invent!ory ULTRA 2013 Help

Index

Requisitions PLUS: Editing Requisitions

Begin by clicking the Fill Open Requisitions button froim the Req PLUS Main Menu.

 

The open requisitions will be shown in the grid  below.

 

Editing a Requisition Before Filling

Since the Fill Open Requisitions screen contains an , you may delete or edit grid orders prior to filling them. You may not, however, delete requisitions. Old filled requisitions may be archived and removed from the CURRENT database.

Example: Editing Units

Here, Dept 1100 has ordered 3000 units for Stock # 0617009 (right).

 

 

When we try to fill it, it fails and the requisition remains open.

 

 

 

We see from the REQS NOT FILLED listbox (below, right) only 1940 are on hand.

 

 

 

Department 1100’s order of 3000 units is too high.

 

Therefore, to fill the order, we must lower the "Units" grid field to 1940 or less.

 

 

 

 

 

We enter 1500 (half the on hand

 units)

 

Next, we select the grid row in the grid and click "Fill Selected."

 

 

 

 

Notice the App field is set to “1”, meaning “approved”. The App field must only be set to “1” if you have selected the System Preference requiring SUPERVISOR APPROVAL

 

 

This message box (left) confirms the edited order has now been filled.

 

The open requisition has been removed from the Open Requisitions Grid (below).

 

 

 

View /Print Function

 

 

 

This function lets us generate a report that shows what orders were filled.

 

Right, we choose "Today's Requisitions: FILLED Only" option button.

 

Then click "View/Print"

(inside the Requisitions: PRINT Options box).

 

 

 

 

 

We inspect our edited "filled requisition" and then send this report to the stockroom to pick the supplies to send them to the ordering departments.

 

 

 

Inspecting the ACTUAL LOG OUT

 (Single Item Update Screen)

 

 

Fetching the filled item 0617009 we see that the requisition has been posted to the pink log out grid as a log out of 1500 units.

 

 

 

 

 

 

 

 

 

 

Note: The "oQ" transaction code, indicates this log out was filled by Requisitions PLUS rather than just the "o" transaction code that comes from a log out from Single Item Update or Batch Log Out.

 

 

 

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