Creating store-to-store issue headers

Create store-to-store issue headers to specify information related to the entire issue transaction. The status of the issue header indicates the progress of the issue transaction through its cycle.

The system assigns a store-to-store issue number.

To create a store-to-store issue header:

  1. Select Materials > Transactions > Store-to-Store Issues.
  2. Click New Record. The system automatically populates Date Issued with the current system date and time.
  3. Specify this information:
    From Organization
    Specify the organization from which to send the parts for the issue. The organization you enter must be a specific organization to which you belong.
    Store-to-Store Issue
    Specify a description of the store-to-store issue in the adjacent field. The system automatically enters a default store-to-store issue description based on the setting of the TRANDESC installation parameter. The system also assigns a store-to-store issue number after you save the record.
    Status
    Select the status of the issue. The system automatically assigns a Status of Unfinished.

    Changing the status of a store-to-store issue may affect additional system checks and field changes in these ways:

    Option Description
    Unfinished While the store-to-store issue has an Unfinished status, most of the fields on the header are editable. However, when you save the issue with Unfinished status, the system protects the From Organization and From Store. The issue must maintain Unfinished status until lines are added to the issue on the Parts tab.
    Cancelled Change the status of the issue to Cancelled to cancel the issue and all of the part lines. The system protects all fields on the issue when you change the status to Cancelled.
    Ready for Printing Change the status of the issue to Ready for Printing after adding the parts to issue on the Parts tab. When the status of the issue is Ready for Printing , only Status, Description, Class, and Reference Number are editable.
    Approved The system populates Approved By and Date Issued with the User ID of the approver and the date and time that the store-to-store issue Status is set to Approved, moves parts in-transit, and changes the status of any asset(s).
    Requisition
    Specify the store-to-store requisition for which to issue the parts. If you select a Requisition, the system automatically populates From Store, To Store, and To Organization.
    From Store
    Specify the store from which to issue the part.
    To Store
    Specify the store to which to issue the part. The system automatically populates To Organization.
    Reference Number
    Specify a reference number for the store-to-store issue transaction.
    Class
    Specify the class of the requisition. The classes shown belong to the TRAN entity.
  4. Click Save Record.
Parent topic: Creating store-to-store issues