I'm wondering.. What should be the system behaviour in these 2 scenarios:
1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?
2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?
My appreciations for an amazing platform, application - really liked the design clarity/philosophy.
Thanks
Omkar
–
You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
I am not an expert on Batch and serialized inventory hence I would leave that part for the experts to answer, but AFAIK about the Delivery Note required being== No does not mean that there is going to be automatic posting of Stock.
So if DN are not required then the users would be able to make a Sales Order (SO) and then directly a Sales Invoice (SI).
This would in no way post anything on the stock ledgers only if the SI has the update stock button checked.
What I do in my company is that we generally make DN for all SO but sometimes there are POS invoices and I have made the update stock button as CHECKED and hidden, basically this ensures that if a person is directly making an invoice (POS) then the update stock button is automatically checked and hidden ensuring that the stock postings are done.
I hope this answers your 2nd query clearly, if not, then let me know.
On Thursday, August 21, 2014 12:53:44 PM UTC+5:30, Omkar Ghatpande wrote:
I'm wondering.. What should be the system behaviour in these 2 scenarios:
1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?
2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?
My appreciations for an amazing platform, application - really liked the design clarity/philosophy.
Thanks
Omkar
–
You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
I am not an expert on Batch and serialized inventory hence I would leave that part for the experts to answer, but AFAIK about the Delivery Note required being== No does not mean that there is going to be automatic posting of Stock.
So if DN are not required then the users would be able to make a Sales Order (SO) and then directly a Sales Invoice (SI).
This would in no way post anything on the stock ledgers only if the SI has the update stock button checked.
What I do in my company is that we generally make DN for all SO but sometimes there are POS invoices and I have made the update stock button as CHECKED and hidden, basically this ensures that if a person is directly making an invoice (POS) then the update stock button is automatically checked and hidden ensuring that the stock postings are done.
I hope this answers your 2nd query clearly, if not, then let me know.
On Thursday, August 21, 2014 12:53:44 PM UTC+5:30, Omkar Ghatpande wrote:
I'm wondering.. What should be the system behaviour in these 2 scenarios:
1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?
2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?
My appreciations for an amazing platform, application - really liked the design clarity/philosophy.
Thanks
Omkar
–
You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
Hi, what if "update_stock" default is made as "CHECKED"
Customise Forms > Sales Invoice > Update Stock > Default =1 And Hidden
and if users get to create sales invoice directly from sales order, will the updating of stock happen , and will the dual method (with or without Delivery note) work to ensure that stock is automatically updated ?
not tried it but just wondering if someone can figure that out ?
Regards, Mahesh
On Thu, Aug 21, 2014 at 4:07 PM, Omkar Ghatpande <om...@gmail.com> wrote:
Hi Aditya,
It does answer my query.
Thanks!
Omkar
On Thu, 2014-08-21 at 01:54 -0700, Addy wrote:
Hi Omkar
I am not an expert on Batch and serialized inventory hence I would leave that part for the experts to answer, but AFAIK about the Delivery Note required being== No does not mean that there is going to be automatic posting of Stock.
So if DN are not required then the users would be able to make a Sales Order (SO) and then directly a Sales Invoice (SI).
This would in no way post anything on the stock ledgers only if the SI has the update stock button checked.
What I do in my company is that we generally make DN for all SO but sometimes there are POS invoices and I have made the update stock button as CHECKED and hidden, basically this ensures that if a person is directly making an invoice (POS) then the update stock button is automatically checked and hidden ensuring that the stock postings are done.
I hope this answers your 2nd query clearly, if not, then let me know.
On Thursday, August 21, 2014 12:53:44 PM UTC+5:30, Omkar Ghatpande wrote:
I'm wondering.. What should be the system behaviour in these 2 scenarios:
1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?
<br>
2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?<br>
<br>
My appreciations for an amazing platform, application - really liked the design clarity/philosophy. <br>
<br>
Thanks<br>
<br>
Omkar
</blockquote>
–
You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
Hi, what if "update_stock" default is made as "CHECKED"
Customise Forms > Sales Invoice > Update Stock > Default =1 And Hidden
You can set this by creating a new POS Setting.
and if users get to create sales invoice directly from sales order, will the updating of stock happen , and will the dual method (with or without Delivery note) work to ensure that stock is automatically updated ?
not tried it but just wondering if someone can figure that out ?
Regards, Mahesh
On Thu, Aug 21, 2014 at 4:07 PM, Omkar Ghatpande <om...@gmail.com> wrote:
Hi Aditya,
It does answer my query.
Thanks!
Omkar
On Thu, 2014-08-21 at 01:54 -0700, Addy wrote:
Hi Omkar
I am not an expert on Batch and serialized inventory hence I would leave that part for the experts to answer, but AFAIK about the Delivery Note required being== No does not mean that there is going to be automatic posting of Stock.
So if DN are not required then the users would be able to make a Sales Order (SO) and then directly a Sales Invoice (SI).
This would in no way post anything on the stock ledgers only if the SI has the update stock button checked.
What I do in my company is that we generally make DN for all SO but sometimes there are POS invoices and I have made the update stock button as CHECKED and hidden, basically this ensures that if a person is directly making an invoice (POS) then the update stock button is automatically checked and hidden ensuring that the stock postings are done.
I hope this answers your 2nd query clearly, if not, then let me know.
On Thursday, August 21, 2014 12:53:44 PM UTC+5:30, Omkar Ghatpande wrote:
I'm wondering.. What should be the system behaviour in these 2 scenarios:
1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?
<br>
2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?<br>
<br>
My appreciations for an amazing platform, application - really liked the design clarity/philosophy. <br>
<br>
Thanks<br>
<br>
Omkar
</blockquote>
–
You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.
If I've checked 'Has Batch - Yes' for a non-serialized inventory item, and I use the Stock Reconciliation tool to make some quantity/valuation changes, how will these be distributed among different batches in a Warehouse?
Thanks,
Omkar
On Fri, Aug 22, 2014 at 12:44 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi, what if "update_stock" default is made as "CHECKED"
Customise Forms > Sales Invoice > Update Stock > Default =1 And Hidden
You can set this by creating a new POS Setting.
and if users get to create sales invoice directly from sales order, will the updating of stock happen , and will the dual method (with or without Delivery note) work to ensure that stock is automatically updated ?
not tried it but just wondering if someone can figure that out ?
Regards, Mahesh
On Thu, Aug 21, 2014 at 4:07 PM, Omkar Ghatpande <om...@gmail.com> wrote:
Hi Aditya,
It does answer my query.
Thanks!
Omkar
On Thu, 2014-08-21 at 01:54 -0700, Addy wrote:
Hi Omkar
I am not an expert on Batch and serialized inventory hence I would leave that part for the experts to answer, but AFAIK about the Delivery Note required being== No does not mean that there is going to be automatic posting of Stock.
So if DN are not required then the users would be able to make a Sales Order (SO) and then directly a Sales Invoice (SI).
This would in no way post anything on the stock ledgers only if the SI has the update stock button checked.
What I do in my company is that we generally make DN for all SO but sometimes there are POS invoices and I have made the update stock button as CHECKED and hidden, basically this ensures that if a person is directly making an invoice (POS) then the update stock button is automatically checked and hidden ensuring that the stock postings are done.
I hope this answers your 2nd query clearly, if not, then let me know.
On Thursday, August 21, 2014 12:53:44 PM UTC+5:30, Omkar Ghatpande wrote:
I'm wondering.. What should be the system behaviour in these 2 scenarios:
1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?
<br>
2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?<br>
<br>
My appreciations for an amazing platform, application - really liked the design clarity/philosophy. <br>
<br>
Thanks<br>
<br>
Omkar
</blockquote>
–
You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
You should reconcile quantity/valuation for the batch items from Stock Entry.
For adjusting quantity, make Material Issue (to decrease items stock) or Material Receipt (to increase stock).
For correcting valuation, you should make new Material Receipt at required valuation rate, and issue items with wrong valuation rate.
On Thu, Sep 11, 2014 at 3:22 PM, Omkar Ghatpande <om...@gmail.com> wrote:
Hi Guys,
Another related query here -
If I've checked 'Has Batch - Yes' for a non-serialized inventory item, and I use the Stock Reconciliation tool to make some quantity/valuation changes, how will these be distributed among different batches in a Warehouse?
Thanks,
Omkar
On Fri, Aug 22, 2014 at 12:44 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi, what if "update_stock" default is made as "CHECKED"
Customise Forms > Sales Invoice > Update Stock > Default =1 And Hidden
You can set this by creating a new POS Setting.
and if users get to create sales invoice directly from sales order, will the updating of stock happen , and will the dual method (with or without Delivery note) work to ensure that stock is automatically updated ?
not tried it but just wondering if someone can figure that out ?
Regards, Mahesh
On Thu, Aug 21, 2014 at 4:07 PM, Omkar Ghatpande <om...@gmail.com> wrote:
Hi Aditya,
It does answer my query.
Thanks!
Omkar
On Thu, 2014-08-21 at 01:54 -0700, Addy wrote:
Hi Omkar
I am not an expert on Batch and serialized inventory hence I would leave that part for the experts to answer, but AFAIK about the Delivery Note required being== No does not mean that there is going to be automatic posting of Stock.
So if DN are not required then the users would be able to make a Sales Order (SO) and then directly a Sales Invoice (SI).
This would in no way post anything on the stock ledgers only if the SI has the update stock button checked.
What I do in my company is that we generally make DN for all SO but sometimes there are POS invoices and I have made the update stock button as CHECKED and hidden, basically this ensures that if a person is directly making an invoice (POS) then the update stock button is automatically checked and hidden ensuring that the stock postings are done.
I hope this answers your 2nd query clearly, if not, then let me know.
On Thursday, August 21, 2014 12:53:44 PM UTC+5:30, Omkar Ghatpande wrote:
I'm wondering.. What should be the system behaviour in these 2 scenarios:
1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?
<br>
2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?<br>
<br>
My appreciations for an amazing platform, application - really liked the design clarity/philosophy. <br>
<br>
Thanks<br>
<br>
Omkar
</blockquote>
–
You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.
You should reconcile quantity/valuation for the batch items from Stock Entry.
For adjusting quantity, make Material Issue (to decrease items stock) or Material Receipt (to increase stock).
For correcting valuation, you should make new Material Receipt at required valuation rate, and issue items with wrong valuation rate.
On Thu, Sep 11, 2014 at 3:22 PM, Omkar Ghatpande <om...@gmail.com> wrote:
Hi Guys,
Another related query here -
If I've checked 'Has Batch - Yes' for a non-serialized inventory item, and I use the Stock Reconciliation tool to make some quantity/valuation changes, how will these be distributed among different batches in a Warehouse?
Thanks,
Omkar
On Fri, Aug 22, 2014 at 12:44 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi, what if "update_stock" default is made as "CHECKED"
Customise Forms > Sales Invoice > Update Stock > Default =1 And Hidden
You can set this by creating a new POS Setting.
and if users get to create sales invoice directly from sales order, will the updating of stock happen , and will the dual method (with or without Delivery note) work to ensure that stock is automatically updated ?
not tried it but just wondering if someone can figure that out ?
Regards, Mahesh
On Thu, Aug 21, 2014 at 4:07 PM, Omkar Ghatpande <om...@gmail.com> wrote:
Hi Aditya,
It does answer my query.
Thanks!
Omkar
On Thu, 2014-08-21 at 01:54 -0700, Addy wrote:
Hi Omkar
I am not an expert on Batch and serialized inventory hence I would leave that part for the experts to answer, but AFAIK about the Delivery Note required being== No does not mean that there is going to be automatic posting of Stock.
So if DN are not required then the users would be able to make a Sales Order (SO) and then directly a Sales Invoice (SI).
This would in no way post anything on the stock ledgers only if the SI has the update stock button checked.
What I do in my company is that we generally make DN for all SO but sometimes there are POS invoices and I have made the update stock button as CHECKED and hidden, basically this ensures that if a person is directly making an invoice (POS) then the update stock button is automatically checked and hidden ensuring that the stock postings are done.
I hope this answers your 2nd query clearly, if not, then let me know.
On Thursday, August 21, 2014 12:53:44 PM UTC+5:30, Omkar Ghatpande wrote:
I'm wondering.. What should be the system behaviour in these 2 scenarios:
1. In Setup -> Masters -> Item, while creating a new item, if I select 'Has Batch - Yes' and 'Has Serial - No', would this be non-serialized item inventory traceable against a unique Batch Id? How would multiple items from this batch be differentiated?
<br>
2. In Selling -> Setup -> Selling Settings, if I select 'Delivery Note Required - No', how would item allocation be handled? Will a Sales Order confirmation suffice for auto stock entries?<br>
<br>
My appreciations for an amazing platform, application - really liked the design clarity/philosophy. <br>
<br>
Thanks<br>
<br>
Omkar
</blockquote>
–
You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.