Selecting opening balance document for modification

This page allows you to search and select an opening balance document for modification. Tell me more

Select the “Edit Opening Balance” link under the “Stock Maintenance” business component.

The “Select Opening Balance Document” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following in the “Direct Entry” group box:

Opening Balance #

The number identifying the opening balance document to be modified (Alphanumeric, 18).

Select the “Edit Opening Balance” link provided alongside, to modify the opening balance details.

To search for a opening balance document

Enter the following in the “Search Criteria” group box:

Opening Balance #	The number identifying the opening balance document (Alphanumeric, 18). You can enter the opening balance document number in full or specify it partially using the “*” character. The system retrieves all the opening balance documents with numbers that are similar to the number entered here. Leave this field blank to retrieve all the opening balance documents.
Status	Use the drop-down list box to select the status of the opening balance document to be modified. The system provides the options “Draft” and “Fresh”.

The system retrieves all the opening balance documents that are in the status specified here.

Warehouse #	Use the drop-down list box to select the warehouse for which the opening balance document must be retrieved. The system lists the warehouse numbers that have already been defined in the “Create Warehouse Information” activity of the “Storage Administration” business component, that are in the “Active” status.
Category	Use the drop-down list box to specify the category of the opening balance document. The system lists all the “Active” quick codes of type “Category”, as defined in the “Create Quick Codes” activity of the current business component. Leave this field blank to retrieve all the opening balance documents, irrespective of their category.
Part #	The number identifying the part (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all the opening balance documents containing part numbers that are similar to the number entered here.
User Status	Use the drop-down list box to specify the user status of the opening balance document. The system lists all the “Active” quick codes of type “User Status”, as defined in the “Create Quick Codes” activity of the current business component. The system retrieves all the opening balance documents that are in the user status specified here. The system leaves the field blank by default. Leave this field blank to retrieve all the opening balance documents, irrespective of the user status.
Part Group	Use the drop-down list box to select the part group. The system displays all the valid part groups defined in the “Part Administration” business component. Leave this field blank to retrieve all the opening balance documents, irrespective of the part group.
Part Category	Use the drop-down list box to select the part category. The system displays all the “Active” quick codes defined for the part type category in the “Part Administration” business component. Leave this field blank to retrieve all the opening balance documents, irrespective of the part category.
Customer #	The name of the customer. (Alphanumeric, 18). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all the opening balance documents with customer numbers that are similar to the number entered here.

Note: Leave all the fields blank, to search for all the opening balance documents, which are in “Draft” or “Fresh” status.

Click the “Search” pushbutton, to retrieve the details in the multiline.

The system displays the following “Search Results” multiline:

Opening Balance #	The opening balance document retrieved by the system.
Opening Balance Date	The date on which the opening balance document was created.
Warehouse #	The number identifying the warehouse.
Category	The category of the opening balance document.
Status	The status of the opening balance document, which could be “Draft” or “Fresh”.
User Status	The user-defined status of the opening balance document.

Click the hyperlinked opening balance document number in the multiline, to modify the opening balance details.

Selecting opening balance document for modification – An overview

This page allows you to search and select an opening balance document for modification. If you know the number of the opening balance document you wish to modify, you can enter it directly. Otherwise you can carry out a search based on the opening balance document number, status, date, category, user status and warehouse. The system retrieves the opening balance documents based on the search criteria entered.

You can select an opening balance document for modification, only if it is in the “Draft” or “Fresh” status.