Goods Issued: Creating and Editing Transactions

💡These tutorials explain how to create, edit and update Goods Issued transactions.

How to Create a Goods Issued Transaction from Scratch#

1. Navigate to  Goods Issued.
2. Click New (button).
3. Fill in the header information as follows:
   1. Date = Select a Date from the calendar dropdown list (defaults to today).
   2. Customer = Select a Customer from the dropdown list of customers.
   3. Contact = Select a Contact Person from the dropdown list of contact people.
   4. Reference = Enter a Reference.
   5. Asset = Select an Asset from the dropdown list of assets (if applicable).
   6. Note = Enter a Note.
   7. Category = Select a Category from the dropdown list of categories (if applicable).
   8. Order No. = Enter an Order Number.
   9. Terms = Select the Terms from the dropdown list of terms.
   10. NCR = Select a Non-conformance Report from the dropdown list (if applicable).
4. Fill in the item section by selecting option1, 2, 3 or 4:
   1. Select this option to manually add items one at a time:
      1. Select a Category in the block next to Add (Popup) that displays Search.
      2. Select an Item in the dropdown list next to the Category.
      3. Enter the Quantity in the Qty block.
      4. Click Add (button).
      5. Edit or enter the Unit Price.
      6. Edit or enter an Adjustment: Enter a negative percentage to reduce the price (discount) or a positive percentage to increase the price (surcharge).
   2. Click Add (Popup) (button) > Copy Items from Sales Orders: Select this option to copy items from a linked Sales Order.
   3. Click Add (Popup) (button) > Copy Items from Work Order: Select this option to copy items from a linked Work Order.
   4. Click Add (Popup) (button) and select Items to display a list of items.
      1. Click View (button) to generate a list.
      2. Click the item(s) to add and click Add (button).
5. Repeat Step 4 to add more items, or right-click an item and select Copy Item (edit the copied line as needed).
   • Note: To remove an item, right-click the item and select Delete Item.
6. Click Save (button).

How to Create a Goods Issued Transaction from a Sales Order#

1. Edit or create a Sales Order.
2. Set the Status of the Sales Order to Active.
3. Click Save (button).
4. Click Actions (button) > Copy to Goods Issued.
5. On the copy dialogue accept or edit the Status changes to the Sales Order:
   1. Header = Select a different Status from the dropdown list or click the no-editing button (pencil with a line through it) to leave the Status unchanged.
   2. Items = Select a different Status from the dropdown list or click the no-editing button (pencil with a line through it) to leave the Status unchanged.
6. Unselect any items you do not want to copy.
7. Click Copy (button).
   • Note: The Goods Issued transaction is created. It opens if the Open new Transaction checkbox has a checkmark in it (bottom left corner).

How to Create a Goods Issued Transaction from a Work Order#

1. Edit or create a Work Order.
2. Set the Status of the Work Order to Active.
3. Click Save (button).
4. Click Actions (button) > Copy to Goods Issued.
5. On the copy dialogue, accept or edit the Status changes to the Work Order:
   1. Header = Select a different Status from the dropdown list or click the no-editing button (pencil with a line through it) to leave the Status unchanged.
   2. Items = Select a different Status from the dropdown list or click the no-editing button (pencil with a line through it) to leave the Status unchanged.
6. Unselect any items you do not want to copy.
7. Click Copy (button).
   • Note: The Goods Issued transaction is created. It opens if the Open new Transaction checkbox has a checkmark in it (bottom left corner).

How to Edit a Goods Issued Transaction#

1. Navigate to Goods Issued.
2. Click Menu (button) > Transactions or click Menu (button) > Items.
3. Apply any of the Filters.
4. Click View (button).
5. Double-click a Transaction or Item that has a Status of Pending or Active to open it (or right-click and select Open Transaction).
6. Make any changes.
7. Click Save (button).
   • Note: To edit a transaction with the Status of Complete, open the transaction and change the Status to Active.

How to Add an Attachment or Link to a Goods Issued Transaction#

1. Create or edit a Goods Issued transaction.
2. Click Actions (button) > Add Attachment/Link.
3. Enter a Description in the block below Description.
4. Select a Type from the dropdown list below Type.
5. Paste a URL in the block or click menu (...) to browse to the file on your local server.
6. Select the Item to link to from the dropdown list below Transaction Item.
7. Click Save (button).
8. Click Close (button).

How to Update a Linked Goods Issued Transaction#

1. Create or edit a Goods Issued transaction.
2. Click Actions (button) > Update Transaction and select an option:

   Option	Description
   Update Transaction from Setups	If any information (e.g. the unit price) was changed on the item's setup, it is applied to the transaction.
   Add all items from SO xxx (appears once a 'From' Transaction is set)	Includes any items that were not selected at the time the Goods Issued transaction was created (where xxx is the Sales Order Number).
   Update items from SO xxx (appears once a 'From' Transaction is set)	Updates the Goods Issued transaction with any changes made to the copied items on the Sales Order (where xxx is the Sales Order Number).
   Add all items from WO xxx (appears once a 'From' Transaction is set)	Includes any items that were not selected at the time the Goods Issued transaction was created (where xxx is the Work Order Number).
   Update items from WO xxx (appears once a 'From' Transaction is set)	Updates the Goods Issued transaction with any changes made to the copied items on the Work Order (where xxx is the Work Order Number).
   Update the 'From' Transaction	Switches the transaction the Goods Issued transaction was created from (e.g. a Work Order instead of a Sales Order). Once it is set, the Add all items and Update items options appear above it.
   Link Transaction to an SM	Links the transaction to a Service Manager Ticket.
   Reset Transaction Flow	Unlinks the current transaction from the rest of the linked transactions.

How to Reorder Line Items by Group#

1. Create or edit a Goods Issued transaction with multiple line items.
2. Use the Field Chooser (*) to display the group and subgroup columns if they do not appear.
3. Enter a group and subgroup (optional) name for each item.
4. Click Actions (button) > Order Items by Group.
   • Note: You can manually reorder line items by right-clicking the line and selecting Move Up or Move Down.

How to Update Multiple Items on a Goods Issued Transaction#

1. Create or edit a Goods Issued transaction with multiple line items.
2. Select the Items you want to change.
3. Click Action (button) > Batch Update.
4. Select an option from the Batch Update dropdown list and fill in the required information:

   Option	Description
   Status	Select a Status from the dropdown list of statuses to change the Item's Statuses.
   Adj %	Enter a % to change the Adjustment percentage.
   Qty	Enter the Quantity of goods issued.
   VAT	Select a Default VAT Type in the first block, whether the price Includes (Inc) or Excludes (Exc) VAT in the second block, or both.
   Group	Enter a name for the Group.
   Subgroup	Enter a name for the subgroup.
   Resolve	Select a Resolve option from the dropdown list.
   Check in	Select a Date and Time to set a check-in or click Delete to delete the Check-in Date and Time.
   Check out	Select a Date and Time to set a check-out or click Delete to delete the Check-out Date and Time.
   Debit	Select a Ledger Account to Debit (e.g. Stock on Hand).
   Credit	Select a Ledger Account to Credit (e.g. Cost of Sales).
   Location	Select a Location from the dropdown list of locations.
   Department	Select a Department from the dropdown list of departments.
   Unit Price	Enter a Unit Price in the block.
   Start Date	Set a Start Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.
   Due Date	Set a Due Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.
   Lead Days	Type the number of lead days in the adjacent block.
   SM No.	Select a Service Manager ticket number from the dropdown list.

5. Click Update (button).