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Jim2® Business Engine Help File

stock header

 

Info

Once there are transactions against a stock record, it is not possible to change the following:

Stock GL Group.

Serial number tracking.

Attribute tracking.

 

To change any of the above, create a new stock record (this can also be performed by using Create Similar), and make the original stock record inactive.

 

It is suggested to change the original stock code (ie. put a Z at the beginning, which will place the stock at the bottom of a Stock List), then use the original stock code on the new stock record.

 

The history is held against the old record, so always find the information.

 

If there is any stock on hand against the old stock code, use a Stock Adjustment Down against that code, and a Stock Adjustment Up against the new code before marking the old stock code inactive.

 

Once stock has transactions against it, the stock type cannot changed.

 

stock tab

 

warning1

Once there is stock on hand, you should never change the unit measures, especially the Base Unit Measure, as this will affect stock on hand quantity and value, and the buy/sell pricing.

 

Area

Field

Explanation

Stock

Code

This is the code for this stock (up to 24 alphanumeric characters). Spaces will be replaced by a period (.), and some special characters will be ignored.

Type

The stock type. This can be depleting, non depleting, labour, applies, special, virtual, dynamic kitting, static kitting, packaging or journal.

 

Note: Once a stock type has been used, the type cannot be changed. If the stock type needs to be changed, create similar, select the fields to copy and change the type to Depleting. Change the stock name and save. Edit the original stock and make inactive.

GL Group

The GL group that this stock is assigned to.

Active

Ticked indicates whether this particular stock code is currently active.

Desc

This is a full description of this stock (up to 1000 characters). This text will be displayed when purchasing or selling, and can be edited within the stock line without affecting the original stock record.

Measure

Unit

 

 

This is the unit of measurement for this stock, eg. UNIT, BOX, CARTON, DOZ. The default is one, but if not using Serial#, have up to three unit measures.

 

Unit Measure 1 is always the sell unit.

 

warning1

Never change the unit measure on stock records when there is stock on hand, (most especially the base unit measure) as this will alter stock on hand quantities and values as, well as the buy and sell pricing.

Quantity

How many of this stock is in each unit, eg. a BOX might be ten pieces of this stock.

Unit Description

A full description of this unit measure.

Barcode

The barcode of this stock unit. Enter a code, or generate a random one by pressing the Button - Barcode Generate icon. Read more here.

This Stock I

Buy in

Tick this box if this stock is purchased. Depending on the stock type, this option might not be selectable (greyed out).

(Buy in) Unit

The unit type that the stock is purchased in, eg. CTN (by the carton).

(Buy in) Tax

The tax code to use when purchasing this stock, eg. G (GST paid).

Sell in

Tick this box if the stock is being sold. Depending on the stock type, this option might not be selectable (greyed out).

(Sell in) Unit

The unit type that this stock will be sold in, eg. UNIT (individually).

(Sell in) Tax

The tax code to use when selling this stock, eg. G (GST paid).

Manufacture

Tick this box if this stock is manufactured. The Buy in box will then be unticked, but tick it again if this is stock that is purchased and manufactured.

Service

Tick this box if this is stock that is serviced for a customer. This will also automatically create a Service Item with the same code as the stock. If an Item with the same code exists, it will be linked to the stock, rather than new stock being created.

Qty by Locations

Location

This is where the stock is located. It can be in one or more locations.

Qty on Hand

This is the quantity physically in stock.

Committed

This indicates the quantity required to fulfil jobs.

Available

This is the quantity of stock on hand less the quantity required to fulfil jobs.

BackOrder

Shows the quantity of stock entered into the BackOrder column on jobs.

Packaged

This is the quantity of this particular stock code that is allocated to a package.

On PO

Shows how many units of this stock that are on purchase orders.


Manufacturing

If stock is Manufacturing type, this column will appear showing how many are currently being manufactured.

Serial #

Not required

Serial numbers are not required for this particular stock.

On Purchase

A serial number or numbers must be entered when purchasing this stock.

On Sell

A serial number or numbers must be entered when selling this stock.

Attributes

Not required

Attributes are not used with this particular stock.

On Purchase

Attributes must be entered when purchasing this stock.

On Sell

Attributes must be entered when selling this stock.

Groups

(Report Groups)

Select the report groups to associate this stock with.

 

Further information

Barcode

Measures

Qty by Locations Grid

Serial# and Attribute Requirements

Stock Code and Description

Stock GL Groups

Stock Groups

Stock Types

This Stock I