Stock List / PO Template

2 | Stock List for Manufacturing

This article covers the basic principle of Stock List for Manufacturing 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 Manufacturing 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
      • General Stock Settings: Manufacturing List Only
  • When this is turned on, the operator can only manufacture products from a Manufacture 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

 


  • When ‘Manufacturing List Only’ flag is ON, only two options are displayed to the Operator for manufacturing:
    • Use Stock List
    • Cancel

         

 

  • When “Manufacturing List Only” flag is OFF, other options are displayed for manufacturing:
    • Blank Manufacturing
    • All Manufacturing
    • Use Stock List
    • Cancel
  • When the ‘Use Stock List’ option is selected, it will display all available Stock List of type ‘Manufacturing’ only
    • It will pre-populate list of products to manufacture when the Stock List has been selected
  • Operators can add/delete items to the Manufacturing list created from Stock List by using the ‘Add/Delete items’ options in the header ribbon