The stock
quantity In-Hand may need some adjustments for
the following reasons:
1. While accepting the
quantity from the courier, you might have taken
the full quantity as accepted, but found a few
pieces as damaged and hence need to reduce the
stock in hand.
2. The Physical Stock is not tallying with the
book stock.
3. You might have
received gifts from the regional depot against
which no entries or intimation is found in the
BSTRACKER application.
4. There could be
returns from dealers after despatch and would
want to adjust the stock in hand.
Choose from the menu, Gift Receipts - Vendor /
Adjust option. This will display a screen where
all the previous entries
details will be listed. Use the
button to create a new entry. After the entry is
created the depot has to approve this entry by
selecting the check box 2nd display filed in the
list screen and approve the transaction. Once it
is approved the color of dispaly of this entry
will change to green. So if you find any entry
that is not displayed in green color means that
you have not approved the entry. Unless the
approval is made the depot gift stock status will
not be updated by the entry made in the system.
PLEASE ENSURE THAT ALL ENTRIES MADE IN THE
SYSTEM ARE CHECKED AND APPROVED.
After the approval is
done, the display will look like this as shown
below:
When you click
button the entry screen will be displayed.
The following fields
are to be entered:
1. Enter Material Receipt number. This will be
a running serial number or any refernece number
that you want to give for this adjustment.
2. if you want to add stock quantity select from
the dropdown receipt type as 'Adjustment-In'.
3. if you want to
reduce the stock quantity select from the
dropdown receipt type as 'Adjustment-out'.
4. if you have received some gifts from the
regional depot, and do not find the entries in
IDT-TO Receive option in the menu, select from
the dropdown receipt type as 'Tranfer-In' and
select the depot from the next dropdown from
where you received the material.
5. if you want to transfer some gift items to
any other depot, select from the dropdown
receipt type as 'Tranfer-Out'. and select
the depot from the next dropdown where you are
transferring the gifts.
6. Select scheme business line and enter the
scheme number. If it is a valid scheme for your
depot the scheme description will be dispalyed.
7. Select the gift
group and select the gift item first applicable
for the scheme.
8. Enter the quantity
in ADJUST-IN / ADJUST-OUT field in the grid and
tab. The accepted quantity will be displayed
automatically.
9. If you have more entries to be made select
the next item and repeat the same process and finally
submit by pressing the submit button or
function key F7.
10. The entries will be created and the list
item will be displayed.
11. You can click on the hyper link on the
receipt number to view the details once, before
you confirm.
12. After verification of the entry, select the
checkbox and click on the Approve Button to
approve the entries so that the stocks are
updated with the receipt quantity.
Shortcut keys are provided for easy operation.
The following fields
are to be entered for each "RECEIPT TYPE" chosen
by you in the receipt type column: marked with a
black line.
Stock
Transfer-in / Stock Transfer out / Transfer-in /
Transfer-out
1. Enter Reference number in receipt reference number
field.
2. Select Receipt Type from the dropdown
3. If the receipt selected is 'Transfer-In' or
Transfer-out' then select the depot from or To
as the case may from the next dropdown field
4. Select Scheme Business line from the dropdown
5. Select the scheme number and press the
'TAB' key
6. Enter the Remarks columns
7. From the grid select the gift group / gift
item
8. Enter the quantity in stock-IN / Stock-Out
field and press tab key
9. Choose next gift item in the next row if you
have more than one entry.
10. Submit the record and the record will be
created.
11. Check stock status screen after approval to
see that the quantity is properly adjusted.
