This section includes the fields and descriptions for the Warehouse Transactions Tab.
Warehouse Transaction Island
| Field | Description |
|---|
| Transaction No.
|
This field shows the number of the current transaction. When a transaction is created, it is automatically assigned a number from the number series “Warehouse Transaction” set up in the window System Numbers in the Set-Up module.
|
| Warehouse
|
This field shows the warehouse in which the re-location of items is to take place. When creating a transaction, specify the relevant warehouse in this field. Once the transaction has been created, this field can no longer be changed.
|
| Open Picking Lists
|
This field shows whether there is an open picking list assigned to the current warehouse transaction. If the field is marked, an open picking list currently exists for the warehouse transaction. When this field is marked it is not possible to change the table part.
|
| Create Picking List Failed
|
This field is automatically marked if you have attempted to create a picking list for the current warehouse transaction, but the procedure failed, for example, because Maconomy was not able to find a source or target location for one of the lines. This means that you manually have to specify the source and target locations in the table part of the warehouse transaction before a picking list can be created.
|
| Approved
|
This field is automatically marked when the warehouse transaction is approved. A warehouse transaction can be approved by selecting the action “Approve Warehouse Transaction” in this window. However, in the case of transactions created automatically from, for example, sales orders and item movements, the warehouse transaction is approved upon creation.
The approval is an indication that you have completed the line entry, and the transaction is ready for further processing. A warehouse transaction must be approved to create a picking list.
|
| Approved by
|
This field shows the name of the user who approved the current warehouse transaction. If the transaction was approved by selecting an action that results in the automatic creation and approval of a warehouse transaction, this field shows the name of the user who selected that action.
|
| Closed
|
This field shows whether the current warehouse transaction has been closed. The closing of a warehouse transaction indicates that no more of the re-locations on the transaction are to be carried out. This can be due to the fact that all of the lines have been fully implemented on the picking lists created from the transaction, but a transaction can also be closed if only part of it (or none of it) has been implemented but you want to stop the processing of the transaction, for example, due to lack of available items or major changes which would need a completely new warehouse transaction. It is not possible to change the table part of a closed warehouse transaction.
A warehouse transaction can be closed manually by selecting the action “Close Transaction” or by closing a related picking list. When you close a picking list which results in the full implementation of the warehouse transaction to which the picking list is assigned, the warehouse transaction is automatically closed. A warehouse transaction is fully implemented when all of the items on it have been moved to or from the locations specified on each line in the correct quantities, according to the closed picking lists assigned to the transaction.
If you close a picking list which does not result in the full implementation of the transaction, the transaction is not approved. This allows you to decide whether a new picking list should be created for the remainder or if the transaction should be closed manually, thus accepting that not all items were moved as requested.
However, if the field “Implicit Warehouse Transactions” has been marked for the current warehouse in the window Warehouse Information Card, Maconomy closes a warehouse transaction when a related picking list is closed, even if the warehouse transaction was not fully implemented.
|
| Closed by
|
This field shows the name of the user who closed the current warehouse transaction. If the transaction was closed as a result of closing a picking list as described in the field “Closed” above, this field shows the name of the user who closed the picking list.
|
Company Island
| Field | Description |
|---|
| Company No.
|
This field shows the number of the company responsible for the current warehouse transaction. Maconomy automatically assigns the transaction to the company to which the current warehouse is assigned as specified in the window Warehouse Information Card.
|
| Name
|
This field shows the name of the company specified in the field “Company No.” above.
|
References Island
| Field | Description |
|---|
| Order No.
|
If the warehouse transaction has been created from a sales order, this field shows the number of the order in question. It is not possible to manually assign a warehouse transaction to an order. For further information about how warehouse transactions are created from orders, see the descriptions of the actions in the window Sales Orders in the Sales Orders module.
|
| Item Purchase Order No.
|
If the warehouse transaction has been created from an item purchase order, this field shows the number of the order in question. It is not possible to manually assign a warehouse transaction to an item purchase order. For further information about how warehouse transactions are created from item purchase orders, see the descriptions of the actions in the window Item Receipt in the Item Purchase module.
|
| Production Transaction No
|
This field is not used in the current version of Maconomy.
|
| Inventory Change Transaction No.
|
If the warehouse transaction has been created from a movement voucher, this field shows the number of the voucher in question. It is not possible to manually assign a warehouse transaction to a movement voucher. For further information about how warehouse transactions are created from movement vouchers, see the descriptions of the actions in the window Inventory Change.
|
User Island
See the chapter “Getting Started” for a description of the fields in the island User.
As an exception, the version number in the field “Version” in this island is only increased every time the warehouse transaction is unapproved, that is, when a change is made to the transaction after its approval.
Remarks Island
| Field | Description |
|---|
| Remarks
|
In these fields, you can specify a number of remarks about the current warehouse transaction.
|
