It is possible to display a stock record in Stock Management, Point-of-Sale or Purchase Control. This topic covers the structure of the stock record in detail. Each tab of the stock record is discussed. It is also noted that certain fields can be used in a window-based search, and each and every field can be used in generated reports and enquiries, and in the examination of transactions. The distinction is made between fields that the system updates, and fields to which you can add details, or that you can update. Reference is also made to the other areas of the system where default values can be set or amended.
Note: A clear understanding of the Stock Card is essential to understanding the Stock Management system and getting the maximum use from it. For this reason, this topic should be used for reference purposes throughout this on-line help system.
The main tabs of the stock record are the Description tab, the Quantities tab, the Prices tab and the Demand tab. You should gain a detailed knowledge of the these tabs, and further knowledge of the other tabs which hold a variety of subsidiary information.
Information held against the stock record is displayed on the following tabs:
Note: Visibility to the stock file maintenance tabs is determined based upon user access priorities, which are controled within Stock management > System parameters > Other Tab > Edit stock.
From the Rev.8 Master Menu, select the Stock management option and Company you require.
The STOCK MANAGEMENT menu is displayed.
Select the Display stock card option.
The Display Stock Card form is displayed.
Enter the Part number, if known, or click the Ellipsis button ![[...]](Ellipsis.gif){kind=small}
to search for a part.
The Part Details form is displayed.
The Display Stock Card form is displayed.
In Purchase Control, select an order line.
Click the More button on the Stock card tab.
The Display Stock Card form is displayed.
The Display Stock Card form is displayed in Stock Management, Point-of-Sale and Purchase Control. From this form you can view stock records.
Part number: When a part number is entered, it is necessary to prefix the number with a franchise code pre-defined within the system. It is possible to default a preferred franchise code to this field by completing the Default franchise field on the Main detail tab of the SM system parameters. This enables you to enter the part number only here, if the part exists in the franchise. If a part for a different franchise is required, the franchise code and part number must be entered. In addition, the part number can be set to recognize a fixed format for a particular franchise, which may be done with the assistance of Autoline Support.
Tip: Click the Ellipsis button
As well as typing in the exact part number, there is a Part number search option where, in a subsequent form, part of the part number (including the franchise code) can be entered left-justified on a stem basis to cut down the number of matching parts displayed, or partial information can be entered on a contains basis (anywhere in the part number) by preceding the input with a space. The system displays a list of matching parts showing the part number, description, total stock on hand, free stock, main bin location and price (excluding VAT) for each part concerned.
Words can only be searched on stem basis, and not on a contains basis. That is to say, if looking for a steering linkage to fit a Cavalier, you can enter say, STEER, LINK, and CAVAL, and expect the system to retrieve any matching records. What cannot be entered is RING, AGE and LIER, because these are not the stems of the words concerned. Words can be entered in any order, and the search is not case sensitive, so to find all oil filters for Rover Metros it would be acceptable to enter MET, followed by FILT, followed by OIL. A word must be a minimum of three characters, and the following data is present in the word search index:
- Part number
- Description
- Alternative description
- Model code
When the word(s) to search are entered, the system displays a list of matching records in exactly the same way as the Part number search routine.
Tip: To display the next part number in sequence, click the
button. To display the previous part number in sequence, click the
button.
Packed: Packed part numbers are used by the system to sequence the stock file in the same way the manufacturer stores the part on file. It is used by the price update programs to enable the update to find a match with the manufacturer's number.
Description: The current description of the part from the Description tab of the stock record.
PUSH BUTTONS:
Alternatives: If a supersession chain exists for the part, a menu is displayed when you click this button from which you can select an alternative part.
Quickmail: Allows you to format an electronic mail message concerning this part.
Other stock: Displays stock held in other companies.
Sensitive: If a part is set up to be sensitive for a specified number of months, this button is enabled. Click this button to confirm or override the number of months for which the part is requested to be sensitive.
Adjustment: This button is only displayed when the Parts stock adjustment account is populated in the SM system parameters and allows the user to adjust a stock quantity from within stock management instead of having to either raise a WIP or carry out a stock check..
Filter: This button is only displayed, when the Movement tab or Lost Sales tab are selected. It displays a Movement Filter form in which you can specify selection criteria in order to limit the display of transactions. For example, the Sales Ledger account code on the current WIP, the Purchase Ledger account, the vehicle on the current WIP, or both the account and the vehicle on the current WIP.
Note: It is possible that you may see additional buttons displayed on this form. For example, buttons that run standard Autoline or user-defined reports. These user-defined buttons are set up in the Stock card buttons group box on the Other tab of the SM system parameters.
This tab displays general information about the part.
Superseded from: This is a split field. The first field refers to the old number from which the part was superseded. This is normally updated by the Supersede stock line program. The second field displays the condition code applicable to the part at the time of supersession. For a description of the condition codes, see the topic on Condition Codes within the POS help system.
Superseded to: Refers to the replacing part number if the part has been superseded. This is normally updated by the Supersede stock line program.
Note: The Point-of-Sale module offers the option to select the new part number when the old part number is entered.
Manufacturer number: May be used for alternative part numbers, or any other memo information required against the part record.
Description: The current description of the part which may be updated by the manufacturer's price tape.
Alternative: Two additional lines of description can be held here (originally designated for multi-language markets).
Product group: The product group to which this part belongs. This entry is validated against existing product groups.
Model code: This field is used to indicate which vehicle model the part will fit and may be used in Point-of-Sale as a search field.
Line class: This field is provided for either user- or franchised-defined analysis purposes. It is four-digit numeric providing the range 0 to 9999.
Sales code: This field is provided for either user- or franchised-defined analysis purposes. It has an up to eight-character alpha-numeric capacity (as opposed to the numeric-only Line class field).
Discount code: The discount code for this part. The code may be up to 3 characters in length, and may be updated by the manufacturer's price update.
Unit of stock: EACH, DRUM, PACK, and so on. This field is validated against the Units of Measure file set up via the SM MISCELLANEOUS OPTIONS MENU.
Purchase factor: This field is used for ratio parts, for instance drums of antifreeze or rolls of cable, where the part is sold in totally different units to the unit of purchase. The value entered into this field should be the number of units of issue contained in a unit of purchase. See Also: Purchase Factors.
Economic buy qty: If a value is entered here, this is the minimum quantity that a generated stock order will recommend for order. It is used to tell the system that it is not economic to purchase less than this quantity at any one time.
Part of kit(s): How many kits is this part a component of? This field is updated by the system when the Rebuild assembly flag option on the SM ASSEMBLIES AND KITS menu is run in End-of-Day (EOD).
Issued in: This numeric field holds the default issue quantity, which will be suggested in Point-of-Sale.
Prevent price-update: This field denotes whether the part should be included in a Manufacturer's standard price update routine. Entering Y will result in the part being excluded.
MLI codes: This is a split field used at present by the system to store the purchase and sales discount codes respectively for FORD dealers.
Stock balance item: This field denotes whether stock balances are maintained by the system. There are four possible options:
Y: Most part numbers will be set to Y. This applies to all normal stocking parts, either stock lines or non-stock lines.
N: Use this option to sell/purchase a part without the system changing the stock balance. You will also be able to sell the part at zero average cost. Only items such as carriage charges and kits will be set to N.
Note: A part with this flag set to N will not be selected for Stock Checking.
B: If you want to record a batch number against an individual item when it is received and sold, use this option.
- S: If you want to record a serial number against an individual item when it is received and sold, use this option.
Note: If the values B or S are not accepted, check that the SM/batch file has been created by your consultant.
Decimal quantities: Can this product be sold in decimal quantities or not? For example, a part may be sold in litres. If this check box is ticked, you can sell 1.5 litres. If unchecked, you can only sell 1 or 2 litres.
Non-stock item: Tick this box if the part is not a normal stocking part.
Kit or assembly: Is this a kit or an assembly? This field is updated by the system when the Rebuild assembly flag option on the SM ASSEMBLIES AND KITS menu is run in End-of-Day (EOD). A tick in the check box means that the part has been set up as a kit or assembly.
Note: If the part has been set up as a kit (trigger part), the Stock balance item check box should be showing as an N.
Franchise equivalent: If this parameter is ticked, this indicates that an identical part number is also resident in another franchise and that the system should check for this in Point-of-Sale.
Override priority: This priority may be set to a higher value than the priority entered in the Edit part price priority field on the Parts 1 tab of the POS Flags-Priorities parameters, thus preventing the ability to edit prices on certain stock lines.
Analysis code: A letter between A-Z is used by POS and Purchase Control to determine both balance sheet postings and Profit & Loss (P&L) accounts into the Nominal Ledger.
Re-order category: This is a split field. The first field contains a single alpha character in the range A-Z, and relates to the re-order category, such as A = fast moving, B = medium moving, C = slow moving, O = obsolete, and so on. If the perpetual inventory aspect of stock checking is being used, this field also determines the PPI class, that is how many times it is counted per year. The second field is not currently used. The third field is used as a Stock Order separator code. The field can contain an alpha or numeric value created by the user. The selected part lines from the Stock Order Generation program will be grouped by the separator code, and order numbers will be created for each common separator code with their respective part lines.
VAT code: Usually set to Standard. The appropriate VAT code should have been set for the part.
Core part: This is a split field. The first field is used by some manufacturers to identify core parts, and may be useful for reporting purposes. This field is normally set to C to indicate that the part is a core part. X indicates that the part used to be a core part. If the field is left empty, this indicates that the part has never been a core part. The second field shows the retention date for core parts, if any.
Recommended qty: If this is a core part, the stock quantity recommended by the manufacturer can be inserted here for reference purposes.
Block sales: This is a split field that allows you to block the part from being sold. If you want to block the part, tick the first box and enter a reason in the second box.
Block purchases: This is a split field that allows you to block the part from being bought. If you want to block the part, tick the first box and enter a reason in the second box.
Mandatory on order: There are two occurrences of this field, which enable you to specify details that must be supplied when the part is issued /sold or ordered. Select one of the following items from the drop-down menu
for each field or leave the fields set to No entry required.
- VIN No Required
- Chassis No Required
- Freight No Required
- IMI Mech Required To Fit
The above descriptions may be different to that shown depending upon how your system has been set up. If MK Vehicle fields have been set up the descriptions are the description associated with that field. However, the description may have been amended.
Note: These options are set up in the Mandatory on order group box on the Other tab of the SM system parameters.
This tab displays miscellaneous information about the part.
Commodity: This is the Intrastat code used for reporting the movement of stock across European borders. Useful for manufacturers/dealers who need to produce valid reports for the European Union (EU).
Customs code: This field displays the customs code applied to this part.
Origin: This field displays the country code for the country of origin set for the part.
Weight (Kg): The weight of the part in kilograms.
Size: These three fields are used for the height, width and depth of the part in millimetres.
Volume: Enables the entry of the Volume of a part, which permits the use of meaningful industry standard bin types, as used by major suppliers of bin racking systems, to decide a part location in a storage area. The volume can be calculated by multiplying WIDTH * HEIGHT * LENGTH and dividing by 1000. The value is entered as free numeric text, up to six decimal places.
VOC: This field is used to hold the level of Volatile Organic Content (solvent) present in the part.
Sensitive: This field displays the number of months for which a repeat movement of the part on the same vehicle is sensitive.
Parts category: This field displays the category to which the part belongs.
Date/time last edited: The date and time that the stock record was last amended.
This tab shows the stock on-hand details.
Total stock quantity: This is the total of the stock balances in all of the displayed locations.
Type of bin to use: Some parts may have special bin types allocated to them relevant to their particular storage requirements. This is displayed if one has been set up for this particular part.
Quantity on P/order: This is the total on-order quantity currently outstanding against all suppliers.
Quantity on B/order: This is the total quantity placed on customer backorder through Point-of-Sale.
Quantity on wips not saved: The total quantity entered on all the point of sale operators' terminals where the WIPs have not yet been saved.
Quantity on F/order: This field is not currently in use by the Motor Trade system.
VOR reserve quantity: This is the amount of stock on VOR reserve. If the amount of stock available falls to this level, no further sales are permissible in POS unless you have a sufficient access level to override it.
Note: The Main details tab of the SM system parameters holds a field called VOR reserve percentage. The field on the stock record overrides the system parameter, if greater than zero. Be aware that there is also a parameter to define the VOR order types to be used in conjunction with this functionality held on the Main tab of the POS parameters.
Location: Up to nine different locations may be assigned to the part and a quantity of stock maintained in each. Locations in this context are normally utilised for items such as damaged stock which should be kept separate from other stock. Each operator number used within Point-of-Sale is set up to sell from one specific location from 1-9, and may not be allowed to sell stock from any of the other locations shown.
Note: Location 1 is the MAIN stock location.
Stock quantity: This is the stock quantity held in this particular location.
Bin location: This is the bin number of the stock in this particular location.
Note: There is a search facility available, which is activated by clicking on the
button adjacent to the field. This functions if the Bin Locations table is applicable to your installation. If this is the case the Search for Bin Location form is displayed.
Max storage qty: This is the maximum permitted quantity of the part that is allowed to be stored in this particular bin location.
Last checked: This is the date the part was last stock checked using the Stock Check program. The date is automatically updated by the system.
This tab shows the cost prices and selling prices.
Note: Visibility to the Prices and Cost tab is determined based upon user access priorities, which are controled within Stock management > System parameters > Other Tab > Edit stock, it is possible to overide this the required priority from within the Point of Sales > POS parameters > Parts 1 Tab > Cost visibility.
You can enter up to three selling prices for the part on the stock record, for instance Retail, Trade and Wholesale Dealer Net (WDN). The first occurrence of this field is always used for the base currency.
Note: The names and currency codes are set up in the Price names and Currency code fields on the Details tab of the franchise file.
Unit:
There are three occurrences of the Unit field. The unit of issue of the part has a description, for instance EACH, METRE, LITRE, and so on, and an issue Factor, that is 1, 4, 12, and so on. This field is validated against the Units of Measure set up via the SM MISCELLANEOUS OPTIONS MENU. If the unit of issue of a part has a unit factor of, say, 4, then every time one of that part is booked out in Point-of-Sale, four are de-carded from stock.
Price:
There are three occurences of the Price field. The first field is the retail or normal selling price of the part. The additional price fields are available for other prices, for instance fixed trade prices.
Per:
There are three occurences of the Per field. The system uses this value to calculate the purchase and selling price per each unit. Thus, if the price is 9.00 and the per is 5, then the price EACH would be 1.80 (9.00/5):
If the Unit of Stock = 1 and the Unit of issue = 4, then the calculated selling price would be:
1.80 x 4 x the quantity issued.
Note: A similar calculation is made when the part is purchased, though the price of the part when purchased is EACH.
Supplier: This must be a valid Account Code from the Purchase Ledger. This field is used by the system when generating a stock order.
Lead time: If this field is left at zero, the system refers to the lead time set up for the product group. Thus an entry should only be made in this field if the number of days lead time for a particular part differs from that of the entire product group. For a full description of the order of preference in which the system accesses records, refer to the topic Max/Min Calculation.
Last buy: The date the part was last purchased from this particular supplier.
Note: When a system is set up to utilise different values for the Sale and Cost of Sale (COS) of surcharges, the following two fields are displayed on the Prices tab of the stock record. This is determined by a parameter called COS surcharge on the Parts 2 tab of the POS Flags-Priorities parameters. If the parameter is ticked, both fields are displayed. If it is unticked, only the Surcharge field is displayed.
Surcharge: If the system is set up to utilise different values for the Sale and Cost of Sale (COS) of surcharges, this field holds the purchase price of the surcharge (Cost of Sale) as defined by the manufacturer/supplier. If the system is set up to utilise the same values for the Sale and Cost of Sale of surcharges, this field displays the value for both.
Sale of surcharge: If the system is set up to utilise different values for the Sale and Cost of Sale (COS) of surcharges, this field holds the surcharge sale value which can be determined by the manufacturer or the operator. If the system is set up to utilise the same values for the Sale and Cost of Sale of surcharges, this field is not displayed.
Note: If the POS parameter Allow discount surcharge parts is ticked discount percentages applied in POS will calculate against Sale or surcharge values.
Unit:
This is the pack quantity of the item from this supplier. When generating a recommended stock order, the system orders in multiples of this quantity. This field is validated against the Units of Measure file set up via the SM MISCELLANEOUS OPTIONS MENU.
Price:
The last price paid for this part from this supplier.
Per:
States what quantity the price relates to, in other words Is this the price per Each or per Dozen, and so on.
Costs:
Average: The average cost of the part which is recalculated by the system whenever the part is purchased. Under normal circumstances, this field must never be amended. It would only be amended by high priority users such as support or management personnel. If there is stock on hand, and this field is changed, any variance is posted to the NL audit variance account identified in the SM System Parameter Audit variance NL. If there is no stock on hand at the time of purchase, the average cost is equal to the latest purchase price. If there is stock at the time of purchase, the average cost is recalculated and therefore will not necessarily match the latest purchase price. Although other prices are stored against the part with unit values and prices per quantities, the Average price is the price for Each.
Latest: This is the last price paid for the part when purchased through the Purchase Control menu.
Standard: This field is used by certain franchises to denote a fixed Replacement price (often referred to as Wholesale Dealer Nett) and may be updated by the manufacturer's price update. Against each price field is a number. (1-3 against the issue prices and 97-99 against the cost prices.)
Special sale:
Price: A special offer price set against the part. The field is manually maintained, and the part is flagged in Point-of-Sale as being on Special Offer. You may choose to accept or override the special price when selling the part.
Start & End: The dates during which the special offer is to apply. When the system date is outside this range, no reference to special offer prices is made within Point-of-Sale.
Price update:
Start: Date on which a revised manufacturer price becomes effective.
Price: The revised price advised by the manufacturer which is pending update to the retail price.
Surchg: The revised exchange unit surcharge advised by the manufacturer which is pending update to the current surcharge cost field.
Discode: The revised discount code advised by the manufacturer which is pending update to the current discount code.
Special buy:
Price: The special offer incoming purchase cost for a part for a limited period of time.
Start: The first date from which the special cost price (above) applies.
End: The last date up to which the special cost price (above) applies. The special cost price is prompted to the operator whenever the part is entered in Purchase Control, if the system date is within the start and end date range.
Campaign: Updated by a manufacturer price update if the part is subject to a special campaign.
Note: It is possible to sell or purchase parts based on any of the prices shown in these fields using the Discount Maps and Tables on the SO MISCELLANEOUS OPTIONS menu.
This tab shows the sales/demand history.
Max/Min code: This code refers to the movement pattern of this part when using a certain method of calculating Max/Min levels. See the topic on Generating Max/Min levels.
Minimum stock: The minimum level at which stock of this part should be maintained.
Maximum stock: The maximum level at which stock of this part should be maintained.
Lost Sales - Qty/Value: These fields are incremented automatically by Point-of-Sale whenever a transaction is recorded as a lost sale. The fields are updated depending on whether the sale was deemed to be lost because of insufficient stock (Qty) or customer dissatisfaction with the price (Value).
Note: The recording of a lost sale may be set to update the demand for the part. This is determined by the Adjust demand flag on the Main tab of the POS parameters. The lost sales Qty is the number of times sales have been lost and not the parts qty involved.
PPI classification: The PPI classification that the part belongs to for the purposes of determining the frequency that the part needs to be counted within Perpetual Inventory. These categories are defined via the Classification codes option on the SC PERPETUAL OPTIONS menu.
Date raised: The date on which the part was created. The is updated by the system.
Date first moved: The first date on which a stock movement was recorded against this part. This is updated by the system.
Date last moved: The last date on which a stock movement was recorded against this part. This is updated by the system.
Date last sold: This date is maintained by the system and is the date of the last sale made through the POS system.
Date last purchased: The date of the last purchase made (regardless of supplier) using the Purchase Control programs.
YTD demand: The year-to-date demand of the part. (The start and end of year is defined by you, not necessarily from January to December.)
Prev YTD demand: The previous year's demand of the part.
Date last max/min: The last date that the Generate Max/Min Levels program was run.
Demand since: The period demand of the part since the last time the Generate Max/Min Levels program was run.
Average demand: This figure is recalculated when the Generate Max/Min Levels program is run. The calculation for this field is contained in the topic Calculation of Average Monthly Demand.
Note: The recalculation of the max/min levels takes place whenever the Generate Max/Min Levels program is run, unless the Generate program has already been run on that day.
Excess stock percent: The percentage displayed here is multiplied by the Average Monthly Demand to determine if the order quantity on a WIP is excessive. If the quantity on a WIP is greater than this calculated figure it will not be included as part of the average monthly demand. This is so that if a part has a sudden high demand on an order this does not then skew the overall average demand for that part.
Note: The Main details tab of the SM system parameters also holds a field called Excess stock percent. The field on the stock record overrides the system parameter, if greater than zero.
Forecast category: This code refers to the movement pattern of this part when using a certain method of calculating Max/Min levels. See the topic on Generating Max/Min levels.
Lowest: The lowest minimum level that this part has fallen to, and the date on which the part was at this level.
Highest: The highest maximum level that this part has achieved, and the date on which the part was at this level.
Demand ratio: This is the total of all the units sold from History(2) to History(13) divided by the Total stock quantity on hand on the Quantities tab.
Requests: The number of requests made for the part in a period, where Now is the current period, and the previous 12 periods are also shown.
Units: The number of units requested in a period.
Note: ONE request may be for FIFTY units. Thus the values in each column may be quite different to one another.
PUSH BUTTONS:
Graph: Shows a graphic display of the Requests history.
Prev year: Shows the previous 12 months' Request and Demand history. Up to 36 months of history may be displayed by clicking this button for each 12 month period. The relevant month number is displayed to the left of the table.
Graph: Shows a graphic display of the Demand history
Next year: In a similar manner to the Prev year button, the Next year button is used to display the forwarding 12 months' Request and Demand history. This button is only enabled after the Prev year button is clicked. In this way it is possible to cycle through, in 12 month periods, 36 months of history.
Tip: Double-click a transaction to display further details from the parts log file on the Account, WIP, References and Stock file.
This tab shows the movement of the part and the resulting stock quantity of that movement. The most recent transactions are displayed first. For each part, the following details are summarized:
Tip: Click the Filter button to limit the display of transactions according to the selection criteria that you specify.
Decarded: The date the part was issued from stock.
Customer: The supplier account code if the transaction is a purchase, or the customer's Sales Ledger account code if the transaction is a sale.
Op: An operator number is entered in both Point-of-Sale and Purchase Control. The operator number used for the transaction is shown here.
P/order Rqn: The purchase order number for the purchase transaction is shown, or the Point-of-Sale requisition document number for issues.
Invoice: This is the sales invoice number.
WIP no: If the transaction is a sale, this is the Point-of-Sale Work-in-Progress record number. If the transaction is a purchase, this is the Goods Received Note (GRN) number.
Qty: The quantity for this transaction. Note that quantities may be negative or positive reflecting not only sales and purchases but also credit notes which will return stock to the bin, and unreceived or negative purchases which will remove stock quantities from the bin.
L: The stock location (1-9) which was affected by this transaction entry.
Result: The resulting stock quantity after the transaction has taken place.
Cost: The average cost price of the part at the time the transaction took place.
Audit: The audit number allocated by the system at the time the part was de-carded/added to stock.
T: The Type of transaction, that is Sale, Purchase or Audit.
Legend:
This group box displays a list of categories in different colours. The items in the grid are displayed in the colour that corresponds to the category to which they belong.
Sales: This is a sales transaction.
Purchases: This is a purchase transaction.
Outside margin:This is sales transaction that has fallen outside of the Min/Max margins permitted.
Financial: This transaction is a financial credit, that is no quantity has been returned to stock and only the financial information on the original invoice has been reversed. If you return parts to stock when you raise a credit, the resulting quantity for the transaction is incremented accordingly.
This tab displays any lost sales for the part. The most recent transactions are displayed first. For each part, the following details are summarized:
Tip: Click the Filter button to limit the display of transactions according to the selection criteria that you specify.
Date: This is the date on which the sale for the part was lost.
Customer: This is the customer account code to which the lost sale relates.
Operator: This is the operator ID of the person who raised the WIP that contains the lost sale part.
WIP number: This is the WIP number of the lost sale for the part.
Quantity: This is the quantity of the part that was involved in the lost sale.
Cost: This is the cost price of the part at the time of the sale. The cost price shown is the individual cost of the part regardless of quantity, not the cumulative cost of sale for the part.
Lost Sale Code: This code relates to the type of lost sale:
- 1: Insufficient stock
- 2: Value, that is the customer rejected the sale for being too expensive
Lost Sale Reason: In conjunction with the previous field, a reason is shown for the lost sale. This is selected from a list of available reason codes at the time the lost sale code is entered on the WIP for the part.
See also: Assemblies and Kits
If the part number is itself an assembly number, this tab displays the component parts for the assembly.
Component: The component part number.
Quantity: The quantity of this part required for the kit.
Text:
This group box displays a description of the kit. This is taken from the Description fields on the Detail Page 1 tab of the Kit record.
See also: Assemblies and Kits
If the part is flagged as being resident in an assembly, this tab shows details of the assemblies to which this part belongs.
Assembly: The assembly part number.
Qty. in kit: How many of the part are required for the kit.
Free stock: How many of the kits are in stock.
Description: A description of the kit. This is taken from the Description fields on the Detail Page 1 tab of the Assembly record.
This tab shows details of the purchase orders. The most recent transactions are displayed first.
Tip: Double-click a transaction to display further details about the purchase order from the Purchase line and Order header.
Created: The date on which the order was raised.
Supplier: The Purchase Ledger account code of the supplier against whom the order was placed.
Order.no: The purchase order number.
Qty: The quantity of the part ordered on the Purchase Order.
Note: The Total stock quantity on order against all suppliers is shown on the Quantities tab.
Type: The type of order, for instance
- S: Stock
- V: VOR
- W: Warranty
- C: Collect
These types are entered in the Purchase order types field on the Main tab of the POS parameters.
Status: The current status of the order.
- I: INTER DEALER
- P: ISSUE (awaiting picking)
- R: RESERVE
- S: STOCK BACK ORDER
- V: VOR BACK ORDER
Expected: The expected date of delivery.
Remarks: The first 21 characters of the order line remarks.
WIPline: The WIP/line number on which the order was placed, if applicable.
This tab displays customer backorders placed through the Point-of-Sale system. The most recent transactions are displayed first.
Tip: Double-click a transaction to display further details about the back order from the Parts line and WIP header.
Inserted: The date the backorder was raised.
Customer: The customer's Sales Ledger account code.
WIPno: The WIP number on which the order was taken.
Quantity: The quantity of the part back ordered on the WIP.
Note: There may be a corresponding order for this quantity on the Purchase Orders tab.
Type: The parts status code used on the WIP.
Required: The date the part is required, as input at the time the Back Order was raised.
Lcn: The stock location against which the backorder was raised.
See also: Best Buy Enquiry
If a supplier provides best buy information, a summary of the details is displayed on the Best buy tab.
Supplier: This field displays the Purchase Ledger account number of the preferred supplier of the part.
For each supplier that provides best buy information, the following details are summarized:
Supplier: The Purchase Ledger account number of the supplier.
Alias: The part number used by the supplier, if different from the part number used by the dealership.
Disc: The 3-character discount code.
Local: The price in the currency of the supplier.
Cur: The currency in which the local price is expressed.
Price: The price in the base currency, that is your own system currency.
Stock: The stock terms (price) applicable to the part for this supplier.
VOR: The Vehicle-Off-Road terms (price) applicable to the part for this supplier.
Int: The Intermediate (other) terms (price) applicable to the part for this supplier.
See also: Imprest Stock
The Imprest tab shows stock consigned to customers on an imprest basis. The following list is displayed for each customer that is holding stock on your behalf for the particular part.
Account: The Customer Account code of the customer holding imprest stock of the part on your behalf.
Name: This is the customer name relating to the customer account code in the previous field.
Bin location: This is the bin location of the part at the customer's site. For this to be shown, the bin location must be set up in the stock maintenance file in Imprest Stock.
Quantity: This is the quantity of stock that the customer is holding on your behalf.
Maximum: This is the maximum allowable amount of stock that the customer may hold of the part.
See also: Additional Text
The Text tab displays details of memorandum text, allowing you to view any help text that has been recorded against the part record. Text can be of a Purchase, Sales or Internal nature, and is displayed in either Purchase Control or Point-of-Sale.
If the part exists on the manufacturer's price file, this tab is populated with the details from the price file. The field names are franchise-specific, and vary from manufacturer to manufacturer.
Column 1: Displays the field names on the manufacturer's price file.
Column 2: Displays the data on the manufacturer's price file.
See also: Displaying Audit Files; End of Month Report
The Audit tab is only displayed to priority 9 users, and consequently is not described in this help system. The SM/EOP routine produces, and retains, an audit file that can be used as a tool to check audit queries retrospectively. Some of these details are displayed on the Audit tab. This information assists high-priority users, such as management or support personnel, in tracing and rectifying stock audit errors.