This procedure is for use when: you have completed a stocktake and need a list of all items that were not present during the stocktake.
Individual items can be checked from the Main> Stockitems > Stockitem - Item > History. This screen displays the last StockTake date. If the flags have been set, this will be empty (until counted). This is the field that is updated if the item has been wanded using Offline, Online, on Issue or on Return.
Reports can be done either via a Where Search or set up as a Stockitem Report.
Recommended Where Searches for Stocktake missing items:
The Where Clauses used will depend on the site and the report required. The most important
WhereSearch clauses will be Stocktake Date is NULL. Other conditions to include could be:
This table contains a list of column names from which to choose (use the scroll bar to move up and down this list):
OPERATOR |
DESCRIPTION |
EXAMPLE |
---|---|---|
LIKE |
Where the required data in this field begins with the text entered |
LIKE ELD (for Eldorado) |
|
Where the required data in this field does not begin with the text entered |
|
IN |
Useful for multi-selections of codes |
IN F,JF (for all Fiction, Junior Fiction) |
|
Useful for multi-selections of data not to be included. |
|
= |
Where the text entered is exactly equal to the data required |
= BK (for only this Form) |
≠ |
Where the text entered is not equal to the data required. Useful for “not equal to null” – choose this operator but do not enter any data and press paste |
≠ BK (to exclude the Form of BK) |
< |
Where the text entered is less than the data required |
< 01/10/11 (less than 1 October 2011) |
< |
Where the text entered is equal or less than the data required |
< 01/10/11 (less than or equal to 1 October 2011) |
> |
Greater than |
>01/10/11 (greater than 1 October 2011) |
> |
Equal or greater than the text entered |
> 01/10/11 (greater than or equal to 1 October 2011) |
BUTTON |
DESCRIPTION |
---|---|
Paste |
Adds the Where Condition to the Query box |
Delete |
Deletes the Highlighted Where Condition from the Query box |
And |
Includes the “and” separator to the multiple Where Conditions in the Query box. This is the default |
Or |
Includes the “or” separator to the multiple Where Conditions in the Query box |
( |
Adds a beginning bracket to the Where Condition in the Query box |
) |
Adds a closing bracket to the Where Condition in the Query box |
Alternatively the search can be saved from the Where Search screen by choosing the F4 Select button. This is useful for calling up queries used on a regular basis and can be used when updating Process to MISSING in Stockitem Wand Change.
It is also very useful for Stocktake Reports as the parameters can be set and then altered slightly for a different area of Stocktake – for example: the Missing Fiction Where search can be edited when the non-fiction area is counted – just change the Stats code to be NF rather than F.
Saved Where Searches can be accessed either through:
A printed listing of missing items is usually required so they can be checked on the shelf.
This is a preset Format, giving details of each item.
All the available templates for Reports will display, where a specific style can be chosen.