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You will see some letters underlined in the field names within the header, eg. Vendor. Using Alt+ the underlined letter will jump you to the field beside that heading. |
Procurement
▪Order and Transfer (default)/Order and Transfer/Order only/Transfer all: The type of movement/documents which can be generated by the Procurement session. The Transfer All method allows a branch to generate a stock transfer (rather than a purchase order) for all its stock requirements on a head office branch. The head office then runs Stock Procurement which takes into account its own stock level requirements, as well as stock on jobs, and on stock transfers that have been placed against the head office.
▪For Location: The location which the stock is required for, eg. if you wish to order stock for your Sydney office, select this location.
▪Ship Location: The location where the stock should be shipped to. Your business may receive all stock to a central warehouse before replenishing the outlying locations.
▪Show all Stock: Shows all stock regardless of whether or not it requires ordering/transferring etc. This is useful for setup or adjusting stock procurement parameters.
Transfer From
▪All Locations/Bulk Only/Selected Bulk only: The location where the stock will come from.
▪Bulk Location: The first bulk location to consider for stock transfers. This bulk location will be considered and then the other available locations (in alphabetical order).
▪Due Date Days: Specify purchase should be within a number of days, specify job should be within a number of days.
Transfer From also includes Current and Statistics figures, allowing a better understanding of whether you have enough stock to transfer from a given location. For example, transferring from QLD to NSW, where QLD has 200 units, but only 7 days both of stock, based on sales/transfer averages.
Calculation Options
Option |
Description |
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Procure in Base Units |
Typically, stock procurement will procure in a stock's purchase unit measure. Ticking this forces procurement in base units (Unit Measure 1). |
Transfer (From) in averages |
Tick to include both units sold and units transferred from this location in sold calculations. This would be ticked when purchasing for a bulk location where branches place transfers on bulk locations |
Exclude stock in Packages in sold calc. |
Tick to exclude stock contained in packages in any sold calculations. This would be ticked in branches where stock is sold as packages, but the packages are created in bulk locations. |
Exclude stock required for Packages |
Tick to exclude stock contained in packages on active jobs from Qty on Jobs/Tsfr figure. This is ticked in branches where stock is sold as packages, but the packages are created in bulk locations. |
Exclude stock in Manufact. in sold calc. |
Tick to exclude stock used on manufacturing jobs in any sold calculations. |
Exclude stock required for Manufacturing |
Tick to exclude stock on active manufacturing jobs from Qty on Jobs/Tsfr figure. |
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Will only return results for what is ticked. |
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Will not return results for any unticked boxes. |
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Will return results for all of the above. |
Vendor
▪Vendor: Select the Vendor
▪Existing PO: Enter existing PO number, if applicable.
▪Stock Code: Enter a specific stock code which will only show Stock Procurement for that particular stock from that particular vendor.
▪Groups: Select a report group if required.
▪Only if Vendor is Rank 1: Select this option if you only want to see stock from Rank 1 Vendor. Rank 1 would normally be your preferred supplier
Stock
▪Stock Code: Enter a specific stock code to only show Stock Procurement for that particular stock.
▪GL Group: Every stock record in your Jim2 database is assigned to a Stock GL Group. Stock GL Groups are the mechanism that Jim2 uses to record all transactions relating to each and every piece of stock.
▪Attributes: Select any attributes or clear all. You are able to exclude stock attributes on certain stock when using Stock Procurement. This is useful when you use stock attributes on Buy, like batch numbers or due dates, which are not helpful to Stock Procurement when ordering (eg. you just need to order them, you don’t need to know what the batch number or what use by dates will be). Please see Stock Attributes section for more details.
▪Description: You can enter more information in this field if required.
▪Groups: You can select a report group, non report group or region for further filtering.
Further information: