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Issues and Returns

Description

Issue and Returns is a view designed to easily issue or return material to/from a work order, general ledger account, location, or asset.

Fields

Below is a listing of the fields included in this view.

Field Name Description
Item The unique identifier for a piece of inventory in the system.
Description Description of the item in question.
Quantity The current balance since the last reconciliation.
Issue Unit The unit of measure used when referring to the quantity of this item.
Issue Type ISSUE or RETURN
Storeroom Physical storeroom where the item is located.
Bin Physical bin where the item is located.
Issue To The labor code to issue this unit to.
Asset The asset number related to this transaction.
Work Order The work order related to this transaction.
Location The location related to this transaction.
GL Account The general ledger account related to this transaction.
Date The date and timestamp of this transaction.

Using the View

Inventory View List

To access the Issues and Returns screen, double tap on the name with the stylus, or select the name and hit the "Enter" key.

Searching for Records

The Issue and Returns screen initially displays a predefined filter for starting an issue transaction. Key in, or scan, the desired item to issue, and then hit the "Create New Record" button .

If returning an item, change the Issue Type to RETURN by selecting it from the drop-down prior to starting the transaction.

Single Record Display/Edit Mode

A new transaction is started. Enter the Quantity (number of items) being issued/returned. Optionally, you can select, key in, or scan, the laborcode of the person receiving/returning the parts, in the Issue To field. Key in, or scan, either the work order, location, asset, or GL account.

Tap on the Filter button to return to the filter screen to issue/return more items.

Navigation Associated With the View

  • Default Search - Returns the user to the default filter screen for Issues and Returns.
  • Issue to Work Order - Returns the user to the filter screen and sets up the filter for issuing items to a work order.
  • Return Item - Creates a return transaction based on the currently selected issue transaction period.

 

Created by kenkim
Last modified 2007-09-10 04:43 PM
 

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