Stock Takes browse window

Purpose

View Stock Takes history.

How to… View Stock Takes

1. Click Material Manager - Stock Changes - Stock Takes then .
The Stock Takes browse window opens.

Business Rules

A Stock Take must be for a non-virtual Site.
A Stock Take must be locked before the Stock Count for each Stock Item is captured.
A Stock Take cannot be locked if one or more of the Stock Items have been included in another locked Stock Take, or in a locked Stock Revaluation that has not been committed.
Stock transactions cannot be generated for Stock Items that are included in a locked Stock Take.
The Variance between the Qty on Hand in the Warehouse and the Qty Counted in the Stock Take is calculated when the Qty Counted is captured.
A Reason must be captured for every Stock Item with a non-zero Variance before a Stock Take can be committed.
When a Stock Take is committed, two Stock Take Variance transactions are generated for each Stock Item with a Variance to bring the theoretical stock balance into line with the physical stock balance.
Stock Items selected for a Stock Take are all committed at the same time.
A Stock Take cannot be deleted after it has been locked.
A Stock Take cannot be deleted, changed or re-opened after it has been committed (finalised).

Please note!

Lock the selected Stock Items before the stock is counted to prevent stock balances and item costs from being modified.
Each Stock Item's Variance is calculated when the Qty Counted is captured.
Determine and capture the Reason for the Variances before the Stock Take is committed.
Stock Item details can be sorted and grouped in the Stock Take Items detail edit window.
All Stock Items in a Stock Take are unlocked when the Stock Take is committed.