The document list is used for viewing, storing, entering, editing and deleting stock movement records created for movements from one store to another in specified date ranges.
Location: - - .
The list can also be opened using the command from the context menu in the directory.
Stock movement from store records can also be created, viewed and edited on the POS terminal in the mode.
Data grid columns:
Number – number of the stock movement from store record.
If the record store status is Running or Execution error, the icon will be displayed to the right of the record number.
Date – date and time the stock movement record was created.
Description – short description of the stock movement record.
Sending store – name of the store from which goods were sent.
Recipient store – name of the store to which goods were sent.
Employee – user name of the employee who created the stock movement record.
Status (overall) – overall status of the stock movement record.
Status – status of the stock movement record.
Status can be one of the following:
Not ready – document is open for changes. Document has not been run on the store, or has been run but results were canceled
Ready – document is closed for changes. Document has not been run on the store
Sent – document is being processed by the storekeeping system. Document is being processed on the sending store and has not yet been processed on the recipient store
Accepted – the document has been processed on both the sending store and the recipient store
Deleted – the document is queued for deletion
Status (store) – status of the stock movement record after processing by the storekeeping system. Status can be one of the following:
OK – document successfully processed on store
Running – document is being processed by the storekeeping system
Execution error – error occurred when processing the document
Edit document in closed store period – denotes that the document relates to a closed store period
Executed with warnings – occurs when the cost price of stock items in the document specification could not be calculated due to a cost price loop
Total by cost price – value of the goods included into the specification of the stock movement record.
System – system objects tag.
Context menu contains the following commands:
(Ins) – adds a new stock movement record.
(F2) – edits the selected stock movement record.
(Del) – deletes the selected stock movement records.
This command is only available for one or more documents with the status Not ready.
– processes stock movement records in the storekeeping system.
This command is only available for documents with the status Execution error after processing by the storekeeping system.
– menu with the commands to alter the document status.
When selecting one or more documents with the same status, their current status will not be available in the context menu. When selecting documents with different statuses, all possible statuses will be available in the context menu.
– menu with the commands to export files into an external file or update package.
– menu with the commands to operate the clipboard.
(Ctrl+P) – generates print layouts.
– menu with the commands to manage summary functions of the data grid.
– menu with the commands to operate the data grid.
Stock movement records are added using the and entry windows. The and windows are used for editing.
When deleting stock movement records, the permanent delete confirmation window opens.
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