Stock balance

Suggested from the Associate table when you enter the supplier no. You can override the value in the field if the product deviates from the suggestion. The field is updated from the Delivery alternative table when the supplier no. is the same as the value in the Normal supplier field.

The first alternative, 0 - Per day, applies when the field is blank. You can also override the aggregation level in the Purchase estimate dialog box.

0 - Per day

1 - Per week

2 - Per month

3 - Total

The Assemble time field is used to calculate the dates when the products go in and out of the warehouse when transaction type 2 - Hire or 3 - Loan are used.

On orders with transaction type 1 - Sales and 5 - Further processing it affects the Expected arrival date field and is added to the Confirmed delivery date field. You can use the Assemble time field to specify the handling or processing days you have between the product arriving in your warehouse and you being able to send it on to the customer.

Calculated as follows: Realised stock + Unrealised stock inc. - Reserved from stock - Picked without reservation.

The Count date field is updated with the date you enter in the dialog box for the Transfer to stock count processing in the Stock balance table. You can override this value. When you correct the stock level, the Count date field is used as the transaction date in the Product transaction table. This makes it possible to select transactions by date and to select the same date in the value date in the Post cost dialog box, so that all transactions and posting fall within the desired period.

The date is validated using the regional settings in Windows.

If check box is selected the parameters are coming from the days column. If check box is not selected the parameters are coming from the corresponding quantity column.

Minimum stock

If Minimum stock is selected, the value is taken from the Min. stock in days column; otherwise it comes from the Min. stock column in the Stock balance table.

Maximum stock

If Maximum stock is selected, the value is taken from the Max. stock in days column; otherwise it comes from the Max. stock column in the Stock balance table.

Purchase point

If Purchase point is selected, the value is taken from the Point of purchase in days column; otherwise it comes from the Point of purchase column in the Stock balance table.

Min. per customer

This check box is currently not in use.

Max. per customer

This check box is currently not in use.

Economical purchase amount

If Economical purchase amount is selected, the value is taken from the Econ. purch. qty in days column; otherwise it comes from the Econ. purch. qty column in the Stock balance table.

Rounding on purchase suggestions

If Rounding on purchase suggestions is selected, the value is taken from the Rounding in days column; otherwise it comes from the Rounding column in the Stock balance table.

This applies to each transaction type.

Updated continuously when you save the orders. The Decrease within lead time field is recalculated each time you start with a new date.

This is used to calculate the dates when the products go in and out of the warehouse for orders with transaction type 2 - Hire or 3 - Loan.

Used in purchase estimates if there are no delivery alternatives for the product.

Used in purchase estimates if there are no delivery alternatives for the product.

The date is validated using the regional settings in Windows.

To get a value in the Finished field, you must have selected Save finished number in stock balance table in the Company information table.

E.g. it may be desirable to keep goods back while they are made ready for sale.

The date is validated using the regional settings in Windows.

E.g. it may be desirable to keep goods back while they are made ready for sale.

The field shows what is currently in stock. The calculation is based on what is finished. The option Save finished number in stock balances table in the Order processing 1 field in the Company information table needs to be selected in order to enable the new field.

Calculated as follows: Increase - Increase within lead time.

Processed in the same way as the Decrease within lead time field.

The date is validated using the regional settings in Windows.

The Last purch. quantity field is deleted as soon as goods enter the warehouse.

The Last purchase price field is used when removing goods from the stock value list.

The lead time is suggested from the Associate table when you enter the supplier no. You can override the value in the Lead time field, if the product deviates from the suggestion. Lead time is updated from the Delivery alternative table when the supplier no. is the same as the one in the Normal supplier field in this table.

Together with the Stock balance it gives an indication of when and how much you need to purchase/produce. When you enter a value here, the Max. stock in days field is recalculated according to the goods out rate.

Together with the Stock balance, it gives an indication of when and how much you need to purchase/produce. When you enter a value here, the Max. stock field is recalculated according to the Goods outrate field.

On the Editing menu, click Memo to create a new memo or to view the existing memo. The memo file name is saved in this text box.

Double-click or press * to open the Select file dialog box to manually select a memo file.

The actual memo is stored in the Memo table.

Together with the Stock balance, it gives an indication of when and how much you need to purchase/produce. When you enter a value here, the Min. stock in days field is recalculated according to the goods out rate.

Together with the Stock balance, it gives an indication of when and how much you need to purchase/produce. When you enter a value here, the Min. stock field is recalculated according to the Goods outrate field.

The date is validated using the regional settings in Windows.

0 - Order according to stock changes

The number of days stated as Lead time and Transport time for the relevant Delivery alternative are counted back. The calculation is based on the time(s) at which the Physical stock level falls below the Min. stock level or becomes negative. If you have overruled the Lead time or Transport time in thePurchase estimate line, these values will be used in the calculation.

Note:

A stock reduction confirmed for a delivery date after Lead time + Transport time, even if finished inside this period, will only be included in the calculation after the Confirmed delivery date, or when the finished quantity is invoiced/realised.

1 - Order at ordering point

When using the 1 - Order at ordering point purchase method, the suggested purchase will come from the highest of:

1. The smallest quantity times the Econ. purch. qty at Point of purchase - Stock incl. changes to the current date (if the Stock incl. changes to the current date < the Point of purchase).
2. The smallest quantity times the Econ. purch. qty at Min. stock - Stock inside lead time - Reservations outside lead time (if Stock inside lead time + Reservations outside lead time < Min. stock level).

Note:

This means that the higher value of either Point of purchase or Min. stock "wins", so if Min. stock is intended to be used for purchase estimate, Point of purchase cannot have a higher value.

Note:

A stock reduction will be included in the calculation at the point of finishing if it occurs earlier than the Confirmed delivery date. The calculation is based on In stock now in the Stock balance table.

2 - Periodic ordering

When undertaking 2 - Periodic ordering, the completion of Goods out since purchase estimate + Point of purchase - Stock inside lead time - Reservations outside lead time, with the current date as the purchase date will be suggested. The Stock balance row is included if at least as many days have passed as last defined in the Purchase interval field or if the field containing the last Purchase estimate date is not filled in.

It is calculated as follows: Physical stock = Realised stock + Unrealised stock inc.

It is calculated as the product of the Average cost price and the Physical stock. Physical stock value = Average cost price x Physical stock.

If you have selected One reservation line per unit at stock reduction in the Serial no. tab under the Processing method dialog box, but not the Reserve serial no. at picking field, the Pick list does not update the Shipment table or save the Reservation lines. It only updates the Stock balance and Order line tables. The quantity that is picked this way without reservation is accumulated in the Picked without reservation field in the Stock balance and Order line tables. The quantity in Picked without reservation is deducted from the value in the Available in stock field, so that it appears as Realised stock + Unrealised stock inc. - Reserved - Picked without reservation. When you finish an order the field is reduced in the Order line and Stock balance tables.

To withdraw a pick that has been undertaken in this way you must use the processing menu item Withdraw picking without reservation in the Order line table. It does not work with a negative quantity in the Pick NOW field.

If you enter a value here, the Point of purchase in days field is recalculated according to the goods out rate.

Another alternative is to enter a desired, normal stock level in Point of purchase to get the stock periodically replenished.

If you enter a value in Point of purchase in days, the Point of purchase field is recalculated according to the goods out rate.

The date is validated using the regional settings in Windows.

The pick list for an order can be split up by the combination of product no. and warehouse no. so that parts of it are printed on different printers. You set this up in the System information, Window, Printer group and Printer setup tables.

The Production time field is suggested from the Associate table when you enter the supplier no. You can override the value in the field if the product deviates from the suggestion. The field is updated from the Delivery alternative table when the supplier no. is the same as the one in the Normal supplier field in this table.

The checks are valid if you do not override them in the Purchase estimate dialog box.

Time limit

Consider expected future stock changes

Business NXT will refer to the fields for Stock change when generating purchase estimates.

Calculation of purchase quantity

Refill to minimum stock level

It will be suggested that you order the difference between the Available stock and Min. stock fields in the Stock balance table.

Purchase economical lot size

It will be suggested that you order the number of units of the product that has been entered in the Econ. purch. qty field in the Stock balance table.

Do not exceed maximum stock level

It will be suggested that you order the difference between the Available stock and Max. stock fields in the Stock balance table.

____

Include negative purchase requirements

If you have selected 2 - Periodic ordering in the Ordering method field in the Stock balance table you can select this check box. Business NXT includes the product in the Purchase estimate, even if the stock level is higher than the required stock level. When Generate purchase/production orders the program will skip Purchase estimate line with negative quantities.

When selecting delivery methods

Please select standard supplier

It will be suggested that you order the Product from the supplier that has been entered in the Normal supplier field in the Stock balance table.

Prioritise based on lead time

If you select this check box and there are several alternatives to choose from, Business NXT will try to choose from the alternatives that can be supplied within the deadline. The alternative that is closest will be used:

1. Confirmed delivery date/Confirmed delivery week in the Order line
2. Confirmed delivery date/Confirmed delivery week in the Order head
3. Required delivery date/Required delivery week in the Order line
4. Required delivery date/Required delivery week in the Order head
5. Trans. date/Trans. week in the Order line
6. Order date/Order week in the Order head

____

Exclude from purchase suggestions

This Product will not be included in the Purchase estimate.

Exempt from order generation

An order is not placed for the product when you Generate purchase/production orders from a sales or production order. The selection is copied to the Order line status field in the Order line table. You can also select or deselect the Exempt from order generation in the Order line table.

Discontinued from range

Select this check box if the product is not to be included in Purchase estimate. Select products that you are no longer going to produce, for example, or products that you are no longer going to purchase. This selection process also affects order entry. Business NXT refers to the selection in the Discontinued from range field in the Order line table. When entering Order line the program will reject any further 6 - Purchase/7 - Production. Business NXT will also reject the entry of a quantity in a sales order line that is greater than the value in the Stock incl. changes field in the Stock balance table.

The date is validated using the regional settings in Windows.

It is calculated as the product of the Average cost price and the Realised stock. Realised stock value = Average cost price x Realised stock.

The date is validated using the regional settings in Windows.

Calculated as the sum of the corresponding field in the Shipment table of the same product.

Calculated as the sum of the corresponding fields in the Shipment table. If goods are returned, discarded, replaced or invoiced/realised, reservations are cancelled.

When you specify days, the Rounding field without days is recalculated in accordance with the Goods outrate field.

You can override the rounding method in the Purchase estimate dialog box.

0 - None

1 - Up

2 - Down

3 - Closest

During stock take

The check box is selected when you run the Transfer to stock count processing and is cleared when you correct the stock levels. You can also select the check box manually if you want to avoid further processing.

Note:

If you choose to manually clear the check box, you must also do this manually for the Shipment in question.

Based on locations

Calculated as follows: Physical stock + Net stock change. The Net stock change is the difference between the Increase and Decrease fields. If you have entered the Lead time in the Delivery alternative table, the Stock incl. changes field is updated upon 8 - Stock transfer.

Calculated as follows: Physical stock + Net stock change within lead time.

The Net stock change is the difference between the Increase and Decrease fields.

If you have entered a Lead time in the Delivery alternative table, the Stock inside lead time field is updated in stock transfer.

The date is validated using the regional settings in Windows.

It is calculated on the basis of the values in the Adm. time + Lead time + Transport time + Production time + Assemble time fields. The field will not be saved in the database.

The Transport time field is suggested from the Associate table when you enter the supplier no. You can override the transport time if the product deviates from the suggestion. The transport time is updated from the Delivery alternative table, if the supplier no. is the same as the one in the Normal supplier field in this table.

After goods are purchased, received goods remain in the Unrealised stock inc. field until you invoice receive the purchased quantity. On receipt of invoice, Unrealised stock inc. field is transferred to the Realised stock field.