Visma.net ERP
Prepare stocktaking (IN504000)
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.
By using this window, you can generate a stocktaking document that lists the stock items
in a particular warehouse for stocktaking.
You can select the stocktaking type, the warehouse (if it is not defined by the type), and particular
warehouse locations.
The method of generating the list of items to be counted is
defined by the stocktaking type.
Generating a stocktaking document starts a new stocktaking process and "freezes" all operations with the stock items in the specified warehouse until the stocktaking count is completed or until all the count data is entered, depending on whether the Freeze the inventory when the stocktaking is in data entry state check box is selected for the warehouse in the Warehouses (IN204000) window.
If the selected stocktaking type is based on the Full stocktaking generation method and no particular location is selected on the Location selection tab of this window, the whole warehouse will be in the frozen state; if specific locations are selected, only those locations will be in the frozen state.
The top part
| Button | Description |
|---|---|
| Generate stocktaking |
Generates the stocktaking document only for the items you have selected by using the check boxes in the table. You can also select all items in a page by selecting the unlabelled check box in the table column, next to the Item ID column. When the generation is done, you will be redirected to the Stocktaking review (IN305000) window, where you continue the stocktaking process. |
| Generate stocktaking all |
Generates the stocktaking document for all items shown in the table. Any selections you may have done in the table will be overridden when you click this button. When the generation is done, you will be redirected to the Stocktaking review (IN305000) window, where you continue the stocktaking process. |
The Warehouse/inventory selection tab
On this tab, you can select the type of stocktaking count and specify additional options for generating count sheets, if needed.
| Element | Description |
|---|---|
| Type ID | The type of stocktaking count to be used to generate the stocktaking sheets. |
| Description | The description of the type. |
| Warehouse |
The warehouse for which the stocktaking should be prepared. By default, it is the warehouse defined by
the stocktaking type. This field is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window is enabled.
If not, the MAIN warehouse is selected by default.
|
| Generation method | The generation method to be used to select stock items for
counting. By default, the generation method is associated with the stocktaking type. |
| Blank lines to add | The number of lines to be added to the end of the list. These lines can be used to record additional information. |
| Include items with zero stock balance | When this is selected, the items listed in this window will include items with zero stock balance and the last previous warehouse. |
| Starting date to include from | The date selector filters the items with zero stock balance by date. For example, if you set the date to 01/01/2024, the list will only include items and locations in stock between 01/01/2024 and the current date. |
The Location selection tab
On the
tab, you can select the warehouse locations from which items will be included into
the list for the stocktaking count.
| Column | Description |
|---|---|
| Location | The warehouse location where the stocktaking will be
performed. The structure of the warehouse is defined in the Warehouses (IN204000) window. |
| Description | The description of the warehouse location. |
| Pick priority | The pick priority specified for this location. |
The table
| Column | Description |
|---|---|
| Line number | The line number in the stocktaking document. |
| Tag number | The tag number to be used for counting items with the properties
specified on this line: item ID, sub item code, lot/serial
number, and location. This column is only displayed if the Use
tags option in the Inventory preferences (IN101000) window is selected. |
| Item ID | The identifier of the item. |
| Location | The warehouse location of the
item. This column is only displayed if the Multiple warehouse locations functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Lot/serial number | The lot or serial number of the item. This column is only displayed if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Expiration date | The expiration date for the specified quantity of the item with
the specified lot number, if applicable. This column is only displayed if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Book qty. | The quantity of the item available on hand at the specified warehouse location. |
| Base unit | The base unit of the item. |
| Description | The description of the item. |
| Item class ID | The item class to which the item belongs. |
