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Refresh stock
Refresh stock
Refresh stock
The function opens the window, where you select, which data you wish to
refresh:
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For general description of the task bar functions see
Task Bar. |
Item
| The
refresh of the stock can be also run for certain items only. Select the
item or a group of items (with command %) in the window. The refresh of
the stock can be a longer process, but if it can be done quickly and only
for certain selected items, use that possibility.
In the wizards menu with the
receiving the shortcut to this function, that carries out the refresh
task only for the items from the actual receiving is available.
Similar as with reverse of the document (see Add -
Checkboxes) before the adding, the program
calculates the prices for valuation for marked items, to ensure reverse of
exactly the same value as it was issued (or received). | |
Warehouse |
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Options "Counting the serial
numbers by movements" and "Refresh stock" can be also run for a single here
chosen warehouse. |
For this purpose select the code of this warehouse in the
"Warehouse" field. Other options ("Renewed calculation of prices for
valuation" and other) are always carried out FOR ALL WAREHOUSES,
regardless of the selection of the warehouse.
| | Resource movement closure date |
(for
the calculation of the valuation prices) the starting date, from and
including which the valuation price should be determined again (average
price, LIFO, FIFO, constant price)
The program
uses the date of closure of material movements from the
parameters!
The option is used,
when the revaluation of stock has been made on December 31. The
recalculation of the average prices will be created from January 1st on
from this date.
| | To date |
(for
recalculation and valuation) the final date, until and including which,
the price for valuation should be determined again.
| | Serial No status |
Because an individual serial number can appear on multiple documents, it
may easily happen, that its status will be incorrect due to the user's
error or other reason. If you check this option, the program once again
calculates the status for all serial number found in the documents.
The status of serial numbers can be refreshed for a certain item on all
warehouses with the click on the button "Serial No Status" in the
items register. | |
Recalculate valuation prices |
Use
when you have consequentially changed the purchase prices of the
materials or trade goods, or when you have changed the date of the
receiving, after you have already entered the issue. Use of this option
is mandatory with valuation by LIFO and
FIFO method. Such change of course affects
the calculation of price with the issues from the warehouse. | |
Fill purchase prices for collective issuances |
Check, if you wish to transfer the data about purchase prices from
internal issuances into collective issuing. The collective invoice do
not include the data about the purchase price when created, because it
is included in the documents of internal receiving/issues, from which it
has been created, because they appear in the warehouse records, while
the collective document does not. Run this calculation if you wish to
create the overview of price difference for the invoices of collective
issue. The calculation fills the purchase prices in the collective
issues and from the documents, which are linked with the type of link
4 - collective invoice and packing slip, where the date of
completion of material movements is not being considered (because this
data is not being posted and does not appear in the warehouse records). | |
Refresh stock | If you check this option, the program
calculates the stock situation according to the documents and equalizes
it with the balance on the warehouse card. With the use of this
function the program uses the limiting on individual warehouse.
The stock can be refreshed for an individual item on all warehouses
with the click on the button "Refresh stock" in the
items register and in the window "Stock".
| Refresh
| Runs the refresh of the stock and the
calculation of prices with the selected criteria. With the movements it
triggers the renewed calculation of the goods movements. |
Save
| Saves the selected parameters for
refreshing of the stock. When
you will open the Refresh Stock window the next time, the program will
offer the saved options. With the goods movements it saves the selected
parameters for the calculation of the goods movements. |
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The refreshing of the stock can be a quite lengthy process, so
you may check also just one or more functions of the calculation or run the
calculation for an individual item.
The calculation of prices for valuation can also be activated in a limited
extent from the documents of receiving! |
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In the receiving with the status "Confirmed"
with the recalculation of movements the
program does not correct the valuation prices! |
When the program has finished the refreshing of stock, it informs the user
about that (see Refresh completed!).
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