Stock count in list

In this procedure you can use different list types to stock count multiple parts.

These list types are used by first creating a list containing the parts you wish to stock count. This is then your "stock count basis". It will be given a stock count number and a name. With this list as a basis, you then perform the physical stock count. After that you report the result in another list type where the part’s stock balances are updated. A stock transaction log and a stock count difference will be created for each part. There is also a list type where you can see the stock count bases that have not been fully reported. In this list you can print or delete stock count bases in progress.

Under stock count

If a part has been given the status Under stock count with saved balance, the reported balance will be adjusted with the difference between the saved and the current balance. This is done in order to consider any transactions that may have taken place between the physical stock count and the registration/reporting of the stock count. However, no transactions are allowed to take place between the time when the balance is saved and the physical stock count is completed. If the part has a stock count status, it will be reset once the stock count is saved.

Create stock count basis

In this list you can create the basis of parts to stock count. It is based on your selection of parts and locations. The list can be sorted by part number, location, or part's main location.

Stock count in progress

In this list you see the bases that have not been fully reported. These can be reprinted or deleted.

Report stock count

This list is used to report the result of the performed stock count.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.