Stock Take Capture

Select this to use the Stock Take Import program to import stock count data that was captured using a third party application software system.

Select this if you prefer the program to replace any previously counted quantity for an item, with the new quantity counted.

If you this preference is selected, you are required to enter a reference in the Capture reference field.

This lets you indicate the default unit of measure in which you want to count stock items. The units of measure are defined against the stock item.

Stock quantities are stored in the stock take capture file in the captured unit of measure. Serialized or traceable items can be captured in a unit of measure other than stocked. The captured quantity is stored in the unit of measure being used, which is converted back to the stocking unit of measure at the time of confirming details of the stock take capture process using the Stock Take Confirmation program.

Select this to display only the stock items currently included in the stock take when you browse on stock codes.

Otherwise all stock items currently defined are displayed when you browse on stock codes.

Select this to enter a batch control total for the stock take.

If the total quantity captured does not match the batch total entered here, then a warning message is displayed to indicate the variance when you exit the stock take.

When you select this option, the details of the quantities currently captured for the stock take are displayed in a separate listview pane.

This lets you indicate the ticket number applicable to the selected stock code or bin in this stock take.

This field is only enabled when the Capture ticket numbers option on the Stock Take Capture window is enabled.

This indicates the unit of measure in which you are capturing details of the stock count for the item.

The alternate unit of measure can be selected here if one is configured against the stock item.

This defaults to your selection on the Stock Take Capture pane, but can be changed.

Increase

This lets you add the quantity entered in the Quantity field to any count quantity previously captured for the item.

Replace

This lets you replace any count quantity previously captured for the item with the quantity entered in the Quantity field.

This lets you enter the release number for the stock item to which the quantity entered in the Quantity field refers.

This field is only enabled if the item is defined as ECC controlled.

This lets you view and update quantities for multiple serial numbers.

This indicates the quantity of the item currently captured in the stock count.

Select this to view the captured quantities for lot numbers.

This option is enabled only if the stock item is defined as a traceable item.

Once you have posted a selection, you can deselect the item(s) you previously selected and use the Post option to post a quantity of zero against each selected serial. This means by selecting and posting and deselecting and posting you can toggle between capturing a count quantity of 1 or 0 against the serials.

This lets you view the details of the quantities currently captured for the stock take are displayed in a separate listview pane.

This lets you enter the ticket number for which you want to capture the count quantity details.

You can use the Browse icon to view existing ticket numbers generated for the stock code for the selected warehouse.

Indicate a reference that you want to assign to this transaction. This reference is printed on the Inventory Journal Report and can be viewed in transaction queries for serial and lot numbers.

This field defaults to the text you entered at the Reference field of the Stock Take Capture screen.

Indicate the quantity counted of the stock item.

This lets you enter the revision number for the stock item to which the quantity entered in the Quantity field refers.

This field is only enabled if the item is defined as ECC controlled.

This lets you indicate the lot number of the item for which you are capturing stock count details.

If you enter a lot number that isn't held on file, then you can indicate that the lot must be created, together with an expiry date. The lot will be created once you have confirmed the stock take using the Stock Take Confirmation program.

If the Use same lot on multiple stock codes setup option is enabled, you can reuse the same lot number for different stock codes.

You can use the Browse on Lots program to create lot records as well as view and change details for existing lots.

This lets you indicate the serial number of the item for which you are capturing stock count details.

If you enter a serial number that is not held on file, then you will be able to indicate that the serial must be created. The serial will be created once you have confirmed the stock take using the Stock Take Confirmation program.

You can use the Serial option to capture the count quantities of manually serialized items.

This indicates the bin location of the stock item for which you are capturing the count quantity.

When you capture quantities by ticket number, the ticket is already allocated to a specific bin. The system automatically links the ticket number, stock code and bin number to the quantity you capture. You are therefore unable to enter a bin number.

This option is enabled only if the stock item is defined as a serialized item.

When you select this option, the details of the quantities currently captured for the stock take are displayed in a separate listview pane.

This lets you indicate the bin for which you want to capture the count quantities.

Considerations when adding a bin

If you enter a bin location that is not held on file, you can indicate that the bin must be created (if the Create bins at inventory transaction setup option is enabled).

The bin is created when you confirm the stock take using the Stock Take Confirmation program. If this setup option isn't enabled, then you must either enter an existing bin or use the Inventory Bin Maintenance program to create a new bin.

You can use the browse icon to view stock codes. The stock codes are displayed according to your selection at the Browse on selected stock codes field.

Indicate the ticket number applicable to the selected stock code or bin in this stock take.

This field is only enabled when the Capture ticket numbers option on the Stock Take Capture window is enabled.

This indicates the unit of measure in which you are capturing details of the stock count for the item.

The alternate unit of measure can be selected here if one is configured against the stock item.

This defaults to your selection on the Stock Take Capture pane, but can be changed.

Increase

This lets you add the quantity entered in the Quantity field to any count quantity previously captured for the item.

Replace

This lets you replace any count quantity previously captured for the item with the quantity entered in the Quantity field.

This lets you enter the release number for the stock item to which the quantity entered in the Quantity field refers.

This field is only enabled if the item is defined as ECC controlled.

This lets you view and update quantities for multiple serial numbers.

Select this to view the captured quantities for lot numbers.

This option is enabled only if the stock item is defined as a traceable item.