Stock assignment

A stock assignment provides a way of assigning Items directly to a Job without having to go through the Sales order / Dispatch / Invoice process. By performing a Stock assignment, you are able to write-off stock in respect of a Job. Later analysis of the Job will ensure that the costs are accounted for.

When a stock assignment is performed, the Items specified are removed from stock and their value is debited to their respective Cost of Sales accounts.

  • Multiple Items can be assigned to a specified Job
  • A comments field allows free text to specify the nature of the assignment
  • Pop up notifications available for Items
  • This form can have custom fields implemented

Module: Inventory

Category: Stock assignment

Activation: Main > Inventory > Stock assignment

Form style: Multiple instance, WYSIWYS, SODA

Special actions available for users with Administrator permissions:

  • Alter the User ID in the Entered by field.
  • Change the User ID of the Entered by field of memos.
  • Edit memos entered by other users.

Database rules:

  • A Stock assignment cannot be given a date that is outside the range of the Extended financial year
  • A Stock assignment cannot be deleted if its date is outside the range of the Extended financial year or before the Journal lock date
  • You cannot assign more Items for a job than currently exist in the specified warehouse

Reference: Number, read-only, WYSIWYS

This number uniquely identifies a Stock assignment. The Assignment # is automatically generated by the system after the first update and cannot be changed for the life of the Stock assignment.

If a Stock assignment is deleted, its Assignment # will never be used again for another Stock assignment.

Reference: Date, mandatory, QuickList, WYSIWYS

This is the date for which the stock assignment is being performed. It can be any valid date that is within the current extended Financial year.

This date is used as the date for the General ledger journal entry relating to this stock assignment.

Reference: Select from list, Mandatory, HotEdit, WYSIWYS

This is the warehouse from which the stock is being taken. There must be sufficient stock for each specified item in this warehouse for the assignment to be successful.

Reference: Text(64), AutoComplete, QuickList, WYSIWYS

This is the Job to which the stock assignment relates. To display a list of all valid Jobs, click on the button or press the QuickList Hot Key.

Reference: Select from list, WYSIWYS

A job cost centre can be created when sent through from an Action menu or Launch form.

Reference: Text, Read-only

Information is under review for a new version and will be updated soon.

Reference: Select from list, Mandatory, HotEdit, WYSIWYS

This is the User name (not user login ID) of the user who entered the stock assignment. This field is automatically filled in with the user name of the current user and can only be changed if the current user has administrator permissions.

Reference: Memo, Expandable, WYSIWYS

This is free text that can be used to enter any comments about the stock assignment.

Reference: Address, WYSIWYS

Information is under review for a new version and will be updated soon.

Reference: Button

Information is under review for a new version and will be updated soon.

Reference: Text(64), WYSIWYS

Information is under review for a new version and will be updated soon.

Reference: Select from list, HotEdit

Information is under review for a new version and will be updated soon.

Reference: Number, Read-only

This is a number that uniquely identifies the specific line of the stock assignment. It is automatically assigned and cannot be changed.

Reference: Text(30), AutoComplete, QuickList, WYSIWYS

This is the item code of the item that is being assigned. This must represent a valid item code, but you can type the first few letters of the code and activate the QuickList (by clicking on the button or pressing the QuickList Hot Key.

Reference: Text(255), WYSIWYS

This is the description of the item being assigned. This field cannot be changed.

Reference: Text(64), AutoComplete, QuickList, WYSIWYS

Information is under review for a new version and will be updated soon.

Reference: Quantity, WYSIWYS

This is the quantity of Items being assigned. This quantity cannot be greater than the current quantity in stock for this item in the From warehouse.

Reference: Select from list

This is the unit of measure of the item that is being assigned. The quantity specified is always in terms of this unit.

Reference: Currency, Read-only

This is the average cost from the specified Warehouse per item of the item being assigned at the time the Stock assignment was updated.

Reference: Currency, Read-only

This is the total cost of the corresponding assignment line. It is calculated as the item quantity multiplied by the item cost.

Reference: Currency, Read-only

Information is under review for a new version and will be updated soon.

Reference: Currency, Read-only

Information is under review for a new version and will be updated soon.

Reference: Button

Information is under review for a new version and will be updated soon.

Item one-off entry form.