This form is used to withdraw one or more items.

On the first pane you enter information on the withdrawal to be made.
On the second pane you list the items to be withdrawn and their quantities.

For rules on how to use the fields, see Detail form.
For the use of items for work orders, see also Work order [Completed] [Supply].

 

Allocation

• Withdrawal: You can have several types of withdrawal; see movement types.
• Withdrawal date: Initialized with today's date, but editable.
• Withdrawal slip No.: Reference to the withdrawal slip, if any.
• Agent: Agent performing the withdrawal of items, for information purposes only.
• Comment: Explanatory text that initializes the comment of each withdrawal line.
• Cost center: Cost center of entries generated by a variation in the stock value. That of the work order, if entered.
• Work order: any work order for which the withdrawal is being made.
• Structure point/Asset: Equipment to which the withdrawal is allocated.
• Warehouse: Warehouse from which the items are being withdrawn.
• "Reservation" button: Active if the work order is filled in and includes reservations. In this case a click on the button initializes the list of items to be withdrawn with the reserved ones.

 

List of items to be withdrawn

• Item: Item to be withdrawn.
• Name: Name of the item.
• Warehouse: Warehouse where the item to be withdrawn is located. You can only enter or select one warehouse where the item is present.
• Location: Location of the item in the warehouse. You can only enter or select one location where the item is present.
• Asset: Filled in if the item is part of a series and corresponds to an Asset.
• Batch: Identifier of the item batch.
• Withdrawal quantity: Quantity to be withdrawn. Cannot be greater than the available quantity.
• Quantity stored: Quantity in inventory known by CARL Source from the movements previously input.
• Comment ( icon): Optional explanation of the withdrawal movement.

 

Backdating of stock withdrawals

In order to ensure that item inventory levels are consistent, two checks are made before allowing backdated inventory movements to be recorded.

 

First check

The profile setting MAXDELAYMVTSTOCK defines the maximum number of days by which inventory movements may be backdated.
The default value is 5,000 days.

A different value may be entered if desired; a value of 0 meaning that backdating is not authorized.

 

Second check

If the backdated movement date is not less than the System date minus the Authorized number of days for backdating

Then

If there is only one stock movement for the item/warehouse/batch between the backdated date and the system date

And this stock movement is in the Withdrawal category

Then

The backdated movement is authorized if and only if the Quantity in stock for the item/warehouse/batch is greater than or equal to the backdated movement quantity

Otherwise

The backdated movement is not authorized

End

End