You use this program to record the results of a stock count performed on a selected range of inventory items.
Once you have captured the counted quantities, you can view the differences between the quantities saved by the Stock Take Selection program and counted quantities:
- using the Stock Take by Ticket program (if you used the Stock Take Tickets program) or
- using the Stock Take Variance program (if you used the Stock Take Forms program).
| Field | Description | ||||
|---|---|---|---|---|---|
| Import | Select this to use the Stock Take Import program to import stock count data that was captured using a 3rd party application software system. | ||||
| Start Capture | Select this to start the capture process. | ||||
| Stock Take Capture Options | Indicate your preferences for capturing stock count information. The options you select here are saved against your operator code. | ||||
| Capture quantity by | |||||
| Stock code | Select this to capture quantities according to a specific stock code that is entered. | ||||
| Ticket number | Select this to capture quantities according to a
specific ticket number that is entered.
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| Bin | Select this to capture quantities according to a
specific bin location that is entered. Refer to Multiple bins for additional information on multiple bins in SYSPRO. |
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| Capture ticket numbers |
Select this to record a stock take ticket number for each stock quantity captured.
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| Default capture method | Indicate how the system must interpret the count quantities you enter. | ||||
| Increase | Select this if you prefer the program to add any new quantity counted for an item to the quantity previously counted for the item. | ||||
| Replace |
Select this if you prefer the program to replace any previously counted quantity for an item, with the new quantity counted.
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| Reference options | |||||
| Apply reference | Select this to use the comment entered in the
Capture reference field as the reference
for the stock take capture transactions. If you select this preference, then you must enter a reference in the Capture reference field. |
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| Capture reference | Enter the default reference you require for the stock
take capture transactions. This reference is printed on the Inventory Journal Report and can be viewed in transaction queries for serial and lot numbers. You must enter a reference in this field if you selected the option: Apply reference. You can override this reference at the time of capturing the count quantity for each stock item. |
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| Default uom for stock take capture |
Indicate the default unit of measure in which you want to count stock items. The units of measure are defined against the stock item. Stock quantities are stored in the stock take capture file in the captured unit of measure. Serialized or traceable items can be captured in a unit of measure other than stocked. The captured quantity is stored in the unit of measure being used, which is converted back to the stocking unit of measure at the time of confirming details of the stock take capture process using the Stock Take Confirmation program.
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| Stocking | Select this to default to counting items based on the stocking unit of measure defined against the stock code. | ||||
| Alternate | Select this to default to counting items using the alternate unit of measure that is defined against the stock code. | ||||
| Other | Select this to default to counting items using the other unit of measure that is defined against the stock code | ||||
| Browse on selected stock codes |
Select this to display only the stock items currently included in the stock take when you browse on stock codes (see Stock Codes in Stock Take for Warehouse). Otherwise all stock items currently defined are displayed when you browse on stock codes (see Browse on Stock Codes). |
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| Quantity validation | |||||
| Batch quantity validation |
Select this to enter a batch control total for the stock take. If the total quantity captured does not match the batch total entered here, then a warning message is displayed to indicate the variance when you exit the stock take. |
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| Batch quantity | Indicate the quantity you want to use as your batch
control total. This is specified in either the stocking, alternate or other unit of measure, depending on you selection at the Default uom for stock take capture option. |
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| Field | Description | ||||
|---|---|---|---|---|---|
| New | Select this to enter a new warehouse for which to capture stock count details. | ||||
| Post | Select this to post the quantity that was
entered. Any serial number selected with a capture quantity of 1 will be reset to zero. If the capture quantity is zero, then this will be updated to 1. |
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| Warehouse | You use this field to indicate the warehouse for which you want to capture the counted quantities. | ||||
| View | |||||
| View Captured Quantities |
When you select this option, the details of the quantities currently captured for the stock take are displayed in a separate listview pane. See Captured Quantity for Warehouse - Stock Codes.
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| Captured Quantities by Stock | Select this to view the quantities captured for the stock count by stock code (see Captured Quantity for Warehouse - Stock code) | ||||
| Captured Quantities by Ticket | Select this to view the quantities captured for the stock count by ticket number (see Captured Quantity for Warehouse - Ticket Number). | ||||
| Captured Quantity by Bin | Select this to view the quantities captured for the stock count by bin (see Captured Quantity for Warehouse - Bin Number). | ||||
| Stock code | Indicate the stock item for which you want to capture
the counted quantity. You can use the browse icon to view stock codes. The stock codes are displayed according to your selection at the option: Browse on selected stock codes (see Stock Codes in Stock Take for Warehouse or Stock Code Maintenance). |
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| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Stock take quantity capture | |||||||
| Warehouse | This indicates the warehouse for which you are currently capturing the stock quantities. | ||||||
| Warehouse description | This indicates the description for the warehouse code in the previous field. | ||||||
| Stock code | This indicates the stock code for which you are currently capturing the count details. | ||||||
| Stock code description | This indicates the description for the stock code in the previous field. | ||||||
| Bin |
Indicate the bin location of the stock item for which you are capturing a stock count. If you enter a bin location that is not held on file, then you will be able to indicate that the bin must be created, providing the setup option: Allow creation of bins when processing inventory transactions (Inventory Setup - Options tab). The bin will be created once you have confirmed the stock take using the Stock Take Confirmation program. If this setup option is not selected, then you must either enter an existing bin or use the Inventory Bin Maintenance program to create a new bin. For example: You count 100 of an item physically in Bin 2, but when you ran the Stock Take Selection program, the 100 were in Bin 1 on SYSPRO. You enter 100 for Bin 2 and when you select the Stock Take Confirmation program, the system creates Bin 2 (if it does not already exist.), and puts the 100 counted into Bin 2.
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| Ticket number |
Indicate the ticket number applicable to the selected stock code or bin in this stock take.
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| Reference | Indicate a reference that you want to assign to this
transaction. This reference is printed on the Inventory Journal Report report and can be viewed in transaction
queries for serial and lot numbers. This field defaults to the text you entered at the Reference field of the Stock Take Capture screen. |
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| Unit of measure |
This indicates the unit of measure in which you are capturing details of the stock count for the item. The alternate unit of measure can be selected here if one is configured against the item (Stock Code Maintenance).
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| Quantity | Enter the quantity counted of the stock item. | ||||||
| Capturing method | This defaults to your selection on the Stock Take
Capture screen, but can be changed.
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| Revision | Enter the revision number for the stock item to which the quantity entered in the Quantity field refers. This field is only enabled if the item is defined as ECC controlled (Stock Code Maintenance - Tracking). | ||||||
| Release | Enter the release number for the stock item to which the quantity entered in the Quantity field refers. This field is only enabled if the item is defined as ECC controlled (Stock Code Maintenance - Tracking). | ||||||
| Lot |
Indicate the lot number of the item for which you are capturing stock count details. If you enter a lot number that is not held on file, then you will be able to indicate that the lot must be created, together with an expiry date. The lot will be created once you have confirmed the stock take using the Stock Take Confirmation program. If you selected the option: Same lot to be used on multiple stock codes (Lot Traceability Setup), then you can reuse the same lot number for different stock codes. You can use the Browse on Lots program to create lot records as well as view and change details for existing lots. |
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| Lot expiry date | This indicates the expiry date for the lot number entered. | ||||||
| Serial number | Indicate the serial number of the item for which you are capturing stock count details. If you enter a serial number that is not held on file, then you will be able to indicate that the serial must be created. The serial will be created once you have confirmed the stock take using the Stock Take Confirmation program. You can use the Capture manual serial numbers option to update the count quantities of manually serialized items (see Multiple Serial Number Selection). You can use the Browse on Serial Numbers program to change header information for serialized items that are held on file as well as view and change details for existing serials. |
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| Capture manual serial numbers | Select this to view and update quantities for
multiple serial numbers. See Multiple Serial Number Selection.
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| Captured total | |||||||
| Total captured quantity | This indicates the quantity of the item currently captured in the stock count. | ||||||
| Captured quantities | |||||||
| View captured lots |
Select this to view the captured quantities for lot numbers (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and Releases).
|
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| View captured serial numbers | Select this to view all captured quantities of serial
numbers for the warehouse/stock code combination (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and
Releases).
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| View captured Revision/Release | Select this to view all captured quantities of ECC controlled items for the warehouse/stock code combination (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and Releases). | ||||||
The details of the quantities currently captured for the stock take are displayed in this listview.
![[Note]](images/note.png)
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The information in this listview is updated each time you select the Post option. Therefore, if you are capturing the count quantities for a large number of items, you may want to close this listview pane to speed up the capture process. |
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| Column | Description |
|---|---|
| Stock code | This indicates the code of the stock item against which the quantity was captured. |
| Bin | This indicates the bin location against which the quantity was captured. |
| Captured quantity | This indicates the quantity captured against the stock item. |
| Unit of measure | This indicates the unit of measure for the count quantity. |
| Reference | This indicates the reference entered for the stock count capture. |
| No. of times captured | This indicates the number of times a captured quantity was entered against the stock item. |
This screen is displayed when you select the Capture manual serial numbers option option.
It enables you to view and update multiple serial numbers.
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This option is enabled only for stock codes defined as manual serialized items (Stock Code Maintenance) and enables you to indicate several serial numbers that must be updated. If the stock item is both traceable and serialized, then only the serial numbers for the lot number entered are displayed. |
|
| Field | Description |
|---|---|
| Post | Select this to post a count quantity of 1 against
each serial number you selected. Once you have posted a selection, you can deselect the item(s) you previously selected and use the Post option to post a quantity of zero against each selected serial. (i.e. by selecting and posting and deselecting and posting you can toggle between capturing a count quantity of 1 or 0 against the serials). |
| Select All | You use this function to select all serials displayed. |
| Deselect All | You use this function to deselect all serials displayed. |
| Captured | Select this to select the serial or serial/lot number combination for update. |
| Serial number | This indicates the serial number added. |
| Lot | This indicates the lot number added. |
This listview is displayed when you select the Captured Quantities by Stock option from the View menu.
It enables you to view a list of all the captured quantities for the warehouse, in stock code sequence.
The following information is included in this listview:
| Column | Description |
|---|---|
| Stock code | This indicates the code of the stock item against which the quantity was captured. |
| Bin | This indicates the bin location against which the quantity was captured. |
| Captured quantity | This indicates the quantity captured against the stock item. |
| Unit of measure | This indicates the unit of measure for the count quantity. |
| Reference | This indicates the reference entered for the stock count capture. |
| Captured | A tick in this column indicates that a count quantity was captured against the stock item. |
This listview is displayed when you select the Captured Quantities by Ticket option from the View menu.
It enables you to view a list of all the captured quantities for the warehouse, in ticket number sequence.
| Column | Description |
|---|---|
| Ticket number | This indicates the ticket number against which the count quantity was captured. |
| Stock code | This indicates the code of the stock item against which the quantity was captured. |
| Bin | This indicates the bin location against which the quantity was captured. |
| Ticket quantity | This indicates the total quantity captured against the ticket number. |
| Captured quantity | This indicates the total quantity currently captured against the stock item. |
| Unit of measure | This indicates the unit of measure for the count quantity. |
| Reference | This indicates the reference entered for the stock count capture. |
| Captured | A tick in this column indicates that a count quantity was captured against the stock item. |
This listview is displayed when you select the Captured Quantities by Bin option from the View menu.
It enables you to view a list of all the captured quantities for the warehouse, in Bin number sequence.
| Column | Description |
|---|---|
| Bin | This indicates the bin location against which the quantity was captured. |
| Stock code | This indicates the code of the stock item against which the quantity was captured. |
| Captured quantity | This indicates the quantity captured against the stock item. |
| Unit of measure | This indicates the unit of measure for the count quantity. |
| Reference | This indicates the reference entered for the stock count capture. |
| Captured | A tick in this column indicates that a count quantity was captured against the stock item. |
Refer to Multiple bins for additional information on multiple bins in SYSPRO.
This listview is displayed when you select the View Captured Serial, View Captured Lots or View Captured Rev/Rel option.
It enables you to view the captured quantities for serial numbers/lot numbers/revisions/releases for the warehouse/stock code combination.
| Column | Description |
|---|---|
| Serial | This indicates the serial number for which the count was captured for the stock item. |
| Lot | This indicates the lot number for which the count was captured for the stock item. |
| Rev/Rel | This indicates the revision/release for which the count was captured for the stock item. |
| Bin | This indicates the bin number for which the count was captured for the stock item. |
| Captured quantity | This indicates the count quantity captured for the stock item. |
| Reference | This indicates the reference entered for the stock count capture. |
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|
You need to have used the Stock Take Tickets program together with the report option: Generate ticket numbers before you can capture count quantities by ticket number. |
|
| Field | Description | ||||
|---|---|---|---|---|---|
| New | Select this to enter a new warehouse for which to capture stock count details. | ||||
| Post | Select this to post the quantity that was
entered. Any serial number selected with a capture quantity of 1 will be reset to zero. If the capture quantity is zero, then this will be updated to 1. |
||||
| Warehouse | Indicate the warehouse for which you want to capture the count quantities. | ||||
| View | |||||
| View Captured Quantities |
When you select this option, the details of the quantities currently captured for the stock take are displayed in a separate listview pane. See Captured Quantity for Warehouse - Ticket Numbers.
|
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| Captured Quantities by Stock | Select this to view the quantities captured for the stock count by stock code (see Captured Quantity for Warehouse - Stock code) | ||||
| Captured Quantities by Ticket | Select this to view the quantities captured for the stock count by ticket number (see Captured Quantity for Warehouse - Ticket Number). | ||||
| Captured Quantity by Bin | Select this to view the quantities captured for the stock count by bin (see Captured Quantity for Warehouse - Bin Number). | ||||
| Ticket number |
Enter the ticket number for which you want to capture the count quantity details. You can use the Browse icon to view existing ticket numbers generated for the stock code for the selected warehouse (see Ticket Numbers for Warehouse). |
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| Next | Select this to navigate to the next ticket number, without having to enter the ticket number. | ||||
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Stock take quantity capture | |||||||
| Warehouse | This indicates the warehouse for which you are currently capturing the stock quantities. | ||||||
| Warehouse description | This indicates the description for the warehouse code. | ||||||
| Ticket number | This indicates the ticket number for which you are capturing the count quantity. | ||||||
| Reference | Indicate a reference that you want to assign to this
transaction. This reference is printed on the Inventory Journal Report report and can be viewed in transaction
queries for serial and lot numbers. This field defaults to the text you entered at the Reference field of the Stock Take Capture screen. |
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| Unit of measure |
This indicates the unit of measure in which you are capturing details of the stock count for the item. The alternate unit of measure can be selected here if one is configured against the item (Stock Code Maintenance).
|
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| Quantity | Indicate the quantity counted of the stock item. | ||||||
| Capturing method |
|
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| Revision | Enter the revision number for the stock item to which the quantity entered in the Quantity field refers. This field is only enabled if the item is defined as ECC controlled (Stock Code Maintenance - Tracking). | ||||||
| Release | Enter the release number for the stock item to which the quantity entered in the Quantity field refers. This field is only enabled if the item is defined as ECC controlled (Stock Code Maintenance - Tracking). | ||||||
| Lot |
Indicate the lot number of the item for which you are capturing stock count details. If you enter a lot number that is not held on file, then you will be able to indicate that the lot must be created, together with an expiry date. The lot will be created once you have confirmed the stock take using the Stock Take Confirmation program. If you selected the option: Same lot to be used on multiple stock codes (Lot Traceability Setup), then you can reuse the same lot number for different stock codes. You can use the Browse on Lots program to create lot records as well as view and change details for existing lots. |
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| Lot expiry date | This indicates the expiry date for the lot number entered. | ||||||
| Serial number | Indicate the serial number of the item for which you are capturing stock count details. If you enter a serial number that is not held on file, then you will be able to indicate that the serial must be created. The serial will be created once you have confirmed the stock take using the Stock Take Confirmation program. You can use the Serial option to capture the count quantities of manually serialized items (see Multiple Serial Number Selection). You can use the Browse on Serial Numbers program to change header information for serialized items that are held on file as well as view and change details for existing serials. |
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| Captured total | |||||||
| Stock code | This indicates the stock item for which you are capturing the count quantity. | ||||||
| Stock code description | This indicates the description for the stock code displayed in the previous field. | ||||||
| Bin |
This indicates the bin location of the stock item for which you are capturing the count quantity. When you capture the quantities by ticket number, the ticket is already allocated to a specific bin. The system automatically links the ticket number, stock code and bin number to the quantity you capture. You are therefore not able to enter a bin number. |
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| Total captured quantity | This indicates the total quantity currently captured against the item. | ||||||
| Captured quantities | |||||||
| View captured lots |
Select this to view the captured quantities for lot numbers (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and Releases).
|
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| View captured serial numbers | Select this to view all captured quantities of serial
numbers for the warehouse/stock code combination (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and
Releases).
|
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| View captured Revision/Release | Select this to view all captured quantities of ECC controlled items for the warehouse/stock code combination (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and Releases). | ||||||
The details of the quantities currently captured for the stock take are displayed in this listview.
|
|
|
|
The information in this listview is updated each time you select the Post option. Therefore, if you are capturing the count quantities for a large number of items, you may want to close this listview pane to speed up the capture process. |
|
| Column | Description |
|---|---|
| Ticket number | This indicates the ticket number against which the count quantity was captured. |
| Stock code | This indicates the code of the stock item against which the quantity was captured. |
| Bin | This indicates the bin location against which the quantity was captured. |
| Ticket quantity | This indicates the quantity captured against the ticket. |
| Captured quantity | This indicates the quantity captured against the stock item. |
| Unit of measure | This indicates the unit of measure for the count quantity. |
| Reference | This indicates the reference entered for the stock count capture. |
This screen is displayed if you selected to capture the count quantities by Bin.
| Field | Description | ||||
|---|---|---|---|---|---|
| New | Select this to enter a new warehouse for which to capture stock count details. | ||||
| Post | Select this to post the quantity that was
entered. Any serial number selected with a capture quantity of 1 will be reset to zero. If the capture quantity is zero, then this will be updated to 1. |
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| Warehouse | Indicate the warehouse for which you want to capture the count quantities. | ||||
| View | |||||
| View Captured Quantities |
When you select this option, the details of the quantities currently captured for the stock take are displayed in a separate listview pane. See Captured Quantity for Warehouse - Bins.
|
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| Captured Quantities by Stock | Select this to view the quantities captured for the stock count by stock code (see Captured Quantity for Warehouse - Stock code) | ||||
| Captured Quantities by Ticket | Select this to view the quantities captured for the stock count by ticket number (see Captured Quantity for Warehouse - Ticket Number). | ||||
| Captured Quantity by Bin | Select this to view the quantities captured for the stock count by bin (see Captured Quantity for Warehouse - Bin Number). | ||||
| Bin | Indicate the bin for which you want to capture the
count quantities. If you enter a bin location that is not held on file, then you will be able to indicate that the bin must be created, providing the setup option: Allow creation of bins when processing inventory transactions (Inventory Setup - Options tab). The bin will be created once you have confirmed the stock take using the Stock Take Confirmation program. If this setup option is not selected, then you must either enter an existing bin or use the Inventory Bin Maintenance program to create a new bin.
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| Next | Select this to display the next bin number without having to manually enter it. | ||||
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Serials | Select this to view quantities for multiple serial
numbers (see Multiple Serial Number Selection). This option is enabled only for stock codes defined as Manual serialized items (Stock Code Maintenance) and enables you to indicate several serial numbers that must be updated. If the stock item is both traceable and serialized, then the program only displays serial numbers for the lot number entered. |
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| Stock take quantity capture | |||||||
| Warehouse | This indicates the warehouse for which you are currently capturing the stock quantities. | ||||||
| Warehouse description | This indicates the description for the warehouse code. | ||||||
| Bin | This indicates the bin number for which you are currently capturing the count quantities. | ||||||
| Ticket number |
Indicate the ticket number applicable to the selected stock code or bin in this stock take.
|
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| Reference | Indicate a reference that you want to assign to this
transaction. This reference is printed on the Inventory Journal Report report and can be viewed in transaction
queries for serial and lot numbers. This field defaults to the text you entered at the Reference field of the Stock Take Capture screen. |
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| Unit of measure |
This indicates the unit of measure in which you are capturing details of the stock count for the item. The alternate unit of measure can be selected here if one is configured against the item (Stock Code Maintenance).
|
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| Quantity | Indicate the quantity counted of the stock item. | ||||||
| Capturing method |
|
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| Revision | Enter the revision number for the stock item to which the quantity entered in the Quantity field refers. This field is only enabled if the item is defined as ECC controlled (Stock Code Maintenance - Tracking). | ||||||
| Release | You use this field to enter the release number for the stock item to which the quantity entered in the Quantity field refers. This field is only enabled if the item is defined as ECC controlled (Stock Code Maintenance - Tracking). | ||||||
| Lot |
Indicate the lot number of the item for which you are capturing stock count details. If you enter a lot number that is not held on file, then you will be able to indicate that the lot must be created, together with an expiry date. The lot will be created once you have confirmed the stock take using the Stock Take Confirmation program. If you selected the option: Same lot to be used on multiple stock codes (Lot Traceability Setup), then you can reuse the same lot number for different stock codes. You can use the Browse on Lots program to create lot records as well as view and change details for existing lots. |
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| Lot expiry date | This indicates the expiry date for the lot number entered. | ||||||
| Serial number | Indicate the serial number of the item for which you are capturing stock count details. If you enter a serial number that is not held on file, then you will be able to indicate that the serial must be created. The serial will be created once you have confirmed the stock take using the Stock Take Confirmation program. You can use the Serial option to capture the count quantities of manually serialized items (see Multiple Serial Number Selection). You can use the Browse on Serial Numbers program to change header information for serialized items that are held on file as well as view and change details for existing serials. |
||||||
| Capture manual serial numbers | Select this to view and update quantities for
multiple serial numbers. See Multiple Serial Number Selection.
|
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| Captured total | |||||||
| Stock code | This indicates the stock item for which you are capturing the count quantity. | ||||||
| Stock code description | This indicates the description for the stock code displayed in the previous field. | ||||||
| Total captured quantity | This indicates the quantity of the item captured in the stock count. | ||||||
| Captured quantities | |||||||
| View captured lots |
Select this to view the captured quantities for lot numbers (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and Releases).
|
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| View captured serial numbers | Select this to view all captured quantities of serial
numbers for the warehouse/stock code combination (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and
Releases).
|
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| View captured Revision/Release | Select this to view all captured quantities of ECC controlled items for the warehouse/stock code combination (see Captured Quantities for Serial Numbers/Lot Numbers/Revision and Releases). | ||||||
The details of the quantities currently captured for the stock take are displayed in this listview.
|
|
|
|
The information in this listview is updated each time you select the Post option. Therefore, if you are capturing the count quantities for a large number of items, you may want to close this listview pane to speed up the capture process. |
|
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
-
Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
-
Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
-
Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
-
Select the Close icon in the right-hand corner of the application help pane.
-
Confirm that you want to delete the pane.