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Label

Inventory Count

Inventory Count

Inventory Count

042789.gif042790.gif042791.gif042792.gif
000001.gif The 010379.gif and 010380.gif editions allow changing a document type's settings, but new document types cannot be created.

Inventory Count document types are used for taking inventory.

ID The 3-character ID of the document type.
Short Name The optional short name of the document type (used in overviews).
Name The name of the document type as it appears in menus.
Record Only If checked, the document type will be visible in the menu and you will be able to create new documents in this document type, but it will not be available for automatic posting, will not be included in the warehouse card and some reports.

In case documents for this type already exist and we want to check this switch, an error apears:
Change Clerk (visible only if Change Clerk on Documents is set to Set at Document Type in Administration Panel | Settings | Program Parameters | Company | General)
If checked, the Clerk can be changed on documents of this document type.
Note The note for this document type, for example a description on its intended use.
Default Note The note that should appear in all newly created documents of this document type.

Item Movements

(Consignee Label) The custom label of the consignee that appears in the document header.
Consignee The default izbirne tabele izberemo šifro skladišča, na katerem izdelujemo inventuro
Oddelek The default department for this document type.
Dokument 1 The label of linked document 1 that appears in the header of documents of this document type. If this is left blank the relevant field is not visible on documents.
Dokument 2 The label of linked document 2 that appears in the header of documents of this document type. If this is left blank the relevant field is not visible on documents.
(Checkboxes next to the above fields) If the checkbox next to one of the fields is check it means that the input of this information on the document is mandatory. If such an information is not provided, a warning is returned.
Two examples:
Department must be specified
Linked document must be specified

 

Take Packaging into Account If checked, packaging will be taken into account, meaning the scanned bar code will be recorded as well as the packaging for it. Otherwise only the scanned bar code is recorded.
Only Active Items can be Selected If checked, only items that are set as Active in the item header will be available for selection on documents.
Approve Document On Report If checked, documents of this document type will be approved as soon as any report is generated for them (invoice, packing slip, etc.). This way, you can prevent subsequent editing of documents that have already been printed (in combination with proper authorizations).
Allow Changing Item Description If checked, the description of items can be changed freely on documents.

Create Documents

Excess Select a document type (of the internal receiving type) that will be used to record any inventory excess.
Shortage Select a document type (of the internal issue or own use type - see example Shrinkage write-off in allowed quantity) that will be used to record any inventory shortages.

See Inventory Count for examples.

 

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