How deciding to use the adhoc stocktake mode effects your stocktake
Stocktake executes with Adhoc clear stock mode will update the stock for a product at a specified location only and will not impact any other product locations. This is suitable when a product is stored in multiple locations and stocktake is targeting a specific location only. It is depicted as follows :
Stocktake Transaction # 1 | Product ID | Location | Unit Quantity On Hand (Readysell QOH) | Unit Quantity Counted (Actual counted QTY) | Explanation |
---|---|---|---|---|---|
Before stocktake is posted | X | A | 10 | Not included in a stocktake | current stock level of a product at different uncounted locations. |
WHS | 5 | ||||
B | 7 | 8 | |||
After stocktake is posted | X | A | 10 | stock level of a product at different locations reflecting the counted quantity after the stocktake transaction is finalized/posted. 1 Product ID X at Location B has not been counted so the counted QTY overrides the current QOH | |
WHS | 5 | ||||
B | 81 |
Understanding product movements with Clear Stock Mode = Ad hoc
- the first product movement is created to add the counted quantity to the current QOH for all locations e.g. interim QOH for all locations = current QOH for all locations + counted QTY for all locations
e.g., from the table above after the stocktake transaction is posted : interim QOH for all locations = (10+5+7) + (10+5+8) = 45 - the second movement is to take off the current QOH from the interim QOH e.g. final QOH for all locations = interim QOH for all locations - current QOH for all locations.
e.g., from the table above after the stocktake transaction is posted : final QOH for all locations = 45 - 22 = 23;
Subsequent stocktake transactions
Stocktake Transaction # 2 | Product ID | Location | Unit Quantity On Hand (Readysell QOH) | Unit Quantity Counted (Actual counted QTY) | Explanation |
---|---|---|---|---|---|
Before stocktake is posted | X | A | 10 | 80 | current stock level of a product at different counted and uncounted locations. |
WHS | 5 | Not included in a stocktake | |||
B | 8 | 12 | |||
After stocktake is posted | X | A | 801 | 1 Product ID X at Location A has not been counted so the counted QTY overrides the current QOH
2 Product ID X at Location B has been counted previously so the counted QTY adds on to the current QOH | |
WHS | 5 | ||||
B | 202 |