Documents and warehouse stock

Not every document affects stock. The type's settings and direction determine whether it adds, removes, transfers, or has no effect.

What each type does by default

Corrections go in the opposite direction to the corrected document: KWZ therefore adds stock, while KPZ removes it.

The INW sheet deliberately does not affect stock; the difference report does that later.

When the movement is posted

When the document is approved, as part of the same operation. If the type has hold stock until approval enabled, the movement is posted only after the final step of the approval path.

Before posting, the system checks availability for items that remove or transfer stock. If stock is insufficient, approval is rejected with a message starting Insufficient warehouse stock: and listing every problematic item:

Item {number} ({product name}): required {quantity}, available {quantity} at location {location}
Item {number} ({product name}): required {quantity}, available {quantity} at location {location} (batch P-{id})

The second form, with (batch P-{id}), appears when an item is assigned to a specific batch. That item can remove goods only from its batch, so the system checks the amount in that batch at that location, not the product's total stock. The message may therefore say “2 available” even when 52 units of the product are on the shelf: the other 50 are in batches that this item cannot use. The batch name in the message identifies which one is short.

An item without a specified batch is checked as before: the system counts the product's total stock at the location, because the item can take goods from any batch stored there.

Three things that are easy to miss

1. An item without a specified location is silently skipped. There is no message; that row simply does not affect stock. Warehouse document types usually require a location on each item. This is the most common answer to “I approved it, but stock did not change.”
2. An item without a product or quantity is skipped too.
3. The direction can be set per item, independently of the type. That lets one stocktaking difference report contain both surplus and shortage items.

If a document touches a location covered by an ongoing stocktake, the system only adds a warning to the log; approval is not blocked. This is the opposite of terminal operations, where that location is frozen.

Cancellation

Movements are reversed only if the document was in Approved, In progress, or Fulfilled status before cancellation, and its type affects stock.

Reversal switches the direction of each item, and for transfers it swaps the source and destination locations.

As a result, you cannot restore a document whose cancellation removed stock. Create a new one instead.

A document also cannot be cancelled while it has active fulfillments. The message names the fulfillment documents that must be cancelled first.

Exception: warehouse receipts

The Receiving module follows its own process: goods are posted when put away on a shelf, not when the document is approved. When a receipt is accepted, the PZ document is approved without posting again; on cancellation, the Receiving module reverses the movements.

Returns work similarly: stock changes only after put-away is confirmed. The MM document for wholesale parcels is paper-only.