Whenever Movements are being posted the System makes a series of Options available.

Clicking on the Options function function on the Movement Header window displays the Options window which overlays the Movement Header window.

The number of options available depends on the facilities installed in your software. Those that occur in several modules are described under Options.

Assists when moving Serialised items out of stock. Instead of making you enter a Serial Number it gives you the oldest one available, i.e., first in, first out.

Assists when working with Multiple Sub Analysis when one location is used more frequently than others.

You should ensure that the Sub Analysis which will be used more frequently for Inbound or Outbound movements is flagged as Default type.

If the transaction is Movement In then the Sub Analysis which is flagged as Default Inbound will be automatically picked up.

If the transaction is Movement Out then the Sub Analysis which is flagged as Default Outbound will be selected automatically.

The system can save Movements for ever or may remove them when a purge routine is run.

Transactions flagged for archive will be retained when other movements are removed during a purge.

In this way you have flexibility to, say, retain movements for Serialised items forever while removing movements for smaller or sundry items.

Saves entry time by delaying the update of records.

Movements normally update the relevant Stock Record at the same time as the transaction is saved to disk. Batched transactions are saved to disk so they cannot be lost, but they only update Stock Records when the Post Batch routine is run.

If this option is ticked and the Cost Price of the transaction is different to that held on the record (for the selected price line), then the Cost price for the price line will be updated on the stock record.

The cost price is only updated at the time of the delivery being processed and not the invoice being posted.

Currency prices will be updated if the currency of the selected price line is the same as the currency of the transaction.

If a Sub Analysis Stock item is involved, the sub analysis price will only be updated if the System option Use Main Cost is not selected.

Can be ignored or can be calculated or entered (providing the Currency Module is installed).

Turns off the Quantity checks that prevent you making Stock Levels go negative.

This option is only available if you are using Sub Analysis.

This function is used if you want the Transaction to update the Landed Costs held for the Sub Analysis of any Stock records used. See below for full details.

This option is only available if you are using Sub Analysis.

If this is selected, then most of the other options, including Landed Costs Only are disabled.

This function is used if you want to update the Landed Costs held for a Sub Analysis of a Stock record, but are not actually moving any Stock.

If Batch Transaction or Adjust Landed Cost Values is ticked, this option is disabled and unchecked.

If Allocate Stock Now is ticked, then if there is a movement in line when the stock movement is posted, you are taken to the Stock Allocations screen.

The Stock Code & Sub-analysis searches on the Sales Order tab, and the Assembly and Component Stock Code searches on the Works Orders tab and associated drill downs are disabled.

When you select the Display button, the stock allocations screen is populated with the sales order/works order detail lines that relate to those stock items moved in (similar to the functionality when stock is received via Purchase Orders).

Will skip the cursor past the Costing (Project and Cost Centre) fields on the Detail window.

This is only available if Update Stock to Nominal is selected in Stock Options - Transactions.

Selecting this option will allow Stock Movements to be created without Updating the Nominal.

This option only applies to Sub Analysis type stock items. When Sub Analysis type items are moved into stock:

The increase in the physical stock triggers the calculation of any Landed Costs associated with the Sub Analysis record.

These Landed Costs can be viewed on the Landed Cost enquiry opened from the drill function on the Quantity tab card on the Sub Analysis window.

If a inward stock movement is batched, the Ordered in quantity is updated and the Committed Landed Costs are calculated and posted to the Quantity and Landed Cost tab cards.

Receiving stock deliveries reduces the outstanding Ordered in quantity and therefore the Committed Landed Costs.

If a transaction moves stock out, the physical quantity is reduced accordingly.

Movement out at the Cost Price (default):

Reduces the Landed Cost Value by the Average Landed Cost Value.

This works by taking the Cost Price on the Stock Movement so that the calculation is (Cost price + Landed cost average) * Quantity

Movement out at the Sales Price:

Reduces the Landed Cost Value by the Average Landed Cost Value.

The Profit Cost method is used to determine which Costs are used.

Adjust Landed Costs Values

Selecting this option:

When this option has been selected, and you are entering a Movement Transaction, the Detail window will now look like this:

Having selected the Sub Analysis to be used, you will have to select the Landed Cost Line to be used.

You must select a Landed Cost Line before the transaction can be saved.

The Landed Cost Line selected must be a 'Transactional' type.

The menu only displays the ’Transactional’ Landed Cost Lines set up for the selected Sub Analysis with its Description.

If no 'Transactional’ Landed Cost Lines exist, you will be warned about this:

”This Sub Analysis code does not have any Transactional Landed Cost lines. Please select a different Sub Analysis Code”. Clicking OK returns to the Sub Analysis field.”

If only one 'Transactional’ Landed Cost Line has been set up for this particular Sub Analysis, it will be automatically selected.

If the item selected is also a Serial Number type, the Serial Number field is hidden. This is because no quantity will be moved as this is only a Landed Cost transaction and not a physical Stock Movement. The Quantity of stock moved will be 0.

The Price and its drill down are also locked and only the Total can be entered. The total will be the incremental Landed Costs to be allocated to the Stock item.

To reduce Landed Costs enter a Movement Out transaction.

The posting of the transaction will result in a Stock Movement line being posted, containing the Landed Costs, which can be viewed in the Landed Cost Enquiry on the Quantity tab card, on the Sub Analysis record, as type L.

The transaction will also be 'added' to the Landed Costs tab card as an Actual Landed Cost.