WHS0552 Stock Take Template - Revision history

Anw: Anw moved page WHS0552 to WHS0552 Stock Take Template

2025-11-27T10:05:03Z

Anw moved page WHS0552 to WHS0552 Stock Take Template

← Older revision	Revision as of 12:05, 27 November 2025
(No difference)

Anw: Categorisation

2025-11-27T10:04:52Z

Categorisation

← Older revision		Revision as of 12:04, 27 November 2025
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	\|''Allow Sell by Date Changes.''\|\|Allows sell by dates to be changed\|\|Y or N		\|''Allow Sell by Date Changes.''\|\|Allows sell by dates to be changed\|\|Y or N
	\|}		\|}
			<noinclude>
			[[Category:Stock Take]]
			</noinclude>

Anw: Minor formatting change

2025-06-30T08:09:26Z

Minor formatting change

Anw: Anw moved page WHS0522 to WHS0552

2025-06-12T09:38:06Z

Anw moved page WHS0522 to WHS0552

← Older revision	Revision as of 11:38, 12 June 2025
(No difference)

Anw: Split into separate pages

2025-06-12T09:07:51Z

Split into separate pages

New page

This screen allows entry of a complete Warehouse Stock Take Template. At each main prompt, you may choose '''No''', or return to take the default value of '''‘ALL’''' or you may choose '''Yes''', this will allow entry of specified values.

<center>[[Image:ST-01.png | Stock Take Template]]</center>
{| border="1"
|'''Field Name'''||'''Description '''||'''Options'''
|-
|Template Code **||Name of template – this name can be used for all future stock takes. A template name only needs to be created once and the details within that template can then be used for all future stock takes||4 character free text field
|-
|Description||Description of template||30 character free text field
|-
|Area||Allows selection by area – Y or N – N will default to ‘All’||Must have been created in area codes maintenance – LOV available
|-
|Location||Allows selection by location code. If yes is selected then the option to choose location by Odd and Even as well as Range and Level is given||Must have been created in location codes maintenance – LOV available
|-
|Owner||Allows selection by Owner code – Y or N – N will default to ‘All’||Must have been created in owner maintenance – LOV available
|-
|Product||Allows selection by Product code – Y or N – N will default to ‘All’||Must have been created in stock maintenance – LOV available
|-
|Rotation||Allows selection by System Rotation – Y or N – N will default to ‘All’||Must exist on the wms
|-
|Range||Allows selection by Product Range – Y or N – N will default to ‘All’||Must have been set up in product class maintenance – LOV available
|-
|Class||Allows selection by Product Class – Y or N – N will default to ‘All’||Must have been set up in product class maintenance – LOV available
|-
|Category||Allows selection by Product Category||Must have been set up in product class maintenance – LOV available
|-
|Group||Allows selection by Product Group||Must have been set up in product class maintenance – LOV available
|-
|Prod. Type||Allows selection by Product Type||Must have been set up in product type maintenance – LOV available
|-
|ABC||Allows selection by ABC code||The ABC flag must be set up in stock maintenance
|-
|Location Type||Allows selection by Location Type||Must have been created in location types maintenance – LOV available
|-
|Disp. Batch||Do you wish system rotation to be shown on the counting check sheet||Y or N – will default to N
|-
|Count Option||Full, Partial or Exception – The type of count will determine what information is required in the input screen.||Full = all information including batch and quantity
Partial = only quantities will be prompted for Exception = the system will default all values including the system quantities. If no changes are made, the count will accept the qty on the wms.
|-
|Count Units||Which UOM to count the stock in||Cases only
Units only Cases and Units (normal option)
|-
|Rep. Empty Locns||Do you wish the check sheet to report empty locations as well as those occupied||Y or N
|-
|Rep. Seq.||The sequence in which the check sheet will report the products to be counted||Location sequence or Product code sequence
|-
|Change Reason||If a qty is changed, do you wish a reason code to be entered (this will put the product on hold)||Y or N
|-
|Allow Sell by Date Changes.||Allows sell by dates to be changed||Y or N
|}

← Older revision		Revision as of 10:09, 30 June 2025
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	<center>[[Image:ST-01.png \| Stock Take Template]]</center>		<center>[[Image:ST-01.png \| Stock Take Template]]</center>
	{\| border="1"		{\| class="wikitable" border="1"
	\|'''Field Name'''\|\|'''Description '''\|\|'''Options'''		!'''Field Name'''!!'''Description '''!!'''Options'''
	\|-		\|-
	\|Template Code **\|\|Name of template – this name can be used for all future stock takes. A template name only needs to be created once and the details within that template can then be used for all future stock takes\|\|4 character free text field		\|''Template Code **''\|\|Name of template – this name can be used for all future stock takes. A template name only needs to be created once and the details within that template can then be used for all future stock takes\|\|4 character free text field
	\|-		\|-
	\|Description\|\|Description of template\|\|30 character free text field		\|''Description''\|\|Description of template\|\|30 character free text field
	\|-		\|-
	\|Area\|\|Allows selection by area – Y or N – N will default to ‘All’\|\|Must have been created in area codes maintenance – LOV available		\|''Area''\|\|Allows selection by area – Y or N – N will default to ‘All’\|\|Must have been created in area codes maintenance – LOV available
	\|-		\|-
	\|Location\|\|Allows selection by location code. If yes is selected then the option to choose location by Odd and Even as well as Range and Level is given\|\|Must have been created in location codes maintenance – LOV available		\|''Location''\|\|Allows selection by location code. If yes is selected then the option to choose location by Odd and Even as well as Range and Level is given\|\|Must have been created in location codes maintenance – LOV available
	\|-		\|-
	\|Owner\|\|Allows selection by Owner code – Y or N – N will default to ‘All’\|\|Must have been created in owner maintenance – LOV available		\|''Owner''\|\|Allows selection by Owner code – Y or N – N will default to ‘All’\|\|Must have been created in owner maintenance – LOV available
	\|-		\|-
	\|Product\|\|Allows selection by Product code – Y or N – N will default to ‘All’\|\|Must have been created in stock maintenance – LOV available		\|''Product''\|\|Allows selection by Product code – Y or N – N will default to ‘All’\|\|Must have been created in stock maintenance – LOV available
	\|-		\|-
	\|Rotation\|\|Allows selection by System Rotation – Y or N – N will default to ‘All’\|\|Must exist on the wms		\|''Rotation''\|\|Allows selection by System Rotation – Y or N – N will default to ‘All’\|\|Must exist on the wms
	\|-		\|-
	\|Range\|\|Allows selection by Product Range – Y or N – N will default to ‘All’\|\|Must have been set up in product class maintenance – LOV available		\|''Range''\|\|Allows selection by Product Range – Y or N – N will default to ‘All’\|\|Must have been set up in product class maintenance – LOV available
	\|-		\|-
	\|Class\|\|Allows selection by Product Class – Y or N – N will default to ‘All’\|\|Must have been set up in product class maintenance – LOV available		\|''Class''\|\|Allows selection by Product Class – Y or N – N will default to ‘All’\|\|Must have been set up in product class maintenance – LOV available
	\|-		\|-
	\|Category\|\|Allows selection by Product Category\|\|Must have been set up in product class maintenance – LOV available		\|''Category''\|\|Allows selection by Product Category\|\|Must have been set up in product class maintenance – LOV available
	\|-		\|-
	\|Group\|\|Allows selection by Product Group\|\|Must have been set up in product class maintenance – LOV available		\|''Group''\|\|Allows selection by Product Group\|\|Must have been set up in product class maintenance – LOV available
	\|-		\|-
	\|Prod. Type\|\|Allows selection by Product Type\|\|Must have been set up in product type maintenance – LOV available		\|''Prod. Type''\|\|Allows selection by Product Type\|\|Must have been set up in product type maintenance – LOV available
	\|-		\|-
	\|ABC\|\|Allows selection by ABC code\|\|The ABC flag must be set up in stock maintenance		\|''ABC''\|\|Allows selection by ABC code\|\|The ABC flag must be set up in stock maintenance
	\|-		\|-
	\|Location Type\|\|Allows selection by Location Type\|\|Must have been created in location types maintenance – LOV available		\|''Location Type''\|\|Allows selection by Location Type\|\|Must have been created in location types maintenance – LOV available
	\|-		\|-
	\|Disp. Batch\|\|Do you wish system rotation to be shown on the counting check sheet\|\|Y or N – will default to N		\|''Disp. Batch''\|\|Do you wish system rotation to be shown on the counting check sheet\|\|Y or N – will default to N
	\|-		\|-
	\|Count Option\|\|Full, Partial or Exception – The type of count will determine what information is required in the input screen.\|\|Full = all information including batch and quantity		\|''Count Option''\|\|Full, Partial or Exception – The type of count will determine what information is required in the input screen.\|\|Full = all information including batch and quantity
	Partial = only quantities will be prompted for Exception = the system will default all values including the system quantities. If no changes are made, the count will accept the qty on the wms.		Partial = only quantities will be prompted for Exception = the system will default all values including the system quantities. If no changes are made, the count will accept the qty on the wms.
	\|-		\|-
	\|Count Units\|\|Which UOM to count the stock in\|\|Cases only		\|''Count Units''\|\|Which UOM to count the stock in\|\|Cases only
	Units only Cases and Units (normal option)		Units only Cases and Units (normal option)
	\|-		\|-
	\|Rep. Empty Locns\|\|Do you wish the check sheet to report empty locations as well as those occupied\|\|Y or N		\|''Rep. Empty Locns''\|\|Do you wish the check sheet to report empty locations as well as those occupied\|\|Y or N
	\|-		\|-
	\|Rep. Seq.\|\|The sequence in which the check sheet will report the products to be counted\|\|Location sequence or Product code sequence		\|''Rep. Seq.''\|\|The sequence in which the check sheet will report the products to be counted\|\|Location sequence or Product code sequence
	\|-		\|-
	\|Change Reason\|\|If a qty is changed, do you wish a reason code to be entered (this will put the product on hold)\|\|Y or N		\|''Change Reason''\|\|If a qty is changed, do you wish a reason code to be entered (this will put the product on hold)\|\|Y or N
	\|-		\|-
	\|Allow Sell by Date Changes.\|\|Allows sell by dates to be changed\|\|Y or N		\|''Allow Sell by Date Changes.''\|\|Allows sell by dates to be changed\|\|Y or N
	\|}		\|}