The ChangeA new onscreen report has been developed to show users the stock period status of one or more sites for a given period or date range. In addition to the stock period status other useful information is provided such as: whether there are missing sales on site, whether a stock count has been finalised etc.
Release Date: 10-Jun-2015
Reason for the ChangeThis development was carried out as part of our Development Roadmap.
Customers AffectedThis report is available to all customers with the Stock Module enabled.
|Fig 1 - Stock Period Status Link||Fig 2 - Stock Period Status Menu Link|
- Stock Management > Stock Period Status.
- Stock Management > All Options > Stock Period Status.
Fig 3 - Stock Period Status Criteria
|Site||Y||One, Multiple or all sites must be selected.|
|Status||Y||The stock period status with one of the following:
Approved – Only Approved Stock Periods.
Closed – Only Stock Periods that are Closed.
Open – Only Stock Periods that are Open.
|Period Year||C||Period year according to the financial calendar.
Required if Start and End dates are not used.
|Period Number||C||"Period number according to the financial calendar. Required if Period Year and Start and End dates are not used."|
|Start Date||C||Start date of the desired stock period.
Required if the Period Year and Period Number are not used.
|End Date||C||End date of the desired stock period.
Required if the Start Date is used and the Period Year and Period Number are not used.
- Input the relevant criteria and click the green ‘Search’ button.
[SEE ATTACHED FILE]
Fig 4 - Report Details
- Clicking the  icon will take the user to the management figures page of the given period.
Note: If finalising stock counts is not used by the business then there will always be a red X on this screen.
When searching over multiple date ranges and sites, the system will return those periods that fall within the set date range.