Inventory preferences (IN101000)

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You use this window to configure the Lager workspace to suit your business. The settings include global settings for stock items to be used in all workspaces, settings defining integration with the Redovisning workspace, and inventory-specific settings, such as numbering sequences used for inventory-related documents, transactions, and stocktaking.

This tab contains groups of settings used to configure the Lager workspace.

You use the elements in this section to assign number series for all types of inventory documents.

Element Description
Batches The number series to be used to assign reference numbers to batches generated for inventory documents.
Receipts/transfers The series to be used to generate reference numbers for inventory documents created during receipt and transfer warehouse operations.
Issues The series to be used to generate reference numbers for inventory documents created during issue warehouse operations.
Adjustments The series to be used to generate reference numbers for inventory documents created during adjustment warehouse operations.
Kit assemblies The series to be used to generate reference numbers for inventory documents created during kit assembly warehouse operations.
Stocktakings The series to be used to generate reference numbers for inventory documents created during stocktaking operations.
Replenishments The series to be used to generate reference numbers for replenishment documents.

This group of element includes price and cost calculation decimal precision and units to measure volume and weight.

Element Description
Reschedule back orders A check box that you select to indicate that the system should reschedule received quantities (update plan types) for sales orders with the back order status on release of inventory receipts. If this option is selected, you can run the Create shipments process in the Behandla ordrar (SO501000) window for back orders that can be fulfilled by the received quantities. If this option is not selected, after release of receipts, you have to open the back orders first (by using the Open orders action in the Behandla ordrar (SO501000) window) when you need to create shipments or you have to create shipments for back orders on a per-order basis.

By using these elements, you can specify the appropriate accounts and subaccounts for inventory transactions.

Element Description
Clearing account customers The account to be used as an customer ledger clearing account for inventory transactions.
Clearing subaccount customers The subaccount to be used with the customer ledger clearing account.
In-transit branch The branch assigned to the in-transit warehouse, which is a hidden warehouse stock items become associated with when they have been issued from the source warehouse but have not yet been delivered to the destination warehouse. This field is available only if the Multiple warehouses feature is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
In-transit account The account to be used to accumulate the amounts on uncompleted transfers.
In-transit sub. The subaccount to be used with the in-transit account.
Work in progress account

The account to be used for work-in-progress transactions generated for kits in the processes of kit assembly and disassembly.

This field is available only if the Kit assembly feature is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Work in progress sub.

The subaccount to be used for the work-in-progress transactions generated for kits.

This field is available only if the Kit assembly feature is enabled in the Aktivera/inaktivera funktioner (CS100000) window.

Here you can specify how inventory transactions are posted to the general ledger, and what the retention period is for inventory transactions.

Element Description
Update general ledger This check box (if selected) causes the inventory transactions to be posted to the Redovisning.
Post summary when updating the general ledger This check box (if selected) allows posting of batches with summary data to the Redovisning.
For these transactions, accounts that allow posting of summary values should be used.
Automatically post on release This check box (if selected) causes inventory batches to be posted to the Redovisning automatically once the inventory documents are released.

You use these elements to specify data entry-related settings to be used in the Lager workspace.

Element Description
Hold documents on entry

This check box indicates (if selected) that new documents will be saved by default with the On hold status.

If the check box is cleared, the documents by default can be saved in the Balanced status.
Validate document totals on entry This check box indicates (if selected) that the user will need to enter the document control total before saving the document.
Add one unit per bar code This check box indicates (if selected) that the item quantity on the receipt should be increased by one unit each time an item bar code is entered into the system, manually or by using a bar code scanner.
Automatically add receipt line for bar code This check box indicates (if selected) that when a bar code scanner is used, lines should be added to receipts automatically once a bar code is scanned or entered.
Default stock item class

The default stock item class to be used to provide default settings for new items of the class and for new item classes.

The stock item classes are defined using the Item classes (IN201000) window.
Default non-stock item class

The default non-stock item class to be used to provide default settings for new items of the class and for new item classes.

The non-stock item classes are defined using the Item classes (IN201000) window.

In this section, you specify the reason codes to be used in the Lager workspace.

Element Description
Receipt reason code The reason code to be used by default for generated receipts. You define the receipt reason codes, as well as the accounts and subaccounts related to these reason codes, by using the Orsakskoder (CS211000) window.
Reason code issue/return The reason code to be used by default for all generated issue documents. You also define the issue reason codes, as well as the related accounts and subaccounts, in the Orsakskoder (CS211000) window.
Adjustment reason code The reason code to be used by default for all generated adjustments. You define the adjustment reason codes, as well as the related accounts and subaccounts, in the Orsakskoder (CS211000) window.
Stocktaking reason code The reason code to be used by default for all adjustment documents generated as the result of stocktaking. You define the stocktaking reason code, as well as the related accounts and subaccounts, in the Orsakskoder (CS211000) window.
Element Description
Use tags If you select this check box, Visma.net ERP will use inventory tags for physical inventories. If you do not select this check box, the system will generate inventory documents with line numbers only.
Last tag number

The number of the last tag generated for physical inventory in the current financial year. Only digits are allowed. When the next physical inventory document ins generated, this value, incremented by 1, will be used as the first tag number in the document. Other tag numbers for the physical inventory document are generated successively by incrementing the previous tag number by 1.

We recommend that you specify a relatively large number (for example 1000 or 10 000) as the Last tag number when you enter it for the first time. This makes the tag number s clearly distinguishable for the quantities specified on the tags. Then the users will not confuse tag number #1001 with a count quantity of 1 as they could with tag number #1 and a quantity of 1.
Turnover periods per year The number of periods per year used to calculate the turnover for stock items. You can enter one of the following numbers here: 1, 2, 3, 4, 6 or 12.
Element Description
Weight UoM Here you can select the required unit of measurement.

Related tasks

Configure a stock item for automatic packaging