Internal issue

Use this to record when an item is being used by another area or department in your company. For example, your sales team might need use some stock for a demo. An internal area represents the department you are allocating the stock to.

Use the Internal Issue screen to record an item as being used by an internal area, without reserving it first. This reduces the stock at the warehouse.

You can record when items are removed from stock to be used internally and you can reserve some stock to prevent it being sold.

  1. Create your internal areas, if you haven't already. A single default Internal area is created for you.
  2. To reserve an item, but don't remove it from stock, use the Internal Allocation screen. This reduces the free stock for this item at the warehouse.
  3. To remove a reserved item from stock, use the Issue Allocation screen. This removes previously reserved items from the warehouse, and reduces the stock at the warehouse.
  4. To record an item as being used by an internal area, without reserving it first, use the Internal Issue screen. This reduces the stock at the warehouse.
  5. If the item is returned once it's finished with, use the Internal Return screen. This increases the stock at the warehouse.

These transactions are recorded in the stock history for the item.

To issue stock internally

Open: Stock Control > Issues > Internal Issue.

  1. Select the Stock item.

  2. Enter details on the following tabs:

    • If you are using more than one location to store your stock, select the location where the stock item is stored using the Warehouse drop-down list.
    • Accept the displayed default Internal area or select another using the drop-down list.
    • Enter the Quantity of stock to be issued (up to five decimal places).
    • Accept or amend the movement Date.
    • Enter References for the movement (optional).

    • If required, select the Value for the relevant Analysis codes from the drop-down lists.

      Click New value to add a value to this analysis code.

      Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.

    • Enter text into the Memo box to supply supplementary information about the transaction (optional).
    • If the system is set to post to the Nominal Ledger, specify the Nominal posting accounts.
      • Accept or amend the displayed nominal accounts.
      • Enter a narrative Description to be applied to the nominal postings (optional).

    Use this tab to enquire on warehouse stocking levels.

    • Select the Warehouse you want to enquire on, using the drop-down list. The warehouse stocking levels are displayed.
    • Click Save or Proceed for batch/serial numbered items.

  3. Record batch/serial numbered items for issue, if applicable.

    • Select the batch/serial numbered items to be issued by selecting the check box to the left of each required item.
    • Batch only: in the New Quantity column enter the amount required expressed in the item's stock unit.
    • Click OK to save the information.
    Tip:

    When dealing with batch/serial numbered items you can also use:

    • Auto select: The system selects the items for you starting with the first item and continues in the order in which they are displayed until the required quantity is satisfied.
    • Find: To search for batch/serial numbered items.
    • Show details: To view details of Receipts or Allocations, such as the item's supplier, goods received details, or allocation details.
    • Refresh: To update the status availability of displayed items when items have been secured by other Sage 200 processes.
    • Attributes: View attributes for the traceable item that have been set on the item's product group.
See also

Other tasks

Allocate stock to an internal area

Internal return

Return stock to a supplier to be repaired

Customer FOC issue

Project issue

Write off stock

Reference

Issue allocated stock

Maintain analysis codes

Getting started with traceability