Edit/Delete Stock Status Conversion
This page allows you to modify, authorize and delete a stock status conversion transaction. You can modify the item details, variant details, warehouse details, the UOM of the item stocked in the warehouse, quantity, the stock status from which the item needs to be converted and the stock status to which the item needs to be converted. You can also modify the zone and bin if the item is stored in a “Normal” Warehouse. Stock status conversion can be authorized based on the permissions granted to the user.
Select “Edit Stock Status Conversion” link at the top of the “Select Stock Status Conversion” page.
The “Edit/Delete Stock Status Conversion” page appears.
The system displays the following:
Status |
The status of the stock status conversion transaction. |
Transaction No. |
A unique number identifying the stock status conversion transaction (Alphanumeric, 18). |
Enter the following:
Transaction Date |
The date on which the transaction took place (Date Format). |
Warehouse Code |
A unique code of the warehouse in which the items are stored (Alphanumeric, 10). Mandatory. Ensure that the warehouse code is defined for the login organizational unit (OU) and is in “Active” status. |
Help facility available. |
The system displays the following:
Warehouse Desc. |
The textual description of the warehouse. The system retrieves this value from the “Storage Administration” component for the corresponding warehouse code and displays it. |
Enter the following in the “Default Entries” group box:
Stock Status From |
Use the drop-down list box to select the stock status from which the item needs to be converted. All the stock statuses defined in the “stock Status Definition” component will be displayed here. The system also provides “Blank” as one of the options. |
Stock Status To |
Use the drop-down list box to select the stock status to which the item needs to be converted. On selecting the stock status from the “stock status from” drop-down list box, the system retrieves the values from the “Stock Status Definition” component and displays them in the “stock status to” drop-down list box. |
The system displays the following in the “Reason For return” group box:
Reason Code |
A unique code identifying the reason for returning the stock status conversion transaction. |
Reason Desc. |
A textual description of the reason code. |
Enter the following in the “Storage Information” multiline:
Item Code |
A unique code identifying the item (Alphanumeric, 32). Mandatory |
Help facility available. |
|
Variant Code |
Variant code of the item (Alphanumeric, 8). |
The system displays the following in the “Storage Information” multiline:
Item Variant Desc. |
A textual description of the item/variant (Alphanumeric, 150). |
Stock UOM |
The unit of measurement of the item stocked in the warehouse. |
Enter the following in the “Storage Information” multiline:
Qty. |
The number of units of the item whose stock status needs to be converted from one state to another (Alphanumeric, 29). Ensure that the value entered in this is greater than zero. This field must not be null in any row where "Item code" has been entered. |
Note: "Quantity" can be null if the item/variant is serial controlled and "Ending serial no." field is not blank
Stock Status From |
Use the drop-down list box to select the stock status from which the item needs to be converted. Mandatory. All the stock statuses defined in the “Stock Status Definition” component will be displayed here. The system displays the value selected in the Header “Stock Status From” drop-down list box by default. The system also displays “Blank” as one of the options. |
Stock Status To |
Use the drop-down list box to select the stock status to which the item needs to be converted. Mandatory. The system displays the same value chosen by the user in the header "Stock Status To" drop-down list box by default. |
Zone |
The number identifying the zone in which the item is stored in the warehouse (Alphanumeric, 10). This zone number must have been defined in the “Create Warehouse Information” activity of the “Storage Administration” component. |
Help facility available. |
|
Bin |
The number identifying the bin in which the item is stored in the zone (Alphanumeric, 10). This bin number must have been defined in the “Create Warehouse Information” activity of the “Storage Administration” component. |
Help facility available. |
|
Lot No. |
The unique number identifying the lot in the warehouse (Alphanumeric, 28). Ensure that lot number is entered in case the item is lot controlled. Else, the system throws an error message. |
Help facility available. |
|
Sub Lot No. |
The number identifying the sub lot under the lot (Alphanumeric,3). Ensure that sub-lot number is entered in case the item has sub-lots defined under the lot. Else, the system throws an error message. |
Help facility available. |
|
Starting Serial No. |
The starting serial number of the item whose stock status is to be converted (Alphanumeric, 28). Ensure that this field is not left blank in case the item is serially numbered. |
Help facility available. |
|
Ending Serial No. |
The ending serial number of the item whose stock status is to be converted (Alphanumeric, 28). Ensure that this field is not left blank in case the number is serially numbered. |
Help facility available. |
Note: If the item/variant is serial-controlled and if "Sub Lot No" has been entered in the multiline for that item, the system displays an error message.
If only the starting and ending serial numbers are entered and the quantity is left blank, the system calculates the quantity based on serial number availability in-between the starting and ending serial numbers.
Remark Code |
The unique code identifying the remark (Alphanumeric,6). Mandatory. This field can be a combination of characters and digits. |
Help facility available. |
The system displays the following in the “Storage Information” multiline:
Remark Desc. |
The textual description of the remark code (Alphanumeric, 100). The system retrieves this value from the “Classes” component for the corresponding remark code and displays it. |
Check the “Select” column in the multiline to select the transaction for viewing item details, lot information, serial number information, attaching notes, viewing warehouse information and inquiring warehouse stock.
Click the “Delete Stock Status Conversion” pushbutton to delete the stock status conversion transaction.
The system deletes the transaction details and sets the status of the transaction to “Deleted”.
Click the “Edit Stock Status Conversion” pushbutton to modify the stock status conversion transaction.
The system saves the modified transaction details.
Click the “Edit And Authorize Stock Status Conversion” pushbutton to modify and authorize the stock status conversion transaction.
The system sets the status of the stock transfer transaction to “Authorized”.
The system updates the “Lot Management” component with the list of transactions that has affected the lot if the item is lot controlled.
The system updates the “Serial Management” component with the list of transactions that has affected the serial number if the item is serially controlled.
The system displays the following:
Created By |
The login id of the person who created the stock status conversion transaction. |
Created Date |
The date on which the stock status conversion transaction is created. |
Last Modified By |
The login id of the person who lastly modified the stock status conversion transaction. |
Last Modified Date |
The date on which the stock status conversion transaction was last modified |
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To proceed, carry out the following
Select the “View Item Details” link at the bottom of the page to view details of items.
Select the “View Lot No. Details” link at the bottom of the page to view the lot related information.
Select the “View Serial No. Details” link at the bottom of the page to view the serial number information.
Select “Attach Notes” link at the bottom of the page to attach notes for stock status conversion transaction.
Select “View Warehouse Details” link at the bottom of the page to view storage information.
Select “Stock Status Review” link at the bottom of the page to inquire the warehouse information.