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:

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
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

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
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

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:

  • On-hand quantity
  • Allocated quantity
  • Allocatable quantity
  • Movable quantity
1 0
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

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
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

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: 
  • If this parameter is set to 3 and the Action when pressing Selectparameter is set to 0 (List options), the Balance ID options screen is displayed. If this setting is not updated, the List balance ID screen is displayed.
  • If this parameter is set to 4, the same screen (Print item label) is displayed with the same record.
1 2
Sequence of input fields
  1. Location
  2. Item
  3. Lot
  4. Container
  5. Receiving No
  6. Qty
  7. Printer
  8. No. of Copies
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

Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

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: 
  • If this parameter is set to 3 and the Action when pressing Selectparameter is set to 0 (List options), the Balance ID options screen is displayed. If this setting is not updated, the List balance ID screen is displayed.
  • If this parameter is set to 4, the same screen (Print item label) is displayed with the same record.
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: 
  • If data is not specified, the values are defaulted as A.
  • Values C, D, F, G, H and I are only applicable for numeric input fields.
1=B 1=A;2=A
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

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: 
  • If this parameter is set to 3 and the Action when pressing Selectparameter is set to 0 (List options), the Balance ID options screen is displayed. If this setting is not updated, the List balance ID screen is displayed.
  • If this parameter is set to 4, the same screen (Print item label) is displayed with the same record.
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: 
  • If data is not specified, the value A is defaulted.
  • Values C, D, F, G, H and I are only applicable for numeric input fields.
1=B 1=A;2=A
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

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:

  • New Qty input field input is physical quantity
  • New Qty input field suggested data is displayed as physical quantity
  • Info fields Quantity and Allocatable quantity are displayed in physical quantity
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:

  • A. Ascending
  • D. Descending

Fields:

CRS175MI.LstGeneralCode
  1. Reason (STKY)
  2. Description (TX40)
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
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.
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