Inventory windows

Inventory windows - overview

On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen.

ABC codes (IN208500)

This window holds the definitions of the ABC codes used to group stock items for various inventory management tasks.

Adjustments (IN303000)

In this window, you can create, view, and edit adjustments.

Apply replenishment parameters (IN509500)

You can use this window to apply replenishment parameters the system has calculated according to the forecast models used, to stock items.

Calculate replenishment parameters (IN508500)

Use this window to calculate replenishment parameters for the stock items for which automated replenishment was configured in your system.

Close financial periods (IN509000)

You use this window to close active financial periods in the Inventory workspace, which is a required stage of closing a period in the general ledger.

FOB points (CS208500)

Inventory allocation details (IN402000)

By using this window, you can view how a selected stock item is distributed among warehouses and warehouse locations.

Inventory lot/serial history (IN407000)

In this window, you can view detailed information about inventory stocked at the warehouses.

Inventory preferences (IN101000)

You use this window to configure the Inventory workspace to suit your business.

Inventory summary (IN401000)

You use this window to view detailed information about stock items available at warehouses.

Inventory transactions by account (IN403000)

In this window, you can view detailed information about a selected account within a selected period, including the account balance and all related transactions.

Inventory transaction details (IN404000)

You can use this window to view summary information about inventory transactions posted within a selected financial period.

Inventory transaction history (IN405000)

You use this inquiry window to view detailed information about inventory transactions posted within a selected period.

Inventory transaction summary (IN406000)

Use this window to check the inventory balance for the selected financial period and to view summary information about inventory transactions posted within this period.

Issues (IN302000)

By using this window, you can create, view, and edit issue documents.

Item classes (IN201000)

In this window, you can define item classes, which are used to group stock or non-stock items with similar properties and to provide default settings for new items.

Item warehouse details (IN204500)

This window is available only if the Warehouses functionalities is enabled in the Enable/disable functionalities (CS100000) window.

Item price classes (IN209000)

This window displays a list of the item price classes available in the system.

Item sales categories (IN204060)

In this window, you can create, delete, and manage the sales categories.

Kit assembly (IN307000)

This window shows different sets of elements and table columns depending on which of the following functionalities are enabled in your system: Lot and serial tracking, Multiple warehouses, or Multiple warehouse locations.

Kit specifications (IN209500)

You can use this window to view already-defined kit specifications, create new kit specifications, and create new revisions of kit specifications.

Lot/serial classes (IN207000)

You can use this window to define the lot/serial classes.

Movement classes (IN208600)

You use this window to define, view, or modify movement classes, which are used to group stock items for various inventory management tasks.

Non-stock items (IN202000)

You can use this window to create, view, and edit non-stock items.

Posting classes (IN206000)

You use this window to define posting classes for stock and non-stock items.

Prepare replenishment (IN508000)

Use this window to prepare replenishment requests for the stock items whose stock at a specific warehouse needs to be replenished in accordance with the automated replenishment settings.

Prepare stocktaking (IN504000)

By using this window, you can generate a stocktaking document that lists the stock items in a particular warehouse for stocktaking.

Reason codes (CS211000)

In this window, you can configure the reason codes for use in other workspaces of the system.

Receipts (IN301000)

You can use this window to create, view, and edit receipts, which you can save with the On hold or Balanced status and release.

Release inventory documents (IN501000)

You use this window to view and release inventory documents with the status Balanced.

Replenishment classes (IN208800)

You can use this window to define new replenishment classes or to view and modify existing replenishment classes.

Replenishment seasonality (IN206600)

Use this window to create, view, and modify the seasonality settings for replenishment.

Ship via codes (CS207500)

You use this window to maintain information about each carrier your company uses for shipping goods and about your company’s own shipping options.

Stock items (IN202500)

Use this window to view or edit information about specific stock items.

Stocktaking cycles (IN208700)

You use this window to define stocktaking cycles used in your company.

Stocktaking count (IN305010)

In this window, you can view the stocktaking documents that have the Counting in progress status and enter the data that results from stocktaking count.

Stocktaking review (IN305000)

Use this window to view the results of a completed stocktaking and to manage the counting and data entry processes for an active stocktaking.

Stocktaking types (IN208900)

In this window, you can define the types of stocktaking to be used at your company warehouse or warehouses.

Summary of items sold and purchased (IN40199S)

You use this window to view detailed information about items sold and purchased, and quantities on shipments and receipts.

Pro forma invoice (SO64300S)

You can use the following parameters to select the information to be displayed on the report:

Transfers (IN304000)

This window is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled.

Update ABC code (IN506000)

You can use this window to make mass changes to the ABC codes assigned to the stock items in a selected warehouse, assigning each item a specific ABC code based on the stock value of the item in the chosen financial period and the code definitions.

Update movement class (IN506100)

You use this window to make mass changes to the movement class assignments for stock items at a particular warehouse.

Update standard costs (IN502000)

By using this window, you can mass update standard costs.

Validate inventory (IN505000)

You use this window to recalculate the quantities of stock items available at warehouses.

Warehouses (IN204000)

You use this window to define, view, and modify warehouses and their settings.