Recalculate Stock

 

Background

 

Stock Recalculation

At a previous ISTUG Meeting, DSIG breakout session, someone raised the topic of Stock Recalculation. I think the question was something like "Why don't Sage fix the problems causing Stock Recalculation errors, rather than supplying the program to correct them?".

 

A show of hands confirmed that virtually everyone in the meeting suffered from the problem. The Sage representative at the meeting expressed astonishment at this and claimed to be unaware of the problem. However he promised to investigate and get back to us. To the best of my knowledge this never happened. I know from talking to other people at ISTUG that this problem still affects a lot of users.

 

Could Sage give us a status report on this?

Perhaps answering the original question?

Informing us if there is any likelihood of the problem being fixed?

 

 

Possible Causes

 

·         The data errors may arise for a number of reasons :-

·         System crashes - particularly in C-ISAM environments where RBRF is not possible

·         User aborts - incorrect exit or reboots

·         User interfaces, data imports, 3rd party software, bespoke programs etc. which do not correctly update the required tables and fields in the Sage database

·         Programming errors and errors in defining commit statements

·         These are all fairly self explanatory, if a FIFO system a stock movement will update stock records, order records and batch records plus some cross reference files, if some but not all of these are done an imbalance is the end result.

 

·         Invariably, the problems occur in 'live environments' which make detailed fault finding difficult due to:-

·         the need to continue working

·         impossibility of running tests and trials in a live environment

·         time and effort involved in trying to mimic all live actions in a safe demo environment

·         In addition diagnostic work that has been done in the product in the past also has to be 100% correct and would not cover any third party applications (including the ADS modules as these were independent at the time the diagnostics were added). On sites investigated in detail this has not been entirely successful, one of the issues of replicating these problems has also been replicating the volume and multi-user activity both of which may play a part in these problems.

 

 

 

 

 

R&D Approach To Resolving These

 

·         The R&D approach to this is to want to find the issues and fix the problems, the Stock Recalculation program was designed to check the consistency of the fields held on the stock master file (stockm) with the sum of the corresponding order lines, batches, allocations etc. The program was not developed as a response to problems of imbalances being reported, it was in fact developed as part of the original Chameleon In Manufacturing release. At the time was an essential part of recovery from a program crash as the product was ISAM only and therefore failed multi-record updates caused by a crash was a specific issue and this program was developed in response to this issue. In addition it was viewed that a way to validate your stock figures was a useful part of the module.

 

·         Where an error is found, the program can reset the stock master fields after a Sage supplied password has been entered. Password protection was ironically introduced in an effort to gauge the scale of problem in the field after anecdotal evidence of problems in the field. As a result of the requirement to raise a log to get a password a number of issues were then logged and many were traced and fixed. In addition some on-site investigation was carried out on at least two sites in 91/92. Over the years passwords were just made freely available and in advance and therefore the visibility of issues to R&D has been lost.

 

·         Until this update R&D are sheltered from the issues that seem to exist in the field. A search of the SLX database has turned up only a single call relating to this issue in the last 2½ months. In the last two years about 8 issues have been fixed that would fall into this category. It is accepted that investigating these issues is quite difficult because they often occur in high volume/multi-user environments. However the size of the product and the nature of these issues is such  that they are unlikely to just be spotted in the code and they are difficult to replicate in a test/demo environment.

·         Narrowing down of the problem is really required for the issues are investigated at Sage, the following steps would assist

1)                   Record keeping – maintaining a list of the products that are out of balance and by how much. Investigation of the transactions carried out on the products can begin to narrow down the search in the source code. Are the items sold, manufactured, purchased or a combination of all three.

2)                   Use of the generic auditing module to record the transactions taking place e.g. all changes to the allocated_qty, this in conjunction with 1) can allow a pattern of events to be seen.

3)                   The provision of a debug binary from Sage. Sage has installed Debug binaries on some sites, this has not always been successful when investigating the whole product, it has however been successful in some cases where the search area has been narrowed for a limited part of the product and a limited number of stock items.