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Part 6: Retire Barrels

The following video will demonstrate how to retire a barrel:

 

Prerequisites

  1. Barrel Defaults are setup: Barrel Default
  2. Barrels have been received into stock: Receiving Barrels into Stock
  3. If the above prerequisites have been met, you will be able to retire barrels that are in stock.

If the above prerequisites have been met, you will be able to retire barrels that are in stock.

 

Step by Step Guide

In this example, we’ll use an AR Invoice

Go to Production > Production Forms > Barrel Management Console.

Click on the Management tab.

In the Barrel Summary matrix, highlight the row(s) for the barrels you want to retire. To select individual rows, hold Ctrl and click each row. You may also click a row, hold Shift and then click a different row to select a range of barrels.

Once the barrels to retire are highlighted, click the carrot on the Retire Barrels button and select the document type used to retire the barrels. If you are selling the barrels, you will likely want to use a Delivery (if the AR invoice will be entered at a later time) or use an AR Invoice.

In this example, we’ll use an AR Invoice

Now click the button to bring up the document.

The document will appear with separate rows for each barrel being sold. Next you will want to add the Business Partner to the document. If the barrels have a sales price filled on the particular price list of that Business Partner, the Unit Price field should update. Otherwise, you’ll need to enter in the price at which you are selling each barrel.

Once the pricing has been filled out, proceed to add the document

When the Management tab is refreshed, the barrels that were sold will not say “Retired” in the Condition column. This allows you to filter out the barrels that have been retired and only focus on the New or Used Barrels.

 

Version 4.2.1.0

 

 

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