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General Information about Unplanned Stock Movement

Why Use This Procedure?

This procedure is used to perform unplanned material withdrawals from stock, that are not specifically used for a particular order or project. You can also enter unplanned material arrivals which represent the return of material to stock, and which are not either specifically used for a particular order or project either.

You can activate a setting so that you must always enter a reference for each withdrawal or arrival. This is made by checking the Use reference field in Unplanned Stock Movement setting, under the Unplanned stock movements heading in the Inventory tab in the Settings procedure. You can then find transactions in for example Historical Inventory Movements if you select the list by reference. This selection is made in the order number field.

All transactions that take place via this procedure will directly affect the stock balance, and are logged in the Historical Inventory Movements procedure. However, no costs are registered to any orders or projects. Material withdrawals and returns that concern a certain order or project, should instead be performed in the Material Reporting or Comprehensive Reporting procedures in the Manufacturing module.

Please Note! The withdrawal/arrival is saved for each row when you tab to the next row or use Enter.

Coding of unplanned stock movements

You can code unplanned withdrawals/arrivals. This is configured by the Apply coding in Unplanned Stock Movement setting, under the Unplanned stock movements heading in the Inventory tab in the Settings procedure.

The debit and credit accounts must then be selected in a Closedcoding window that is displayed when the transaction is saved (when moving to the next row). In the Chart of Accounts/Standard Accounts procedure in the Global Settings module you can select default debit and credit accounts for unplanned withdrawals and arrivals..

Coding of unplanned stock movements.

During coding you can also print ledger and accounting order for these transactions in the Print Unplanned Stock Movement Ledger / Accounting Orders procedure. This ledger can also be integrated with the accounting, just as you can do with other ledgers.

Multiple Stock Locations

A part can have several stock locations. If you use multiple stock locations a separate window will appear if you load a part that have multiple stock locations registered. The withdrawal or arrival will then be registered per stock location. During arrivals, you can also add, delete or change the location names for a part. However, this cannot be done during withdrawals.

This window can also be accessed via the Location field under the Arrival tab, for parts that do not have any locations registered.

Window Functions

Read more about the Window functions under Window Functions in the MONITOR Basics guide.