Issuing and Returning Requisitions

Business Rules:

• You can only issue from requisitions that are 'Approved' or 'Completed'
• When a requisition is approved, the work task spare items' Qty Approved values are updated with the requisition's Quantity.

How to ... Issue\Return ALL Items in a requisition

To issue or return all items in a requisition, you need to do the following:

1. Open the Requisition edit screen.

2. Click the Issue all remaining items () button to open the Issue/Return window.

   

3. Specify the following information in the Issue/Return window:

   • Date Issued/Returned — The date of the issue or return. Defaults to the current date.
   • Financial Year Code — The financial year to be used for the costing. Defaults to the requisition's financial year.
   • Financial Period Code — The financial period to be used for the costing. Defaults to the requisition's financial period.

   

   Note: The Quantity To Issue/Return field will be disabled, as ALL remaining items will be issued.

4. Click the Issue/Return button to issue the items.

How to ... Issue\Return Specific Items in a Requisition

To issue or return specific items in a requisition, you need to do the following:

1. Open the Requisition edit screen.

2. Click the Requisition Items tab.

3. On the Requisition items tab, hold the Shift key and select the required requisition items in the grid.

4. Click the Issue/return specific number of units () button, and then select one of the following options:

   • Issue/return specific number of units for selected items to issue or return specific quantities for selected items
   • Issue all remaining units for selected items to issue ALL the selected items

   

5. Specify the following information in the Issue/Return window:

   • Date Issued/Returned — The date of the issue or return. Defaults to the current date.
   • Quantity To Issue/Return — The number of units you want to issue or return. Specify a negative value for a return.
   • Financial Year Code — The financial year to be used for the costing. Defaults to the requisition's financial year.
   • Financial Period Code — The financial period to be used for the costing. Defaults to the requisition's financial period.

   
   

   Note: The Quantity To Issue/Return field will be disabled if you choose to issue ALL items for the selected requisitions.

6. Click the Issue/Return button to issue the items.

© 2016 Pragma