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Fulfilling internal use requests

Introduction

You can fulfill internal use requests by clicking the Fulfilled step at the internal use request process flow in the internal use request screen.

Menu path

Go to Inventory ➔ Entries ➔ Internal use, select the relevant internal use request, and then click Open.

You can also go to Inventory ➔ Entries ➔ Fulfillment or HR ➔ Entries ➔ Fulfillment internal use. Search for the internal use request, select the relevant internal use request, and then click Fulfillment.

Fields

Person

The name of the requestor is automatically displayed based on the person defined in the internal use request. You cannot modify this information. This is not displayed for group internal use requests.

Cost center

The cost center and the description of the cost center are both automatically displayed based on the cost center defined in the internal use request. You cannot modify this information. This is not displayed for group internal use requests.

Warehouse

The warehouse code and name are both automatically displayed based on the warehouse defined in the internal use request. You cannot modify this information.

Fulfillment date

The date the requested items are expected to be fulfilled is automatically displayed based on the fulfillment date defined in the internal use request. You cannot modify this information.

Entry number

The entry number that this transaction will be registered with in the general ledger account is automatically displayed. The entry number is incremented from the most current entry number in the general ledger account. You cannot modify this information.

Description

The reason for the internal request is automatically displayed as the description for the fulfillment of the internal use request based on the description defined in the internal use request. You can also type the description for the fulfillment of the internal use request.

The following columns are available in the entry table:

Date

By default, the current date the fulfillment transaction will be registered with in the general ledger account is automatically displayed. You can also type or select a date when the transaction will be registered in.

Item

The item code for the requested item is automatically displayed. The requested item is defined in the internal use request entry screen. This information cannot be modified.

Description

The description for the requested item is automatically displayed. The requested item is defined in the internal use request entry screen. This information cannot be modified.

Location

The default warehouse location for the item is automatically displayed. You can also type or select the warehouse location where the items that will be used to fulfill the request are being stored.

Note: This column is available only if the Warehouse locations check box is selected in the Fulfillment section under Inventory settings at System ➔ General ➔ Settings.

# Authorized

The number of authorized quantities is automatically displayed. This information cannot be modified.

Unit

The unit of measurement per sales unit of the requested item is automatically displayed. This information cannot be modified.

Actuals

By default, the requested quantity is automatically entered as the actual quantity, provided there is sufficient quantity in the warehouse or warehouse location. You can modify this information by typing the quantity you want to fulfill.

Serial/batch

Type or select a serial number (by selecting the column and then clicking F2) for the requested item. You can also create a new serial or batch number for the item by selecting the column and clicking F2, followed by clicking Open.

Note: This is applicable only if the requested item is a serial or batch item.

Lot number

If a lot number is defined for the serial or batch number of the requested item, the lot number will be automatically displayed after you have selected the serial or batch number for the item. This information cannot be modified.

Buttons

Item

Click this to view the item maintenance screen for the item requested. For more information, see Creating and maintaining item.

Note: This button is available only when you select any column in the fulfillment entry line.

Picking list

Click this to view the picking list for the requested item.

Fulfillment

Click this to process the fulfillment for the internal use request. A receiving slip will be printed.

Cancel

Click this to exit without processing the fulfillment.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 17.064.549
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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