Issuing unreserved items

You can issue unreserved items. You can either issue a single unreserved item or you can issue multiple spare parts for an asset.

Procedure

  1. From the List tab of the Issues and Transfers application, select a storeroom.
  2. On the Issue tab, click New Row.
  3. In the Line Type field, specify whether you are issuing an item or a tool.
  4. In the Item field, specify a value. You can also click Detail Menu to select a value and to retrieve an item. The item or tool that you choose must be available in the storeroom that you selected.
  5. In the Quantity field, specify the count of the item that you want to issue.
  6. Specify a value in the Work Order field, in the Asset field, in the Location field, and in the GL Debit Account field.
  7. In the Issued To field, type the identifier of the person to whom the item or the tool is being issued. This field is required when issuing tools.
  8. If you are issuing the item to a work order, to an asset, or to a location that belongs to another site within the organization, change the default site in the Site field and specify the appropriate value in either the Work Order field, the Asset field or in the Location field.
  9. Fill additional fields as needed, and click Save Transaction to issue the item to the specified site and storeroom. If the system administrator does not allow negative current or available balances, and the quantity you are trying to issue causes the balance or the availability to drop below zero, a message displays stating that the inventory quantity becomes negative as a result of this transaction. Click OK and adjust the quantity accordingly.


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