You use this program to update items selected in a stock take with the latest costs and on hand quantities stored against your inventory warehouse records.
- Toolbar and menu
- Stock Take Update Quantities and Costs
- Selected Stock Codes Report
- Notes and warnings
- Application Help Pane
| Field | Description |
|---|---|
| Start Processing |
Updates the costs and quantities according to your selections. Serial numbers no longer in the warehouse(s) selected for stock take are removed from the stock take selection and any quantities captured are removed from the first available bin with sufficient quantity. This ensures that the quantity captured balances to the number of serial numbers captured. Costs and quantities for lot numbers are updated according to the bins (if multiple bins is enabled). Otherwise all costs and quantities for lot numbers and serial numbers are updated. You can use Stock Take Variance program to print a list of exceptions that may have arisen (e.g quantities were already captured against items). |
| Prints the information currently displayed in the Selected Stock Codes Report output pane. | |
| Save Form Values | This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode. |
| Field | Description |
|---|---|
| Warehouse option | |
| Warehouse selection | Select the warehouse(s) for which you want to update the quantities and costs of the items already selected for stock take. |
| Warehouse | Enter the single warehouse for which you want to perform the selection. |
| Warehouse description | Describes the warehouse selected. |
| Multiple bins | |
| Multiple Bins selection |
If you enabled the Multiple bins setup options (Inventory Setup) then this enables you to select the bin(s) for which you want to update the quantities and costs of items selected for stock take. |
| All bins | Updates the costs and quantities of stock take items in all bins that existed when the stock take selection was made, as well as bins added after the stock take selection. |
| Selected bins |
Updates the costs and quantities of stock take items in bins which existed when the stock take selection was made. Bins added after the stock take selection are ignored. Bins for serialized items are always selected and updated, as serial numbers are not associated with bins. |
| After processing completed | These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design). |
The results of the processing function you selected are displayed in this pane once processing is complete (unless you enabled the option to close the application from the After processing completed section). You use this section to print or email this information.
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The Last cost is used if your Costing method is set to FIFO or LIFO (Inventory Setup).
The Unit cost is used for all other costing methods (Warehouse Maintenance).
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
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.
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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.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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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.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.