If you are using the stock volume in splendid isolation, then you will be using this function most of the time. If you are using Enterprise 6 purchase order processing or sales order processing volumes, you will usually begin an item's Stock History elsewhere - but you could run through this section to learn how to create an isolated, or 'ad hoc' stock movement (like creating an ad hoc invoice, without first entering an Order).
The next step in a typical chain of stock movements, once you have been through the purchase order process described in the previous chapter, is the receipt into stock of those items you have ordered. The goods you ordered on purchase order Number 5 from Flans and Pies Traditional which you will deliver to London Pride Ventures have now arrived. If you have the purchase order processing volume, ensure you have entered this purchase order and posted its stock movement before proceeding (full details can be found in the purchase order processing Tutorial chapter). From the stock Control title screen, select 'Enter Movements'.
Enterprise 6 uses stock movement types to specify the direction of the movement (in or out) and to determine how the product changes status (from your supplier into stock, from stock out to your customer).
Specify the Movement type. To get a list of potential movement types, type an @ (wildcard) sign in the Movement type field. Choose the first Movement type from the list: ISO - goods in - to stock as Ordered The system automatically determines a 'Receipt Number', (a unique movement code specific to this type of movement) - and defaults to today's date. Specify the Company to which the Movement relates.
- In the case of an Outward movement, this means the Company to whom the goods will be shipped
- For Inward movements, the Company from whom the goods are to be received
- Usually the Customer for Outward, or the Supplier for Inward (except in the case of returns).
In this case you are specifying receipt of goods, so you need to specify your Supplier - Flans and Pies Traditional. You can of course get a list of Companies by entering an @ sign to the Company box. If entering an ad hoc stock movement independent of the two Order processing volumes (if you do not have purchase order processing), you would now need to create the stock movement Items manually.
To do so, click the Items list to select it and then press the [+] button on the palette to enter items as usual, giving Serial Numbers if relevant. However, in this case (if you have purchase order processing), because you are receiving Items into stock for which a purchase order already exists, it makes sense to save typing and reduce margin for error by copying the Items from the stock movement you posted when creating the original purchase order.
Select 'Copy Previous Mvt' from the Functions menu. Enterprise 6 will ask for the movement code of the movement you are copying. Enter a wildcard if you do not have the information to hand. Enterprise 6 will list your stock movements (you can reduce the list by clicking the [Search] button and searching for Movement type PO). If you have been following the Tutorial, you will see two or three purchase orders made out to Flans and Pies Traditional at the bottom of the list. Click on the middle one of these and then click [Accept]. Enterprise 6 will then list the items on that purchase order.If your Items do not tally with the illustration and you have been following the Tutorial, you have probably selected the wrong purchase order from the list. If so, click [X] and repeat the process until you find the correct items. Assuming the Items to be correct, click on the three items and click [Accept]. Enterprise 6 will bring in details such as quantity and price to the stock movement. Because you have copied the details of a purchase order which itself was created from a sales order, the stock items just received will be automatically allocated to the sales order.
Now is your opportunity to note any discrepancies. If your purchase order (and thus the 'Back Order' stock movement) was for a quantity of 25, and you have just received 5, here is where you would tell the system of the discrepancy: In this situation, click in the quantity column, and type "5". The system will leave the remaining 20 on back order. However, for this example, leave the quantity delivered at 25. Note the Total Cost in the right-hand bottom corner.
To print a goods In Note, or goods Receipt, choose 'print Movement' from the Functions menu. You will print a Receipt Form - with totals and space for signatures at the foot of the page: Remember to click the [Next Page] button if you are previewing to screen. Click [Accept] on the palette, or click the close box and select [Save] to store this movement. Enterprise 6 will ask you whether to post the movement.Click [Post it], or simply hit the <Return> key, and the system will do the rest. In this instance, it decrements the 'stock on Back Order' and increments the 'Physical stock' levels.
This change could apply to any Movement between any two stock types - including a movement between two warehouses, or between your stockroom and a customer site. Such is the flexibility in the system that any type of movement is possible using the same screen and the same functions you have just learned.
