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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| warehouse:maintenance:approvewarehouserequisitions [2017/01/19 22:39] – emoreno | warehouse:maintenance:approvewarehouserequisitions [2020/10/16 15:06] (current) – emoreno | ||
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| - | <WRAP round intro> | + | <WRAP round intro> |
| - | For requisitions containing multiple line items, | + | For requisitions containing multiple line items, click **Post** to approve the entire requisition once all reviewers have approved it. Items must be either approved or deleted prior to posting approval to the requisition. |
| - | Most of the display-only fields can be updated on the Create/ | + | Most of the display-only fields can be updated on the [[warehouse: |
| Restock requisitions are processed, and purchase order numbers are assigned when the **Allow for Approval Process (Restock Requisition)** field on Warehouse Options is selected.</ | Restock requisitions are processed, and purchase order numbers are assigned when the **Allow for Approval Process (Restock Requisition)** field on Warehouse Options is selected.</ | ||
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| ====Approve a warehouse requisition: | ====Approve a warehouse requisition: | ||
| - | ^Retrieve an existing record|++Search for a record.|{{page> | + | ^Retrieve an existing record|{{page> |
| + | |||
| + | **In the free-form area:** | ||
| ^ Field ^ Description | ^ Field ^ Description | ||
| Line 38: | Line 40: | ||
| ^Quantity|{{page> | ^Quantity|{{page> | ||
| ^Unit Price|{{page> | ^Unit Price|{{page> | ||
| - | ^Unit of Issue|{{page> | + | ^Unit of Issue|{{page> |
| - | ^Long Description|{{page> | + | ^Long Description|{{page> |
| - | ^Status|Automatically populated based upon information stored in the inventory record for the corresponding | + | ^Status|Automatically populated based on the inventory record for the selected |
| - | ^Approval Status|Automatically populated based upon information stored in the inventory record for the corresponding | + | ^Approval Status|Automatically populated based on the inventory record for the selected |
| ^Requisition Total|{{page> | ^Requisition Total|{{page> | ||
| - | |++Click Refresh Totals|{{page> | + | {{page> |
| - | |++Click | + | |
| + | ^Overage|{{page> | ||
| **In the lower grid:** | **In the lower grid:** | ||
| - | ^Account Code|++|{{page> | + | ^Account Code|{{page> |
| ^Percent|Type the percent to charge the fund.| | ^Percent|Type the percent to charge the fund.| | ||
| ^Amount|Type the amount to charge the fund.| | ^Amount|Type the amount to charge the fund.| | ||
| - | ^Calculate Amount|Click to populate the **Amount** column based on the entered percent.| | ||
| - | ^Refresh Totals|Click to update the totals in the grid if any fields are changed.| | ||
| - | ^Calculate Percent|Click to populate the **Percent** column based on the entered amount.| | ||
| + | {{page> | ||
| - | ^Path|{{page> | + | {{page> |
| - | ^Return|{{page> | + | |
| - | ^Skip|{{page> | + | {{page> |
| - | ^Approve|{{page> | + | |
| + | {{page> | ||
| + | |||
| + | {{page> | ||
| + | |||
| + | {{page> | ||
| + | |||
| + | {{page> | ||
| + | |||
| + | {{page> | ||
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| + | {{page> | ||
| ====Other functions and features: | ====Other functions and features: | ||
| - | ^+Add|++Add a row.|{{page> | + | ^+Add|{{page> |
| - | ^{{: | + | ^{{: |
| - | ^Retrieve|++Retrieve data.|{{page> | + | ^Retrieve|{{page> |
| - | ^Print|++Print requisition details.|{{page>general: | + | ^Print|Click to print the report. [[general: |
| - | ^Delete|++Delete | + | |
| - | ^Comments|++Add comments to the requisition.|{{page> | + | |
| - | ^Uniform Acct Distr|++Distribute amounts.|{{page> | + | |
| + | {{indexmenu_n> | ||
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