How to Show the Physical Inventory of an Item
Suppose you want to immediately view the information about the inventory of an item when creating a sales order without having to click through. In this article you can read how you can use search field options to view this information in the sales order line itself.
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MKG Operation
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Step 1. In the sales order line, go to the Item field
When creating a sales order line you can add an item. Via the drop-down menu in the Item field you get a list of all items, from which you normally select one. Scroll all the way down and you will find the 'Options'. Open it and then click on 'Options...'. The 'Search Field Options' screen opens.
Step 2. Adjust the search field options
| 1 | To adjust a search field option, uncheck the 'Inherit Search Field Options' box. |
| 2 | Go to the Description field and empty this field. You do this via the dropdown: scroll all the way to the top and select the empty box. |
| 3 | Go to the Description Formula field. Type a square bracket "[" and select the Description field from the list that appears. The first part of the formula is shown: [arti_oms_1] |
| 4 | Then type a space, a +, another space, then ' / ' to add a separator and type another +. |
| 5 | To show the free physical inventory of this item, we need to include this table in the formula: enter a square bracket "[" and select the 'Physical Inventory Free Stock' field in the list that appears. The second part of the formula is shown: [arti_oms_1] + ' / ' + [t_vrd_fys_vrij] |
| 6 | Then type a space, a +, a ', a space, another ' and another space and another +. |
| 7 | Since you also want to display the inventory unit, you will also need to add this table to the formula: enter a square bracket "[" and select the 'Inventory Unit' field from the list that appears. The third part of the formula is shown: [arti_oms_1] + ' / ' + [t_vrd_fys_vrij] + ' ' + [arti_eenh_vrd] |
| 8 | Click the check mark to view the result of the formula. Is it agreed? Then click OK. |
Copy and paste
[arti_oms_1] + ' / ' + [t_vrd_fys_vrij] + ' ' + [arti_eenh_vrd]
Step 3. Visualize the physical inventory of an item
Via the drop-down menu in the Item field you can see that the physical inventory of each item is shown in the list of all items. This physical inventory will also be visible in the field itself after selection of the item.
- Published:23 jan 2024 15:11
- TypeHandleidingen
- Category
- Product
- AvailabilityOpenbaar