This tab contains the list and detail of inventory lines in the prepared inventory.

 

Filter criterion

The following filter criterion may be applied to this list:

• Lines inventoried: three-state check box to select which prepared inventory lines are displayed.
  • Checked: display prepared inventory lines whose Quantity inventoried is entered.
  • Unchecked: display prepared inventory lines whose Quantity inventoried is not entered.
  • Intermediate (as default): displays all prepared inventory lines.

 

List of inventory lines

This list has the following columns:

• [Closure/conflict indicator] (column without a name): This column displays an indicator icon. The icon displayed depends on the result of a closure attempt on the prepared inventory:
  • If a conflict is detected on the current line when attempting to close the prepared inventory:
    → A warning icon is displayed. Hovering over this icon displays a bubble help message explaining the reason for the conflict.
    
  • If, on the other hand, the entire prepared inventory was successfully closed:
    • If the current line generated a stock movement (reminder: lines for which the "Qty inventoried" is not entered do not generate any movements):
      → An icon is displayed. Clicking on this icon redirects the user to the detail of the stock movement associated with the line.
      
• Warehouse: Warehouse affected by the prepared inventory line.
• Location: Location affected by the prepared inventory line.
• Item: Item affected by the prepared inventory line.
• Name: Name of the item affected by the prepared inventory line.
• Asset/Batch number: Asset or Batch number (if any) affected by the prepared inventory line item.
• Expiry: Expiry date of the batch (if any) affected by the prepared inventory line item.
• Qty recorded: Quantity recorded during the implementation of the prepared inventory (i.e., the quantity actually observed in inventory). May be entered for prepared inventory status values "Validated," "In progress" and "Paused."
• [Line comment] (column without a name): Comment associated with the prepared inventory line. May be entered for prepared inventory status values "In progress" and "Paused" (via the icon).

 

Adding a prepared inventory line

While the status of the prepared inventory is "In preparation," the button offers two actions for the user:

• Item search: this option shows the list of storage detail lines, enabling the user to make a selection with itemsas the entry point.
  The list of storage detail lines is pre-filtered with the Warehouse code specified in the [General] tab (if this code is entered).
• Location search: this option shows the list of "Active" locations, enabling the user to make a selection with locations as the entry point.
  The list of locations is pre-filtered with the Warehouse code specified in the [General] tab (if this code is entered).

In either of these add modes, the prepared inventory line(s) are added when the selection is validated; CARL Source checks as data is entered that there are no duplicates* that there are no identical Warehouse | Location | Item | Asset/Batch No." combinations in the list.

If the user wishes to add a prepared inventory line after the "In preparation" status, this must be done by duplicating lines (see below).

 

Duplicating a prepared inventory line

A line may only be duplicated if the prepared inventory status is "Validated" or "In progress."

Duplication can then be performed using the button, subject to the following conditions:

• The user must select a single line to be duplicated (duplicating several lines is not authorized).
• Only lines relating to items that are serialized or managed in batches can be duplicated.

The duplicated line contains the Warehouse, Location and Item information from the original line; these fields remain read-only.
The other information on the line is set to an [empty] value and can be changed by the user.

 

Deleting a prepared inventory line

A line can be deleted only if the status of the prepared inventory is "In preparation."

For subsequent status values, if the user does not want to process a line, they can simply not enter a value in the Quantity recorded column.
→ a line whose Quantity recorded is [empty] will not be taken into account in Closure job.