This guide explains how to use Netvisor's linking tool to create links that deviate from the FIFO/LIFO method. The linking tool can manually build batch-specific traceability chains for product batches.
CONTENTS
- Location of the linking tool
- Content of the linking tool and creating a link
- Changing the link with the linking tool
- Releasing/deleting the link
- Releasing/deleting links in bulk
- Tracking/traceability of stock transactions
- Preventing the link
- Linking fails
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
The linking tool can be accessed:
- Sales order/invoice functions > Stock information via the stock transaction row
- Purchase order functions > Stock information via the stock transaction row
- Unlinked to product batches -stock report
Location in the order/invoice functions -view: link button at the end of the stock transaction row: "Link transaction row" (1).
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).
This opens the following view as an example.
In the selection of item order, you can choose the basis for linking if there are multiple items to choose from. The transaction can also be searched by batch number.
Link the desired row. Change the quantity on the transaction row. (In the image below, the link has not yet been made).
Below, the link has been changed to the transaction row, in this example 90 units of the product according to FIFO to the oldest purchase batch. If there are multiple batches, you can select the desired batch here. Press the save button.
During linking, stock and unit price are brought from the purchase batch information, and editing of transaction information is prevented. The linked row is shown in green in the image, 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
Go to the desired linked stock row's link button to link the desired row.
The initial situation in this example is an existing link to the 5.3. transaction row
Change the link and target the link to the 7.7. transaction batch. Finally, click the Save button.
Releasing/deleting the link
Go through the desired stock row's link button to delete the link. 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.
Change the existing example transaction link to "No link to transaction row" and save the change.
If you want to delete links from multiple rows on a stock transaction, you can do so through the transaction's stock information (e.g., from the sales invoice: Sales invoice functions > Stock information).
Select the invoice rows whose links you want to release> Select the action to be performed on the selected rows > Delete links from selected and combine compatible transactions.
After this, click "Execute". The system will also try to combine compatible stock rows to tidy up the view.
"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, a sales invoice row where the product quantity was 100 units, but there were two 50-unit purchase batches, the linking automation split the 100-unit invoice row in stock into two 50-unit stock rows. Then 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 can be done from the Linking target transactions -stock report. If necessary, the result set can be limited using the Extended search.
Select the desired purchase transactions from the front of the row and click the Release links (x pcs) button.
The Release links button opens the following view:
You can optionally 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. Additionally, it is possible 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 (e.g., 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.
- Stock row describing the product batch
- Stock row reducing the product batch
- 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. This is done by selecting the respective rows and clicking "Prevent linking of selected transactions".
If you want to return the row to be linkable again, search for the rows through the extended search with the selection: "Show only transactions where linking is prevented". Search the report for the desired period. After this, the button "return selected transactions to be linkable" becomes active, and the desired rows can be returned to be linkable.
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 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, and previously created rows are marked as non-linkable. If you want to link these, they must be released manually.
Releasing is done by going to the respective stock row, checking the row, and selecting "select action to be performed on selected rows". From here, select "Allow linking of selected transaction rows".
Keywords: Linking tool, FIFO, LIFO, stock transactions, traceability chains
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