Sub Analysis Transactions
When entering Sales and Purchase transactions that involve Stock items which have any Sub Analysis, there are a number of points to consider.
When you have chosen the Stock item, you are then forced to select the Sub Analysis you wish to use.
Stock Movements of Sub Analysis Stock items
If you are entering a Stock Movement Transaction, you will be able to select the Sub Analysis in the same way as for Orders. However, you will also have the ability to Insert another Sub Analysis 'on the fly', but not to Edit an existing Sub Analysis.
Sub Analysis Transfers
Note: No Landed Costs journal are generated for an inwards movement of stock created from a Sub Analysis Transfer. This is relevant where Stock Update Nominal is in use and you have selected the Update Landed Costs option when posting a Sub Analysis Transfer.
The Sub Analysis Transfer function enables you to transfer Sub Analysis items from one Sub Analysis to another. This is particularly useful if you have Sub Analysis set up for Stock locations, you can easily move stock from one location to another.
To use this function, go to Sub Analysis Transfer.
Enter the Stock code or click the search button to open the stock list and select the stock item with a double-click.
The Sub Analysis codes for the selected Stock item will be displayed in the Sub Analysis pane on the right of the window.
Highlight the Sub Analysis code from which you wish to transfer stock and click on the From button.
Highlight the Sub Analysis Code you are transferring stock to and click on the To button.
Click into the Transfer field and enter the quantity of stock you want to transfer. The Quantity fields are automatically adjusted accordingly.
Repeat this process for any other Sub Analysis transfers you wish to post for the stock item and click OK to save the transfers.
Stock Allocations
and Works Order
Selecting a Default Outbound Sub Analysis will be of benefit if you are using the Stock Allocation function
or the Works Order module
.
Stock Allocation - When using an Auto Allocate Method in the Stock Allocation process, you may select the option Always Select Default Sub Analysis.
For order lines where the Sub Analysis is blank, running an Auto Allocate Method will populate the Sub Analysis field with the Default Outbound Sub Analysis.
If there is no default set then the first Sub Analysis will be used instead.
Works Orders - The Default Outbound Sub Analysis option enables you to specify the Sub Analysis record that should be used by default when the Stock item is used in a Works Order.
SOP and POP
When entering Sales Orders and Purchase Orders, you can make use of the Always Select Default Sub Analysis option to automatically populate the Sub Analysis field when a stock item is selected.
For Sales Orders, the Default Outbound Sub Analysis will be selected.
For Purchase Orders, the Default Inbound Sub Analysis will be selected.
This will only work for stock records where a default outbound value and default inbound have been set.
Serial Numbered Sub Analysis Stock Items
If this Sub Analysis Stock item is also a Serial Numbered item, then both entry fields and prompts will be displayed on transaction windows.
The transaction options for both Serial Number and Sub Analysis Stock items will be available. However, you must select a Serial Number, which will automatically show the Sub Analysis associated with the item. You cannot then change the Sub Analysis.
In this case the option to Always Select Default Sub Analysis becomes irrelevant, while the option to Always Select First Serial No. will be actioned, but can then be overridden.