Stocktaking types (IN208900)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

In this window, you can define the types of stocktaking to be used at your company warehouse or warehouses.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

You use this area to create a new type of stocktaking. You can also select an existing type to modify it or view its details.

Element Description
Type ID The unique ID of the type of the stocktaking.
Description A description of the type.
Generation method The method to be used to generate stocktaking sheets for the type. Select one of the following options:
  • Full stocktaking
    To include all the items available at the specified warehouse or locations.
  • By item
    To count only particular stock items, which you specify on the Item selection tab.
  • By movement class
    To include only the items for which stocktaking is due according to the stocktaking frequency associated with their movement classes.
    If you select this generation method, choose the movement class on the Movement class selection tab.
    The stocktaking frequency of a movement class is the number of counts per year required for its items, as set in the Movement classes (IN208600) window.
  • By ABC code
    To include only the items associated with the specific code or items for which counting is due according to stocktaking frequency associated with items' ABC codes. You can select the code using the appropriate tab. The stocktaking frequency is determined by the stocktaking per year value, as set in the ABC codes (IN208500) window.
  • By cycle
    To include only the items for which stocktaking is due according to the assigned stocktaking cycles. You can select the cycle by using the appropriate tab.
  • By item class
    To include only items belonging to the specific class. You can select the class by using the appropriate tab.
This tab is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled.

By using this tab, you can view or define the warehouse where stocktaking of this type take place.

If the Multiple warehouse locations functionality is enabled in your system, you can specify locations.

If no warehouse and locations are specified for this type of stocktaking, the type can be used at any warehouse and any locations. You can select the particular warehouse and locations for generating stocktaking sheets in the Prepare stocktaking (IN504000) window.

Element Description
Warehouse The particular warehouse where stocktaking of this type will take place.
You can leave the field blank to apply this type at any warehouse.
Button Description
Add

Opens the dialog box that you can use to enter a scope of locations.

Select the start location in the Start location field, select the end location in the End location field, and then click Add to add the selected scope of locations to the Locations table.
Column Description
Location The location where counting of the type will take place.
Description The description of the location.
Pick priority The pick priority specified for the location.

On this tab, you define the order in which tag and line numbers are assigned to items on the count sheets prepared for stocktakings of this type.

These elements are used to specify how the line numbers and tags should be generated for items included in the stocktaking.

In the list, the items will be grouped by the first value; in each first-level group, the items will be grouped by the second value, and so forth. Tags will be generated if the Use tags check box in the Inventory preferences (IN101000) window is selected.

Element Description
1 An option to group list items for the stocktaking's first-level groups. You can select one of the following options:
  • - (no order) - Lists the items in the order in which they are stored in the database.
  • By location - Lists the items by their location.
    This option is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
  • By item ID - Lists the items by their item ID.
  • By lot/serial number - Lists the items by lot or serial number.
  • By item description - Lists items by their item descriptions.
2

An option defining the order of items in each first-level group. You can select one of the following options:

  • - (no order) - Lists the items in the order in which they are stored in the database.
  • By location - Lists the items by their location.
    This option is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
  • By item ID - Lists the items by their item ID.
  • By lot/serial number - Lists the items by lot or serial number.
  • By item description - Lists items by their item descriptions.
3 An option defining the order of items in each of the second-level groups. You can select one of the following options:
  • - (no order) - Lists the items in the order in which they are stored in the database.
  • By location - Lists the items by their location.
    This option is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
  • By item ID - Lists the items by their item ID.
  • By lot/serial number - Lists the items by lot or serial number.
  • By item description - Lists items by their item descriptions.
4 An option defining the order of items in each third-level group. You can select one of the following options:
  • - (no order) - Lists the items in the order in which they are stored in the database.
  • By location - Lists the items by their location.
    This option is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
  • By item ID - Lists the items by their item ID.
  • By lot/serial number - Lists the items by lot or serial number.
  • By item description - Lists items by their item descriptions.
Element Description
Blank lines to add The number of blank lines (if any) to be added at the end of the stocktaking sheets, for use by employees if any unregistered items are detected and counted.

You use this tab, which appears when you select the By item generation method, to create a list of particular stock items for counts of this stocktaking type; you can instead select items at random, by their previous stocktaking date, or if they have negative quantities at one or more locations.

Element Description
Selection method The option to be used for selecting stock items for stocktaking of the type:
  • Items with negative book qty.
    Includes in the count items that have a negative quantity at one or more locations.
  • Random items (up to)
    Includes items selected at random up to the specified number of items. You specify the Number of items, which appears once the option is selected.
  • List of items
    Includes the specific items you list in the Items table.
  • Last count on or before
    Includes items that were counted before the specified number of days from the current business date. Specify the number of days in Last count before (days), which appears if you choose this option.
Button Description
Add Opens the dialog box that enables you to add multiple items to the Items table.
Column Description
Item ID The ID of the stock item.
Description The description provided for the stock item.
Item status The status of the stock item.
Item class The item class associated with the item.

This tab, which appears only if you select the By movement class generation method, provides item selection options associated with movement classes.

Element Description
Movement class The movement class whose items will be included in the count of the type.
By frequency This check box indicates (if selected) that the items will be selected for counting from those that are due by frequencies associated with all movement classes.

This tab, which appears when you select the By ABC code generation method, provides item selection options associated with ABC codes.

Element Description
ABC code The ABC code whose items will be included in the count of the type.
By frequency This check box indicates (if selected) that the items will be selected for counting from those that are due by frequencies associated with all ABC codes.

This tab, appearing only when you select the By cycle generation method, provides two alternative item selection options associated with the stocktaking cycles.

Element Description
Cycle ID

The stocktaking cycle whose items will be included in the stocktaking of the type.

Select the cycle and clear the By frequency check box.
By frequency

This check box indicates (if selected) that the items will be selected for counting from those that are due by frequencies associated with all stocktaking cycles.

Selecting the check box disables the Cycle ID box.

By using this tab (shown only if you select the By item class generation method), you can select the item class for this stocktaking type.

Element Description
Item class ID The item class.
Description The description of the item class

Related concepts

Manage stocktaking counts - overview

About overview of stocktaking options

About stocktaking

Related tasks

Create a stocktaking type

Create a stocktaking type for full count

Set up stocktaking by ABC codes

Set up cycle stocktaking

Related windows

Prepare stocktaking (IN504000)

Stock items (IN202500)