Group Stock Location¶

The ‘Group Stock Location’ system table holds the names for stock location groups used for the company’s needs.

Multi Location Stock Control

Administration > Parameters

The process of making the stock control in Blindata ‘multi location’ has been started.
Stage 1 involves storing the correct stock location against stock transactions.
There is a new parameter called ‘Enable Stock Location by Transaction’, which defaults to false.
If it is set to true, then the stock location is held against the stock transaction.

If ‘Enable Stock Location by Transaction’ = true, then there is a new field in the user record called ‘Default Group Location’.
Also if this parameter is true, there is a new tab in the stock record called ‘Stock Location’. There are two fields in this tab, ‘Group Location’ and ‘Stock Location’.
This means that it will have to be entered at PO delivery but the default location is pulled from the ‘Stock Location’ tab, depending on the ‘Group Location’ that is set up for that user.
The user will then have the option of amending the stock location.

When a blind becomes WIP or is manufactured, it selects the stock location from the ‘Stock Location’ tab according to the user.

This table is referred to by the Stock Location system table with a ‘Group Location’ field.

The ‘Location’ field (Stock Control > Stock Items > General > Location) in its turn looks up the ‘Stock Location’ system table.
A user may choose a correspondent location from a drop down list.

Users are set up to be in one or another group location. Generally, if a user enters an order, that order is normally made in the
same location as where the order was entered. But sometimes because there is not enough stock available in one location, the order
will be made in the other location. Before this can be decided, a manager will need to see if enough stock is available in each location.

If ‘Enable Stock Transaction By Location’ is switched on and there is a Button Visibility choice in Administration > Users
(Print BOM by location), then there will be a new report called ‘Bill Of Materials By Location’ (Order Processing > Orders > Print BOM by Location).
The group stock locations will be reflected there.

Stock Transaction > Group Stock Location

There is a new field for 'Group Stock Location' in the 'Stock Transaction' table.
The reason for this is that we want to be able to record stock usage and stock valuation by 'Group Stock Location’.

If ‘Enable Stock Location by Transaction’ = true, 'Group Stock Location' is now updated in the stock transaction record at the following points:

1. Enter regular PO
2. Deliver Regular PO
3. Enter Component Detail Line
4. Calculation of BOM in order detail line entry
5. Blind Made / Order Made

The 'Group Stock Location' defaults to the one held against the user record.

Stock Control > Reports > Stock Valuation

If ‘Enable Stock Location by Transaction’ = true, there is now a choice to select 'Group Stock Location' in the Stock Valuation report.
It is possible to select 'All' and this will generate the existing report.

Stock Control > Stock Enquiry

If ‘Enable Stock Location by Transaction’ = true, there is now a function to display 'Stock In Hand' by 'Group Stock Location'.
This is done in the context menu with a new option called 'Group Stock Location'.
If this is selected then the 'Stock In Hand' by 'Group Stock Location' is calculated and displayed.

If ‘Enable Stock Location by Transaction’ = true, there is a function to transfer stock from one 'Group Stock Location' to another.
An issue date will be entered which will also fill the receipt date with the same date.
There is a choice to enter 'From Group Stock Location' and 'To Group Stock Location'.
When 'OK And Next' is selected, two stock transactions are created, one 'Issue' from the 'From' location and another to the 'To' location.

Administration > Maintenance

If the multi warehouse location functionality is going to be used, it is now possible to populate the existing stock transactions with a 'Group Stock Location'.
There is a new Maintenance option called 'Update Group Stock Location In Stock Transactions'.
If selected, the user can select a 'Group Stock Location' from a lookup and then all stock transactions that have a blank in the 'Group Stock Location' will be filled with the selection made.

Stock Control > Stock Transaction Entry

If 'Enable Stock Location By Transaction' is switched on and 'Enable Factory Stock' is switched off, we still need to be able to move stock from one group stock location to another.
If 'Batch Number' is switched on for the item, then the 'Batch' field is also enabled.

Stock Control > Reports > Stock Valuation

If a specific 'Group Stock Location' is selected, the report still showed the overall figure in the Warehouse Stock In Hand.
It now only shows the total for the warehouse (group stock location) specified.
If a 'Group Stock Location' is specified in the criteria, it is printed in the header of the report.

Stock Control > Stock Take Entry

If 'Enable Stock Location By Transaction' is switched on, it is now possible to enter the 'Group Stock Location' in the Stock Take Entry form.

The 'Group Stock Location' has been added to column K when a stock take entry 'Import' is done.

Purchase Order Enquiry > Generate Regular PO

If 'Enable Stock Location By Transaction' is switched on, at the moment the 'Group Stock Location' is taken from the User record and saved against the stock transactions.
We should consider the possibility that someone might want to enter regular POs for a different 'Group Stock Location'.
Therefore there is now a 'Group Stock Location' held in the PO header.
This defaults to the 'Group Stock Location' for the user, but it is now possible to change it and it then is saved against the PO.
This 'Group Stock Location' is now used when PO transactions are saved.

Purchase Order Enquiry > Regular PO

It is now possible to amend the ‘Group Stock Location’ field in the stock transaction if there is permission.
Therefore, there is a new advanced permission for a user called 'Amend Stock Trans Group Location' which defaults to false.

Order Processing > Orders > Component Detail Line Entry

If 'Enable Stock Location By Transaction' is true in Parameters, when entering a component detail line, it is now possible to see the stock in hand by 'Group Stock Location' as well as the overall total stock in hand.

System Tables > Group Stock Location

There are three new flags held in this form called ‘Goods In’, ‘Picked’ and ‘In Production’.
The purpose of these flags is to tell the system which group stock locations relate to specific stages of the workflow as box blinds are transferred from a warehouse to production.

Order Processing > Order Enquiry > Picking Scan

There is a new Order Enquiry sub form called ‘Picking Scan’. This displays a form that allows the user to scan box blinds from the warehouse to a ‘Picking’ group stock location.
To display this menu option, the ‘Picking Scan’ flag in Administration > Users > Advanced Permissions > Order Enquiry section.
When the picking scans are done, they must be scanned in a specific order: serial id barcode, stock location barcode, box blind barcode, batch number barcode.
When the scan is completed successfully, the box blind in question will be moved from a warehouse location to a ‘Picking’ location.