Stock

The Stock form lists the stock by part. On this form, you can enter an opening stock, and change the stock that is present. For each part, you can specify different stock locations, and you can assign lot numbers and certificates to the stock lines.

The current stock of a part is displayed on the Logisticsand Financialtabs of the Parts form, but cannot be changed on those forms. Changes to the stock are always made on the Stock form. In principle, the stock is adjusted only in a limited number of situations.

Stock deliveries to a customer, issues to production, purchases for stock, and internal production orders intended for stock are automatically recorded from the production modules and the Shipping module. This means that you do not have to manually adjust the stock.

If Isah is linked to financial software, changing stock quantities has financial implications.

Stock can be entered only for purchase parts and production parts. Also, the issue sequence may not be set to 'Do not maintain stock'.

Tip: You can open the Stock form from the Parts module (click the Stock button) and from the Stock module. If you open the form in the Parts module, select the part of which you want to see the stock line before clicking the Stock button. The stock of the selected part will now be displayed. If you open the form in the Stock module, all stock lines for all parts will be displayed.

You can assign a lot number to each stock line. For lot numbers, you can register information such as the quality code, the earliest usage date, and the latest shelf life date. Lot numbers are also important for the traceability of the part. Lot numbers allow you to check at a later stage in which products the parts have been used, or to which customers the parts have been sold.

Note: Certificates are external codes which a parts supplier has assigned to a parts lot or a single part. Lot numbers are internal codes which you assign to a parts lot.

Use this field to enter the certificate number specified by the supplier. The certificate number enables suppliers to guarantee the quality of their parts.

Note: Certificates are external codes which a parts supplier has assigned to a parts lot or a single part. Lot numbers are internal codes which you assign to a parts lot.

An object code assigned to a stock line unique identifies the line.

Use this field to assign a status to a stock line. Examples are 'Being inspected', and 'Not released yet'.

This is the initial quantity specified when the stock line is entered. This field does not change when quantities are deducted or added. Therefore, it does not represent the current stock, but the original input value.

Specify the length, width, and/or height per piece. Whether or not you can fill in one or more of these fields depends on the setting of the Unit code field on the General tab of the Parts form:

Unit code	Can a length be filled in?	Can a width be filled in?	Can a height be filled in?
Quantity	No	No	No
Quantity * Length	Yes	No	No
Quantity * Length * Width	Yes	Yes	No
Quantity * Length * Width * Height	Yes	Yes	Yes

This field can be filled in two ways:

You can manually enter the values. The Quantity, Length, Width and Height fields can then be left empty.
You can have the field value calculated automatically based on the values of the Quantity, Length, Width and Height fields. You do not have to fill in all of these fields; the fields you will fill in depends on the unit code set on the General tab of the part in the Parts module.
Any fields that are not applicable are grayed out and not accessible. Fill in the correct data in all fields that are accessible. Then confirm the stock line using . The fields are now multiplied by each other, and the stock is displayed in the Stock field.

This field is automatically filled with the date on which the stock line was added. The date can be changed, if necessary.

This is an informational field that cannot be modified. The transaction date is initially set to the stock date. If the stock line is later changed, the date and time of this change are entered in the Transaction date field.

The Available for order point method and MRP check box is selected only if the corresponding check boxes on the Warehouse locations and Stock statuses forms have both been selected. Only then the stock or the WIP location will be taken into account in the MRP calculation, in the order point method, and during the creation of purchase requirements. The stock will then be part of the nettable stock.

The Blocked for issues and shipments check box is selected if the corresponding field on the Stock statuses form and/or the Warehouse locations form is selected. This means that if at least one of those check boxes is selected, the stock or the WIP location can no longer be used for issuing or shipping items.