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.

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