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Next Generation - Definition and rules for used stock records

A guide to the restrictions applied to used stock records, covering editing and deletion limitations based on transaction usage.

Once you have used a stock record in a transaction, certain restrictions are applied to that item.

While your new stock record is not in use, you can change the Stock Code, however once the item is used on transactions, the Stock Code field is disabled and cannot be changed.

The table below shows which actions you can and cannot perform on a used stock item.

Use

Restriction

It is used on any purchase order transaction which has not yet been received

  • You cannot edit the Stock Code.

  • Stock cannot be deleted and a message is displayed:

    • Stock Record cannot be deleted because Ordered In Stock Quantity is not zero.

    • Stock Record cannot be deleted because it has Purchase Order transactions.

It is used on any purchase order transaction which has been partially received

  • You cannot edit the Stock Code.

  • Stock cannot be deleted and a message is displayed:

    • Stock Record cannot be deleted because Physical Stock Quantity is not zero.

    • Stock Record cannot be deleted because Ordered In Stock Quantity is not zero.

    • Stock Record cannot be deleted because it has Stock Movements.

It is used on any purchase order transaction which has been fully received and partially or fully invoiced

  • You cannot edit the Stock Code.

  • Stock cannot be deleted and a message is displayed:

    • Stock Record cannot be deleted because Physical Stock Quantity is not zero.

    • Stock Record cannot be deleted because it has Stock Movements.

    • Stock Record cannot be deleted because it has Purchase Order transactions.

It is used on any sales order transaction

  • You cannot edit the Stock Code.

  • Stock cannot be deleted and a message is displayed:

    • Stock Record cannot be deleted because it has Sales Order transactions.

It is used on any stock movement transaction

  • You cannot edit the Stock Code.

  • Stock cannot be deleted and a message is displayed:

    • Stock Record cannot be deleted because it has Stock Movements.

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