Operations

en | ru

Warehouse - Operations

All transfers of Inventory are performed using operations. An operation is a process of transferring inventory from one account (object) to another. The list of operations can be obtained by setting the necessary parameters in the "Display filter".

[[File:|thumb|800px|center]]

If this parameter is activated in "Settings => Main => Warehouse => When moving inventory items from the warehouse to warehouse - to confirm receipt", then when moving inventory, for example from Warehouse1 to Warehouse2, until Warehouse2 receives the inventory, the status of the inventory will be "Transit". If Warehouse2 cancels the operation, then inventory will return to Warehouse1. In version 3.17, there is an option in the group actions on the TMC to confirm or cancel the transit of the inventory.

[[File:|thumb|800px|center]]

A different operation card is created for each transaction, with its own number.

[[File:|thumb|800px|center]]

When performing the procedure for transferring inventory, there is an option to select "Accounting type". Short and long subreport are created for the convenience of time perception. For example, a long subreport can be used to give to an employee overalls, hand tools, company car, etc. But in the short subreport you can transfer consumables (cables, equipment for work, connectors) or inventory items for the period of substitution of an employee, etc. to the short report. The accounting type "inventory" can be used when transferring equipment (switches, OLTs, radio equipment, etc.).

[[File:|thumb|800px|center]]

The following account (object) types exist in the ERP "UserSide":

• 101 - Suppliers of goods and services
• 203 - Personnel
• 204 - Warehouse
• 205 - User
• 206 - Communication installation
• 210 - FOCL
• 211 - Communication line
• 212 - Task
• 213 - Building
• 900 - Written off

There can also be multiple sub-accounts for an account:

• 1 - Long subreport
• 2 - Short subreport
• 3 - Inventory items "regular accounting"

The transfer of an item of inventory from one account to another is made in the card of the corresponding item of inventory.

[[File:|thumb|800px|center]]

Important Note: Install the inventory of type: switch/media converter/radio equipment to or from a communication installation cannot be installed or removed from the current section. Installation and removal is performed from the "Equipment" section - "Adding a managed switch" and similar. In this case, a warehouse transaction will be created with the necessary invoices.

It is possible to add inventory items to the system only as a result of an operation where the first account (debit) will be a counterparty of the "Supplier" type. Only in such an operation it is possible to specify the cost and quantity of inventory items. It is possible to write off inventory from the system only with the help of operation, where the second account (credit) will be the counterpart of "Written off" type. From the written off it is possible to return the inventory back to the warehouse, but for this the operator needs to have the corresponding right.

Starting from version 3.18:

In the warehouse operations filter, added the ability to filter by multiple sample warehouses simultaneously.

[[File:|thumb|800px|center]]

A total line for the summary amount of operations has been added to the list of warehouse operations.

[[File:|thumb|800px|center]]

In the card of an incoming transaction you can change the number and date of the incoming document and the total amount of the transaction/cost of inventory.

[[File:|thumb|800px|center]]