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SpendMap User Guide (v14.8)

REQUISITIONS AND APPROVALS > Item requisitions > Fill Stock Requisitions
(also available in other areas of the system)

Click to watch video tutorial on this topic

This utility is used to post inventory usages or transfers to fill approved stock requisitions.

If there is not enough stock to fill a requisition, all or a portion of the requested quantity can be back-ordered, rejected or ordered.

Various e-mail notifications are available to let Requisitioners know that their orders were filled, back ordered, etc.

You can also generate a Pick List to help when removing items from the warehouse and/or you can generate Packing Slips to accompany the items that are filled and sent to the end-user (requisitioner).

hmtoggle_arrow0        What happens when requisitions are filled?

hmtoggle_arrow0        Multi-user considerations

hmtoggle_arrow0        Related utilities

hmtoggle_arrow0        Related settings

 

Work Area Preparation Screen

This screen is displayed on the way into your Work Area and is used to select (filter) which approved requisitions to work with in this session, as well as various other options that will determine what you will see when you get to the actual Work Area.

Depending on your workload and the volume of requisitions, you may not wish to work on all requisitions at once, so this screen can be used to prioritize your work.

The filters on this screen can also be used if you are only responsible for filling certain types of requisitions, for example, if you manage a single inventory location/warehouse (and therefore only want to see requisitions for your location).

 

TIP for System Administrators: If users are only permitted to process certain types of requisitions, any of these fields can be locked out.

 
All filters are cumulative - each additional filter that is used will reduce the number of reqs that you will see in the Work Area.

Regardless of what you fill in on this screen, only requisitions that are fully approved will show in your Work Area.

When you are ready to proceed, select [NEXT] to move to the Work Area Summary Screen.

hmtoggle_plus0        Fields

 

Fill Stock Requisitions Work Area Summary Screen

This screen lists all or some of the approved stock requisitions in the system, based on your selections on the previous Work Area Preparation Screen.

A "?" in the Status Column indicates that the item has not yet been prepared for processing, otherwise the Status will show “Ready” for items that are completely filled or will show how much of the requested quantity was back-ordered, ordered or rejected.

hmtoggle_arrow0        Should I prepare items for processing before or after I get them from the warehouse?

hmtoggle_plus0        Buttons

 

Line Item Details Screen

This screen is used to manually enter the Issued Quantity and/or modify certain fields on the requisition. For details on each field, see Item Requisitions Line Item Details Screen.

Inventory-related information for the item is displayed at the top of the screen to help you determine how much you can issue. For items that are kept in multiple stock locations, the in-stock, reserved and available balances will reflect the balances for the selected location only.  

hmtoggle_arrow0        What happens if I issue less than the Requested Quantity?

hmtoggle_plus0        Buttons