Stock Enquiry Transaction
You can use the Stock Enquiry transaction to:
- View the listed balance IDs
- View the balance ID details
- Print putaway label
- Print item label Print package in stock label
- Reclassify status, lot, item and allocatable status
See Configuring Stock Enquiry Transaction parameters, for more information about configuring this transaction.
This transaction is composed of eight screens:
- Search Balance ID screen
- List Balance ID screen
- Balance ID Details screen
- Balance ID Options screen
- Print Putaway Label Screen
- Print Item Label Screen
- Print Package In Stock Label Screen
- Reclassify Screen
The Balance ID Options has five available options:
To open the stock enquiry transaction, select a transaction profile associated with the transaction, from the main menu.
Search Balance ID screen
Use this screen to search balance IDs.
Search Balance ID screen parameters
Parameter Name | Values | Example | Default Value |
---|---|---|---|
Auto trigger Next when all fields confirmed |
0: No 1: Yes |
1 | 0 |
Search field search sequence |
1: Location 2: Item 3: Lot 4: Container 5: Receiving No |
2;3;4 | 1;2;3;4;5 |
Sequence of filter fields |
1: Search 2: Location 3: Item 4: Lot 5: Container 6: Receiving No |
1;3;4 | 1;2;3;4;5;6 |
List Balance ID screen
This screen lists balance IDs based on the search performed in the Search Balance ID screen.
List Balance ID screen parameters
Parameter Name | Values | Example | Default Value |
---|---|---|---|
Action when pressing Select |
0: List options 1: Print item label 2: Print put-away label 3: Print package in stock label 4: Balance ID Details 5: Reclassify |
1 | 0 |
Auto select first record |
0: No 1: Yes - always 2: Yes - if only one record is listed |
1 | 0 |
Hide non-allocatable balance identities |
0: No 1: Yes Note: If set to 1; Balance ID is hidden if ID is not
allocatable or if allocatable net is 0.
|
0 | 1 |
Potency - Quantity display |
0: Normal potency quantity 1: Physical quantity If set to 1: For potency managed items the quantity is displayed as physical quantity instead of normal quantity. |
1 | 0 |
Quantity to display |
0: Total on-hand balance 1: Allocatable (On-hand balance - Allocated qty) 2: Movable (On-hand balance - Pick list qty - Pending putaway qty) |
1 | 0 |
Balance ID Details screen
Use this screen to display detailed information of the balance ID selected in the List Balance ID screen.
Balance ID Details screen parameters
Parameter Name | Values | Example | Default Value |
---|---|---|---|
Sequence of input fields |
1: Item number 2: Location 3: Lot 4: Container 5: On-hand quantity 6: Allocated quantity 7: Allocatable quantity 8: Movable quantity 9: Receiving No 10: Stock Zone 11: Status - balance ID 12: Allocatable 13: ABC class - frequency 14: Physical inventory in progress 15: Physical inventory number 16: Latest physical inventory date 17: Last receipt date 18: Last issue date 19: Priority date 20: Lot reference 1 21: Lot reference 2 22: Remark 23: Catch weight |
1;2;3;4;7 | 1;2;3;4;6;7;8;9;10;11;12;13;14;15;16;17;18;19;20;21;22;23 |
Potency - Quantity display |
0: Normal potency quantity 1: Physical quantity If set to 1: For potency managed items quantities are displayed as physical quantity instead of normal quantity. Applies to the following fields:
|
1 | 0 |
Balance ID Options screen
This screen lists the options that can be used for the selected balance ID in the List Balance ID screen.
Balance ID Options screen parameters
Parameter Name | Values | Example | Default Value |
---|---|---|---|
Sequence of options |
1: Print item label 2: Print put-away label 3: Print package in stock label 4: Balance ID details 5: Reclassify |
1;4;5 | 1;2;3;4;5 |
Print Putaway Label Screen
Use this screen to print a putaway label for the selected balance ID.
Print Putaway Label screen parameters
Parameter Name | Values | Example | Default Value |
---|---|---|---|
Auto confirm input field data |
1: Quantity 2: Printer 3: No. of Copies A: No. Requires confirmation by scanning or by entering the data B: Yes. The value is confirmed automatically. C: Yes. The value is confirmed automatically, if the suggested data is not Blank D: Yes. The value is confirmed automatically, if the suggested data is Blank Note: If no value is suggested for a mandatory
field, the user must scan a value regardless of how this
parameter is configured.
|
1=B;2=B |
1=A;2=A;3=A |
Auto trigger Next when all fields confirmed |
0: No 1: Yes |
1 | 0 |
Numeric keypad - Activate negative sign |
1: Quantity 2: No of Copies A: No B: Yes |
1=B | 1=A;2=A |
Numeric keypad– Enable |
1: Quantity 2: No of Copies A: No B: Yes C: Yes, auto display |
1=C;2=A | 1=B;2=B |
Populate scan field with suggested data |
1: Quantity 2: Printer 3: No of Copies |
1;2;3 | Blank |
Printer browse - Printers to include |
Any printer (multiple and/or range) or Printer group (format *GRP=X where X=Modification field in CRS290 or *All (include all, overrides any printer group set in FT admin Users form) Note: There is no specific M3 field for Printer
group. The Modification field in CRS290 is used as printer
group.
If this parameter is selected, the printers defined in this parameter are only allowed. If this parameter is cleared (blank), the Printer group defined in the Printer group - Label Printer field of the User parameters tab displayed in the FTUsersMaint screen for the Factory Track admin is used. If the group is not defined for the current user, all the printers are available for printing. |
PRT01;PRT13-PRT26;PRT87 or *GRP=PG1 or *ALL |
Blank (all warehouses are included) |
Screen to display after report |
1: Search balance identity 2: List balance identity 3: Balance ID options 4: Print putaway label (same record) Note:
|
1 | 2 |
Sequence of input fields |
|
1;2;3;6;7 | 1;2;3;4;5;6;7;8 |
Suggest data for input field Printer | Any Printer
Note: If no printer is set, the printer from User
Settings is suggested.
|
PRINTER01 | Blank |
Suggest data for input field No of Copies | Numeric | 2 | Blank |
Verify input field suggested data |
1: Quantity 2: Printer 3: No. of Copies A: No. The scanned value is not verified against the suggested value. B: Yes. A warning message is displayed if the scanned value does not match the suggested value. C: Yes. A warning message is displayed if the scanned value is greater. Dnull: Yes. A warning message is displayed if the scanned value is less than the suggested value. E: Yes. The scanned value must match the suggested value. F: Yes. The scanned value cannot be greater than the suggested value. G: Yes. The scanned value cannot be less than the suggested value. H: Yes. The scanned value cannot be less than the suggested value. A warning message is displayed if the scanned value is greater than the suggested value. I: Yes. The scanned value cannot be greater than the suggested value. A warning message is displayed if the scanned value is less than the suggested value. Note: Values C, D, F, G, H and I are only applicable
for numeric input fields.
|
1=A;2=B |
1=C;2=A;3=A |
Print Item Label Screen
Use this screen to print an item label for the selected balance ID.
Print Item Label screen parameters
Parameter Name | Values | Example | Default Value |
---|---|---|---|
Auto confirm input field data |
1: Printer 2: No of Copies A: No. Requires confirmation by scanning or by entering the data B: Yes. The value is confirmed automatically. C: Yes. The value is confirmed automatically, if the suggested data is not Blank D: Yes. The value is confirmed automatically, if the suggested data is Blank Note: If no value is suggested for a mandatory
field, the user must scan a value regardless of how this
parameter is configured.
|
1=C | 1=A;2=A |
Auto trigger Next when all fields confirmed |
0: No 1: Yes |
1 | 0 |
Numeric keypad - Activate negative sign |
1: No of Copies A: No B: Yes |
1=B | 1=A |
Numeric keypad - Enable |
1: No of Copies A: No B: Yes C: Yes and displayed automatically when the field is selected. |
1=C | 1=B |
Populate scan field with suggested data |
1: Printer 2: No of Copies |
1 | Blank |
Printer browse - Printers to include |
Any printer (multiple and/or range) or Printer group (format *GRP=X where X=Modification field in CRS290 or *All (include all, overrides any printer group set in FT admin Users form) Note: There is no specific M3 field for Printer
group. The Modification field in CRS290 is used as printer
group.
If this parameter is cleared (blank), the Printer group defined in the Printer group - Label Printer field of the User parameters tab displayed in the FTUsersMaint screen for the Factory Track admin is used. If the group is not defined for the current user, all the printers are available for printing. |
PRT01;PRT13-PRT26;PRT87 or *GRP=PG1 or *ALL |
Blank (all warehouses are included) |
Screen to display after report |
1: Search balance identity 2: List balance identity 3: Balance ID options 4: Print item label (same record) Note:
|
1 | 2 |
Sequence of input fields |
1: Item 2: Printer 3: No of Copies |
1;2;3 | 1;2;3 |
Suggest data for input field No of Copies | Numeric | 2 | Blank |
Suggest data for input field Printer | Any Printer
Note: If no printer is set, the printer specified in
the User Settings is suggested.
|
PRINTER01 | Blank |
Verify input field suggested data |
1: Printer 2: No of Copies A: No. The scanned value is not verified against the suggested value. B: Yes. A warning message is displayed if the scanned value does not match the suggested value. C: Yes. A warning message is displayed if the scanned value is greater than the suggested value. D: Yes. A warning message is displayed if the scanned value is less than the suggested value. E: Yes. The scanned value must match the suggested value. F: Yes. The scanned value cannot be greater than the suggested value. G: Yes. The scanned value cannot be less than the suggested value. H: Yes. The scanned value cannot be less than the suggested value. A warning message is displayed if the scanned value is greater than the suggested value. I: Yes. The scanned value cannot be greater than the suggested value. A warning message is displayed if the scanned value is less than the suggested value. Note:
|
1=B | 1=A;2=A |
Print Package In Stock Label Screen
This screen prints the package in stock label for the selected balance identity.
Print Package In Stock Label screen parameters
Parameter Name | Values | Example | Default Value |
---|---|---|---|
Auto confirm input field data |
1: Printer 2: No. of Copies A: No. Requires confirmation by scanning or by entering the data B: Yes. The value is confirmed automatically. C: Yes. The value is confirmed automatically, if the suggested data is not Blank D: Yes. The value is confirmed automatically, if the suggested data is Blank Note: If no value is suggested for a mandatory
field, the user must scan a value regardless of how this
parameter is configured.
|
1=C | 1=A;2=A |
Auto trigger Next when all fields confirmed |
0: No 1: Yes |
1 | 0 |
Numeric keypad - Activate negative sign |
1: No of Copies A: No B: Yes |
1=B | 1=A |
Numeric keypad - Enable |
1: No of Copies A: No B: Yes C: Yes and displayed automatically when the field is selected. |
1=C | 1=B |
Populate scan field with suggested data |
1: Printer 2: No of Copies |
1 | Blank |
Printer browse - Printers to include |
Any printer (multiple and/or range) or Printer group (format *GRP=X where X=Modification field in CRS290 or *All (include all, overrides any printer group set in FT admin Users form) Note: There is no specific M3 field for Printer
group. The Modification field in CRS290 is used as printer
group.
If this parameter is selected, the printers defined in this parameter are only allowed. If this parameter is cleared (blank), the Printer group defined in the Printer group - Label Printer field of the User parameters tab displayed in the FTUsersMaint screen for the Factory Track admin is used. If the group is not defined for the current user, all the printers are available for printing. |
PRT01;PRT13-PRT26;PRT87 or *GRP=PG1 or *ALL |
Blank (all printers are included) |
Screen to display after report |
1: Search balance identity 2: List balance identity 3: Balance ID options 4: Print package in stock label (same record) Note:
|
1 | 2 |
Sequence of input fields |
1: Package 2: Printer 3: No. of Copies |
1;3;2 | 1;2;3 |
Suggest data for input field No of Copies | Numeric | 2 | Blank |
Suggest data for input field Printer | Any Printer
Note: If no printer is set, the printer specified in
the User Settings is suggested.
|
PRINTER01 | Blank (nothing defaulted) |
Verify input field suggested data |
1: Printer 2: No. of Copies A: No. The scanned value is not verified against the suggested value. B: Yes. A warning message is displayed if the scanned value does not match the suggested value. C: Yes. A warning message is displayed if the scanned value is greater than the suggested value. D: Yes. A warning message is displayed if the scanned value is less than the suggested value. E: Yes. The scanned value must match the suggested value. F: Yes. The scanned value cannot be greater than the suggested value. G: Yes. The scanned value cannot be less than the suggested value. H: Yes. The scanned value cannot be less than the suggested value. A warning message is displayed if the scanned value is greater than the suggested value. I: Yes. The scanned value cannot be greater than the suggested value. A warning message is displayed if the scanned value is less than the suggested value. Note:
|
1=B | 1=A;2=A |
Reclassify Screen
Use this screen to reclassify(reset) the selected balance identity to a new status, lot, item or allocatable status.
Reclassify screen parameters
Parameter Name | Values | Example | Default Value |
---|---|---|---|
Auto confirm input field data |
1. New Item 2: New Qty 3: New Lot 4: Reason 5: Lot Ref 1 6: Lot Ref 2 7: Remark 8: Exp Date 9: Sales Date A: No. Require confirm by scan/enter data. B: Yes – Always auto confirm field. C: Yes – Auto confirm field if suggested data = NOT blank. D: Yes
– Auto confirm field if suggested data = blank.
Note: Mandatory field with blank suggested data
cannot be auto confirmed. This will require input regardless
of this setting. New item number or lot number is mandatory
if there’s confirmed value in New qty.
|
1=B;2=C;3=A;4=A;5=B;6=B;7=C;8=A;9=D | 1=A;2=A;3=A;4=A;5=A;6=A;7=A;8=A;9=A |
Auto trigger Next when all fields confirmed |
0: No 1: Yes |
1 | 0 |
Date format Exp/Sales Date |
1= YYYYMMDD 2= YYYYDDMM 3= MMYYYYDD 4= MMDDYYYY 5= DDYYYYMM 6= DDMMYYYY 7= YYMMDD 8= YYDDMM 9= MMYYDD 10= MMDDYY 11= DDYYMM 12= DDMMYY 13= YYYYMM 14= MMYYYY 15= YYMM 16= MMYY Note: 13-16 DD=last day of the month.
|
1 | 7 |
Default data for input field Allocatable |
0: Not allocatable 1: Allocatable |
0 | Blank |
Default data for input field Status |
1: Under Inspection 2: Approved 3: Rejected |
1 | Blank |
Enable option to print balance ID label |
1: Manual print (function option) 2: Print From balance ID 3: Print To balance ID (full quantity) 4: Print To balance ID (reported quantity) If the value in this parameter is 1, the Print option is displayed to access the Print Label screen. The values for the fields, Confirmed Item, Location, Lot, Container and Quantity from current balance ID are defaulted. If the value in this parameter is 2, the Print Label screen displays the data defaulted from the From balance ID after reclassify is reported. If value in this parameter is 3/4, the Print Label screen displays the data defaulted from the To balance ID, after reclassify is reported. The value in the Quantity field is specified as the full quantity (3) or the reported quantity (4). If this parameter is set to multiple options,the order set in this parameter controls the order sequence for displaying the screens. The putaway label (MWS450PF) is printed. |
1;2;4 | Blank |
Mandatory input fields |
1: Allocatable 2: Status 3: New Item 4: New Lot 5: New Quantity 6: Reason 7: Lot Ref 1 8: Lot Ref 2 9: Remark |
1;2;5 | Blank |
Numeric keypad - Activate negative sign |
1: New Quantity 2: Allocatable 3: Exp Date 4: Sales Date A: No B: Yes |
1=B;2=A;3=A;4=A | 1=A;2=A;3=A;4=A |
Numeric keypad– Enable |
1: New Quantity 2: Allocatable 3: Exp Date 4: Sales Date A: No B: Yes B: Yes, auto display |
1=B;2=B;3=A;4=A | 1=B;2=B;3=B;4=B |
Populate scan field with suggested data |
1: Allocatable 2: Status 3: New Item 4: New Lot 5: New Qty 6: Reason 7: Lot Reference 1 8: Lot Reference 2 9: Remark 10: Expiration Date 11: Sales Date |
1;2;3;4;6 | Blank |
Potency - Quantity input |
0:Normal potency quantity 1:Physical quantity This setting is only applicable for potency managed items If set to 1:
|
1 | 0 |
Reason browse - Reasons to include |
Any reason (multiple or range). If this parameter is active: Only values set in this parameter are allowed. |
BAD;DIS;H02-H07;Z43 | Blank (all reasons are included) |
Reason browse - Sorting order |
Set max 10 fields to sort by in the format N=X;N=X etc. where N = field number and X = either A for ascending or D for descending. Logic:
Fields: CRS175MI.LstGeneralCode
|
2=A;1=D | 1=A;2=A (Reason/Description) |
Sequence of input fields |
Info fields: 1: Location 2: Item 3: Lot 4: Container 5: Quantity 6: Allocated quantity Input fields: 7: Allocatable 8: Status 9: New Item 10: New Lot 11: New Qty 12: Reason 13: Lot Reference 1 14: Lot Reference 2 15: Remark 16: Expiration date 17: Sales date |
1;2;3;4;5;6;7 | 1;2;3;4;5;6;7;8;9;10;11;12;13;14;15;16;17 |
Suggest data for input field New Item |
0: Blank 1: Same as current item (applicable for lot-controlled items only) |
1 | 0 |
Suggest data for input field New Lot |
Any lot *CUR (Same as current lot number) *AUTO* (Auto generate) If set to “*AUTO*”: A new lot number is retrieved and used when reclassification is triggered. The lot number is not displayed on the screen. Setting “*AUTO*” is only applicable for the items with lot numbering methods = 1, 2, 3, 6 or 7 (auto generate). For items with lot numbering method 0, 4 or 5 (manual lot), suggested value is not specified. Input is mandatory if this parameter is set to “*AUTO*”. |
LOTABC or *AUTO* |
Blank |
Suggest data for input field New Qty |
Any quantity A: Total on-hand balance B: Allocatable (On-hand balance - Allocated qty) |
A | B |
Suggest data for input field Reason |
Any Alpha |
DIS | Blank |
Verify input field suggested data |
1: New Item 2: New Qty 3: New Lot 4: Reason 5: Exp Date 6: Sales Date A: No. The scanned value is not verified against the suggested value. B: Yes. A warning message is displayed if the scanned value does not match the suggested value. C: Yes. A warning message is displayed if the scanned value is greater than the suggested value. D: Yes. A warning message is displayed if the scanned value is less than the suggested value. E: Yes. The scanned value must match the suggested value. F: Yes. The scanned value cannot be greater than the suggested value. G: Yes. The scanned value cannot be less than the suggested value. H: Yes. The scanned value cannot be less than the suggested value. A warning message is displayed if the scanned value is greater than the suggested value. I: Yes. The scanned value cannot be greater than the suggested value. A warning message is displayed if the scanned value is less than the suggested value. Note: Values C, D, F, G, H and I are only applicable
for numeric input fields.
|
1=B;2=C;3=E;4=B;5=A;6=E | 1=A;2=A;3=A;4=A;5=A;6=A |