Issue Inventory

(IssInv.exe) In this program, you will be able to issue items from a stocking Location to a Department. Your files will be updated immediately as you enter information into this program.
Enter information about the stocking Location and Department to which you want to issue in the top portion of the screen.

Entity - use the drop down menu to enter the correct Entity. There is a System Option, Issues Issue To Only Assigned Entities in the Inventory module, which will limit a user to only specified entities, as assigned in the System Maintenance, Assign Users to Entities.
Location - use the drop down menu to choose the stocking Location of the item. The default Location will appear as assigned in the User Master File in the Default Location field on the User Info tab. There is a speed button (icon with an arrow displayed, to the right of the Location field), when utilized will return the user to the Default Location if there had been a change.
Department - enter the number or name of the Department or use the lookup to which you're issuing the item.
Deliver To - the system will default to the first Deliver To code for the department you have chosen. Enter a different Deliver To if available or use the lookup . When entered the Deliver To description will also fill in.
Requisition Number – under the Tools menu, when Get Next Requisition Number or F2 is selected a requisition number will be assigned, if the System Option, Issues Allow Req No under the Inventory module, is activated.
Profile ID - enter the profile ID number as assigned to the department in the Profile Master File. This field will only be used if you are working with a Department that either must have or may have a profile ID assigned to it.
Material Code and Description - type in the Material Code of the item or use the lookup function to find it. The following information will fill in from the Inventory Master File:
Bin - Location Bin information
Sub Account Number - the Sub Account number will appear here. You may or may not be able to alter the sub account number based on the System Option, Issues Allow Change Sub Account, in the Inventory module, as set by your system administrator.
Unit of Issue - the Default Unit of Issue of this item will appear. Use the drop down menu to choose the correct one if there is more than one available.
On Hand - the current on hand quantity of this item in this stocking Location will appear.
Quantity - type in the number that you want to issue from the selected stocking Location to the chosen department. Then press the Enter key.
Add Items to Pick Slips -if you want the system to print pick slips, check this item.

Tools - Issue Stockouts or F6. The information will appear in the grid below. If, by chance, you attempt to issue a quantity that is greater than the on hand quantity at the stocking location you have chosen, a screen will pop up telling you that there is insufficient stock on hand to fill your request. It will ask you if you want to issue those items that are available. Answer yes to do so. If you have the Stockout program activated in the System Options, Use Stockout File under the Inventory module, the quantity that was not filled will be recorded in the Stockout File and can be issued after receiving a sufficient quantity by clicking on the Tools menu and selecting Issue Stockouts or F6. If there is a sufficient quantity to issue an item that was stocked out, the items will appear in the Issue Stockouts program. Click on the line you wish to issue, and right click the mouse, a pop up box appears, click on Issue Item and another box appears displaying the Quantity to Issue, if this is correct, click OK to issue. User may also choose to Hide Item, Unhide Item or Delete Item in the Right Click mode. On the Issue Stockout screen, under Tools the user may Issue All or Issue Selected. Under View, the user may select Pick a Date using the calendar, Today, 3 Days, 1, 2, 3, or 4 weeks or All to display in the grid.

To return an item to inventory the user may enter a negative quantity, which will increment the inventory amount. There is a System Option, Issue Inventory Require Memo On Return, in the Inventory module, which when set to Y (Yes) will display a popup message if a memo is not created for a negative issue.

If you are using the Lot Tracking program, a box appears displaying the Lot Number and the Quantity to Issue, if the information is correct, click the OK button. Otherwise change the information to reflect what is correct, then click OK, or Cancel if it is not correct.

In the Tools menu, the user may charge directly to an account number by selecting Charge to Full Account No or F4. Where the Department displayed, will now show as Account No. Also, the user may issue, if information is filled in by selecting Issue Item or F3. May also Issue Direct as Stock, this would allow the user to issue a Direct Type with the item cost as opposed to a normal Direct issue at zero cost. This selection will reset to off after any issue or by a change in Entity or Location.

Also, the user may change the Username within the program by selecting Change Username or F7 and a box will appear, Enter Username. Type in the new Username and then press the OK button.

Printing Pick Tickets

When you are finished issuing the inventory, select Reports then Print Pick Tickets from the applications menu. The system will run the print program to generate the pick tickets.