Where inventory levels get increased or decreased in OneSource

AA-00505

Two setup options that MUST be performed for an inventory item to perpetually increase or decrease

  • Company Setup & Preferences form: The Perpetual Inventory option, located on the Inventory tab, must be set to Yes.
  • Inventory Management form: The Class field (located on the Inventory Management form) must be set to Stock.
IMPORTANT NOTE

If the TWO options above are not set properly, the events listed below that change inventory levels will NOT have an affect on Inventory Levels.

 

Events that cause inventory levels to increase

  • Purchase Order form: Entering a positive number in the Qty Rec field and then moving the cursor off of the line item record (or checking the Recd checkbox) increases the Qty in Stock field on the Inventory Management form.  This event also adds a new shipment on the In Stock tab. Note: Inventory levels are actually totaled by summing the total of all Qty in Stock values on the In Stock tab for each item.  These values are stored in the Inventory Products table.
  • Inventory Management form: Selecting the Add to Inventory option, entering a positive number, and clicking the OK button on the Adjust Inventory Stock pop-up form.  (This form is opened by pressing the Adjust Quantities in Stock button on the In Stock tab).
  • Inventory Adjustment form: Pressing the Make Adjustments button, after filling in values in the Actual Qty column (if number entered is determined to be more than the currently calculated Quantity in Stock).
  • Sales Order form: Opening an existing Sales Order and reducing the number in the Qty Shp field (and moving the cursor off of the line item).
  • Sales Order form: Deleting an existing line item.
  • Credit Memo form: Pressing No when prompted to Return the item to the supplier.

Events that cause inventory levels to decrease

  • Sales Order form: Entering a positive value in the Qty Shp field and then moving or clicking off of the line item.
  • Inventory Management form: Selecting the Remove From Inventory option, entering a positive number, and clicking the OK button on the Adjust Inventory Stock pop-up form.  (This form is opened by pressing the Adjust Quantities in Stock button on the In Stock tab).
  • Inventory Management form: Clicking on the X button in the Date Recvd column on the In Stock tab.
  • Inventory Adjustment form: Pressing the Make Adjustments button, after filling in values in the Actual Qty column (if number entered is determined to be less then the currently calculated Quantity in Stock).
  • Note: Adding or removing items on Quotations and Invoices does NOT increase or decrease inventory levels.