General description #
Scopes are the purposes for which the product is used, such as manufacturing, trading, etc. The scope is added to a product while purchasing and selling. Various other overviews and reports can be filtered based on the Scope option. The scopes added to a product/feedstock are important in determining the status and position of your products.
Adding a new scope #
- Click or Press the “+” button on the scope overview screen.
- Add the mandatory field i.e., Name.
- You can select the subsidiaries(one or more) in “Allowed subsidiaries” field to enable the scope for required subsidiaries.
- Click or press “Save” and the new Scope will be saved.
You can deactivate a Scope by unchecking the “Active” checkbox adjacent to the scope Name. A scope can be deleted, only if it is not being used in any mutation.
Adding scope to a product on the contract screen #
The scope to a feedstock is added in the product information section on the Contract (purchase and sales) screen.
Where scopes are used #
The various screens in Qbil-Trade where the scope is used to are:
- Order screen (when the “Order Numbering” for the order is selected as stock location transfer)
- Reconciliations.
- Productions.
- Transfers.
- Overview Stock levels.
The scope is also used in various Mass balance-related reports that help in filtering the stock as per scope like Mass balance overview, Mass balance purchase/sales, etc.
