Quick Stock Balance
How to use Quick Stock Balance in Inventory: access, working steps, fields, related records and troubleshooting.
Purpose and access
Use stock transactions to record receipts, issues, transfers and reconciliation. Confirm warehouses, units, batches and serial numbers before submission. Use the stock ledger to investigate movements rather than editing an item to simulate stock.
This page is a settings page in Supply Chain → Inventory. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Warehouse, Date, Item Code.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Quick Stock Balance from Supply Chain → Inventory, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Warehousewarehouse | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Datedate | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Item Barcodeitem_barcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Item Codeitem | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Item Descriptionitem_description | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Image Viewimage | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Available Quantityqty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Stock Valuevalue | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.