# Stock withdrawal and valuation

## 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Each setting is one product group's rule for how stock is withdrawn and how its cost is valued.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](#understand-the-setting) |
| Find an existing setting or open a new one | [Find a setting](#find-a-setting) |
| Create or change a product-group setting | [Maintain a setting](#maintain-a-setting) |
| Work with product stages | [Warehouse product stages](doc:configuration-warehouse-product-stages) |
| Set up inspection information | [Warehouse inspection base](doc:configuration-warehouse-inspection-base) or [Warehouse inspection checklist](doc:configuration-warehouse-inspection-checklist) |
| Set up transfer or service reference values | [Warehouse transfer reasons](doc:configuration-warehouse-transfer-reasons) or [Warehouse service types](doc:configuration-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**

1. Open **Configuration**.
2. Open **Warehouse settings**.
3. Select **Stock Withdrawal And Valuation**.
4. Read the **Group**, **Withdrawal**, and **Valuation** headers to locate the setting you need.
5. 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** |

![Check the **Group**, **Withdrawal**, and **Valuation** headers and the **New**, **Refresh**, and **Settings** controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0e94131633c246360b3bd71c9ee420ec.png)

**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.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/871ff45955b2ea331e9dcff79455a80b.png)

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**

1. In **Group**, select the product group for the rule.
2. In **Withdrawal**, select the withdrawal method.
3. In **Valuation**, select the valuation method.
4. 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 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**

1. 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.

## Continue with related warehouse settings

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**

1. Select the warehouse configuration entry for the next reference value.
2. Choose the next page from the table.

   | If you need to maintain… | Open… |
   |---|---|
   | Product stages | [Warehouse product stages](doc:configuration-warehouse-product-stages) |
   | Inspection settings | [Warehouse inspection base](doc:configuration-warehouse-inspection-base) or [Warehouse inspection checklist](doc:configuration-warehouse-inspection-checklist) |
   | Inspection documents | [Warehouse inspection documents](doc:configuration-warehouse-inspection-documents) |
   | Transfer reasons | [Warehouse transfer reasons](doc:configuration-warehouse-transfer-reasons) |
   | Service types | [Warehouse service types](doc:configuration-warehouse-service-types) |

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