Internal Issue

Use this to record when an item is being used by another area or department in your company. For example, your sales team might need to use some stock for a demo.

An internal area represents the department you are allocating the stock to.

Use the Internal Issue screen to record an item as being used by an internal area, without reserving it first. This reduces the stock at the warehouse.

Each Internal Area is associated with a Nominal Ledger account. If Nominal Ledger integration is enabled for Stock Control this account will be used to when the internal area is selected on an internal issue transaction.

The issue of multiple items and locations can be made at one time.

 

When to use internal issues, allocations and returns

You can record when items are removed from stock to be used internally and you can reserve some stock to prevent it being sold.

1. Create your internal areas if you have not already.

2. To record an item as being used by an internal area, without reserving it first, use this screen. This reduces the stock at the warehouse.

3. If the item is returned once it is finished with, use the Internal Return screen. This increases the stock at the warehouse.

These transactions are recorded in the stock history for the item.

Issue stock internally

Open: Stock Control > Rapid Entry Stock Movements > Internal Issue (Rapid Entry)

In the Default Values section, set any defaults which will apply to all lines as they are entered.

Date The default Transaction Date.

Reference The default Transaction Reference. This reference will be recorded in Stock History and Nominal Ledger postings (if applicable).

Second Ref The default Transaction 2nd Reference. This reference will be recorded in Stock History.

Warehouse The default Warehouse location to issue stock from. If no default warehouse is entered, it must be selected for each line.

Internal Area The default Internal Area to add stock into. If no default internal area is entered, it must be selected for each line.

In the Enter Stock Records section, record the details of each stock addition.

Code Enter or select the Stock Item. Once entered, the Item Name and Stock Unit will be displayed.

Date The Transaction Date. This date will be used for Stock History and Nominal Ledger postings (if applicable). If a default date was entered above it will default to that date; otherwise it will default to the current date.

Reference The Transaction Reference. This reference will be recorded in Stock History and Nominal Ledger postings (if applicable).

Second Ref The Transaction 2nd Reference. This reference will be recorded in Stock History.

Warehouse / Bin Select the Warehouse location and Bin to issue stock from. If Multiple Locations is not enabled, the HOME warehouse and Unspecified bin will be selected automatically.

Quantity Enter the Quantity of stock to issue. Up to five decimal places can be used unless the item is serial numbered, where it is limited to a whole number. If the item is traceable, the traceable details entry screen is automatically opened.

Internal Area Select the Internal Area to add stock into.

 

To record batch/serial numbered items:

  • Select the batch/serial numbered items to be issued by selecting the check box to the left of each required item.
  • Batch only: in the New Quantity column enter the amount required expressed in the item’s stock unit.
  • Click OK to save the information.

Tip:

When dealing with batch/serial numbered items you can also use:

  • Auto select: The system selects the items for you starting with the first item and continues in the order in which they are displayed until the required quantity is satisfied.
  • Find: To search for batch/serial numbered items.
  • Show details: To view details of Receipts or Allocations, such as the item’s supplier, goods received details, or allocation details.
  • Refresh: To update the status availability of displayed items when items have been secured by other Sage 200c processes.
  • Attributes: View any other attributes that have been set for the traceable item.