@lubos I found out your database relationships need to be checked again due to the inventory module updates.
Its confusing, so which approach implemented in manager for right now?
In mine, a feature in every single sales/purchase invoice about column - qty to deliver/receipt is gone for now. Really confusing users. I’m facing many complains from my clients related to a very unexpected changes.
Please determine which method would be implemented in manager, give us solutions for a changes because this beru significant.
My understanding is each business uses “Show columns” depending on each business desired work flow. With available options as per the opening post of this thread.
Display or not to display column right? It’s so weird. Better to implementd the old method and we able to determine which item of inventory that we desire to track deliver/receipt or not.
How @lubos ?
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The Inventory Quantity by Location report displays negative values, and editing columns doesn’t resolve the issue in the database report. We typically assess the warehouse using this report, but the values are significantly inaccurate. We currently refer to the ‘Qty owned’ column on the Inventory tab.
Edit columns in inventory tab should show only those columns as selectable that are meaningful to reduce confusion among users
For example, if I am using only the sales or purchase invoice & not using any other sales or purchase modules, or Goods Receipt (GR) or DeliveryNote(DN), than only only" Qty owned" column should be visible as option in edit columns of inventory item.
And if I am using purchase/sales invoices + purchase/sales order modules also, but not the GR or DN tab, then only (1)Qty owned, (2)Qty Reserved & Qty Available(if sales order used),(3)Qty ordered & Qty to be available(if purchase order used) -should be the options, and qty owned columns should be used for calculations of (2) & (3).
And “Qty on hand” option should be active only if GR & DN tab are also active, & same “Qty on hand” should be used for calculations in other Qty columns also if GR/DN tabs are in use.
And i believe orders(purchase/sales) should never be allowed to create GR/DN directly, because i dont think legally an inventory item is ever received or delivered between customer & vendor without invoice being issued first.
Even if its allowed legally in some countries,
Lets assume i issue a GR from purchase order for item1 first(without receiving P.Invoice), & then issue a sales order & invoice looking at the qty available(increased by GR). What will happen if I never receive a purchase invoice for the GR(or PO).
In short either “Qty owned” should be used , or “Qty in hand” should always be equal to Qty owned, when & if GR or DN tabs are not being used by the business
Thats the whole purpose of Edit columns. If you are not using something, then uncheck that column and it wont appear on your screen. If you use Qty Owned column only then check that column and uncheck other columns. What you are suggesting will add unnecessary work and may hinder development at some points.
If users doesnt need or understand something and they turn that feature on then ofcourse they are gonna get confused.
This is how it was before when item had optional tracking disabled. Anyway there are multiple methods i would prefer the optional ability to track each invoice someone else might not. So there are many factors/possibilities involved which needed to be considered during implementation of such features.
I am noticing that after the update.
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inventory section on balance sheet is not being allocated as per division.
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Historical invoices are not showing division. This gives challenges when trying allocate inventory to a division. We run mutiple division with multiple inventory location and this becomes difficult
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The upgrade requires us to capture GRN for a whole year using purchase invoice not showing division location. Accuracy on inventory per location becomes questionable.
Perhaps the upgrade was not a good idea. @lubos kindly assist.
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When programming typically core functionally is added first. After that is shown to be functional, more specialised functionally is added.
I’m not the programmer, nor do I know his plans, but I guess he is first seeig if the approach is workable. After which sub reporting will be added eg for locations, divisions, projects (all of which have been added to Manger relatively recently).
Or maybe it’s implementation is not complete.
If so you have been given the opportunity to see how the basic functionally will work in the future. For those who want to possible have some influence, looking at what has been implemented is likely to have more impact.
Probably best investigated and test in a simple test business.
@lubos
have a problem quantity owned should be total of physical quality available, currently its also reducing qty to be delivered.
Pls check attached
I should be having quantity owned 1120
and to be delivered 600 is correct.
According to current implementation
Qty owned means what you own.
After issuing Sales Invoice you dont own that Qty you have sold that qty.
It could be on your hand that why your Qty on hand would show 1120.
Qty to deliver is 600 that means you have invoiced your Customer for Qty 600 but havent delivered it yet. So invoicing you customer increased the account receivable account and decrease the value of Inventory.
And the way it works now is not something new. It was always like this.
I can’t find Inventory Location on Purchase and Sales Invoice. Was it intentionally omitted in this update?
Then how can I use Inventory Location again as before?
@Patch @lubos How do you propose we manage this situation, especially for those of us who solely rely on inventory quantity by location report?. My business and even others that i handle is currently in total disarray just because of that report. How better do you think we can run more than 10 locations without this report? Qty owned and inventory qty summary only gives you the total of everything.
@Patch is not even sounding as if the feature is going to be added back in the coming day
Kindly assist
I think yes.
You can find it on Delivery Notes and Goods Receipts. These two documents are now required if you track Inventory in and out.
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All I am suggesting is that no business should be forced to use Goods Receipt or Delivery Notes if they dont want to, but sholud still be allowed to use other Qty columns like Qty reserved, Qty available, Qty to be available, Qty desired, Qty to order etc.
And I dont really think this will take too much time for the developer. He just needs to add few conditions to whats already implemented.
And he can update the guides as follows which will make it very clear to all users:
Use Case1: If the business is NOT USING Delivery Notes and Goods Receipts:
Qty owned
- All general ledger transactions are included.
for example:
- Purchase invoices increase this
- Sales invoices decrease this
If you are using Sales Orders, then there are another 2 columns available:
Qty reserved
- Sales orders increase this
Qty available
- This is Qty owned minus Qty reserved.
- This is used to see how much more inventory is physically available on hand that can be immediately sold and delivered.
If you are using Purchase Orders, then 2 more columns can be used:
Qty on order
- Purchase orders increase this
Qty to be available
- This is Qty available plus Qty on order.
If you are using minimal stock levels feature where you can set desired quantity for each inventory item, then 2 more columns can be used.
Qty desired
- This is desired quantity set on inventory item
Qty to order
- This is Qty desired minus Qty to be available. In indicates how much inventory should be ordered.
.
.
.
.
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Use Case2: If the business is USING Delivery Notes and Goods Receipts:
3 more columns are introduced to track physical quantities & Qty columns will be calculated as mentioned below:
Qty to deliver
- Sales invoices increase this
- Delivery Notes decrease this
- Credit notes decrease this
Qty to receive
- Purchase invoices increase this
- Goods receipts decrease this
- Debit notes decrease this
Qty on hand
- Goods receipts increase this
- Delivery notes decrease this
- Sales invoices are excluded
- Purchase invoices are excluded
- Credit notes are excluded
- Debit notes are excluded
- All other general ledger transactions are included
In other words, invoices, debit notes and credit notes have effect on Qty owned but no effect on Qty on hand. Delivery notes and goods receipts have effect on Qty on hand but no effect on Qty owned.
If you are using Sales Orders, then there are another 2 columns available:
Qty reserved
- Sales orders increase this
- Delivery notes linked to sales orders decrease this
Qty available
- This is Qty on hand minus Qty to deliver minus Qty reserved.
- This is used to see how much more inventory is physically available on hand that can be immediately sold and delivered.
If you are using Purchase Orders, then 2 more columns can be used:
Qty on order
- Purchase orders increase this
- Goods receipts linked to purchase orders decrease this
Qty to be available
- This is Qty available plus Qty on order.
If you are using minimal stock levels feature where you can set desired quantity for each inventory item, then 2 more columns can be used.
Qty desired
- This is desired quantity set on inventory item
Qty to order
- This is Qty desired minus Qty to be available. In indicates how much inventory should be ordered.
And so the user must activate Goods Receipt & Delivery Notes tab first & they must appear in the active tabs list(sidebar) as well before using GR & DN to track inventory. 3 new columns(Qty on hand, Qty to deliver, Qty to receive) should be available for selection inside edit columns only if the GR & DN tabs are already active.
This update really confusing and forced many clients to follow this whereas they build their own procedure and using manager because flexibility. Please consider about this @lubos I think give us option to activate tracking for delivery/receipt is much better than forced.
Actually last update about moving tick mark to enable tracking delivery/quantity to every single sales/purchase invoice is more comfort to understand if you dont want to put it on every single item inventory. Because we stil have an option to choose what method we able to use (we need consider our team in management that adapt) but if we forced to follow new procedure and just as easy as to activate or non active edit column i think this is pretty weird.
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Hi every one,
in my opinion, the side effects of this implementation is far too bigger compared to its benefits - how ever, I would say and request that the Inventory location drop down is to be available in both Sales Invoice/Receipts tabs and Purchase Invoices tab.
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Beautiful fact
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It is really frustrating to be creating new delivery note to each customer and goods receive for supplier, Honestly I don’t expect such from manager.
I have completed the delivery note for all my customers and goods received for all suppliers, but my great surprise is that, I am still seeing excessive stock balance in my report and it even showing stock for product that is totally out of stock. see image below
Dear Sirs,
We have 1000 customers and 5 different locations to sale the goods to each customer. how do we even remember that we sold this items from each locations…
that why we have selected inventory location while sales and rest we did inventory transfer. data is for 5 years. practically impossible for us to do it manually. we kindly request you to undo the changes for now. we are suffering big time…
Also we have 800+ inventory items, how many we can see it…
we want to resolve the issue immediately
Secondly, if any update is coming, u need to add all current data correctly so people dont have to do anything manual… pls link inventory locations ASAP, we are really stuck…
1000+ customers || 5 years data || 800 items || 5 locations - impossible for us to remember and check physical book to retrive it manually. we have choose your system and feed everything so that we dont have to worrt about our data, now it seems our data is not safe… @lubos
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