Inventory > Inventory Query

Inventory Query

You use this program at any time to view static details held on file against your stock items, as well as any transactions that have been processed against them.

If you are new to this query, then the following information will help you achieve the best results:

  • The information shown is always up to date (i.e. the query reflects the latest information for stock items added or changed).

  • If you know the stock code, then you can enter it directly and press the Tab or Enter key to view the information.

    If you do not know the stock code, then you can use the browse icon to locate the code.

  • You can personalize this query in a number of ways. These include:

    • setting preferences that affect what information is displayed. These settings can be retained for future use
    • configuring property sheets (e.g. the section headed Stock Code Details). This includes being able to sequence items by dragging them up or down, to show important items first
    • configuring the Warehouse Values, Warehouse History and Movements listviews. This includes being able to sequence columns by dragging them left or right, sorting columns and changing column widths
    • configuring the layout of the panes on the screen, including hiding or displaying panes

Toolbar and menu

Field Description
Query  
Multiple Bins Select this to view bins for the stock item (see Multiple Bins for Stock Code).

This function is available only if you enabled the option: Multiple bins (Inventory Setup).

Refer to Multiple bins for additional information on multiple bins in SYSPRO.
FIFO/LIFO Buckets Select this to view FIFO or LIFO buckets for this item (see FIFO - LIFO Bins for Stock Code).

This function is available if you selected one of the following options:
Lots Select this to view lot traceability details for the stock item (see Browse on Lots).

This function is available only if the stock code is defined as a traceable item (Stock Code Maintenance).
Reserved Parent Lots Select this to use the Parent Lot Reservations for Stock Code program to view reserved lot information for the stock item.

This option is only enabled if the stock code is defined as a lot traceable parent item (Stock Code Maintenance).
Serial Tracking Select this to use the Browse on Serial Numbers program to view serial number tracking information for the stock item.

This option is only enabled if the stock code is defined as a serialized item (Stock Code Maintenance).
Reserved Parent Serials Select this to use the Parent Serial Reservations for Stock Code program to view reserved serial information for the stock item.

This option is only enabled if the stock code is defined as a serialized parent item (Stock Code Maintenance).
Alternate Stock Codes Select this to view and maintain alternate stock codes that have been assigned to the stock item (see Alternate Stock Codes).
Goods in Transit Select this to use the Goods in Transit Details for Stock Code program to view the Goods in Transit details for the selected stock item.

This option is available only if you enabled the option: Use full Goods in Transit transfers facility (Inventory Setup).
Movements Select this to view a detailed history of sales and inventory movements processed against the stock item (see Inventory Movements for Stock Code).
Customer Stock X-Ref

Select this to view and maintain any stock code interchange details held on file for a specific customer, or all customers.

You establish an interchange using the Browse on Customer Stock Codes program (Accounts Receivable).

This enables you to selectively link customers to specific SYSPRO stock codes. When the customer's stock code is entered during processing within the Sales Order Entry program, the system automatically extracts the SYSPRO stock code.

[Note]

Against the customer you must enable the option: Stock code interchange required (AR Customer Maintenance).
Supplier Stock Code X-Ref Select this to view and maintain a cross-reference between a SYSPRO stock code and a supplier catalogue number.
ATP

Select this to view the available to promise details for a particular stock code/warehouse combination.

You can view details of the individual supply and demand that affects the available to promise for the stock item, as well as time fence calculations that were performed (see Inventory ATP Query and ATP Calculation Examples).
Cost Analysis Select this to view costs in a specific unit of measure for the stock item. See Cost Analysis for Stock Code.
Return Merchandise Select this to view RMA transaction details processed against the stock item (see RMA for Stock Code).
Sales  
Sales Orders Select this to view outstanding customer orders that have been placed for the stock item.
Forecast Select this to view and maintain forecasts for the stock item.
Dispatch Select this to browse on dispatch notes for an order (see Dispatch Notes).
Pricing Select this to view and maintain the price codes and prices assigned to the stock item.
Quantity Breaks Select this to view and maintain the quantity discount breaks assigned to the stock item.

This function is available only if the pricing method defined for the stock item is defined as quantity discounted (Stock Code Maintenance).
Goods in Transit (Sales) Select this to view the Goods in Transit details for the selected stock item.
[Note]

This option is available only if you enabled the option: Use full Goods in Transit transfers facility (Inventory Setup).
Purchasing  
Purchase Orders Select this to view purchase orders that have been placed against the stock item.
Blanket P/Orders Select this to view blanket purchase orders that have been placed against the stock item (see Inventory Browse on BPO by Stock Code).
Requisitions Select this to view requisition details captured for the stock item using the Requisition for Stock Code program.
Inspection Select this to use the Goods in Inspection for Stock Code program to view inspection details for this item.

This function is available only if the item has been defined as requiring inspection (Stock Code Maintenance).
Foreign Prices Select this to view and maintain foreign price details for the stock item.
Alternate Suppliers Select this to view and maintain alternate supplier details for the stock item.
LCT Routes Select this to view all the shipping routes defined for the item.
Production  
Work in Progress

Select this to view information regarding work in progress jobs for the stock item.

Although completed jobs are excluded from this function by default, you can use the Include menu to indicate that you want to view details for completed jobs.
Allocations

Select this to view material allocations of the stock item to jobs.

Although completed allocations for jobs are excluded from this function by default, you can use the Include menu to indicate that you want to view details for completed allocations.
ECC Quantities

Select this to view quantities per revision/release per warehouse for the stock item (see Browse on ECC Revision/Release).

This function is available only for ECC-controlled items where the stock control level is set to Revision or Release (Bill of Materials Setup).
ECC History

Select this to display all the revisions/releases for the stock item you are querying (see ECC History).

Select View Stock Information from the Function menu to view stock information for each revision/release.

This function is available only for ECC-controlled items where the stock control level is set to Revision or Release (Bill of Materials Setup).
Where Used

Select this to query where a specific component stock item is used in the manufacturing process (see Browse on Component Where-used).

If you have enabled the option: Alternate routings required (Bill of Materials Setup), then you can change the route.
Structure & Routing Select this to view all operations and materials attached to the stock item (see Structures and Routings).
Structure Select this to view all materials attached to the stock item (see Browse on Structures).
Routing Select this to view all operations attached to the stock item (see Browse on Operations).
Co-products Select this to use the BOM Co-products program to view and maintain co-products attached to a notional part.

This option is only enabled when the item you are querying is defined as a Notional part (Stock Code Maintenance).
Build Schedule Select this to view and maintain build schedules for the stock item.

This function is available only for MPS and Statistical items.
WIP Inspection

Select this to view details of items that are in WIP inspection using the WIP Inspection Maintenance program.

This option is only available if you selected the setup option: Work in Progress inspection required (WIP Setup - General 1 tab) and the stock item you are querying is made-in and defined as traceable or inspection required (Stock Code Maintenance - Tracking).
Material Requirements

Select this to use the Requirements Planning Query program to view the results of the Requirements Calculation for the stock item.
Company Calendar Select this to view and maintain the company calendar (see Company Calendar).
Stock code Enter the stock code you want to query.

Stock codes not inked to any warehouse are not displayed when you use the Browse icon if the option Filter stock code based on operator access listInventory Setup is enabled.
Find  
Find Stock Code Select this to use the Generic Find program to locate an item according to search criteria.
Supplier Stock X-Ref Select this to use the Browse on Supplier Stock Code Cross Ref program to locate the cross-references between a SYSPRO stock code and a supplier catalogue number.
Customer Stock X-Ref Select this to use the Customer Stock Code Cross-References program to locate the links between a SYSPRO stock code and a customer stock code.
Approved Manufacturers Select this to use the Browse on Approved Manufacturers Parts program to locate the approved manufacturers' part numbers for the stock code.
Browse in Last Sequence Select this to use the Browse on Stock Codes program to browse on stock codes in the sequence defined in the Browse on Stock Codes listview.
Play You use this function to view any multimedia objects that have been assigned to the item.
Edit You use this function to maintain multimedia objects for the item (see Multimedia ).
Bitmaps Select this to view bitmap images assigned to your stock items.
Notes Select this to view and maintain various text notations against the stock item. A tick indicates that text is assigned to the item.
LanguageIf you have enabled the Multi-language for document printing setup option (System Setup) then you can select the language for which you want to view and maintain notes for a stock item.
Technical SpecificationText that can be printed on the GRN document, inspection document and factory documentation.
Sales Order Add. TextText that can be retrieved onto a sales order and printed on sales order documents.
P/Order Add. TextText that can be retrieved into a purchase order and printed on purchase order documents.
Job NarrationsText that can be printed on factory documentation and viewed using the WIP Query program.
Inspection TextText that can be printed on the GRN document, inspection document and factory documentation.
Dangerous Goods HandlingText that can be retrieved into an order (sales/purchases) and printed on order documents.

You can configure the system to notify you during processing within the Sales Order Entry program when dangerous goods text is held against a stock item.

This does not apply to credit notes, debit notes or quick entry orders and does not apply to components generated from kit sales or items generated using the Product Configurator.

Notation ListThis enables you to define which stock code text notations you want to print using the Inventory Notations program.

Stock Code Details

Details that can be viewed in this pane include the following:

Field Description
Stock code
Description This describes the stock code and is displayed throughout the system whenever the stock code is entered. You can use it to verify that the correct item has been entered.
Long description This is an additional description assigned to a stock code which can be printed on reports and inventory documents.
Date of supersession If the stock code's supercession date is before the current system date, then the supercession date is displayed in red.
Units of measure:

  • Other unit of measure

    This is only displayed if the stock item is not set to use Unit quantity processing (Stock Code Maintenance). The Other unit of measure cannot be defined if Unit quantity processing is required.

  • Cost unit of measure (see Browse on Cost Unit of Measure)
Product class (see Browse on Product Classes)

If you define product classes using the Browse on Product Classes program, without defining a branch code for the product class, then the product class description is displayed. If, however, you selected to view product classes by branch and defined the product class against a specific branch, then the product class description is not displayed. The reason is that you could define different descriptions for a single product class in the different branches.

The product class description is retrieved from the SALPDS file/table.
ABC classification This is displayed if you selected the option: ABC analysis required (Stock Code Maintenance) and you processed ABC Analysis report for ALL warehouses. This classification therefore indicates the classification for the stock item based on the usage of the stock item in all warehouses (i.e. across the entire company).
Queries

The following queries can be selected from this option:

Distribution

Details that can be viewed in this pane include the following:

Field Description
Tax information: Tax code (see Browse on Tax Codes)
Supplier
Service charges See Service Charges

If a service charge is attached to this stock item, then you can use the Service Charge Maintenance program to query the details of the service charge.
Queries

Production

Details that can be viewed in this pane include the following:

Column Description
Work in Progress See Work in Progress for Stock Code
Structure & routing See Structures and Routings
Allocations See Allocations for Stock Code
Quotations See Quotation Query by Stock Code
ECC change order See ECC Change orders by Stock code
Revision/Release See Browse on ECC Revision/Release
Warehouse to use:
Bill of materials:

These costs are updated when you change the costs associated with the specific item (manual cost) or when the cost implosion is run and changes in the cost of an item are rolled up to the parent part.

  • Sub contract cost

    Sub contract costs are only displayed separately from material costs if you selected the option: Split subcontract operation costs from material costs (Bill of Materials Setup - General tab).

  • Low level code

    This indicates the low level code for the stock item and is calculated when the Low Level Code Calculation program is run.

    The level code for a parent item is 0, for the sub-assembly it is 1 and for the component it is 2. This numbering is recursive down to a maximum of 15 levels.

    If the item is a top level parent or the Low Level Code Calculation has not yet been run, then no information is displayed in this field.
Queries
[Note]

You cannot access the Where Used, Structure and Routing queries if you have not been granted access to the activity: BOM Access to Structure and Routings (Operators - Security tab).

Warehouse Values

You use the options in the Warehouse Values Selection pane to indicate your preferences for this tab (see Warehouse Values Selection).

You can switch the Smart Link on the listviews on and off by pressing Alt + Shift + F7.

Details that can be viewed in this listview include the following:

Column Description
Available

The quantity available is the quantity on hand less the quantity allocated to sales orders for the item in the selected warehouse. The quantity allocated to sales orders is the order quantity and includes quantities on backorder.

The quantity available includes stock on hold, stock in expired lots, stock locked by Engineering Change Orders and stock in bins that are on hold. The reason is that the quantity on hand (used in the calculation) is the quantity physically in the warehouse and includes quantities on hold.
Unallocated Calculated as: (quantity on hand - allocated to sales orders - allocated to work in progress - quantity reserved for WIP allocations)
On hand This indicates the quantity of the item physically in the warehouse. This includes quantities on hold.
In inspection This indicates the quantity of purchased items awaiting inspection (i.e. receipted into inspection but not receipted into stock).
In transit This indicates the outstanding non-immediate warehouse transfers shown against the target warehouse.
On order This indicates the quantity of outstanding purchase orders, made-in jobs and supply chain transfers.
Allocated to sales orders

Calculated as: (quantity on back order + sales order ship quantity).

These quantities exclude unallocated scheduled order back order and ship quantities and the quantity reserved for WIP allocations.

Note that the ship quantities for credit notes are NOT included in the sales order ship quantity. Credit note quantities are never included in the allocations as these quantities are only available once the credit has been fully processed.
WIP Qty reserved

Indicates the quantity reserved for a material allocation against a confirmed job. This is the WIP Reserved quantity (QtyWipReserved) in the Inventory warehouse table (InvWarehouse).

This applies only when the Reserve stock for allocations (WIP Setup) is enabled.
On back order This indicates the sales order back order quantity. This quantity excludes unallocated scheduled order back order quantities.
Allocated to WIP

This indicates the outstanding materials to be issued to jobs.

This includes allocations to both confirmed and unconfirmed jobs.
Future free Calculated as: (quantity on hand + quantity in inspection + quantity in transit + quantity on order - allocated to sales orders - allocated to work in progress - quantity reserved for WIP allocations).
ABC class This is displayed if you selected the option: ABC analysis required (Stock Code Maintenance) and you processed ABC Analysis report for this specific warehouse. This classification therefore indicates the classification for the stock item based on the usage of the stock item in this specific warehouse only.
Dispatched not invoiced This indicates goods delivered on a dispatch note, but not yet invoiced.
Landed cost multiplier This indicates the value of the cost multiplier defined against the warehouse for this stock item (Warehouses for Stock Code).
RMA inspection This indicates the total quantity currently in inspection as a result of RMA receipts.
YTD usage value

This is an annualized figure and is always based on the last 12 periods usage. It is not cleared at year end.

The YTD usage value is increased in the period by all sales as the invoices are processed (i.e. at the cost used at the time the invoice was processed). Similarly issues update this value at the time of the issue.

Thus, during a month this figure is the last calculated usage from the month-end process plus any movements that have taken place during the month.

The year to date usage value is updated perpetually. It is updated during the month by programs such as Document Print, which takes the cost value of the stocked lines as they are invoiced, and adds this to the YtdUsageValue field.

It is updated for each warehouse as follows when the Month end or Year end function of the Inventory Period End program is run:

  • The number of months usage field is increased by 1
  • If the year to date usage value against the warehouse now represents 13 months, then the value is annualized to represent 12 months usage.
  • If the quantity sold or issued for the last 12 months is less than zero, then the usage value is set to zero.

At the Inventory month end you will now have a figure that represents 13 months information, as it is divided by 13 and multiplied by 12 to give the annualized value

The ABC Analysis program uses the usage value to classify stock items into A, B, C or D class items.

See also YTD usage value example.

YTD usage value example

Following is an example of how the Annual usage value is used to classify stock items starting with a new stock code.

Month 1 Sales = 100 Total = 100 Month end - no action ABC report calcs as 100 / 1 * 12 = 1200
Month 2 Sales = 120 Total = 220 Month end - no action ABC report calcs as 220 / 2 * 12 = 1320
Month 3 Sales = 120 Total = 340 Month end - no action ABC report calcs as 340 / 3 * 12 = 1360
Month 4 Sales = 110 Total = 450 Month end - no action ABC report calcs as 450 / 4 * 12 = 1350
Month 5 Sales = 120 Total = 570 Month end - no action ABC report calcs as 570 / 5 * 12 = 1368
Month 6 Sales = 120 Total = 690 Month end - no action ABC report calcs as 690 / 6 * 12 = 1380
Month 7 Sales = 110 Total = 800 Month end - no action ABC report calcs as 800 / 7 * 12 = 1371
Month 8 Sales = 120 Total = 920 Month end - no action ABC report calcs as 920 / 8 * 12 = 1380
Month 9 Sales = 120 Total = 1040 Month end - no action ABC report calcs as 1040 /9 * 12 = 1387
Month 10 Sales = 130 Total = 1170 Month end - no action ABC report calcs as 1170 / 10 * 12 = 1404
Month 11 Sales = 120 Total = 1290 Month end - no action ABC report calcs as 1290 / 11 * 12 = 1407
Month 12 Sales = 100 Total = 1390 Month end - no action ABC report uses 1390
Year end - no action        
Month 1 of the next year Sales = 150 Total = 1540 Month end calculation - 1540 / 13 * 12 = 1422 ABC report uses 1422
Month 2 of the next year Sales = 110 Total = 1532 Month end calculation - 1532 / 13 * 12 = 1414 ABC report uses 1414

The Annual usage value = Usage brought forward from previous period end plus ((quantity issued x cost) + (quantity sold x cost) for the current period to date). The cost at the time the transaction was processed is used, not the current cost.

The annual usage value of a stock item is used to determine its classification. This value is the total cost of sales and issues of an item over the past 12 months.

The program calculates the total inventory usage value by accumulating the annual usage value for each warehouse. It then calculates the annual usage value for each stock item.

The annual usage value (A.u.v) is increased in a period by the sales values as invoices are processed. The cost used at the time that the invoice was processed is used. Similarly, the total inventory usage is updated when the item is issued. Therefore, during a specific period, the YTD usage is the usage as at the previous period end, plus the usage from movements that have occurred during the current period.

For each month end after the 12th month, the usage value is annualized by dividing the value by 13 and multiplying by 12. If the annual usage value of a stock item is based on less than 12 months history, then the value is divided by the number of months that the item has been held on file, and multiplied by 12 to give an annual usage value.

Warehouse Value Details

The information displayed in this pane relates to the currently highlighted line in the Warehouse Values listview.

Details that can be viewed in this listview include the following:

Column Description
Quantity on hand This indicates the quantity of the item physically in the warehouse. This includes quantities on hold.
Quantity on backorder This indicates the sales order back order quantity. This quantity excludes unallocated scheduled order back order quantities.
Quantity allocated to S/O

Calculated as: (quantity on back order + sales order ship quantity).

These quantities exclude unallocated scheduled order back order and ship quantities.

Note that the ship quantities for credit notes are NOT included in the sales order ship quantity. Credit note quantities are never included in the allocations as these quantities are only available once the credit has been fully processed.
Quantity available

The quantity available is the quantity on hand less the quantity allocated to sales orders for the item in the selected warehouse. The quantity allocated to sales orders is the order quantity and includes quantities on backorder.

[Note]

The quantity available includes stock on hold, stock in expired lots, stock locked by Engineering Change Orders and stock in bins that are on hold. The reason is that the quantity on hand (used in the calculation) is the quantity physically in the warehouse and includes quantities on hold.
Quantity in inspection This indicates the quantity of purchased items awaiting inspection (i.e. receipted into inspection but not receipted into stock).
Quantity on order This indicates the quantity of outstanding purchase orders, made-in jobs and supply chain transfers.
Quantity allocated to WIP This indicates the quantity of materials (components) and labor allocated to the job. This is displayed regardless of whether the job is confirmed or not.
Future free Calculated as: (quantity on hand + quantity in inspection + quantity in transit + quantity on order - allocated to sales orders - allocated to work in progress).
Quantity dispatched not invoiced This indicates goods delivered on a dispatch note, but not yet invoiced.
Graphs

  • Sales History Graph

    Select this to graphically represent a history of sales/issues of the item for a specific warehouse.

  • Closing Balances Graph

    Select this to graphically represent a history of closing balance figures for the item for a specific warehouse.
Costs

  • Method

    This indicates the costing method defined against the warehouse (if costing is defined by warehouse) or against the company (see Inventory Setup - General tab).

  • Last cost entered

    This indicates the last cost at which the item was received into the selected warehouse. This includes non-merchandise costs if you selected the option: Include non-merchandise costs in last cost (Inventory Setup - Options tab and/or Purchase Orders Setup - General tab), providing the warehouse used does not use Standard costing.

    When receipting a purchase order into a Standard costing warehouse, the cost of the item remains at the standard cost and the non-merchandise portion is not added to the last cost. The non-merchandise portion is displayed in the Last non-merchandise field in the Warehouse Value Details pane.

  • Current

    This indicates the current unit cost of the item in the selected warehouse. This cost includes non-merchandise costs if you selected the option: Include non-merchandise costs in last cost (Inventory Setup - Options tab and/or Purchase Orders Setup - General tab).

  • Last non-merchandise

    This indicates the unit non-merchandise value of the last receipt for the item.
Company

This indicates the company for which the values are being displayed.

This is only displayed if you selected the Multiple Company Values option.

Warehouse Values Selection

The options in this pane enable you to indicate your preferences for the listview on the Warehouse Values tab.

Field Description
Refresh Warehouse Values Select this to redisplay the information on the Warehouse Values tab to reflect changes you made to the options in this pane.

This function is only enabled when you make a change to the selections.
Autoload Values These options enable you to indicate how you want to save the selections made in this pane.

You can choose to set all selections as they were when you last ran the program (i.e. Load Previous Form Values) or save your selections in the pane as your default preferences for all companies, or for the current company only (i.e. Save Form Values as Default or Save Form Values for this Company).

If you have saved form values for the company or as the default, then you can remove these settings and restore them to the form's default preference selections.
Warehouses

Combine warehouses

Select this to accumulate the values held in all selected warehouses for the stock item.

[Note]

This option applies to the Warehouse Values tab only.
Warehouse selection This enables you to indicate which warehouse(s) you want to view as well as the specific information you want to display.
[Note]

The warehouse code is not validated when you select a single warehouse. Nothing is displayed in the listview for an invalid warehouse.

You can, however only view details for warehouses to which you have access (Operator Maintenance).
List of warehouses Select the Define List option to use the Define List of Items program to define a list of warehouses for which you want to display the information or to select a previously saved list.
Multiple Company Values Select this to view Warehouse Values for multiple companies.

This option is only enabled if:
Include This enables you to select the items you want to view in the query based on various criteria related to the items.

Items with the following criteria can be selected/deselected for inclusion in the query:

  • On hand > zero
  • Zero on hand
  • On hand < zero
  • On hand < safety
  • On hand < re-order
  • On hand < minimum
  • On hand > maximum
  • Stock in inspection
  • Stock on order
  • Zero stock on order
  • Stock in transit
  • Future free > maximum
  • Future free < minimum
Only those items that meet the criteria you selected are displayed in the query.

Warehouse History

You use the options in the Warehouse History Selection pane to indicate your preferences for this tab (see Warehouse History Selection).

Warehouse History Details

Details that can be viewed in this pane relate to the currently highlighted line in the Warehouse History listview and include the following:

Column Description
Company

This indicates the company for which the values are being displayed.

This is only displayed if you selected the Multiple Company Values option.
Warehouse This indicates the warehouse for which the values are displayed. Combined indicates that the values are either the totals for all warehouses or for a list of warehouses as defined in the Warehouse History Selection pane.

Warehouse History Selection

The options in this pane enable you to indicate your preferences for the listview on the Warehouse History tab.

Field Value Description
Refresh Warehouse History   Select this to redisplay the information on the Warehouse History tab to reflect changes you made to the options in this pane.

This function is only enabled when you make a change to the selections.
Autoload Values   These options enable you to indicate how you want to save the selections made in this pane.

You can choose to set all selections as they were when you last ran the program (i.e. Load Previous Form Values) or save your selections in the pane as your default preferences for all companies, or for the current company only (i.e. Save Form Values as Default or Save Form Values for this Company).

If you have saved form values for the company or as the default, then you can remove these settings and restore them to the form's default preference selections.
Warehouses  

  Combine warehouses

Select this to accumulate the values held in all selected warehouses for the stock item.

[Note]

This option applies to the Warehouse History tab only.
Warehouse selection This enables you to indicate which warehouse(s) you want to view as well as the specific information you want to display.
[Note]

The warehouse code is not validated when you select a single warehouse. Nothing is displayed in the listview for an invalid warehouse.

You can, however only view details for warehouses to which you have access (Operator Maintenance).
List of warehouses Select the Define List option to use the Define List of Items program to define a list of warehouses for which you want to display the information or to select a previously saved list.
Multiple company values Select this to view Warehouse History for multiple companies.

This option is only enabled if:

Movements

You use the options in the Movements Selection pane to indicate your preferences for this tab (see Movements Selection).

Movements are displayed within each warehouse. This is irrespective of your selection at the Combine warehouses option (see Warehouse Values Selection and Warehouse History Selection).

Field Description
More lines Select this to display the next set of lines as per your selection at the Rows option.

This option is not enabled when you select to display all rows.

View journals Select this to view information on the Inventory journals for the line currently highlighted in the Movements listview. Journals for Dispatch notes are also displayed where relevant. No other sales movement journals are displayed.
Rows You use this option to indicate the number of rows you want to display in the listview.

Movements Listview

Details that can be viewed in this listview include the following:

[Note]

When you drag a column into the listview, you need to refresh the stock code for the details in that column to be loaded.
Column Description
Date For Purchase Order receipts, this reflects the calendar date of the movement and not the start date when the Purchase Order Receipts program was loaded to process the receipt, unless the operator manually changed the date when processing the receipt.
Unit cost This indicates the cost that was used to post the transaction, except when FIFO costing is used. In this case, the cost is not displayed as more than one FIFO bucket may have been used for the transaction.
Unit price/New cost

The Unit price is the price expressed in terms of the stocking unit of measure for the item.

The New cost is the warehouse cost after the transaction was processed. For Standard costing, the Unit cost and the New cost will be the same. For other costing methods, these two values may or may not differ.
New wh This column displays the destination warehouse for GIT (Goods in Transit) transfers.
Lot This is only used if you are using actual costing (Inventory Setup). It is updated from the LotSerial field in the InvMovements table.
Default warehouse

This column applies if a default warehouse is assigned to your operator code (Operator Maintenance - Defaults).

When you add this column to the listview using the Field Chooser option, you can view movements for your default warehouse first, by sorting the listview on the Default warehouse column.
Inv/Ref

This is used to display one of the following:

  • The reference for a GIT

  • The reference entered for an Inventory receipt

  • The reference for a Physical or Adjustment movement

  • The reference for a Purchase Order receipt

  • The invoice, credit note or debit note created for a Sales Order.

For a Dispatch note, the movement is written when the dispatch note is created (i.e. when the stock actually moves). There is no direct way to pick up the movement to update it when the Dispatch invoice is processed, so no invoice number is displayed for Dispatch notes.
Customer purchase order Indicates the customer's purchase order number. It is linked only to a customer and not to a warehouse. It is therefore not displayed for SCTs.

Movements Selection

The options in this pane enable you to indicate your preferences for the listview on the Movements tab.

Field Description
Refresh Movements Select this to redisplay the information on the Movements tab to reflect changes you made to the options in this pane.

This function is only enabled when you make a change to the selections.
Autoload Values These options enable you to indicate how you want to save the selections made in this pane.

You can choose to set all selections as they were when you last ran the program (i.e. Load Previous Form Values) or save your selections in the pane as your default preferences for all companies, or for the current company only (i.e. Save Form Values as Default or Save Form Values for this Company).

If you have saved form values for the company or as the default, then you can remove these settings and restore them to the form's default preference selections.
Movements selection  
Movements display These options refer to the warehouse order in which the movements are displayed in the Movements listview.

Irrespective of the order you select the movements are displayed within each warehouse in the following order:

Earliest year, then earliest period, then earliest transaction date and lastly earliest transaction time.
Earliest movements first Select this to display the stock movements from the first warehouse to the last warehouse in altphabetic/numeric sequence.
Latest movements first Select this to display the stock movements in reverse key sequence, which is from the last warehouse to the first warehouse in altphabetic/numeric sequence.

If you restricted the number of rows to display, the highest warehouse in alphabetical/numerical order is displayed first. Only by selecting the More Lines option will the additional movements be displayed.
Movement sequence  
Warehouse, date Select this to display the stock movements in date sequence (earliest or latest) within each warehouse.
Date Select this to display the stock movements in date sequence (earliest or latest) ignoring the warehouse sequence.
Warehouses  
Warehouse selection Indicate the warehouse(s) for which you want to display information in the Movements tab listview.
[Note]

The warehouse code is not validated when you select a single warehouse.

However, nothing is displayed in the listview for an invalid warehouse or a warehouse to which you do not have access (Operator Maintenance).
List of warehouses Select the Define List option to use the Define List of Items program to define a list of warehouses for which you want to display the information or to select a previously saved list.
Movement dates Indicate the date(s) for which you want to display movements in the Movements tab listview.

One of the following options can be selected:

  • All
  • Today
  • Today & yesterday
  • This week
  • Range
  • Single
From movement date Indicate the first date in a range of dates for which you want to display movements.

If you selected to display movements for a single day then you enter that day in this field.

When you select to display movements for Today, Today and Yesterday or This week, then you can optionally change the default date displayed.
To movement date Indicate the last date in a range of dates for which you want to display movements.

When you select to display movements for Today, Today and Yesterday or This week, then you can optionally change the default date displayed.
Inventory transaction values  
Transaction value selection Indicate the value(s) for which you want to display movements in the Movements tab listview.
From transaction value Indicate the lowest (or the single) value in a range of values for which you want to display movements.
To transaction value Indicate the highest value in a range of values for which you want to display movements.
Options  
Customer Indicate a single customer for whom you want to display movements.
Supplier Indicate a single supplier for whom you want to display movements.
Salesperson Indicate a single salesperson for whom you want to display movements.
Purchase order Indicate a single purchase order for which you want to display movements.
Sales order Indicate a single sales order for which you want to display movements.
Sales movements Select the types of sales movements you want to view for each item in the Stock Movements listview of the query.

The following types of sales movements can be selected/deselected for inclusion in the query:

  • Credit note
  • Debit note
  • Invoices
  • Dispatch notes
Inventory movements Select the types of inventory movements you want to view for each item in the Stock Movements listview of the query.

inventory movements are processed using the Inventory Movements program.

The following types of inventory movements can be selected/deselected for inclusion in the query:

  • Issues
  • Transfers
  • Receipts
  • Physical
  • Adjustments
  • Changes
  • Modifications
  • Bin transfers

Only those inventory movements selected are displayed in the query.

Notes

The first three lines of each Note type are displayed in this section. You can view and edit the notes by clicking on a line of text. You can also use the Notes option from the toolbar to edit these notes.

User Defined

Details of your user defined fields are displayed in this pane. See User Defined.

Custom Form

This pane displays details of any custom form data that has been assigned to the item (Custom Form Entry).

  • Custom Form Data Entry

    Select this to use the Custom Form Data Entry program to enter custom form data against the stock item.

Notes and warnings

Coding considerations

  • The number of decimals displayed in this query depend on your entry at the fields:

Field considerations

Operator access to the following fields within this program can be restricted. You configure this using the Security Fields function of the Operator Maintenance program.

Field Description
INV Text technical spec Controls whether an operator can edit technical specification text against a stock item.
INV Text sales order Controls whether an operator can edit sales order text against a stock item.
INV Text purchase order Controls whether an operator can edit purchase order text against a stock item.
INV Text job narrations Controls whether an operator can edit job narration text against a stock item.
INV Text inspections Controls whether an operator can edit inspection text against a stock item.
INV Text dangerous goods Controls whether an operator can edit dangerous goods text against a stock item.
INV Show costs in Inventory/WIP queries Controls whether an operator can view stock item costs.

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.

  1. 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.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. 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.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.