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.

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