Business

User Tools

Site Tools

Trace: • Mass Delete Forecast Positions - HRS6285 • Hourly/Daily - HRS6250 • Sub-Object - FIN2200 • Update Fiscal Year by Fund - HRS6240 • Mass Change Account Codes - BAM7600
warehouse:maintenance:createmodifyinventoryrestockrequisitions

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
warehouse:maintenance:createmodifyinventoryrestockrequisitions [2017/01/19 19:43] – emorenowarehouse:maintenance:createmodifyinventoryrestockrequisitions [2020/10/16 15:03] (current) – emoreno
Line 5: Line 5:
 //**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>
Line 12: Line 12:
 ====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:**
Line 27: Line 27:
 ^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}}|
Line 43: Line 43:
 ^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}}|
Line 62: Line 62:
 ^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}}|
Line 69: Line 69:
 ^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}}|
Line 83: Line 83:
 **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|++Print requisition details.|{{page>general:printreport}}++| +^Delete|{{page>general:warehouse_delete_requisition}}| 
-^Delete|++Delete the requisition.|{{page>general:warehouse_delete_requisition}}++| +^{{:images:trash_delete.gif?|Trashcan Icon}}|{{page>general:deletearow}}| 
-^Vendor Notes|++Add or view a vendor note.|{{page>general:warehouse_requisition_vendor_notes}}++| +
-^Comments|++Add comments to the requisition.|{{page>general:warehouse_requisition_comments}}++| +
-^Uniform Acct Distr|++Distribute amounts.|{{page>general:warehouse_uniform_dist}}++|+
  
 +{{indexmenu_n>15}}
  
warehouse/maintenance/createmodifyinventoryrestockrequisitions.1484855023.txt.gz · Last modified: 2017/01/19 14:43 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.