Visma Net
Stocktaking count (IN305010)
This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.
In this window, you can view the stocktaking documents that have the Counting in
progress status and enter the data that results from stocktaking count.
Once
you enter any digit in this window, the system commits the data to the database.
This
makes the entered data immediately visible to all users who may be simultaneously
using this window for data entry or managing the stocktaking in the Stocktaking review (IN305000) window.
For more information about how to take stocktaking with Visma Net, see About stocktaking
The top part
You use this area to select a stocktaking document with the Counting in
progress status.
For your convenience while you are entering count data, you
can select the lines that contain particular stock items, relate to a particular
location, or fall within a particular range of line numbers.
| Element | Description |
|---|---|
| Ref. no. | The reference number of the stocktaking document, which the system automatically assigned when a user generated this document by using the Prepare stocktaking (IN504000) window. |
| Warehouse | The warehouse where the stocktaking counting is
performed. This field is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Location |
The warehouse location. Select a location to display
only the lines related to it, or make no selection to display lines
related to all locations. This field is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
|
| Item ID |
A stock item. Select a particular stock item to display only the lines with
this item. |
| Lot/serial no. | The lot or serial number of the item. This field is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Description | The description of the stocktaking document. |
| Freeze date | The date when all operations with the items involved in physical counting were frozen. |
| Number of lines | The number of lines the document contains. |
| From line no. | The start number of the range of lines to be displayed. |
| Last line no. | The end number of the range of lines to be displayed. |
The table
This table contains the list of stock items arranged by warehouse location, subitem, and lot or serial number in the order specified in the Prepare stocktaking (IN504000) window. The quantities resulting from stocktaking should be entered manually.
Each line in the document has its own status.
Once a quantity is entered for the
line, the status of the line changes from Not entered or Skipped to
Entered.
| Button | Description |
|---|---|
| Add | Opens the Add line dialog box, which you use to enter an
item. This dialog box can be used to efficiently enter information about items using a bar code scanner. |
| Column | Description |
|---|---|
| Status |
The status of the current line in the stocktaking document, which indicates whether count data was entered for it. Lines with no count data have the Not entered status. |
| Line no. |
The number of the line in the stocktaking document. A line number is assigned to one or more items that have the same item ID, are located in the same storage location, and, if applicable, have a specific subitem code or lot or serial number. |
| Tag no. | The tag number for the line item. This column is only available if the Use tags option in the Inventory preferences (IN101000) window was selected at the time the document was created. |
| Item ID | The item ID of the line item. |
| Description | The description that was provided for the item. |
| Location | The warehouse location of the item. This column is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Lot/serial number | The lot or serial number of the item. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Book quantity | The quantity of the item available on hand at the specified warehouse location. |
| Physical quantity | The physical quantity of the item; this value is entered manually for the item. |
| Variance quantity | The difference between the book quantity and the physical quantity for the item, as calculated automatically by the system. |
The Add line dialog box
By using this dialog box, you can add a line specifying an stock item, and
you can effectively add items by scanning their bar codes.
To accomplish this,
make sure the Add receipt line automatically option is
selected.
Once the item bar code is scanned, the system finds the item record and fills in the dialog box elements using the item default values.
Then you can select the Add one unit per bar code option to increase the item quantity by one unit each time you scan the bar code or enter the item quantity manually.
| Element | Description |
|---|---|
| Barcode | An optional element that contains the barcode of the item. |
| Item ID | The item ID of the item. |
| UoM | The read-only element that displays the unit of measure for the items. |
| Location | The warehouse location of the item. This column is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Qty. | The physical quantity of the item as entered manually. |
| Lot/serial no. | The lot or serial number of the item. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Expiration date | The expiration date of the item with this specific lot or serial number. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Add one unit per barcode | If you select this check box, the system increases the item quantity by one unit each time the item bar code is scanned or entered manually. |
| Auto add line | If you select this check box, the system automatically adds a new line to the review for each bar code scanned for the first time. If the bar code has been scanned before, the item quantity will be increased by one unit. |
| Button | Description |
|---|---|
| Add | Adds the selected items. |
| Add and close | Adds the selected items and closes the dialog box. |
| Cancel | Cancels the changes and closes the dialog box. |
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