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3 | Stock List for PO Receipt

This article covers the basic principle of Stock List for PO/Receipt and Manual Receipt and how it can be pre-created, so they can be used in performing relevant Stock functions.

This article covers the basic principle of Stock List for PO/Receipt and Manual Receipt and how it can be pre-created, so they can be used in performing relevant Stock functions.

Prerequisites

  •  To access and edit Stock List, the applicable Operator Privileges will need to be enabled:
    • Operator Maintenance 'Stock Control' Tab
      • Purchasing and Receiving: PO/Receipts List Only
      • Purchasing and Receiving: Receive Manual Receipt
  • When this is turned on, the operator can only Order products from a PO/Receipt Stock List and the Product Tree will not be available

Setup Configuration

  • Once you have enabled the flag from Operator Maintenance ‘Stock Control’ Tab and have navigated to Stock List from Stock Control Options, follow the below steps to create a new Stock List:
    • Click Add New Stock List; stock List Settings will display
    • Enter the below relevant configurations:
      • Name: This is the name of the list
      • Type: This is the type of list that will be created
        • The Type specified means it will only be available for use within that functionality; the Types are:
          • Requisitions
          • Stock Transfer
          • Manufacturing
          • P/O Receipt
      • Allowed Operator: This is the Operator/Operator Group that is allowed to use the stock list. Any Operators that do not qualify cannot see and/or use the stock list
      • Venue (From Venue):  This will be the Venue that is used in the manufacturing Header when the stock list is used for the manufacturing
      • Store (From Store): This will be the Store that is used in the manufacturing Header when the Stock List is used in the manufacturing
      • ResetQTYZero: If this is ticked, the qty’s specified from the template will change to zero (0) when the Stock List is used
        • If this is un-ticked, the qty’s specified is retained from the stock list when it is used



PO /Receipt

  • When ‘PO/Reciept List Only’ flag is ON, only two options are displayed to the Operator for Purchase Order:
    • Use Stock List
    • Cancel

        

  • When “PO/Receipt List Only” flag is OFF, other options are displayed for Purchase Order:
    • Blank P.O
    • Use Stock List
    • From Sales
    • User-Defined
    • Cancel
  • When the ‘Use Stock List’ option is selected, it will display all available Stock List of type ‘PO/Receipt’ only. It will pre-populate list of products to the Purchase Order when the Stock List has been selected
  • Operators can add/edit/delete items to the Purchase Order list created from Stock List by using the ‘Add/Edit/Delete items’ options in the header ribbon
  • When Stock List is used, the Supplier for the P.O is set from the Stock List only
  • When creating a Purchase Orders, the ‘Use Stock List’ option is displayed only when Operator selects a Supplier for which a Stock List has been created and saved in the database

        

  • In an instance, when the flag is ON and an Operator attempts to create a Purchase Order for a Supplier for whom there is no Stock List saved, a message will display

        


Receive Manual Receipt

  • When ‘Receive Manual Receipt flag is ON, only two options are displayed to the Operator for Manual Receipt:
    • Use Stock List
    • Cancel

        

  • When ‘Receive Manual Receipt’ flag is OFF, other options are displayed for Manual Receipt:
    • Blank Receipt
    • Copy an Existing
    • Use Stock List
    • Cancel