Stock Locations
Overview:
In Workbench, Stock is managed by Location with every transaction belonging to a Location. Locations in turned are defined by Jobs that are marked as having a Job Type of Stock (or whichever type is defined in the Control Parameters as the Stock Job Type). When you create a Stock Location on this screen, Workbench will attempt to use a Job Template that has a Job Type of Stock to create a unique job for each location.
Screen Guide:
Code is the shorthand identifier of this location, and is also the link to the Job Maintenance for the location's Job.
Description is the longer descriptive text for the location.
Company is the Company that this stock location belongs under - generally an internal company.
Type is the Job Type that has been defined in Control Parameters in Stock Job Type as the type for stock jobs.
Profit Centre defines which Profit Centre the location should be created under.
Site Location can be used to track the phisical location of a Stock Location for those that are mobile ones like a Fuel Tan or Contains that keep parts in it. The Locations available to select are the same Locations used in Plant Locations.
Stock Control Account is used for both Debit and Credit transactions dependent on whether you are purchasing stock (Dr) or issuing stock (Cr). You can have a different Control Account for each stock location. GL Prefix or Suffix on the Profit Centre is ignored.
Stock Adjustment Account is used if a Stock Adjustment Batch is unbalanced, then the resulting write on / write off will be posted to the Stock Adjustment Account for the Stock Location in question, being the full account code string for the Stock Adjustment Account.
Inactive is used when a location is no longer in use. Locations cannot be deleted, but they can be renamed.
If you do not have a correct Job Template that uses STOCK as the Job Type, the following error will appear:
Navigate to Job Template List in another tab and create an appropriate template, then try saving again.
Next Steps:
After your location is created, you can edit the newly created stock job in Job Maintenance by clicking on the Code.