Requested Inventory
Financial Management > Inventory Control > Requested Inventory
The Requested Inventory page allows users responsible for fulfillment to work with a facility’s orders in the system. From this page,you can select an authorized facility, assign orders to a particular user to be filled, and then print a Pick List to help users pull the items for the order(s) they will fill. Orders are filled from a page linked to the Requested Inventory page.
The Search fields at the top of the page determine which orders display in the list below. The list is blank until you click Search.
- The Filled Orders Only search field to allow the user to select whether filled or unfilled items should be shown in the list. If this check box is selected, the Need by Date range becomes the Issue Date range.
- Select the Facility for which requested inventory should be returned. This value is required. The field is populated with the locations defined in Maintenance > new world ERP Suite > Miscellaneous Definitions > Locations that are selected as inventory facilities and to which the user has authority. If the user’s home facility is an inventory facility, that is the default value; otherwise, the default is blank.
- The Search Orders field determines the status of orders that should be returned by the search. The default value is All; the other options are Assigned and Unassigned.
- Select a Department/Customer by which to filter the list. The field label and contents are determined by the Issue Inventory to MB Customers check box on the Inventory Control tab of Company FM Settings. If this check box is not selected, the label is Department, and the field is populated with all departments to which the user has security. If the check box is selected, the label is Customer, and the field is populated with all Miscellaneous Billing - Inventory customers. If this field is left blank, orders will be returned for all departments or customers.
- Enter a Needed by Date range, if desired. If a date is entered, the search will return all orders with a Needed by Date that falls within the range. If these fields are left blank, the search will not consider the date when it returns results. If the Filled Orders Only check box is selected, this becomes the Issue Date range, which appears below the Assigned to User field when that field is displayed.
- Select an Assigned To User to limit the search results to orders that have already been assigned to a specific user. It is enabled only if the Search Requests value is Assigned. The name of the user currently logged into the system is the default value, but the name may be changed.
- Click Search to populate the list of requested inventory.
If the search is performed on open orders, the Requested Inventory page displays. The columns display the following information:
- The Select column displays a check box. If the check box for a row is selected, that order will be included when the selections are either assigned to a user or the order is filled. To select all orders, click the check box in the column header.
- The Inventory Request column displays the number that was assigned to the order. If the next to the order is clicked, the order will expand to show more details about the items ordered:
- The Description column displays the identifying details about the item.
- The Commodity column displays the commodity code tied to the item, if one was selected.
- The Physical Inventory Location column displays the exact location where the inventory is kept at the facility.
- The Exact Location column displays where within the physical inventory location the item is kept (e.g., a particular row or shelf).
- The Request U/M column displays the unit of measure that is used for the issue quantity.
- The Requested column displays the amount of the item that needs to be ordered.
- The Total Open Requested column displays the total amount of this item requested in all open orders. This tells the user that if the total quantity requested is greater than the quantity on hand, a decision will need to be made about the priority of the departments or customers receiving the inventory.
- The On Hand column displays the amount of the item that is currently available.
- The Comment column displays any additional details that were added about the request.
- The Department column displays the number and name of the department that made the request.
- The Request Date column displays the date the inventory request was entered.
- The Need By Date column displays the date on which the requested inventory needs to be available at the facility.
- The Assigned User column displays the user that has been assigned to the order.
If the search is performed on filled orders, the Issued Inventory page displays. Items can be printed from this page. When the Print button is selected, a confirmation message will display to show that the inventory issue has been successfully printed.
When an order is filled by clicking the Fill Order button on the Requested Inventory page, the system launches a confirmation screen pop-up that displays the issue number and an option to print an issue ticket.