Tracking bar (right hand side)

Show Tracking
Hide Tracking
(Ctrl+T)

Show and or hide the tracking panel and focus the tracking for the current line, or line for the tracking.

Previous Tracking (Ctrl+F7)

Move to previous tracked line.

Tracking Complete / Tracking not Complete

The button changes to indicate the tracking state for the current line.

Next Tracking (Ctrl+F8)

Move to next tracked line.

Previous Tracking Required(Alt+F7)

The button indicates if any previous line requires more tracking information before post, e.g. Serial Nos required.

Move to previous line requiring tracking.

Next Tracking Required (Alt+F8)

The button indicates if any following line requires more tracking information before post, e.g. Serial Nos required.

Move to next line requiring tracking.

Product Tracking Quantities

Opens IC Product Tracking Quantities for the product.

Tracking Grid

Used to enter the tracking breakdown for products which are Lot No and/or Serial No tracked, and for tracked Locations (Accredo Saturn Only).

Inwards Tracking lines are generated as quantities are entered but may require further information before you can post, e.g. Lot Nos, Expiry Dates, Serial Nos before before receipting issuing or crediting.

Outwards Tracking lines may be generated as quantities are entered, or manually entered if preferred, subject to the Generate Outwards Tracking setting in IC Settings - General tab. Tracking must be complete before you can post.

Tracking grid fields displayed adjust automatically depending on the tracking required for the line. You can customise to change display labels, width and ordering. The grid fields are described below.

It is simplest to think of tracking in terms of the direction with respect to Quantity In Stock, i.e. Inwards movements and Outwards movements.

UOM Code

(UOM Active Only)

The UOM Code for the tracking. Only available when UOM is Active. If the Product has more than one UOM Code, you can select the code to use.

Note: If the quantity is not representable in the selected UOM Code decimals, the UOM Code will default to the Base UOM Code.

UOM Quantity

(UOM Active Only)

The quantity of the UOM in the tracking. If the UOM has a Multiplier of more than 1, the Quantity will be calculated as the UOM Quantity * UOM Multiplier.

Quantity

The quantity of the Product in the tracking.

If UOM is Active:

• Quantity is calculated as the UOM Quantity * UOM Multiplier.
• Quantity is not shown in the grid by default.

If UOM is not Active, the Quantity is entered.

For Inwards Movement e.g. Receipts

Bin

Available and required for Bin Tracked Locations.

The Bin the product will be added to, defaults to the Bin Code for the Location in IC Product - Locations tab if one is set. (Accredo Saturn Only)

Lot No

The Lot No for the tracking quantity, Lot No tracked Products only. May be generated from Lot Date or Expiry Date if selected for the Product.

Note: If a Lot No is specified in a Document or Batch line it is entered in the tracking grid. A Lot No entered in the tracking grid does not update the Lot No field in the line since this is a many (tracking lines) to one (document or batch line) relationship.

Lot Date

Defaults from the date of the document or transaction, Lot No tracked Products only.

Expiry Date

The Expiry Date for the Lot, Lot No and Expiry Date tracked Products only.

Serial No

The Serial No for the tracking quantity for Serial No Purchase tracked products.

Enter or scan Serial Nos in the Serial Nos box. Serial Nos may be entered as a comma separated list. Enter to submit and validate Serial Nos.

Note: If a Serial No is specified in a Document or Batch line (quantity must be 1) it is entered in the tracking grid. A Serial No entered in in the tracking grid does not update the Serial No field in the line.

For Outwards Movement e.g. Invoices

Bin

Available and required for Bin Tracked Locations.

The Bin to pick the product from. Tracking lines are generated to pick smallest quantities in preferred bins, i.e. to empty bins based on bin priority.

Click Bin Picker (F2) to select from available Bins. (Accredo Saturn Only)

Lot No

The Lot No to pick for supply, Lot No tracked Products only.
Tracking lines are generated to preferentially use up smallest lots taking Supply Single Lot and Minimum Expiry into consideration.

Click Lot Picker (F2) to select from available Lots.

Note: If a Lot No is specified in a Document or Batch line it restricts available Lots to the specified Lot No and is entered in the tracking grid if stock is available. A Lot No entered or selected in the tracking grid does not update the Lot No field in the line since this is a many (tracking lines) to one (document or batch line) relationship.

Lot Date

The Lot Date for the selected Lot No.

Expiry Date (Lot and Expiry Date Tracked Product only)

The Expiry Date for the selected Lot No. Tracking lines are generated to preferentially use up lots which are oldest and have at least the Minimum Expiry from the date of the document or transaction.

The IC Expired Stock permission controls whether Expired or Dated (not yet Expired but has less than Minimum Expiry period) stock can be seen and selected.

Serial No (Serial Tracked Product only)

The Serial No for the tracking quantity for Serial No Purchase or Sales tracked products.

For Purchase tracked Serial Nos click Serial No Picker to select from available Serial Nos.

Enter or scan Serial Nos in the Serial Nos box. Serial Nos may be entered as a comma separated list. Enter to submit and validate Serial Nos.

Note: If a Serial No is specified in a Document or Batch line (quantity must be 1) it is entered in the tracking grid subject to availability. A Serial No entered in in the tracking grid does not update the Serial No field in the line.

For Adjustments

For adjustment transactions only tracking lines are not generated, and may be a mixture of inwards and outwards movements.

Note: Outwards movements on Adjustments are validated against the In Stock quantity for the Lot No or Serial No. For all other transactions validation is against the Available Quantity.

For Bin tracked locations posting Adjustments, including from Bin Movements or Stocktakes, will "bin forward" any affected outward tracking if allocated stock is moved from one bin to another in the tracking for the transaction. Saturn only.

Grid toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new tracking line.

Move up (Shift+Up)

Move down (Shift+Down)

Move the line up or down.

Delete (F3)

Delete the tracking line.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Note: The columns shown adjust automatically depending on the tracking required for the line. Customise to change display labels, width and ordering.

Balance Quantity
(Ctrl+=)

Select this to add the Balance To Track to the tracking line.

Refresh Tracking (F5)

Refresh generated tracking. Will generate for missing tracking or tracking that could not previously be generated but now can since availability has changed.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.