Overview #

The Stock Issued module manages transactions related to the issuance of goods, such as materials or products dispatched to suppliers or projects. It allows users to create, view, edit, and delete goods issued records, tracking details like supplier, project, issuance date, status, and financial totals (excluding and including VAT). The module also supports managing issued items, capturing quantities, costs, and VAT percentages for accurate inventory and cost tracking. It integrates with supplier and project data to streamline inventory and procurement workflows.

Navigate to the Stock Issued Module #

1. From the main application interface, locate the Tile Menu.
2. Click on the Stock Issued tile to open the module.

How to Filter and View Stock Issued Records #

1. In the Goods Issued module, click the Open button on the main list view.
   • This refreshes the transaction list, displaying all goods issued records based on the selected transaction type.
   • The grid displays columns such as Status, Project, Supplier, Reference, Date, User, Total (Exc), Total (VAT), and Total (Inc).
   • Use the grid’s built-in filtering and sorting options to refine the view (e.g., filter by Status or Date).

How to Create a Stock Issued Record #

1. In the main list view, click the New button.
2. The interface switches to the Edit view, where you can fill in the following fields:
   • Status: Select from Pending, Active, Complete, or Cancelled.
   • Supplier: Choose a supplier from the dropdown list (populated with supplier contacts based on the transaction type).
   • Project: Select a project from the dropdown list.
   • Reference: Enter a unique reference for the goods issued record (e.g., issuance number).
   • Date: Set the issuance date using the date picker.
   • Note: Add any additional notes or comments (optional).
3. Click Save to create the goods issued record.

How to Edit a Stock Issued Record #

1. In the main list view, double-click a goods issued record row or right-click and select Edit from the context menu.
2. The Edit view opens, allowing you to modify the fields listed above (Status, Supplier, Project, Reference, Date, Note).
3. Click Save to update the goods issued record.

How to Add a Stock Issued Item #

1. In the Edit view of a goods issued record, locate the Transaction Items grid at the bottom.
2. Click the Add Item button to open the lookup form for selecting items.
   • A modal window (frmLookupTrans) will appear, allowing you to select items to add.
   • Alternatively, click the Custom button to manually append a new item row.
3. Fill in the following fields for the new item:
   • Description: Enter the item description (e.g., material or product name).
   • Quantity: Specify the quantity of the item issued.
   • Unit: Define the unit of measure (e.g., kg, units, meters).
   • Unit Cost: Enter the cost per unit (excluding VAT).
   • VAT %: Specify the VAT percentage (if applicable).
   • Note: Add any additional notes for the item (optional).
4. The system automatically calculates:
   • Total (Exc): Quantity × Unit Cost.
   • Total (VAT): VAT amount based on the VAT percentage.
   • Total (Inc): Total including VAT.
5. Click Save to save the item and update the goods issued record totals.

How to Delete a Stock Issued Record #

1. In the main list view, right-click on the goods issued record you want to delete.
2. Select Delete from the context menu.
3. Confirm the deletion when prompted.
   • Note: If the record cannot be deleted (e.g., due to database constraints), an error message will appear.

How to Delete a Stock Issued Item #

1. In the Edit view, locate the Transaction Items grid.
2. Right-click on the item row you want to delete.
3. Select Delete from the context menu.
4. Confirm the deletion when prompted.
   • Note: If the item cannot be deleted, an error message will be displayed.

Change Grid Layout #

1. In the main list view, select the edge of a column header in the grid.
2. Drag the column to reposition it or adjust its width as desired.
3. To save the customized layout:
   • Click the Menu button in the main list view.
   • Select Save Grid Layout from the dropdown.
4. To restore the default grid layout:
   • Click the Menu button.
   • Select Restore Grid Layout.

Notes #

• The Stock Issued module uses a transaction type filter (transTypeId2) to display supplier-related transactions (e.g., when transTypeId2 is not 3 or 6). Ensure the correct transaction type is set when accessing the module.
• Totals (Total Exc, Total VAT, Total Inc) are automatically updated when items are added or modified using a stored procedure (update_transaction_totals).
• The Supplier dropdown is filtered to show supplier contacts (e.g., when transTypeId2 is not 3 or 6).
• The module integrates with the main application’s user and project data for seamless operation.