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Stock

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Location: View arrowrgray Stock

 

Overview:

Through this menu, it is possible to view the objects of storerooms saved in the system.

 

By default, the system does NOT display stocks whose number of objects equals to 0. For "empty" stocks to be considered in the search, the "Display records with stock equal to zero" option must be selected in the general parameters of the SE Supply and SE Waste components.

 

Specific buttons:

view

Click on this button to view the data of the object selected in the list of records.

olap

Click on the arrow next to the button and select the Analytics resource to analyze the search result.

report_config

Click on the arrow located next to this button to configure and issue the view stocks reports and other report options available for the menu.

3_quadrants

Click on this button to change the main screen layout to three quadrants. When selecting this option, in one of the quadrants, the system will display the details of the storage location/repository where the object selected in the list of records is stored.

2_quadrants

Click on this button to change the main screen layout to two quadrants.

 

Use the search filters described below to locate the desired record(s) based on specific information. To use them, go to the Search filters panel and click on the addfilter button to add filters.

 

For further details about the "Search panel" and other view operations, see the "User guide arrowrgrayy Views" section.

 

hmtoggle_arrow1Storeroom

ID #: Enter the ID # of the storeroom whose stock you wish to search for.

Name: Enter the name of the storeroom whose stock you wish to search for.

Object: Select the object type that the storeroom whose stock you wish to view stores: Supply, PDM or Waste.

Responsible team: Select the responsible team for the storeroom whose stock you wish to search for.

Event configuration: Select the configuration applied to the events of the storeroom whose stock you wish to search for.

Storeroom owner: Select the owner of the storeroom whose stock you wish to search for:

▪Internal: In the Department field that will be enabled, select the department to which the storeroom belongs.

▪Customer: In the Customer field that will be enabled, select the customer company that owns the storeroom.

▪Supplier: In the Supplier field that will be enabled, select the customer company that owns the storeroom.

 
hmtoggle_arrow1Waste

Use the fields in this filter to find the desired stock through the document related to it. To do this, select the waste or enter its ID # and/or name. In the Status field, check the options corresponding to the status in which the record of the waste related to the stock you wish to search for is found.

 
hmtoggle_arrow1PDM

Item: Select the item in stock you wish to search for.

ID #: Enter the ID # of the item in stock you wish to search for.

Name: Enter the name of the item in stock you wish to search for.

Batch: Enter the batch number of the item in the stock you wish to search for.

Validity: In the Start and End fields, select the date range that covers the date in which the item batch in stock you wish to search for is valid on.

Status: Check the option that corresponds to the record status of the item in stock you wish to search for: active or inactive.

 
hmtoggle_arrow1Supply

Supply: Select the supply in stock you wish to view. Click on the other buttons located next to the field to view the supply data screen or clear the filled in value.

ID #: Enter the ID # of the supply in stock you wish to search for.

Name: Enter the name of the supply in stock you wish to search for.

Batch: Enter the batch number of the supply in the stock you wish to search for.

Validity: In the Start and End fields, select the date range that covers the date in which the supply batch in stock you wish to search for is valid on.

Status: Check the option that corresponds to the record status of the supply in stock you wish to search for: active or inactive.

 
hmtoggle_arrow1Attribute

Click on the Add attribute button and select the attribute associated with the storeroom type whose objects in stock you wish to view, the operator, and a value for it. To use more than one attribute in this search, simply repeat the procedure described before.

 

After filling in the necessary filters, click on the "SEARCH" button in the "Search filters" panel to run the search or press the "ENTER" key on the keyboard. The result will be listed in the right part of the view screen.