is done in the form of canceled and unregistered delivery notes from the Stock Status field.

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

3-Subscriber Number: Returns records according to the subscriber selected in the relevant documents. It is used to filter the service delivery notes created for subscribers.

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

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

6-Invoice Transactions: Separation of Invoiced/Uninvoiced delivery notes.

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

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

9-Delivery Area: The "Receiver" person recorded in the transaction

10-Transaction Type: By making a selection, you can ensure that only the documents in the transaction category you want are received. For example; Like Purchase Delivery Notes

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

12-Transaction Date: Transaction date is selected.

13-Recording Date: The date on which the transaction is recorded is selected.

14-e-Delivery Note: e-Delivery Note is filtered by selecting "Things to be Sent", "Things Waiting for Approval", "Things to be Sent".

15-Process: You can list the transactions according to the stages you determine yourself.

16-Job: If there is a job that the transaction is related to. Filtering is done by selecting it from this field.

17-Warehouse: The warehouse where the transaction takes place is selected.

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

Listing Stock Transactions XML Settings

1 - Detail of Stock Transfer Transactions Can Be Displayed

When selected as Yes, details of transfer slips from transfers made during "Period Maintenance" transactions can be entered on the listing page. Otherwise, only the listing can be displayed.

2 - Transaction Categories Can Be Displayed in Document Type

When selected as Yes, the transaction type and the transaction category to which it is linked are displayed in the "Document Type" column on the listing page.

3 - Reference Number

When selected as Yes, the "Reference No" column opens on the listing page and this column shows which other document the relevant document was created from.

4 - Allow Print Documents to be Selected from the Row

When selected as Yes, a box opens in each row on the listing page so that more than one document can be selected. In this way, transactions can be printed individually rather than collectively.

5 - Net Unit Price Can Be Displayed

When selected as Yes, 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 - Stock Transactions Listing Option

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

7 - Show Invoice Relationship in the List

When selected as Yes, the "Invoice" column opens on the listing page and if the relevant document has been invoiced, the invoice number is displayed.

8 - Show Lot Number by Line in the List

When selected as Yes, if the listing is made by Line on the listing page, "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 selected as Yes, the "Input Project" and "Output Project" columns are opened on the listing page. If entry-exit projects are selected in the relevant document, they are shown in these columns.

10 - Show Locations

When selected as Yes, the locations of the warehouses with entry and exit are also shown in the "Entry Warehouse" and "Exit Warehouse" columns on the listing page.

11 - Cost will not be shown in baskets in position authorizations and production results.

If selected as Yes, "Unit Price" fields will be shown on the listing page. It works on a row basis.

12 - Show Jobs

When selected as Yes, the "Job" column opens on the listing page and the jobs selected in the documents are displayed in this column.

13 - Show Actual Shipment Date

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

14 - Show Recorder

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

15 - Show the Receiver

When selected as Yes, the "Receiver" column opens on the listing page and if the Receiver is selected in the document, it is displayed in this column.

16 - Project Filter

If "Single Delivery" is selected, only the project filter is displayed on the listing page, without separating entries and exits. comes. If “Multiple Income” is selected, two separate filters are opened as input project and output project. If "Do Not Come" is selected, the project filter is removed from the listing page.

17 - Warehouse Filter

If "Let It Come Single" is selected, only the Warehouse filter appears on the listing page, without separating entries and exits. If “Multiple Income” is selected, two separate filters are opened as Input Warehouse and Output Warehouse. If "Don't Show" is selected, the project filter will be removed from the listing page.

18 - Show Process?

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

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About Workcube Objects

Inventory Transactions

If the "Make Stock Movement" box is checked in the transaction categories of the records made on the system, stock movement is made. The Stock Transactions page is used to list and track all transactions made.

Type: WBO Version: Catalsyt v5 Licence: Standard Author: Workcube Core