Item Stock Change History window to display To-Site and From-Site information
Content was last updated in 06.01.11-00
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Keeping a track of Items/Assets in your inventory is a tedious task, especially when your warehouses are located across multiple geographies.
As a Warehouse or Inventory Manager or a Project Planner, your task may require you to track the transition history (location change) for a specific item. So, we added the ability to display 'From-Site' and 'To-Site' information in the Remark column of the Item Stock Change History grid. The Remark column display the transition information on basis of the type of transition happening on the Order.
Table 1.0: Rule for displaying 'From-Site' and 'To-Site' Information
Type of Transition happening | Text displayed in Remark column |
Items are received | Received on <Transfer Order ID> from Site <From SiteID> |
Item are sent | Sent on <Transfer Order ID> to Site <To SiteID> |
Earlier, the Item Stock Change History window did not show any transition related information for any item.
This enhancement will be available in all access points from where Stock Change History can be accessed like Item Search, Item Edit etc.
Though, by default the 'Site' filter will based on the access point from where the Stock Change History window is accessed.
If accessed from Item Edit window - The default 'Site' is the site for which item being edited.
If accessed from Search Inventory window - The default 'Site' is the site for which item is selected.
If accessed from Search Item window - The default 'Site' is the site selected at the screen level.
Sample Workflow
Create a Transfer Order from Site A to Site B, with few items added.
Complete the Fill and Ship All for this Order at Site A. Save and close the Order.
Open the same Order in Warehouse and Recieve items for Site B. Save and close the Order.
Open the Order again in Accounts > View the Item Stock Change history, for any of the Item Lines.
The Item Stock Change History shows the 'From-Site' and 'To-Site' information, in the Remarks column. See Figure 1.0 below.
Figure 1.0: 'From-Site' and 'To-Site' information displayed in Remarks column
The remark shown in the Stock Change History window differs based on which site is selected in the Site field. See Table 2.0 below.
Table 2.0: Rule for comments displayed in Remarks column
Site Selected | Text displayed in Remarks column |
Destination Site | Received on <Transfer Order ID> from Site <From SiteID> |
Source Site | Sent on <Transfer Order ID> to Site <To SiteID> |
All Sites | Received on <Transfer Order ID> from Site <From SiteID> Sent on <Transfer Order ID> to Site <To SiteID> |
If a Non-serial item is being transfered — The Stock Change History window shows a single line, where the Change Qty column mentions the number of units transfered.
If a serial item is being transfered — The Stock Change History window shows an individual line for every single unit (Change Qty columns shows 1) as Asset# column will mention Serial ID for each item individually.