View stock item history

A stock item history is available if the stock item is set to maintain a movement history.

You can view current and archived transactions for the stock item.

The transactions are displayed in chronological order based on the date they were recorded. The information provided covers the movement type, quantity, location and references used. Movement type covers:

Goods in	Record of goods received using Purchase Order Processing; also sales returns recorded in Sales Order Processing.
Goods out	Record of goods despatched using Sales Order Processing; includes goods returned to suppliers that are not required in Purchase Order Processing.
Allocations	Details allocations assigned to sales orders. Also details current and issued allocations recorded using Stock Control.
Internal issues	Goods issued to an internal area, using Stock Control.
Customer free of charge	Goods issued to a customer, using Stock Control.
Return to supplier	Goods returned to a supplier, that you want replaced or repaired as recorded in Stock Control.
Stock additions	Goods that have been discovered and added to stock, using Stock Control.
Write offs	Stock values that are written off in Stock Control.
Transfers	Relevant if using multiple locations; details the movement of stock between warehouses and bins.
Stocktake adjustments	Details stock updates as a result of completing a stocktake, using Stock Control.
Opening balances	Details the opening balances for an item as recorded in Stock Control.

Breakdown for a transaction provides information such as unit cost price, value and analysis codes used.

An advanced selection filter provides a means of selecting movement transactions by account type (customer, supplier, internal or all) and/or analysis codes.

A printed version of the movement history can be generated from the enquiry window.

To view stock item history

Open: Stock Control > Enquiries > View Stock Item History.

Select the stock item using the Item history selection options.
Select the Current History tab to view the current transactions you are interested in.
Select the Archived History tab to view the historical transactions you are interested in.
Batch/serial numbered item: click Serial No Details or Batch No Details to view further details such as the item's batch/serial numbers and, if available, the Sell By and Use By dates.
To view the breakdown for a transaction, select the transaction from those displayed and then select the Show details check box.
To generate a printed copy of a transaction, select the transaction from the displayed list and click Print.
To refine the displayed list use the Item history selection options.
1. To view transactions for a particular warehouse, select it from the Warehouse drop-down list.
2. To view transactions in a date range, enter the date range from and to into the date boxes.
3. To filter the displayed list by Movement type, Account type or Analysis codes click Advanced Selection. The Show Item History Advanced window is displayed.
4. Enter the selection requirements using the lists.
5. Click Apply. The window closes and the results are displayed in the View Stock Item History window.
6. To search in the displayed list click Find. The Find window is displayed.
7. Enter text that can be used to search for the transaction in the Find box.
8. Select the column you want the search performed in.
9. Select the Match criteria (any, start and whole).
10. Click Find First and then Find Next until you find the transaction you are searching for.
11. Click Close. The window closes and you return to the View Stock Item History window.