Register Requisitions to Warehouses
This application allows you to enter, modify, delete, print, authorize and search for inventory requisitions to the different warehouses of
inventories.
It is required that the products are previously entered in the Products Catalog, as well as the suppliers in the Suppliers Catalog.
Go to: Administration (Back Office) → Inventory Management → Register Requisitions to Warehouses.
The initial screen shows the following sections:
Search Requisitions Registered: Allows you to search for inventory requisitions that have already been registered.
Warehouse Requisitions: Displays the registered requisitions, allowing to show them according to the filters of Cost Center, Requisition Date, and Status, #Requisition. In addition, massive actions can be performed by executing the Print, Authorize, Update Pending Authorizations buttons.
Requisition Status
New: Only the header of the requisition or merchandise dispatch is registered, no details are registered.
Register: The requisition is at register level, it can be printed, modified or deleted.
Authorized: It is a previous step to update the requisition. It allows the modification of the information.
Updated: The information of the requisition cannot be modified because the affectation was made to the product in kardex.
Search Inventory Requisitions
To search for an inventory requisition already entered, the following steps are performed:
Go to: Administration (Back Office) → Inventory Management → Register Requisitions to Warehouses.
In the Search Requisitions Registered section, enter the corresponding information in the following fields regarding the requisition you are
looking for:
Field | Description |
Cost Center | Identify the cost center or expense department and select the one you wish to search for. |
Request Date | Day of the request for the goods dd/mm/yyyy, or click on the calendar. |
Status | Select the status of the requisition to be searched. |
# Requisition | Enter information regarding the merchandise requisition. |
Register of Requisitions Inventory
To register a inventory requisition, the following steps are performed:
Go to: Administration (Back Office) → Inventory Management → Register Requisitions to Warehouse.
In the Warehouse Requisitions section, click on the Insert icon.
In the Register Warehouse Requisitions section, the header of the merchandise requisition is captured. Enter the corresponding information from the following fields:
Field | Description |
Date * | Day of the request for the goods dd/mm/yyyy, or click on the calendar |
Cost Center * | Identify the cost center or expense department and select the appropriate one. |
Requested By | Name of the person or department requesting the goods. |
Authorized By | Name of person or department authorizing the delivery of the goods |
Comment | Enter information regarding the merchandise requisition. |
Press the Add button.
Enter the details of the requisition in the section Register Warehouse Requisition Detail No. XXX by typing the corresponding information from
the following fields:
Field | Description |
Type * | Select the type of inventory to which the product to be requisitioned belongs. |
Product * | Enter the name of the requested product. |
Requested * | The amount of goods requested in the requisition. |
Press the Add button.
The Requisition Detail No. XXX section shows the products already entered.
* Mandatory fields
Modify Merchandise Requisitions
You can modify the header and details of the inventory requisition, if it has Register Status. The following steps are performed:
Header:
In the Warehouse Requisitions section, click on the Edit icon of the goods requisition you wish to modify in the Sel column.
Modify the corresponding field in the Register Warehouse Requisition section.
Press the Save button.
Details:
In the Warehouse Requisitions section, click on the Edit icon of the merchandise requisition to be modified in the Sel column.
In the Requisition Detail No. XXX section, click on the Edit icon of the product to be modified in the Sel column.
Modify the appropriate field in the Register Warehouse Requisition Details No. XXX section.
Press the Save button.
Delete Merchandise Requisitions
You can delete the merchandise requisition only if it has Register Status. To do this, you must perform the following steps:
Header:
In the Warehouse Requisitions section, click on the Edit icon of the merchandise requisition you want to delete one or more details in the Sel column.
Press the Delete button.
Details:
In the Warehouse Requisitions section, click on the Edit icon of the merchandise requisition that you want to delete one or more details in the Sel column.
In the Requisition Detail No. XXX section, click on the Edit icon of the product to be modified in the Sel column.
Press the Delete button in the Register Warehouse Requisition Detail No. XXX section.
Print Merchandise Requisitions
You can print the merchandise requisitions by performing the following steps:
In the Warehouse Requisitions section, click on the Edit icon of the merchandise requisition to be printed in the Sel column.
Press the Print button.
Press the Ignore button to return to the application screen.
From the Warehouse Requisitions section, perform the following steps:
Press the Print button in the Warehouse Requisitions section.
The Requisitions Report window will be displayed, in the Define parameter values for report section, select the Cost Center you want to print in particular
or leave All.
Press the Show button.
In the Requisition Reports section, press the Return button, this will return you to the initial Search Requisitions Registered screen.
Authorize Requisitions of Inventory
After the revision of the requisition or inventory request, it proceeds to the authorization. With the status of Authorized, the requisition cannot be modified.
The Authorized process must be completed before the update can be performed.
The approval can be done individually (a single requisition) or by groups (several or all requisitions at once).
To approve requisitions, perform the following steps:
Press the Authorize button in the Warehouse Requisitions section.
The Requisitions window will be displayed, select the requisitions to be authorized by clicking on the check box in the Sel. column or click on the "Select All" checkbox.
Confirm the approval of the requisitions by clicking the Authorize button.
In the Requisitions section, click on the Return button to return to the initial Search Requisitions Registered screen.
In the Requisitions section, the Search of Documents Pending Authorization window is displayed, where you can search for requisitions to be authorized.
To perform the search, you can fill in one, several or all of the following fields:
Field | Description |
Cost Center | Select the cost center or department to which the requisition is made. |
Date | Enter the day/month/year of the document. You can also click on the calendar. |
Status | Select the status of the requisition you wish to search for. |
Requisition Number | Number of the requisition with which it was registered. |
Click on the Search button.
In the Search of Documents Pending Authorization window the records will be displayed or the message "No Records" will be displayed.
In the Requisitions window, press the Return button to return to the initial Search Requisitions Registered screen.
Update Merchandise Requisitions
To proceed with the update, it is necessary that the requisitions have the status of Authorized. Once the requisitions have been updated, the requisition
cannot be modified. When the requisition is updated, it can be used to perform the warehouse departures.
The update can be done individually (a single requisition) or by groups (several or all requisitions at once).
To update requisitions the following steps are performed:
Press the Update button in the Warehouse Requisitions section.
The Requisitions window will be displayed, where they will be updated by clicking on the check box in the Sel column or click on the "Select All" check box.
Confirm the update of the requisitions by pressing the Update button.
In the Requisitions window, press the Return button to return to the initial Search Requisitions Registered screen.
In the Requisitions window, the Search of documents section is displayed where you can search for those requisitions that need to be updated.
To perform the search, you can fill in one, several or all of the fields shown below:
Field | Description |
Cost Center | Select the cost center or department to be requisitioned. |
Date | Enter the day/month/year of the document. You can also click on the calendar. |
Status | Select the status of the requisition you wish to search for. |
Requisition Number | Number of the requisition with which it was registered. |
Click on the Search button.
In the Requisitions window the requisitions will be displayed or the message "No Records" will be displayed.
In the Requisitions window, click on the Return button to return to the initial Search Requisitions Registered screen.
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