Movements are used for many aspects of Stock Level control, such as write-offs, transfers between locations and stock take adjustments.
Table of Contents
Navigation
Selecting a Product from List
Searching for a Supplier in the List
Quantity, Price and Costing Information
Entering Additional Movement Lines
Posting the Adjustment
Navigation
To gain access to the screen that enters Stock Movements in Dimensions, use the following navigation.
On the Dimensions Ribbon, click the Stock Control tab.
In the Transaction, locate the Movements menu and select the Movements option. A new window is displayed.
From the Type pull-down menu, select the type description that best suits the Movements requirement.
Now enter a 10 character reference for the movement in the field provided as well as a movement date.
Tabbing from the date will display the Description field where a larger description can be added for the Adjustment.
Having tabbed from the description field the following window is displayed.
Now choose the movement direction for this product line from the menu at the top of the screen.
Note: A single movement posting can contain both in and outbound movements
Selecting a Product from List
Once all the movement header information and the movement direction for the line needed to identify the product this will affect is entered:
Press the Tab key, to move from the Stock code. A new window appears showing the first 5000 product records in ascending code order.
Locate and double-click the Product line in the list. The Product information will now be loaded into the Movement Entry window.
Searching for a Supplier in the List
If the product needed was not listed or requires too much scrolling to locate, it’s possible to also search for it in the list window.
A window is automatically displayed showing the first 5000 Supplier records in ascending code order.
Click Window View. A new window is displayed showing additional fields which can be used to narrow down the list of Products.
Pulling down any of the menus shown with red wording will display the possible search options for that field.
Having made the selection of the search type, now enter the search value.
To apply the search either press the enter key or click the Display icon at the top of the Search window.
Once the correct product is located double-click the Product line in the list. The Product information will now be loaded into the Movement Entry window.
Quantity, Price and Costing Information
Once the required product is selected, enter the quantity for the movement as well as the associated cost of each item. In addition to these, if the movement relates to a Project we can add the details.
In the Quantity field, enter the number involved in the movement.
The price will be pulled from the Product record card although this could be overwritten if needed.
Tabbing through to the Project Analysis fields will give the option to enter the Project & Cost Centre Codes if Project Costing is being used.
Note: If Project Costing is not being used then simply tab past these fields.Click the Display icon to show a list of all active Project code and descriptions.
Double-click the Project line in the list will select that Project back to the Invoice window.
Tabbing through will then display a list of Cost Centres for the Project selected.
Again, double-click to make the required selection.
Entering Additional Movement Lines
It is common for an Adjustment to be made for more than one product. This is done by adding an additional line to the movement and simply tabbing passed the Detail Entry box which will cause the detail screen to clear in readiness for the new information.
Notice that two lines are shown in the summary section at the bottom of the window.
Simply repeat the steps detailed in the previous section of these notes until all required lines have been entered.
Posting the Adjustment
Once lines for all Products affected by the adjustment movement have been entered, we need to post this to the system to ensure that the available quantities are updated
At the top of the Movement Window, click the Save icon. An OK to Post message will appear.
If you want to post, click Yes. The movements will be posted into the system.