Stock item history

Find this screen

Open: Stock Control > Enquiries > Stock Item History.

How to

View stock item history

Open: Stock Control > Enquiries > Stock Item History.

1. Select the stock item Code.

2. A list of transactions are displayed in the Current History section.

   Transactions are displayed in order of the date they were recorded.

3. You can choose what to display in the transaction list.

   • To hide stock adjustment and stock allocation transactions from the list, select Exclude adjustments.

   • To filter the list by transaction type, select Item history selection, then select the transaction Type.

     What are the transaction types?

     Stock transaction types

     Transaction type	Description
     All Goods in	Goods received from purchase orders. Sales returns recorded from sales orders. Stock recorded from adding stock, stocktake adjustments, internal returns, stock transfers, stock returns from suppliers, stock opening balances, and BOM builds.
     All Goods out	Goods despatched using sales orders, and goods returned to suppliers (that are not required in purchase orders). Stock recorded from stock internal issues, stocktake adjustments, stock transfers, stock returns to suppliers, customer FOC issues, write offs, and BOM issues.
     All Allocations	Allocations assigned to sales orders, and current and issued allocations recorded using Stock Control.
     All Issues	Goods issued for an internal area (using Stock Control), stock return to supplier, customer FOC issue, and BOM issues.
     Internal issues	Goods issued only for an internal area (using Stock Control).
     Internal returns	Goods received from internal returns.
     BOM issues	Stock issues for the components of a BOM.
     BOM build	Stock of the built BOM item.
     Customer FOC issues	Goods issued free of charge to a customer (using Stock Control).
     Returns to suppliers	Goods returned to a supplier, that you want replaced or repaired (recorded in Stock Control).
     Returns from suppliers	Goods returned from a supplier.
     Stock additions	Goods that have been discovered and added to stock (using Stock Control).
     Write offs	Stock values that are written off (using Stock Control).
     Transfers	Stock transfers between different locations (warehouses and bins).
     Stocktake adjustments	Stock updates as a result of completing a stocktake (using Stock Control).
     Opening balances	Opening balances for an item recorded in Stock Control.

   • To filter the transaction list by account type, select Item history selection, then select Account Type to view Customer, Supplier, or Internal transactions. You can select an individual customer and supplier.

   • To filter the transaction list by analysis code, select Item history selection, then select or enter the Value for the appropriate analysis code.

     Note: If you haven't used any analysis codes with the transaction, then nothing will be displayed for the Value.

   Tips for using the list

   • Search for items by typing in the box at the top of a column.

   • Use filters to show items that contain particular text or a range of values.

     • To filter a column, select the filter button in the column heading, or select the filter button from the menu in the column header.
     • If you want to filter by a date, use the filter button from the menu in the column header.
   • Sort the list by selecting the column heading. Select the heading once to sort in ascending order, and select it again to sort in descending order.
   • To add or remove columns, select the menu button in the column header, then select the columns button.
   • To pin a column, select the menu button in the column header, then select Pin Column and choose the column.
   • To move a column, select and hold the column heading, then drag it to a new position.

   Note: You'll not see the menu button in the column header until you either: hover over the column heading with a mouse, press and hold the column heading on a touch screen, or navigate to the column heading using a keyboard Tab key (use Ctrl + Enter to open the menu).

4. Select a transaction to see more information, displayed in the Details and Analysis Codes tabs.

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Useful info

Movement types

The Movement Type tells you how the stock item was moved in or out of Sage 200.

Stock movement types for different transactions

Transactions	Stock level updated (+ / -)	Free Stock updated (+ / )	Movement Type	Description
Purchase order
POP order			On POP Order	Added to a purchase order.
POP Receive order	+	+	On POP Order Adjustment In - POP	Stock received.
POP Despatch return	-	-	Out - POP	Purchase return despatched.
Sales order
SOP order		-	Allocation - Customer	Allocated to sales order.
SOP Amend Allocation		+ / -	Allocation - Adjustment	Stock allocated to a sales order was manually changed.
SOP Despatch Order	-	-	Allocation - Adjustment Out - SOP	Sales order despatched.
SOP Receive Return	+	+	In - SOP	Sales return received.
Add Stock
Add stock	+	+	In - Unknown Source	Item added using the Add Stock screen.
Internal areas
Internal Issue Issue Allocation	-	-	Out - Internal	Stock is moved to an internal area.
Internal Allocation		-	Allocation - Internal	Stock is reserved for an internal area. Free stock reduced.
Amend Allocation		+ / -	Allocation - Adjustment	The number of items reserved is changed. Free stock is updated.
Internal Return	+	+	In - Internal Return	Stock previously moved to an internal areas is returned.
Return goods to supplier for repair
Return To Supplier	-		Out - Return	Stock is moved from the current warehouse to the Returns warehouse.
Return from Supplier	+		In - Completed Return	Stock retuned from supplier after being repaired. It's moved from the Returns warehouse to warehouse specified.
Issue to customer free of charge (FOC)
Customer FOC Issue Allocation	-		Out - FOC	Stock sent to a customer free of charge.
Customer Allocation		-	Allocation - Customer	Stock is reserved for a customer. Free stock is reduced.
Amend Allocations		+ / -	Allocation - Adjustment	The number of items reserved is changed. Free stock is updated.
Transfer stock
Transfer stock	+		In - Transfer	Stock is moved between warehouses.
	-		Out - Transfer	Stock is moved between warehouses.
Write Off stock
Write Off Stock	-		Out - Write Off	Stock is written off.
Stocktake
Complete Stocktake	+		In - Stocktake	Stock level increased after a stocktake.
	-		Out - Stocktake	Stock level decreased after a stocktake.
Opening balances
Opening Balances at Locations	+	+	Opening balance	Stock level opening balance.
Bill of Materials
Record Built item	+	+	BOM Build	Increases the stock of the built item.
	-	-	BOM issue	Reduces the stock for the components of a BOM.