Inventory > Stock Take System > Transaction Processing > Stock Take Capture by Stock Code

Stock Take Capture by Stock Code

You use this program to record the results of a stock count. This program also allows you to add bins, and capture serials and lots for the items that have been selected for the stock take.

Toolbar

Field Description
Start Review Select this to load the stock items that are in stock for the selected warehouse into the Stock Take Capture grid according to the Review Criteria indicated.
Change Criteria Select this to change your selections in the Review Criteria pane and reload the relevant stock items into the Stock Take Capture grid. This function is only enabled after you have selected the Start Review function and the grid is populated.

Review Criteria

Field Description
Warehouses  
Warehouse Indicate the warehouse for which you are capturing quantities.
Warehouse description This displays the description of the warehouse code.
Options  
Default reference Enter a reference to apply to all the rows in the grid.
Default unit of measure Indicate the unit of measure in which you want to capture quantities for the stock items. You can selectively change the unit of measure within the Stock Take Capture grid.

Captured quantities are converted to the stocking unit of measure.
Include already captured

Enable this to allow items already captured to remain visible in the grid.
Exclude captured qty equal original qty Enable this to exclude bin items where the Capture quantity equals the Original quantity (i.e. items with no variance).

This option applies mainly to displaying bin items, where the quantity in the bin before the stock take is the same as the quantity captured during the stock take.

This only applies when the Include already captured option is enabled.
Sequence
Option Description
Stock code, Bin Enable this to display the selected stock codes in Stock code and then Bin sequence in the Stock take Capture grid.
Bin Enable this to display the selected stock codes in Bin sequence in the Stock take Capture grid.
Stock codes Indicate the stock codes for which you want to capture quantities.
Bins Indicate the bins for which you want to capture quantities for the stock item.

Stock Take Capture

Toolbar

Field Description
Post Saves the items in the grid into the stock take files. Items are validated before they are saved.
Validate only Validates the items in the grid before saving. Lines with errors are highlighted.
Add bin Adds new bins for the currently selected stock code. This function is only available if the Create bins at inventory transaction option is enabled (Inventory Setup).
OptionDescription
Bin details 
WarehouseIndicates the warehouse selected.
Warehouse descriptionIndicates the description of the warehouse.
Stock codeIndicates the stock item selected.
Stock code descriptionIndicates the description of the stock item.
BinBrowse stock take bins for the selected warehouse to allocate a bin to the stock code.

Listview

See Restrictions and limits in Notes and warnings

Field Description
Stock code Indicates the stock code.
Description This is the description defined against this stock code.
Bin This is the bin for this stock code.
Reference Enter a reference. This displays the Default reference entered in the Review Criteria pane.
Original quantity This displays the theoretical stock on hand.
Capture quantity Enter the result of the stock count for this item.
Unit of measure This indicates the capture unit of measure defined for this stock code.
Capture lots/serials A Capture hyperlink appears here if the item is lot traceable or serialized. Use the hyperlink to capture quantities for serials and/or lots for the highlighted stock item, and to capture details of new serials and lots. Multiple entries can be made for Manual serials.
Total captured quantity This indicates the total captured quantities posted against the stock item for the current stock take (providing the Replace captured quantity option was not selected).

If the Total captured quantity option was selected when posting the last Capture quantity, then this field displays the last Capture quantity posted.
Replace captured quantity When enabled, the Total captured quantity is replaced by your entry at the Capture quantity field.

When disabled, the current Capture quantity entered is added to the Total captured quantity.

You can only access this field when a non-zero quantity is displayed in the Total captured quantity field.

[Note]

The Replace captured quantity column cannot be selected by lot/serial tracable stock items because the captured quantity is ONLY taken from the quantities entered in the captured lots/serials column.

Notes and warnings

Restrictions and limits

  • Although you can export the details in the Stock Take Capture listview to Excel, you cannot paste from Excel back into the listview.

  • The performance of listviews slows down exponentially as more rows are added. This means that the more rows you have in the Stock Take Capture grid, the slower the movement between the lines. When you change a field which has an impact on another field, the entire grid is updated/refreshed.

    For larger volumes of data, you should therefore use the Stock Take Import program to import stock take capture records, and not the Stock Take Capture grid.