Stock movements

In the global settings for stock movements you configure how and when individual postings are to be taken into account.

The following options are possible:

Execute reservation in project document	Drop down	Selection of up to two project documents in which reservations should be possible.
Execute reservation	Drop down	Selection of when the reservation should be carried out: when manually ticking the checkbox automatically when creating the project (and each subsequent saving) or automatically when finalising the project
Execute stock posting in project document	Drop down	Selection of up to two project documents in which inventory postings are to be made.
Execute stock posting	Drop down	Selection of when the inventory posting should be carried out: when manually ticking the checkbox automatically when creating the project (and each subsequent saving) or automatically when finalising the project
Bind stock postings from orders (sales) to date:	Drop down	Selection with which date value the booking is taken into account. Available are: – Print date of the document (default) – Dates 1-9 – Dates of manufacturing, installation and delivery – Individual date 1-5
Bind order fillings from orders (sales) to date:	Drop down	Selection with which date value the booking is taken into account. Available are: – Immediately (default) – Reservation date of the project – Print date of the document – Dates 1-9 – Dates of manufacturing, installation and delivery – Individual date 1-5
Bind stock postings from purchase orders to date:	Drop down	Selection with which date value the booking is taken into account. Available are: – Execution date (default) – Print date of the document – Individual date 1-5
Action if not available	Drop down	Selection of what should happen if the articles used in the project are not available. Available are: – No action (default) – Stock bookings – Warning message – Stock bookings – Prevent finalisation – Reservations – Warning message – Reservations – Prevent finalisation – All bookings – Warning message – All bookings – Prevent finalisation
consider open reservations	Checkbox	Selection of whether open reservations should be included in the inventory check.
consider open purchases	Checkbox	Selection of whether open order quantities should be included in the inventory check.
Stock movements including waste for full length items	Checkbox	If an article is sold in full stock / order length, the percentage cut off stored is not calculated when the checkbox is activated (since no cut is necessary).
Calculate reserved material	Drop down	Configuration of how far reservations booked in the future should be taken into account when determining the available stock of the individual items. Available are: – All reservations (default) – Till current date – Till 1 week after current date – Till 2 weeks after current date – Till 3 weeks after current date

Preconfiguration of the stock movements