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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Management > Management Reports

Bulk Document to Stock List

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This allows for linking documents in bulk to stock.

 

bulkdoclink

 

How to match stock with documents

Select documents on the left side. Filter by Usage or Doc Tag, then how they are matched to stock on the right side.

 

The Image Name drop down determines which document field to match on.

 

The field that is matched on the stock side is the stock code, unless Match on Stock Manufacturing Part# is ticked. This is called Stock Field below.

 

Exact Match

Image Name = Stock Field

 

Trim Image Name after last ..

Last bit of Image Name = Stock Field

 

Image Name Starts with Stock Code

Image Name starts with Stock field

 

Use SQL Proc "DocToStockLinkName"

Happen use only. For complex custom matching.

 

Rank 1 Vendor Stock Code

Image Name = Rank 1 Vendor Stock Code

 

Image Name Starts with Rank 1 Vendor Stock Code

Image Name starts with Rank 1 Vendor Stock Code

 

Further information

Advance Warehouse Reports

Creditor and Debtor Payments Report

Labour Daily Report

Export a Report

Stock Reports

Stock on Hand Variances

Top X Customers Report

Top X Vendors Report