Hold and Release Stock

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Revision as of 16:58, 9 November 2010 by Duttont (talk | contribs)

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Stock Movements – Hold and Release Stock <br\>


The Hold/Release Stock screen is used to place stock on hold and release stock within the warehouse.

The Hold/Release Stock screen is located in the Stock Movements folder.

The following document covers how to place stock on hold and release stock.


Placing Stock On Hold <br\>


WHS2050SIG.PNG <br\>


There are 3 required fields:

Transaction Type – Choose ‘Hold’.

Employee Code – Enter the relevant employee code. The list of values icon can be used to display all valid employees.

Stock Code – Enter the Stock Code you wish to place on hold. <br\>


WHS2050SIG1.PNG <br\>


Once all the relevant data has been entered, press the ‘Find’ button (see screen shot above).

The system will now display the relevant quantities that can be placed on hold. <br\>


WHS2050SIG2.PNG <br\>


Press ‘OK’ to continue. The system will now display the pallets. <br\>


WHS2050SIG3.PNG <br\>


There are now two options. You can either place every pallet oh hold, or select specific pallets. <br\>


Place On Hold All Pallets <br\>


If you wish to place all the pallets on hold press the ‘Hold/Release All’ button (see screen shot below). <br\>


WHS2050SIG4.PNG <br\>


Once the button has been pressed, a pop-up form will appear (see screen shot below). <br\>


WHS2050SIG5.PNG <br\>


Enter the reason code for the hold. Using the list of values icon will display all relevant codes. This is the only field that is mandatory, all other fields are optional. <br\>


WHS2050SIG6.PNG <br\>


Press the ‘Confirm’ button to continue. The system will now display a message. <br\>


WHS2050SIG7.PNG <br\>


All the stock will now be on hold (see screen shot below). <br\>


Place On Hold a Single Pallet or Part Pallet <br\>


WHS2050SIG8.PNG <br\>


There are 3 required fields:

Transaction Type – Choose ‘Hold’.

Employee Code – Enter the relevant employee code. The list of values icon can be used to display all valid employees.

Stock Code – Enter the Stock Code you wish to place on hold. <br\>


WHS2050SIG9.PNG <br\>


Once all the relevant data has been entered, press the ‘Find’ button (see screen shot above).

The system will now display the relevant quantities that can be placed on hold. <br\>


WHS2050SIG10.PNG <br\>


Press ‘OK’ to continue. The system will now display the pallets. <br\>


WHS2050SIG11.PNG <br\>


Highlight the pallet you wish to place on hold (Pallet Id 506 in this instance). <br\>


WHS2050SIG12.PNG <br\>


Press the ‘Hold/Release’ button (see screen shot above). <br\>


A new screen will now be displayed. <br\>


WHS2050SIG13.PNG <br\>


Enter the quantity you wish to place on hold. This can either be the full pallet or part of the pallet. In this instance we will place the total pallet quantity on hold. <br\>

After entering the quantity, enter a relevant reason code. The list of values will display the valid reason codes. <br\>


WHS2050SIG14.PNG <br\>


Enter the review date and time. <br\>


WHS2050SIG15.PNG <br\>


Press the tab button to default to today’s date and time.

A note can be entered if you wish to place text against the hold. Press the tab button to move to the next field.

A message will now be displayed asking whether you wish to continue with the hold. <br\>


WHS2050SIG17.PNG <br\>


Press the ‘Yes’ button to confirm the hold. The pallet is now showing as ‘On Hold’ (see screen shot below) <br\>


WHS2050SIG18.PNG <br\>


The exact process for both part and full pallet are used to release stock from hold. <br\>


Document History

Version
Date
Status
Reason
Initials
Version 1
09/11/2010
Released
LBW

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