Issue allocated stock (traceable item)
About issuing allocated stock (traceable item)
Although an allocation can be recorded for a batch/serial numbered item when there is insufficient stock, the allocation quantity cannot be issued until there is sufficient free stock available and this stock must have assigned batch/serial numbers. Otherwise it may only be possible to part issue the required quantity.
During the activity you can view details of the item such as the batch/serial number, supplier of the item and any sell by or use by dates, if applicable.
To issue allocated stock (traceable item)
Open: Stock Control > Allocations > Issue Allocation.
- Select the stock item to be issued.
- To refine the displayed list, use the Allocation selection options.
- Select the allocation to be issued and click Issue Allocation.
- Enter the Quantity to issue (cannot exceed current allocation). By default, the maximum amount is already entered for you.
- Accept or amend the displayed Date of issue.
- Record the items to be issued.
- Batch/serial numbers assigned to an issue prior to releasing the items: Those numbers recorded during allocation are pre selected. To part issue, clear the check box to the left of those items that are not to be issued.
- Batch/serial numbers not assigned to the issue prior to release: Select the batch/serial items to be issued by clicking the check box to the left of each required item record.
- Batch only: enter the issue quantity for each selected batch in the Quantity to issue box, expressed in the stock unit. The amount in the Quantity to issue box must match the total Quantity to Issue.
- Click OK.
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.