This guide explains how to use Netvisor's linking tool to create links that deviate from the FIFO/LIFO method. With the linking tool, you can manually build batch-specific traceability chains for product batches from the vendor through your own stock to customers.

CONTENTS

With the linking tool, you can create links that deviate from the FIFO/LIFO method for batch deductions, meaning you can manually build batch-specific traceability chains for product batches from the vendor through your own stock to customers.

Location of the linking tool

You can open the linking tool from the following views:

  1. From the Sales order/invoice functions > Stock information view, via the stock transaction row
  2. From the Purchase order functions > Stock information view, via the stock transaction row
  3. From the Unlinked to product batches stock report

In the order/invoice functions view there is a link button "Link transaction row" (1) at the end of the stock transaction row.


Content of the linking tool and creating a link

Manual linking begins by clicking the link button at the end of the product row (visible in the image above).

Clicking the link button opens the linking tool view:

With the item order selection, you define the basis on which the link is made when there are multiple items to choose from. The transaction can also be searched by batch number.

Creating the link is done as follows:

  1. Select the stock transaction row to be linked.
  2. If necessary, change the quantity on the transaction row.

In the example below, the link has been changed on the transaction row so that 90 units of the product are linked according to FIFO to the oldest purchase batch. If there are multiple purchase batches, you can select the desired batch in the view.

  1. Select the desired purchase batch (for example, the oldest batch according to FIFO).
  2. Check the quantity.
  3. Click Save.

When linking, stock and unit price are brought from the purchase batch information, and editing of the transaction information is prevented. The linked row is shown in green. Stock and purchase price are brought to the row from the linked purchase batch information. If there is a need to edit stock or purchase price, this must be done from the purchase transaction.

Changing the link with the linking tool

You can change an existing link as follows:

  1. Open the linking tool from the link button of the desired linked stock row.

In the example below, the initial situation is an existing link to the 5 March transaction row:

Changing the link is done like this:

  1. Select a new target, for example the 7 July transaction batch.
  2. Click Save.

Releasing/deleting the link

You can delete the link from an individual stock row as follows:

  1. Open the linking tool from the link button of the desired stock row.
  2. Select "No link to transaction row" as the linking option.
  3. Save the change.

The function can only delete links from individual rows, so deleting links from two rows of the same transaction with this tool must be done row by row.


If you want to delete links from multiple rows on a stock transaction, you can do so through the transaction's stock information (for example, from the sales invoice: Sales invoice functions > Stock information).

Proceed as follows:

  1. Select the invoice rows whose links you want to release.
  2. Select "Select action to be performed on selected rows" from the drop-down menu.
  3. Select the action "Delete links from selected and combine compatible transactions".
  4. Click "Execute".

"Combine compatible transactions" means that if a stock row has been split into multiple different rows, those split rows are combined back into one row. For example, on a sales invoice row the product quantity was 100 units, but there were two 50-unit purchase batches in stock. The linking automation split the 100-unit invoice row in stock into two 50-unit stock rows. When using the function "Delete links from selected and combine compatible transactions", the link is released and those 50-unit batches are combined back into one 100-unit batch.

The new situation is saved automatically.

As a result, links are removed from the selected stock rows.

Releasing/deleting links in bulk

Bulk release of links is done from the Linking target transactions stock report. If necessary, the result set can be limited using the Extended search.

Proceed as follows:

  1. Retrieve the Linking target transactions stock report.
  2. If necessary, limit the result set using Extended search.
  3. Select the desired purchase transactions from the front of the row.
  4. Click the Release links (x pcs) button.


The Release links button opens the following view:

In the view you can:

  • Select a date to limit the links to be released based on the transaction day. Links are released from transactions recorded on or before the limit date.
  • Select whether to reset the remaining value at the same time.

Tracking/traceability of stock transactions

All linked stock rows are reported in the stock transaction view alongside the row that is the target of the link. For example, sales transactions are compiled alongside the purchase transaction.

On the right side of the stock row, there is an icon that, when clicked, takes you directly to the linked stock row's stock transaction:

All stock transactions that reduce the product batch are reported on the stock transaction that is the target of the link.

  1. Stock row describing the product batch
  2. Stock row reducing the product batch
  3. The situation row shows how much of the batch is left.

Preventing the link

Through the Unlinked to product batches transactions report, you can prevent the desired transaction from being linked.

Proceed as follows:

  1. Retrieve the Unlinked to product batches transactions report.
  2. Select the rows whose linking you want to prevent.
  3. Click "Prevent linking of selected transactions".

If you want to return the row to be linkable again, this is done via Extended search.

Proceed as follows:

  1. Open the Unlinked to product batches transactions report.
  2. In Extended search, select the condition "Show only transactions where linking is prevented".
  3. Retrieve the report for the desired period.
  4. Select the rows you want to return to be linkable.
  5. Click the "Return selected transactions to be linkable" button when it is active.

If an extra purchase order comes to be linked and you want to prevent this, archiving the respective purchase order will also remove it from the linking view.

With the linking tool, you can create links that deviate from the FIFO/LIFO method for batch deductions, meaning you can manually build batch-specific traceability chains for product batches from the vendor through your own stock to customers.

Linking fails

Netvisor gives a notification on the stock row: "Linking of the transaction row is prevented".

The system gives this notification if the transaction was created before batch linking was enabled. In that case, previously created rows are marked as non-linkable. If you want to link these rows, they must be released manually.

Releasing is done as follows:

  1. Go to the respective stock row.
  2. Check the row to be released.
  3. Select "Select action to be performed on selected rows".
  4. Select "Allow linking of selected transaction rows".

Frequently asked questions

Question: Where can I find the linking tool in Netvisor?
Answer: The linking tool opens from the sales order/invoice or purchase order view by selecting Sales order/invoice functions > Stock information or Purchase order functions > Stock information and clicking the "Link transaction row" button at the end of the stock transaction row. In addition, the tool is available from the Unlinked to product batches stock report.

Question: How do I create a link that deviates from the FIFO/LIFO method?
Answer: Open the linking tool from the stock row link button, use the item order selection to choose the desired order or search the transaction by batch number, select the purchase batch and quantity to be linked, and save. In this way, you can manually allocate batch deductions to the desired product batches.

Question: How do I change an existing link to another purchase batch?
Answer: Open the linking tool from the linked stock row link button, select a new transaction batch (for example, a purchase batch with a different date), and save. The old link is replaced with the new one.

Question: How do I delete the link from an individual stock row?
Answer: Open the linking tool from the link button of the respective stock row, select the option "No link to transaction row", and save. The link is removed from this row.

Question: How do I delete links from several rows at once on the same transaction?
Answer: Open the transaction's stock information (for example, Sales invoice functions > Stock information), select the rows from which you want to delete the link, select the action "Delete links from selected and combine compatible transactions", and execute. The system releases the links and, if necessary, combines split stock rows.

Question: How do I release links in bulk from several purchase transactions?
Answer: Retrieve the Linking target transactions stock report, limit the result set if necessary using Extended search, select the desired purchase transactions, and click Release links (x pcs). You can limit the links to be released based on a date and, if you wish, reset the remaining value at the same time.

Question: How do I prevent a specific transaction from being linked to product batches?
Answer: Open the Unlinked to product batches transactions report, select the rows whose linking you want to prevent, and click "Prevent linking of selected transactions". After this, the transactions will no longer be available for linking.

Question: How do I remove the prevention and make a row linkable again?
Answer: Open the Unlinked to product batches transactions report, use Extended search with the selection "Show only transactions where linking is prevented", retrieve the desired period, select the rows to be returned, and click "Return selected transactions to be linkable".

Question: Why do I get the notification "Linking of the transaction row is prevented"?
Answer: The notification appears if the transaction was created before batch linking was enabled and the row has been marked as non-linkable. You can allow linking by going to the stock row, selecting the row, and choosing the action "Allow linking of selected transaction rows".

Question: How do I track and trace product batches in stock transactions?
Answer: In the stock transaction view, linked stock rows are shown alongside the row that is the target of the link. The icon on the right side of the stock row takes you directly to the linked stock row transaction. The view shows the stock row describing the product batch, the stock rows reducing the product batch, and the situation row, which shows how much of the batch is left.

Keywords: Linking tool, FIFO, LIFO, stock transactions, traceability chains

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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