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Overview of internal use requests to be fulfilled or completed

Menu paths

  • Inventory ➔ Entries ➔ Fulfillment
  • HR ➔ Entries ➔ Fulfillment internal use
  • Order ➔ Entries ➔ Fulfillment

Then, click Internal use under the Selection section.

Introduction

In this screen, you can obtain an overview of sales orders, production orders, internal use requests, interbranch transfer requests, and RTV orders which have been authorized. This document will describe how to obtain an overview of authorized internal use requests which are ready to be fulfilled or completed. During fulfillment, the inventory will be issued from the warehouse and delivered to the requestor, and hence complete the request.

The process flow is as follows:

  • Authorize an internal use request via Inventory ➔ Entries ➔ Authorize or HR ➔ Entries ➔ Authorize internal use. It is only mandatory to authorize the request if you select the Internal use check box under the Authorize section in Inventory settings at System ➔ General ➔ Settings. For more information, see Inventory settings and Authorizing internal use requests.
  • Fulfill a manually or automatically authorized internal use request via Inventory ➔ Entries ➔ Fulfillment, Order ➔ Entries ➔ Fulfillment, or HR ➔ Entries ➔ Fulfillment internal use. For more information, see Fulfilling internal use requests.

Fields

You can filter the requests that you want to display by defining one or more search criteria. A list of options will be displayed if you click browse_icon at Selection code, Customer, Resource, and Item code. From the list, select an option and click Select.

Warehouse section

Warehouse

Select a warehouse to display requests linked to this warehouse. Select All to display requests linked to any warehouse. 

Selection section

Select Internal use to obtain an overview of internal use requests. Once selected, the following set of fields will be displayed:

Fulfillment date

Select a date to display requests with this fulfillment date. Select the All check box to display requests with any fulfillment date. For more information, see Creating and maintaining internal use requests, Creating multiple internal use requests, and Creating and maintaining group internal use requests. By default, the current date is displayed.

Advanced / Simple

Click Advanced to expand the filter criteria. Once clicked, you will see the Selection code, Customer, Resource, Item code, Order, Project code, Group by, Our ref., Your ref., and Transaction date boxes as well as the Sort ascending and Show: No purchase order linked check boxes. Click Simple to hide the filter criteria.

Selection code

Type or select a selection code to display requests categorized under this selection code. For more information, see Creating and maintaining selection codes.

Customer

Type or select a customer or debtor to display requests linked to this customer.  

Resource

Type or select a resource to display requests created for this resource.

Item code

Type or select an item to display requests created for this item.  

Order

Type the full number of a sales order to display requests linked to this sales order.  

Project code

Type the full code of a project to display requests linked to this project.  

Group by

Select one of the following options to display the requests accordingly:

  • Order — Select this to display the overview by our ref. numbers.
  • Item — Select this to display the overview by items.

Sort ascending

Select this check box to display the overview in an ascending order of the our reference number or item code.  

Our ref.

Type a full our ref. number to display requests with this our reference number.

Your ref.

Type a your ref. number to display internal use requests that are grouped under this your reference number.

Show: No purchase order linked

Select this check box to display requests which are not linked to any purchase order.

Transaction date

Type or select the transaction date of the internal use request.    

After defining the search criteria, click Refresh to display the overview.

Note: It is possible that not all columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Our ref.

This column displays the our reference number of the standard internal use request.

Your ref.

This column displays the your reference number of the group internal use request.

Description

This column displays the reason for creating the request.

Resource

This column displays the creator for whom the request is created.

Quantity

This column displays the quantity of the item requested in the request.

Fulfillment date

This column displays the fulfillment date of the request.

Wrh.

This column displays the code of the warehouse that will issue the item requested in the request. 

Item code

This column displays the code of the item requested in the request.

Buttons

Only the following buttons will be enabled when you select Internal use under the Selection section.

Refresh

Click this to refresh the screen based on the latest criteria.  

Print labels

Click this to print a label for the item in the selected request. For more information, see Printing item labels for sales orders.

Note: This button is enabled only if a request is selected.

Complete

Click this to complete the selected request.  Once clicked, a confirmation screen will display the message, ”Quantity to be delivered: Set to zero?”. Click Yes to continue the completion process or No to cancel.

Note: This button is enabled only if a request is selected.

Fulfillment

Click this to fulfill the selected request. For more information, see Fulfilling internal use requests.

Note: This button is enabled only if a request is selected.

Open

Click this to view or maintain the selected request.  For more information, see Creating and maintaining internal use requests and Creating and maintaining group internal use requests.

Note: This button is enabled only if a request is selected.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.551.975
 Assortment:  Date: 26-09-2022
 Release: 390  Attachment:
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