Placing stock on hold
Note: This functionality is available only if you have the Inventory Add-On Module.
After entering a work order, you can reserve the stock for that job. Placing stock on hold reduces the quantity available, but does not reduce the quantity on hand.
You can also reserve stock when none is available. When you enter stock into inventory, Sage 100 Contractor adjusts the quantity of stock available.
To place stock on hold:
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1
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Open 12-2 Inventory Allocation. |
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2
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In the Ticket# text box, enter the tag or ticket numbers and letters. |
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3
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In the Job text box, enter the job number. |
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4
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If the job uses phases, enter the phase number in the Phase text box. |
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5
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In the Order Number text box, enter the order number. |
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6
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In the Date text box, enter the date of the transfer. |
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7
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In the Status list, click 3-Hold Stock. |
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8
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In the Description text box, enter a brief statement about the transaction. |
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9
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In the grid, do the following: |
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a
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In the Part cell, enter the part number. |
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b
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In the Quantity cell, enter the quantity of parts. |
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c
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In the Cost cell, enter the cost of the part. |
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d
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In the Source cell, enter the location where the part is coming from. |
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e
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In the Account cell, enter the location where the part is going. |
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10
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Repeat step 9 for each item you want to place on hold. |
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11
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On the File menu, click Save. |
Note: When ready to use the stock you have reserved, change the status of the inventory record from 3-On Hold to 4-Shipped.
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.