Inventory > Stock Take System > Stock Take Query

Stock Take Query

You use this program to view details of Inventory stock take information for warehouses in which a stock take is currently in progress.

Warehouse Details

Field Description
Refresh stock codes Select this to redisplay the information after changing the Warehouse Details selections.
Autoload Values These options enable you to indicate how you want to save the selections made in this pane.

You can choose to set all selections as they were when you last ran the program (i.e. Load Previous Form Values) or save your selections in the pane as your default preferences for all companies, or for the current company only (i.e. Save Form Values as Default or Save Form Values for this Company).

If you have saved form values for the company or as the default, then you can remove these settings and restore them to the form's default preference selections.

Warehouses Indicate the warehouse(s) for which to display the information.

Warehouse must have a stock take currently in progress (i.e. you need to have used the Stock Take Selection program to select stock items from that warehouse for a stock take).

Stock codes Indicate the stock code(s) within the selected warehouses, for which to display the information.
Bin location Indicate the bin(s) for which to display the information.
Items not captured Select this to only display stock items for which no captured quantity has been entered (i.e. no stock take quantities have been entered for the item using the Stock Take Capture or Stock Take Import programs).

You can use the Uncaptured Stock Quantities program to generate a report of these items.

Exceptions only Select this to display only items where the Captured quantity differs from the Original quantity on hand, by the stock take percentage or quantity variance specified (Inventory Setup).

If you entered zero in the Maximum permitted field (Inventory Setup) then no items are displayed in the Stock Codes listview as the variance check is not performed.

Stock Codes

This indicates either all stock items included in the stock take and/or only the exceptions according to your selection in the Warehouse Details pane.

Column Description
Bin This indicates the bin location for the stock item.
Original quantity This indicates the Inventory value for the stock item at the time the Stock Take Selection program was run.
Captured quantity This indicates the counted quantity captured against the stock item.
Product class This indicates the product class defined against the stock item (Stock Codes).
Unit of measure This indicates the unit of measure for the count quantity.
Reference This indicates the reference entered for the stock count capture.
Number of times captured This indicates the number of times a captured quantity was entered against the stock item.

Stock Code Line Details

The information in this pane relates to the line (i.e. the stock code/bin combination) currently highlighted in the Stock Codes listview.

Column Description
Date of last stock confirmation This indicates the date on which the last stock take was confirmed for the warehouse, providing the stock take was not confirmed into a prior period.
Unit cost This indicates the current unit warehouse cost for the item.
Stock take unit cost This indicates the unit cost of the item as at the time the Stock Take Selection program was run.
Exception line Yes is displayed in this column if the Captured quantity differs from the original quantity on hand, by the stock take percentage or quantity variance specified (Inventory Setup).
Quantities  
Saved quantity This indicates the inventory quantity of the item as at the time the Stock Take Selection program was run.
Captured quantity This indicates the counted quantity captured against the stock item.
Variance quantity This indicates the difference between the Saved quantity and the Captured quantity.
Stock take values  
Stock take saved value

This indicates the total inventory value of the item as at the time the Stock Take Selection program was run.

This is calculated as the Saved quantity multiplied by Stock take unit cost.

Stock take captured value

This indicates the total captured value of the item.

This is calculated as the Captured quantity multiplied by Stock take unit cost.

Stock take variance value This indicates the difference between the Stock take saved value and the Stock take captured value.
Warehouse values  
Warehouse saved value This indicates the current warehouse value of the item.
Warehouse captured value This indicates the warehouse value for the captured quantity.
Warehouse variance value This indicates the difference between the Warehouse saved value and the Warehouse captured value.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.