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warehouse:maintenance:createmodifyinventoryrestockrequisitions

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warehouse:maintenance:createmodifyinventoryrestockrequisitions [2017/01/19 17:35] – emorenowarehouse:maintenance:createmodifyinventoryrestockrequisitions [2020/10/16 15:03] (current) – emoreno
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 //**Warehouse > Maintenance > Create/Modify Inventory Restock Requisitions**// //**Warehouse > Maintenance > Create/Modify Inventory Restock Requisitions**//
  
-<WRAP round intro>This page is used o initiate a purchase order to restock the warehouse. The items ordered through this page will have an inventory number. Data may be maintained and posted on this page. +<WRAP round intro>This page is used to initiate a purchase order to restock the warehouse. The items ordered through this page will have an inventory number. Data may be maintained and posted on this page. 
  
 Restock requisitions flow through the approval process and build User Approval Table Key records when the **Allow for Approval Process (Restock Requisition)** field is selected on the Tables > Warehouse Options page. In addition, the status of the requisitions are set to //P - Pending Approval//, and the purchase order number is not assigned at this time. Approvers in the approval path automatically receive email messages as necessary.</WRAP> Restock requisitions flow through the approval process and build User Approval Table Key records when the **Allow for Approval Process (Restock Requisition)** field is selected on the Tables > Warehouse Options page. In addition, the status of the requisitions are set to //P - Pending Approval//, and the purchase order number is not assigned at this time. Approvers in the approval path automatically receive email messages as necessary.</WRAP>
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 ====Create or edit a restock requisition:==== ====Create or edit a restock requisition:====
  
-^Add|++Add a requisition|{{page>general:warehouse_add_requisition}}++|+^Add|{{page>general:warehouse_add_requisition}}|
   OR    OR 
-^Retrieve an existing record|++Search for a record.|{{page>general:warehouse_search_for_requisition}}++|+^Retrieve an existing record|{{page>general:warehouse_search_for_requisition}}|
  
 **In the free-form area:** **In the free-form area:**
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 ^Order For|{{page>general:warehouse_restock_requisition_order_for}}| ^Order For|{{page>general:warehouse_restock_requisition_order_for}}|
 ^Reason|{{page>general:warehouse_requisition_reason}}| ^Reason|{{page>general:warehouse_requisition_reason}}|
-^Sort Key/Vendor Name|++|{{page>general:warehouse_restock_requisition_sort_key_vendor_name}}++| +^Sort Key/Vendor Name|{{page>general:warehouse_restock_requisition_sort_key_vendor_name}}| 
-^Vendor Nbr|++|{{page>general:warehouse_restock_requisition_sort_key_vendor_number}}++| +^Vendor Nbr|{{page>general:warehouse_restock_requisition_sort_key_vendor_number}}| 
-^Address Line 1|++|{{page>general:warehouse_restock_requisition_vendor_demo}}++| +^Address Line 1|{{page>general:warehouse_restock_requisition_vendor_demo}}| 
-^Street Nbr/Name|++|{{page>general:warehouse_restock_requisition_vendor_demo}}++| +^Street Nbr/Name|{{page>general:warehouse_restock_requisition_vendor_demo}}| 
-^City/State|++|{{page>general:warehouse_restock_requisition_vendor_demo}}++| +^City/State|{{page>general:warehouse_restock_requisition_vendor_demo}}| 
-^Zip Code|++|{{page>general:warehouse_restock_requisition_vendor_demo}}++|+^Zip Code|{{page>general:warehouse_restock_requisition_vendor_demo}}|
 ^Doing Business As|{{page>general:warehouse_restock_requisition_dba}}| ^Doing Business As|{{page>general:warehouse_restock_requisition_dba}}|
 ^Vendor Contact|{{page>general:warehouse_restock_requisition_vendor_contact}}| ^Vendor Contact|{{page>general:warehouse_restock_requisition_vendor_contact}}|
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 ^Work Order Nbr|{{page>general:warehouse_requisition_workorder_number}}| ^Work Order Nbr|{{page>general:warehouse_requisition_workorder_number}}|
 ^Quote|{{page>general:warehouse_requisition_quote}}| ^Quote|{{page>general:warehouse_requisition_quote}}|
-^PO Nbr|Displays the associated purchase order number.|+^PO Nbr|The associated purchase order number is displayed.|
 ^Confirm Only|{{page>general:warehouse_requisition_confirm_only}}| ^Confirm Only|{{page>general:warehouse_requisition_confirm_only}}|
 ^Attachments|{{page>general:warehouse_requisition_attachments}}| ^Attachments|{{page>general:warehouse_requisition_attachments}}|
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 ^Unit Price|{{page>general:warehouse_unit_price}}| ^Unit Price|{{page>general:warehouse_unit_price}}|
 ^Sub Total|{{page>general:warehouse_restock_requisition_subtotal}}| ^Sub Total|{{page>general:warehouse_restock_requisition_subtotal}}|
-^Unit of Issue|{{page>general:warehouse_unit_price}}|+^Unit of Issue|{{page>general:warehouse_unit_of_issue_display}}|
 ^Discount %|{{page>general:warehouse_restock_requisition_discount_percent}}| ^Discount %|{{page>general:warehouse_restock_requisition_discount_percent}}|
 ^Discount Amt|{{page>general:warehouse_restock_requisition_discount_amt}}| ^Discount Amt|{{page>general:warehouse_restock_requisition_discount_amt}}|
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 ^Freight Amt|{{page>general:warehouse_restock_requisition_freight_amt}}| ^Freight Amt|{{page>general:warehouse_restock_requisition_freight_amt}}|
 ^Totals|{{page>general:warehouse_restock_requisition_item_total}}| ^Totals|{{page>general:warehouse_restock_requisition_item_total}}|
-^Status|{{page>general:warehouse_unit_price}}|  +^Status|The status is displayed, which is automatically populated based on the inventory record for the selected item number.|  
-^Approval Status|{{page>general:warehouse_unit_price}}|  +^Approval Status|The approval status is displayed, which is automatically populated based on the inventory record for the selected item number.|  
-^Long Description|{{page>general:warehouse_unit_price}}| +^Long Description|{{page>general:warehouse_long_description_display}}| 
  
-|++Click Refresh Totals.|{{page>general:warehouse_refresh_totals}}++|+{{page>general:warehouse_refresh_totals}}
  
 ^Sub Total|{{page>general:warehouse_requisition_subtotal}}| ^Sub Total|{{page>general:warehouse_requisition_subtotal}}|
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 **In the lower grid:** **In the lower grid:**
  
-^Account Code|++|{{page>general:warehouse_requisition_account_code}}++| +^Account Code|{{page>general:warehouse_requisition_account_code}}| 
-^Description|Displays the account code description| +^Description|The account code description is displayed.| 
-^Balance Amount|Displays the account code balance amount|+^Balance Amount|The account code balance amount is displayed.|
 ^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.| 
  
-|++Refresh Totals.|{{page>general:warehouse_refresh_totals}}++| +{{page>general:warehouse_refresh_totals}}
-|++Calculate Percent.|{{page>general:warehouse_requisition_calculate_percent}}++| +
-|++Calculate Amount.|{{page>general:warehouse_requisition_calculate_amount}}++|+
  
-^Total Percent|Displays the total percent distribution for all listed accounts.|  +{{page>general:warehouse_requisition_calculate_percent}}
-^Total Amount|Displays the total amount distribution for all listed account.| +
  
-Click **Save**.+{{page>general:warehouse_requisition_calculate_amount}}
  
-^Submit.|{{page>general:warehouse_requisition_submit}}|+^Total Percent|The total percent distribution for all listed accounts is displayed.|  
 +^Total Amount|The total amount distribution for all listed accounts is displayed.|  
 + 
 +{{page>general:warehouse_requisition_vendor_notes}} 
 + 
 +{{page>general:warehouse_requisition_comments}} 
 + 
 +{{page>general:warehouse_uniform_dist}} 
 + 
 +VCV Click **Save**. 
 + 
 + 
 +{{page>general:warehouse_requisition_submit}}
  
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^+Add|++Add a row.|{{page>general:warehouse_plus_add}}++| +^+Add|{{page>general:warehouse_plus_add}}| 
-^{{:images:trash_delete.gif?15}}|++Delete a row.|{{page>general:deletearow}}++| +^Retrieve|{{page>general:retrieve}}| 
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++| +^Print|Click to print requisition details. [[general:printreport|Review the report.]]| 
-^Print|++Click to print requisition details.|{{page>general:printreport}}++| +^Delete|{{page>general:warehouse_delete_requisition}}| 
-^Delete|++Click to delete the requisition.|{{page>general:warehouse_delete_requisition}}++| +^{{:images:trash_delete.gif?|Trashcan Icon}}|{{page>general:deletearow}}| 
-^Vendor Notes|++Click to add or view a vendor note.|{{page>general:warehouse_requisition_vendor_notes}}++| +
-^Comments|++Click to add comments to the requisition.|{{page>general:warehouse_requisition_comments}}++| +
-^Uniform Acct Distr|++Click to distribute amounts.|{{page>general:warehouse_uniform_dist}}++|+
  
 +{{indexmenu_n>15}}
  
warehouse/maintenance/createmodifyinventoryrestockrequisitions.1484847323.txt.gz · Last modified: 2017/01/19 12:35 (external edit)

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