Stock withdrawal and valuation

Stock withdrawal and valuation is a warehouse reference list that assigns a withdrawal method and a valuation method to each product group. It sits with the other warehouse reference lists under Configuration. Each setting is one product group's rule for how stock is withdrawn and how its cost is valued.

If you need to…	Go to
Review the three settings on this page	Understand the setting
Find an existing setting or open a new one	Find a setting
Create or change a product-group setting	Maintain a setting
Work with product stages	Warehouse product stages
Set up inspection information	Warehouse inspection base or Warehouse inspection checklist
Set up transfer or service reference values	Warehouse transfer reasons or Warehouse service types

Before you start

Before you start, have access to the warehouse configuration area and know which product group, withdrawal method, and valuation method you need to maintain.

Prerequisites

The product group you need is available in Group.
You have permission to edit the setting if you are changing an existing row.
You have permission to create a setting if you are selecting New.
The page has loaded its current list configuration.

The form appears after you open a new or existing setting. The available controls can change with your access and company configuration.

Find a setting

Open this page to review a saved setting or start a new one.

Prerequisites

You are signed in to PAMS.
You are in the warehouse configuration area.

Steps

Open Configuration.
Open Warehouse settings.
Select Stock Withdrawal And Valuation.
Read the Group, Withdrawal, and Valuation headers to locate the setting you need.
Choose one action from the table.

If you need to… Select…
Change an existing setting the edit action in the setting row’s action column
Start a new setting New

If you need to…	Select…
Change an existing setting	the edit action in the setting row’s action column
Start a new setting	New

Check the Group, Withdrawal, and Valuation headers and the New, Refresh, and Settings controls.

Result: The stock withdrawal and valuation list is on screen, or the setting form is open.

Understand the setting

Use the list columns to compare settings before opening one.

Fields and choices

Field	What you choose	Required
Group	The product group to which the rule applies.	Yes
Withdrawal	`NA`, `FIFO`, `LIFO`, `FEFO`, or `ManualSelection`.	Yes
Valuation	`NA`, `ActualCost`, or `AverageCost`.	Yes

The list uses Group, Withdrawal, and Valuation as its visible columns. Paging, row filtering, and header filtering are disabled.

Note: Work from the visible headers and rows; this list has no paging, row filtering, or header filtering.

The edit form shows the same three fields as select boxes, each with a required marker.

Check the three required select boxes in the new-setting form.

The list can show No data and Count: 0 when it contains no rows. When you open a new setting, the dialog title is New Stock withdrawal and valuation by group and the dialog provides OK.

Maintain a setting

Maintain a setting when a product group needs a withdrawal rule or a valuation rule. Use the same three fields when creating a new row or changing an existing row.

Prerequisites

You have opened the new-setting form or an existing setting.
You know the product group and the two methods to assign to it.

Steps

In Group, select the product group for the rule.
In Withdrawal, select the withdrawal method.
In Valuation, select the valuation method.
Choose one way to finish from the table.

If you need to… Select…
Save the setting Save in the popup
Leave without completing the popup action Cancel
Leave without saving after the exit prompt appears Don't Save

If you need to…	Select…
Save the setting	Save in the popup
Leave without completing the popup action	Cancel
Leave without saving after the exit prompt appears	Don't Save

If a required value is missing, the field displays Field is required.

Result: The form remains available for correction, or the popup closes after you select an available action.

Handle configuration and access branches

The page can present different choices and actions depending on the product groups and access available to you.

If you need to…	Use this path
Assign a product group	Open Group and choose from the product groups available to you.
Choose a withdrawal method	Use Withdrawal and select one of the listed methods.
Choose a valuation method	Use Valuation and select one of the listed methods.
Create a row	Select New when it is available.
Change a saved row	Select the edit action in the setting row’s action column.

Prerequisites

The required action is visible on your screen.
The product group choices needed for the setting are available in Group.

Steps

Choose one action from the table.

If you need to…	Select…
Assign a product group	Group
Choose a withdrawal method	Withdrawal
Choose a valuation method	Valuation
Create a row	New
Change a saved row	the edit action in the setting row’s action column

Result: The page opens the list or form for the branch available to you.

When saving or loading goes wrong

Use the message or visible condition in the first column to choose the response.

What you see	What it means	What to do
`Field is required`	A required setting has no value.	Return to the marked field and choose a value in Group, Withdrawal, or Valuation.
`Forbidden characters detected. Please remove them and try again.`	The save input contains characters the application rejects.	Remove the rejected characters and try the save action again.
The sign-in form remains visible with Email, Password, and Login.	The configuration list is not ready for use.	Sign in before using the warehouse configuration controls.
A row edit action is unavailable.	Editing is not available for the current access or page state.	Use the controls that are visible, or ask an administrator to provide editing access.
New is unavailable.	Creating a row is not available for the current access or page state.	Open an existing setting if one is available, or ask an administrator to provide creation access.

The page does not provide paging, row filtering, or header filtering. Work from the visible list headers and rows.

When the setting is complete, continue with the related warehouse settings below.

After you finish with this reference list, continue with the warehouse reference list that matches the next setting you need to maintain.

Prerequisites

You have finished reviewing or maintaining the current setting.

Steps

Select the warehouse configuration entry for the next reference value.

Choose the next page from the table.

If you need to maintain…	Open…
Product stages	Warehouse product stages
Inspection settings	Warehouse inspection base or Warehouse inspection checklist
Inspection documents	Warehouse inspection documents
Transfer reasons	Warehouse transfer reasons
Service types	Warehouse service types

Result: The selected warehouse reference-list page is on screen.