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StockTransfer

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A stock transfer moves quantity from one cell to another. It writes Stock only. The item's total quantity, cost, revenue, and debt stay unchanged.

Kind Document
Module Inventory
Menu Inventory → Documents → Stock transfers

Fields#

Field Caption Points at
ID Number number sequence
FromCell From location StoreCell
ToCell To location StoreCell
Notes Notes string

FromCell and ToCell are required. The record form shows From location, To location, and the line columns Item, Quantity, Unit, From cell, and To cell. Notes is a field and is not on that form.

Table parts#

Lines#

StockTransferLines, caption Lines.

Field Caption Points at
Item Item Item
Quantity Quantity decimal
Unit Unit UnitOfMeasure
FromCell From cell StoreCell
ToCell To cell StoreCell
UnitPrice Unit price money
Amount Amount money
PackQty Packages decimal
PackUnit Package unit UnitOfMeasure
BaseQuantity Qty in base unit decimal

BaseQuantity is hidden. It is filled on save from Quantity and Unit. Posting uses it when it is not zero, and uses Quantity when it is zero. Both Stock legs use that one number. UnitPrice, Amount, PackQty, and PackUnit are not on the record form, and UnitPrice and Amount are not written to Stock.

An empty line FromCell uses the header FromCell. An empty line ToCell uses the header ToCell.

Commands and states#

The stored values Draft and Posted are captioned Draft and Posted. Post transfer is on Draft.

State Command What happens
Draft Post transfer Posted. Each line takes its base quantity from the source cell and adds the same quantity to the target cell.

An empty document is refused. A quantity that is not above zero is refused. A source cell short of on-hand quantity is refused: 100 against 5 stays Draft, and the cell stays at 5. A source cell short of free quantity is refused: 10 on hand with 8 reserved by another document refuses 4 and posts 2. The reserved 8 stays on the source.

Registers#

On Posted, StockTransferTx writes Stock only. Two movements per line: Qty minus at the source cell, Qty plus at the target cell. Dimensions are Item and Cell. The resource is Qty. No other register is written.

Used by#

Where next#

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