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Stock positions reports

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Inventory Reports Stock positions Display

Introduction

The overview of stock positions contains information on the quantities of items in a warehouse within a specific period of time, including information about the quantity to be delivered, quantity to be received, available stock, and current free stock.

What version are you using?

The information in this document is based on product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I display the total available stock of my items?

  1. In the Stock positions screen, click Totals only. This button will change to Stock positions.
  2. Click Stock positions to return to the overview of stock positions. 

How do I display the purchase orders of my items?

  1. In the Stock positions screen, select an item.
  2. Click Purchase orders. The Purchase orders screen will be displayed.
  3. Select a purchase order line, and then click PO to view or edit the purchase order details. You can only edit the purchase order if the items have not been received. For more information, see Creating and maintaining purchase orders.
  4. Click Close to exit. 

How do I display the sales orders of my items?

  1. In the Stock positions screen, select an item.
  2. Click Sales orders. The Sales orders screen will be displayed.
  3. Select a sales order line, and then click Zoom to view or edit the sales order details. You can only edit the sales order if the items have not been completed. For more information on sales orders, see Creating and maintaining sales orders.
  4. Click Close to exit. 

How do I allocate stock to fulfill sales orders, internal use requests, production orders, or service orders?

  1. In the Stock positions screen, select an item.
  2. Click Allocation. The Allocation screen will be displayed. For more information, see Allocating requests to stock.
  3. Click Close to exit. 

How do I view the transaction card of the item?

  1. In the Stock positions screen, select an item.
  2. Click Card. The Item transaction card screen will be displayed. For more information on item transaction cards, see Viewing item cards

How do I view or edit the item?

  1. In the Stock positions screen, select an item.
  2. Click Item. The Items screen will be displayed.
  3. Make changes to the information, if required.
  4. Click Close to exit. For more information on items, see Creating and maintaining items

How do I export the MRP overview to a Microsoft Excel sheet?

  1. In the Stock positions screen, select an item.
  2. Click Export

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.051.284
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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