Collation report panel in the Stocktaking record window
Collation report panel in the Stocktaking record window

The Collation report panel is used to enter the actual on-hand stock levels for the selected store.

Figure 7.177. Collation report panel (stocktaking record with the Not ready status)


The Collation report panel contains a list of the actual stock items included in the stocktaking record.

Data grid columns:

  • Document indicates the number of the stocktaking record.

  • Stock item is the stock item included in the collation report of the stocktaking record.

  • Unit (stock item) is the unit of measurement for the stock item.

  • Actual on hand designates the actual amount of the stock item in the store.

  • Parent indicates the stock item, the recipe of which contains the listed stock item.

  • Concurrence designates the stock item concurrence that applies to the stock item.

  • Cold preparation wastage % denotes the percentage of the stock item quantity modified during cold preparation.

  • Net is the net quantity of the stock item after cold preparation.

  • Cooking wastage % denotes the percentage by which the quantity changes as a result of cooking.

  • Yield is the amount of the stock item after cooking.

  • Stock item group indicates the stock item group to which the stock item belongs.

  • Type denotes the stock item type to which the given stock item belongs.

  • Comment is a short comment on the stocktaking record collation report item.

  • Class is the class to which the stock item belongs.

  • Index is the place of the stock item in the order of the stocktaking record collation report.

The context menu of the collation report contains the following commands:

  • Add (Ins) – adds a new stock item to the collation report of the stocktaking record.

    This command is available in the collation reports of stocktaking records with the status Not ready.

  • Edit / View (F2) – allows editing or viewing of collation report items.

    The Edit command is available only in collation reports of stocktaking records with the status Not ready. If the stocktaking record has the Ready, Processed or Registered status, the Edit command in the context menu is replaced with the View command.

    Figure 7.178. Collation report panel (stocktaking record with the Ready, Processed, or Registered status)


  • Delete (Del) – permanently deletes items from the stocktaking record collation report.

    The Delete command is available only in collation reports of stocktaking records with the Not ready status. If the stocktaking record has the status Ready, Processed, or Registered, the Delete command in the context menu becomes unavailable.

  • Select from stock items – selects stock items from the Stock items directory to add them sequentially to the collation report of the stocktaking record.

    The Select from stock items command is added to the context menu of the collation report specification of the stocktaking record with the Not ready status.

  • Select from stock on hand – selects stock items from the Stock on hand operational report to add them sequentially to the collation report of the stocktaking record.

    The Select from stock on hand command is added to the context menu of the collation report specification of the stocktaking record with the Not ready status.

  • Edit sequentially (Shift+F2) – allows sequential editing of collation report items.

    The Edit sequentially command is available only in collation reports of stocktaking records with the status Not ready. If the stocktaking record has the status Ready, Processed, or Registered, the Edit sequentially command in the context menu is disabled.

  • Stock movement – displays an operational report on movement of the selected stock items.

    The command is available only for filled in collation reports of stocktaking records, regardless of the records' current status.

  • Stock item turnover – opens an operational report on stock turnover of the selected stock items.

    The command is available only for filled in collation reports of stocktaking records, regardless of the records' current status.

  • Recalculate recipe – adds the ingredients of the selected compound stock item to the collation report.

    This command is available in collation reports of stocktaking records with the status Not ready when you select collation report items that are parents of other collation report items.

  • Status – menu with the commands to alter the document status.

    When you select one or more documents with the same status, their current status will not be available in the context menu. When you select documents with different statuses, all possible statuses will be available in the context menu.

  • Clipboard – menu with the commands to operate the clipboard.

  • Print (Ctrl+P) – generates print layouts.

  • Summary functions – menu with the commands to manage the summary functions of the data grid.

  • Additional functions – menu with the commands to operate the data grid.

New collation report items are added by using the New stocktaking record collation report item and New stocktaking record collation report items windows.

The Stocktaking record collation report item and Stocktaking record collation report items windows are used for editing collation report items. A sequential editor window can also be used; this window is also named Stocktaking record collation report item .

The Select stocktaking records collation report item window is used to select a parent element for the listed collation report item.

The confirm permanent deletion prompt appears when you delete collation report items.

If the stocktaking record has the status Ready, Processed, or Registered, no changes can be made to its collation report. In this case, the collation report items become read-only, and the Edit command is replaced with the View command in the context menu.

The Stocktaking record collation report item and Stocktaking record collation report items viewing windows are used to view collation report elements that are disabled for editing.