OPEX provides the ability to dispose of stock by moving it to a warehouse designated as a disposal warehouse. Items in a disposal warehouse are not included in stock level or valuation level displays, unless you view that specific warehouse.
Moving Items to a Disposal Warehouse
Items can be moved to a Disposal Warehouse in several ways:
Warehouse Transfer
From the Stock > Stock Transactions screen or from the Transaction Tab in Stock, specifying the Disposal Warehouse in the 'To Warehouse' field will move the specified item/size to a disposal warehouse. If the items are serialised you will need to separately transfer the serial numbers. It is possible to transfer the stock and serial numbers at the same time via the Stock > Serial Numbers screen, see below.
Return to Store
You can return items directly to a Disposal Warehouse using Stock > Returns > To Store. If the majority of items are Disposals you can set the warehouse on the return header, which will be the default for each new line.
Collection Notes
You can return a collection note line directly to a disposal warehouse using the Dispose Action on the Requisitions > Collections screen. Select one or more collection lines and choose from a list of disposal warehouses.
You can set a default warehouse for disposals using the configuration option "ST","Default Disposal Warehouse"
The status of a collection note line that has been disposed of is described as Disposed (Pending). If you are not using the Disposal/Destroying Items option below, the status description can be changed to Disposed in Administration > Requisition > Status Codes.
Requisition Return
Requisition Line Items can be returned directly to a Disposal Warehouse from the main Requisitions Screen.
Serial Number Return
A Serial Numbered Item can be returned directly to a Disposal Warehouse from the main Stock > Serial Numbers Screen or the Stock > Serial Numbers > Search Screen.
The status of a serialised item that has been disposed of is described as Disposed (Pending). If you are not using the Disposal/Destroying Items option below the status description can be changed to Disposed in Administration > Stock > Serial Numbers > Status Codes.
Serial Number Transfer
Serial Numbers in Store can be transferred to and from a Disposal Warehouse in the Stock > Serial Numbers Screen or the Stock > Serial Numbers > Search Screen. An option to transfer the stock is provided.
Disposing/Destroying Items
Items in a disposal warehouse can then be physically disposed / destroyed by creating a Disposal Sheet and adding items that are being sent for disposal.
Stock > Disposal
Click New Disposal to add a new Disposal Note header.
You can then add items to the disposal note in any of the following ways:
- Using the New Disposal Detail button, and entering either an Item that is in a disposal warehouse, or a collection note line that has been marked as disposed.
- Selecting one or more items (non serialised) from the Disposal Warehouses tab by clicking the tick box to the left of the warehouse code
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Selecting one or more serialised items from the Serial Numbers tab by clicking the tick box to the left of Select/Edit buttons
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Selecting one or more items from the Collection Note tab by clicking the tick box to the left of the collection note number
The Dispose Action removes the items from the warehouse and marks serialised items as Disposed Complete (DX). Two reference fields are provided for a supplier reference and a confirmation reference, if provided by the supplier.
if you use the Collection Note feature to dispose of items the collection note will be updated with the final disposal details.
A disposal note can be printed or emailed.
The email can be configured using the standard header and footers, plus a disposal note message, ("ST","Email Message Disposal"). Contact support for information on how to configure these settings.
The default email address is set for each supplier as the disposal email contact or the standard Purchase Order email contact.
Reporting on Disposal Warehouse
Items in disposal warehouses are not included in the standard reporting views. Stock > Reports > Stock by Warehouse. You can change the view to "Stock Warehouse Report Disposal" to show and report on disposal warehouses.
Stocktaking Disposed Items
Items in a disposal warehouse can be included/excluded from a stock take in the normal manner by filtering the warehouse codes.
