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4 | Stock List for Requisitions

This article covers the basic principle of Stock List for Requisitions and how it can be pre-created, so they can be used in performing relevant Stock functions.

This article covers the basic principle of Stock List for Requisitions and how it can be pre-created, so they can be used in performing relevant Stock functions.

Prerequisites

  •  To access and edit Stock List, the applicable Operator Privileges will need to be enabled:
    • Operator Maintenance 'Stock Control' Tab
      • Requisitions: Requisition List Only
  • When this is turned on, the operator can only request products from a Requisitions Stock List and the Product Tree will not be available

Setup Configuration

  • Once you have enabled the flag from Operator Maintenance ‘Stock Control’ Tab and have navigated to Stock List from Stock Control Options, follow the below steps to create a new Stock List:
    • Click Add New Stock List; stock List Settings will display
    • Enter the below relevant configurations:
      • Name: This is the name of the list
      • Type: This is the type of list that will be created
        • The Type specified means it will only be available for use within that functionality; the Types are:
          • Requisitions
          • Stock Transfer
          • Manufacturing
          • P/O Receipt
      • Allowed Operator: This is the Operator/Operator Group that is allowed to use the stock list. Any Operators that do not qualify cannot see and/or use the stock list
      • Venue (From Venue):  This will be the Venue that is used in the manufacturing Header when the stock list is used for the manufacturing
      • Store (From Store): This will be the Store that is used in the manufacturing Header when the Stock List is used in the manufacturing
      • ResetQTYZero: If this is ticked, the qty’s specified from the template will change to zero (0) when the Stock List is used
        • If this is un-ticked, the qty’s specified is retained from the stock list when it is used

 

  • When the ‘Requisition List Only’ flag is ON, only two options are displayed to the Operator for Requisitions:
  • Use Stock List
  • Cancel
  • Operators won’t able to add/edit/delete items from the Requisitions list created using a Stock List

    

 

  • When the “Requisition List Only” flag is OFF, other options are displayed for Requisitions:
    • Blank Requisition – Will create a blank Requisition where products will need to be manually added
    • Use Min/Max – Will create a Requisition on the Min/Max setting on the products that have Min/Ma assigned
    • Use Stock List – Able to select available Stock Lists of type ‘Requisitions’ only. When the Stock List has been selected, it will populate products in the requisition tab from the Stock List selected.
    • Cancel
  • Operators can add/edit/delete items in the Requisition created from Stock List by using the “Add/Edit & Delete Items’ options