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Issuing stock

You must allocate stock before you issue it.

If you are using traceabilityThe option to track materials through the system. This is usally by means of serial or batch numbers on the stock items. and you have set up the Stock Control module to allocate batch or serial numbers at despatch, you can select the traceable items manually, for which issues are to be made.

You can:

Note:

To avoid delays in the production process, you can issue components to a works order when the cost of the component is not yet known. If you do this, the component cost which is represented on the works order is the historical cost of the item (or the standard cost, if appropriate).

When components use FIFO or Actual costing, the historical cost is overridden by the actual value during the process to close the works order. This ensures that the final cost is based on current and not historical values for such components.

Before you begin

You must have:

What do you want to do?

Issue stock for multiple works orders
  1. From the Works Order List, select the works orders you want to allocate.
  2. Choose Stock > Issue Stock.
  3. Select Issue.
  4. To perform the issue, click OK.
  5. The system checks for the following conditions in each works order.
    • No outstanding allocations.
    • Negative stock levels for componentsRaw materials used to manufacture finished goods. that do not allow negative stock.
    • Temporary traceable numbers on traceable components that are linked to the allocation on the works order.

    If any are found in a works order, stock cannot be issued. Therefore, you must confirm that you want to continue issuing stock for the remaining works orders.

    For all other works orders, stock is issued and the material costs are updated on the works order.

    If you are issuing unplanned materials, the works order costs to update will be calculated using the issue quantity and the costing method of the stock item.

Issue stock for single works orders

Open: Works Orders > Processing > Issue Stock.

    • Select the required works order.
    • If you are issuing a one-off works order, select the stage you are issuing to from the Stage drop-down list.
    • Select the Issue Date.
To issue as much stock as possible

  1. Select the Issue as much as possible check box.

    Quantities entered must be valid for the stocked unit of the item. If not, they are automatically adjusted to the nearest appropriate value.

  2. Manually confirm traceable item numbers. This is required for the following items.
    • All traceable items, if Sage 200 is not set to allocate traceable items with stock balances.
    • Any traceable item where the quantity to issue is not the full quantity outstanding on the allocation, and the system is set to allocate traceable items with stock balances.
  3. When all amendments have been made, click OK to make the issue.

    4. The issue will not proceed if the total quantity of each component selected does not match the quantity needed for the build. In this event, a message appears, identifying the component in question.

  4. Click OK to refresh the window and make the necessary changes.
To issue a stock quantity automatically

  1. Clear the Issue as much as possible check box and click Suggest Qtys.

    The Suggest Qtys window appears.

  2. To request suggested quantities to issue, select To make and enter the number of finished items.

    The number of finished items must be valid for the stocked unit of the item. If not, it is automatically adjusted to the nearest appropriate value.

  3. To suggest as much as possible (restricted by the original required quantity and the current available stock), select the As much as possible option.
  4. To proceed, click OK.
To issue a stock quantity manually

  1. Enter a quantity to issue in the Issue Now column for an item.

    The quantity you enter must be valid for the stocked item. If not, it is automatically adjusted to the nearest appropriate value.

  2. Repeat the process for other items as required.
  3. Click OK.
To add components to the issues list

  1. Click Add Component.

    The Add Component Allocation window appears.

  2. Select the Product Code you want to add.

  3. Enter the quantity required.

    The quantity must be valid for the stocked unit of the item. If not, it is automatically adjusted to the nearest appropriate value.

  4. To add the component allocation, click Add.

    The component is added to the stock issues list for the works order. You can now issue the quantity as required.

    Note: If you are using multiple locations, you must also select the warehouse and bin for the component.

To amend batch/serial numbers
  1. In the Enter Stock Issues for window, click Amend Batch/Serial No.
  2. Select the batch or serial traceable number items required.
    • If you are amending serial traceable items, select the total quantity of serial items.
    • If you are amending batch traceable items, enter the quantity you want issued against each batch.
  3. To save the quantity details, click OK.
See also

Other tasks

Allocating stock

Reference

Getting started with traceability

Allocate/Issue/Complete (WOP settings)

Allocations/Issues (batch works order)

Costing a works order

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