Advanced stock status description

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In addition to the simple status bar on the stock card that lists On Order, In Stock, Order Taken and Sold, various other status descriptions are used within Dealerlogic and have various implications on future transactions.

 

Status

Definition

Edit stock item

Edit Purchase

Add Recon-ditioning

Add Warranty Recon Costs

Add Sale Details

Add Notes

Historical

Purchased and sold prior to accounting conversion: no acc”ting entries exist

Yes but limited

No

No

Yes

No

Yes

Opening

In stock as at accounting conversion: no acc’ting entries exist for purchase

Yes but limited to non-financial information

No

Yes

Yes,after Sale

Yes

Yes

Sold

Not Historical, stock card status is sold, acc’ting sale journal exists.

Yes

Yes

Yes

Yes

Yes

Yes

Purchased within locked date range

Purchase journal is dated prior to locked date, sale is after if it exists.

Yes

No

Yes

Yes after Sale

Yes

Yes

Sold within locked date range

Both Purchase & Sale Journals are dated prior to locked date range.

Yes

No

No

Yes

No

Yes

Purchased within past BAS period

Purchase date is within previous BAS period.

Yes

Yes but warning appears to adjust next BAS

Yes

Yes, after Sale

Yes

Yes

Sold within locked BAS period

Sale date is within previous BAS period.

Yes

Yes but warning appears to adjust next BAS

Yes

Yes

Yes but warning appears to adjust next BAS

Yes

Purchased within closed financial year

Purchase journal is dated within closed financial year, sale is after if it exists.

Yes but limited to non-financial information

No

Yes

Yes after Sale

Yes

Yes

Sold within closed financial year

Both Sale & Purchase journals are dated within closed financial year.

Yes but limited to non-financial information

No

No

Yes

No

Yes