Creating a Stock Code - Revision history

Anw: Text replacement - "OBS Logistics" to "Aptean"

2025-07-16T14:07:31Z

Text replacement - "OBS Logistics" to "Aptean"

← Older revision		Revision as of 16:07, 16 July 2025
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	\|}		\|}

	Copyright ~~OBS Logistics~~ © 2008		Copyright Aptean © 2008

	The information contained herein is the property of ~~OBS Logistics~~ and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied		The information contained herein is the property of Aptean and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

Anw: Minor formatting changes

2025-06-06T13:18:25Z

Minor formatting changes

← Older revision		Revision as of 15:18, 6 June 2025
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	==Stock Code Creation==		==Stock Code Creation==
	~~<br\>~~


	For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message.		For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message.
Line 7:		Line 5:
	As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.		As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.
	<br\>		<br\>



	'''Copying an existing Stock Code'''		'''Copying an existing Stock Code'''



	1- Open the form Stock Code Maintenance (STKSTOC01B) It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass		1- Open the form Stock Code Maintenance (STKSTOC01B) It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass

	2- The form will open in query mode (turquoise bar top of the screen)		2- The form will open in query mode (turquoise bar top of the screen)
	~~<br\>~~


	[[Image:STKSTOC01BSIG.PNG]]		[[Image:STKSTOC01BSIG.PNG]]
	~~<br\>~~


	With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)
	~~<br\>~~
			With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)



	[[Image:STKSTOC01BSIG1.PNG]]		[[Image:STKSTOC01BSIG1.PNG]]
	~~<br\>~~


	~~Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.~~
	~~<br\>~~


	~~[[Image:STKSTOC01BSIG2~~.~~PNG]]~~		Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.
	~~<br\>~~


	~~The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.~~
	~~<br\>~~

			[[Image:STKSTOC01BSIG2.PNG]]

	~~[[Image:STKSTOC01BSIG3.PNG]]~~
	~~<br\>~~


	~~==Copy screen==~~
	~~<br\>~~

			The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.

	'''Details to be entered are''' -		[[Image:STKSTOC01BSIG3.PNG]]
			==Copy screen==
			'''Details to be entered are''' -


Line 65:		Line 59:
	'''Confirm Copy''' – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.		'''Confirm Copy''' – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.
	<br\>		<br\>



	[[Image:STKSTOC01BSIG4.PNG]]		[[Image:STKSTOC01BSIG4.PNG]]
	~~<br\>~~



	NB: If the original stock code has Description and a size value they will be copied as a default unless another value is entered for the new stock code.		NB: If the original stock code has Description and a size value they will be copied as a default unless another value is entered for the new stock code.
	<br\>		<br\>



	It is now possible to find the newly created Stock Code in the stock maintenance screen		It is now possible to find the newly created Stock Code in the stock maintenance screen
	<br\>		<br\>



	[[Image:STKSTOC01BSIG5.PNG]]		[[Image:STKSTOC01BSIG5.PNG]]
	~~<br\>~~



	Depending on what putaway rules are being used, there may be a requirement to update the anchor points for the suggested putaway.		Depending on what putaway rules are being used, there may be a requirement to update the anchor points for the suggested putaway.
	~~<br\>~~

	It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.		It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.


	=Document History=		=Document History=

Duttont at 12:22, 8 November 2010

2010-11-08T12:22:00Z

← Older revision		Revision as of 14:22, 8 November 2010
Line 87:		Line 87:

	It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.		It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.


			=Document History=


			{\| Border="1"
			\| <center>'''Version'''</center>
			\| <center>'''Date'''</center>
			\| <center>'''Status'''</center>
			\| <center>'''Reason'''</center>
			\| <center>'''Initials'''</center>

			\|-
			\| <center>Version 1</center>
			\| <center>08/11/2010</center>
			\| <center>Released</center>
			\|
			\| <center>LBW</center>
			\|}

			Copyright OBS Logistics © 2008

			The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

Duttont at 12:20, 8 November 2010

2010-11-08T12:20:20Z

← Older revision		Revision as of 14:20, 8 November 2010
Line 1:		Line 1:
	==Stock Code Creation==		==Stock Code Creation==
			<br\>


	For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message.		For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message.

	As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.		As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.
			<br\>


	'''Copying an existing Stock Code'''		'''Copying an existing Stock Code'''


	1- Open the form Stock Code Maintenance (STKSTOC01B) It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass		1- Open the form Stock Code Maintenance (STKSTOC01B) It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass

	2- The form will open in query mode (turquoise bar top of the screen)		2- The form will open in query mode (turquoise bar top of the screen)
			<br\>


	[[Image:STKSTOC01BSIG.PNG]]		[[Image:STKSTOC01BSIG.PNG]]
			<br\>


	With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)		With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)
			<br\>


	[[Image:STKSTOC01BSIG1.PNG]]		[[Image:STKSTOC01BSIG1.PNG]]
			<br\>


	Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.		Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.
			<br\>


	[[Image:STKSTOC01BSIG2.PNG]]		[[Image:STKSTOC01BSIG2.PNG]]
			<br\>


	The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.		The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.
			<br\>


	[[Image:STKSTOC01BSIG3.PNG]]		[[Image:STKSTOC01BSIG3.PNG]]
			<br\>


	==Copy screen==		==Copy screen==
			<br\>


	'''Details to be entered are''' -		'''Details to be entered are''' -


	'''To Owner''' – The Owner of the stock code, usually tab through this field and it will enter the default owner. If the stock code is for a different owner then it is possible to either directly enter the code if known or select from the LOV. (Keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)		'''To Owner''' – The Owner of the stock code, usually tab through this field and it will enter the default owner. If the stock code is for a different owner then it is possible to either directly enter the code if known or select from the LOV. (Keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)
Line 49:		Line 64:

	'''Confirm Copy''' – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.		'''Confirm Copy''' – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.
			<br\>


	[[Image:STKSTOC01BSIG4.PNG]]		[[Image:STKSTOC01BSIG4.PNG]]
			<br\>


	NB: If the original stock code has Description and a size value they will be copied as a default unless another value is entered for the new stock code.		NB: If the original stock code has Description and a size value they will be copied as a default unless another value is entered for the new stock code.
			<br\>


	It is now possible to find the newly created Stock Code in the stock maintenance screen		It is now possible to find the newly created Stock Code in the stock maintenance screen
			<br\>


	[[Image:STKSTOC01BSIG5.PNG]]		[[Image:STKSTOC01BSIG5.PNG]]
			<br\>


	Depending on what putaway rules are being used, there may be a requirement to update the anchor points for the suggested putaway.		Depending on what putaway rules are being used, there may be a requirement to update the anchor points for the suggested putaway.
			<br\>

	It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.		It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.

Duttont at 12:16, 8 November 2010

2010-11-08T12:16:54Z

← Older revision		Revision as of 14:16, 8 November 2010
Line 17:		Line 17:

	With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)		With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)


	[[Image:STKSTOC01BSIG1.PNG]]		[[Image:STKSTOC01BSIG1.PNG]]
Line 22:		Line 23:

	Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.		Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.


	[[Image:STKSTOC01BSIG2.PNG]]		[[Image:STKSTOC01BSIG2.PNG]]
Line 27:		Line 29:

	The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.		The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.


	[[Image:STKSTOC01BSIG3.PNG]]		[[Image:STKSTOC01BSIG3.PNG]]

Duttont at 12:16, 8 November 2010

2010-11-08T12:16:20Z

← Older revision		Revision as of 14:16, 8 November 2010
Line 5:		Line 5:
	As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.		As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.

	Copying an existing Stock Code		'''Copying an existing Stock Code'''

	1- Open the form Stock Code Maintenance (STKSTOC01B) It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass		1- Open the form Stock Code Maintenance (STKSTOC01B) It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass

	2- The form will open in query mode (turquoise bar top of the screen)		2- The form will open in query mode (turquoise bar top of the screen)

Duttont at 12:07, 8 November 2010

2010-11-08T12:07:17Z

← Older revision		Revision as of 14:07, 8 November 2010
Line 10:		Line 10:


	[[Image:]]		[[Image:STKSTOC01BSIG.PNG]]


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	With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)		With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)

	[[Image:]]		[[Image:STKSTOC01BSIG1.PNG]]


	Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.		Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.

	[[Image:]]		[[Image:STKSTOC01BSIG2.PNG]]


	The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.		The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.

	[[Image:]]		[[Image:STKSTOC01BSIG3.PNG]]


Line 45:		Line 45:
	'''Confirm Copy''' – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.		'''Confirm Copy''' – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.

	[[Image:]]		[[Image:STKSTOC01BSIG4.PNG]]


Line 53:		Line 53:
	It is now possible to find the newly created Stock Code in the stock maintenance screen		It is now possible to find the newly created Stock Code in the stock maintenance screen

	[[Image:]]		[[Image:STKSTOC01BSIG5.PNG]]

Duttont at 12:06, 8 November 2010

2010-11-08T12:06:04Z

← Older revision		Revision as of 14:06, 8 November 2010
Line 1:		Line 1:
	Stock Code Creation		==Stock Code Creation==

	For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message.		For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message.

	As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.		As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.

Line 9:		Line 10:


			[[Image:]]


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	With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)		With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)

			[[Image:]]


	Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.		Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.

			[[Image:]]


	The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.		The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.

			[[Image:]]


			==Copy screen==

			'''Details to be entered are''' -

			'''To Owner''' – The Owner of the stock code, usually tab through this field and it will enter the default owner. If the stock code is for a different owner then it is possible to either directly enter the code if known or select from the LOV. (Keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)

			'''To Stock Code''' – The new stock code that is to be created

			'''Description''' – Two fields to hold a description of the stock code

			'''Size''' – Optional field to capture the size configuration of the product, will also appear on certain documentation including pick list.

			'''AKA''' – Optional field to capture the ‘Also Known As’ value of the stock code if used.

	Copy ~~screen~~		'''Confirm Copy''' – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.

			[[Image:]]

	~~Details to be entered are -~~
	To Owner – The Owner of the stock code, usually tab through this field and it will enter the default owner. If the stock code is for a different owner then it is possible to either directly enter the code if known or select from the LOV. (Keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)
	~~To Stock Code – The new stock code that is to be created~~
	~~Description – Two fields to hold a description of the stock code~~
	~~Size – Optional field to capture the size configuration of the product, will also appear on certain documentation including pick list.~~
	~~AKA – Optional field to capture the ‘Also Known As’ value of the stock code if used.~~
	~~Confirm Copy – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.~~

	NB: If the original stock code has Description and a size value they will be copied as a default unless another value is entered for the new stock code.		NB: If the original stock code has Description and a size value they will be copied as a default unless another value is entered for the new stock code.
Line 38:		Line 52:

	It is now possible to find the newly created Stock Code in the stock maintenance screen		It is now possible to find the newly created Stock Code in the stock maintenance screen

			[[Image:]]


	Depending on what putaway rules are being used, there may be a requirement to update the anchor points for the suggested putaway.		Depending on what putaway rules are being used, there may be a requirement to update the anchor points for the suggested putaway.

	It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.		It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.

Duttont: New page: Stock Code Creation For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message. As an exceptio...

2010-11-08T12:03:04Z

New page: Stock Code Creation For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message. As an exceptio...

New page

Stock Code Creation

For a product to move through the system a Stock Code Record must exist. Stock Codes are normally uploaded into the system via a dedicated EDI message.
As an exception there may be a requirement to manually add a new stock code record onto the system. There are two methods of achieving this, the first is to either create a record from new but the user must have a good understanding of both the operational processes and of the WMS settings (refer to the Assist wiki page for a detailed explanation of each field). Or alternatively there is the option to copy the parameters of an existing stock code.

Copying an existing Stock Code
1- Open the form Stock Code Maintenance (STKSTOC01B) It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass
2- The form will open in query mode (turquoise bar top of the screen)

With the cursor in the Stock Code field, call the LOV, by either using the keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)

Select the existing stock code that you wish to copy, the makeup of the stock code should be similar to the one that you creating.

The stock code to be copied will be displayed with its existing parameters which will be duplicated into the new stock code.

Copy screen

Details to be entered are -
To Owner – The Owner of the stock code, usually tab through this field and it will enter the default owner. If the stock code is for a different owner then it is possible to either directly enter the code if known or select from the LOV. (Keyboard ‘Ctrl & L’ or the LOV icon in the toolbar (6th Icon from the left)
To Stock Code – The new stock code that is to be created
Description – Two fields to hold a description of the stock code
Size – Optional field to capture the size configuration of the product, will also appear on certain documentation including pick list.
AKA – Optional field to capture the ‘Also Known As’ value of the stock code if used.
Confirm Copy – Once all the required details have been entered then select the ‘Confirm Copy’ button and the new stock code will be entered.

NB: If the original stock code has Description and a size value they will be copied as a default unless another value is entered for the new stock code.

It is now possible to find the newly created Stock Code in the stock maintenance screen

Depending on what putaway rules are being used, there may be a requirement to update the anchor points for the suggested putaway.
It is also possible to delete a stock code at this point if for example the stock code is wrong, but once stock has been received into the warehouse then a product code can no longer be removed from the system, only marked as ‘inactive’.