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SpendMap User Guide (v15)

(Various modules)  > (Various document sections) > Item requirements staging batch > Staging batch Work Area

 

The Item Requirements Staging Batch is a work area that can be loaded with item requirements (items that need to be ordered) from various sources and then used to automatically create documents/transactions in SpendMap such as Purchase Orders, Releases, Requisitions, RFQs and Inventory Usages.

After loading the Staging Batch with items, quantities required, etc., you can review, edit and otherwise prepare the items in the Staging Batch prior to processing the batch and creating the final documents/transactions in one or more Document Work Areas.

The Staging Batch can be loaded with item requirements from:

oAnother system, file or spreadsheet, using Import into Staging Batch.

oItems that have fallen below their re-order levels in SpendMap's Inventory Control Module, using Fill Staging Batch From Re-Order Status.

oApproved Item Requisitions, using the Build Documents from Approved Requisitions utility.

 
Questions & Options

1.Select the sort order/sequence that you would like items to appear on the Staging Batch Summary Screen. It may be helpful to group related items together. For example, you might sort the transactions by Supplier so that you can prepare all orders for a particular supplier at once.

 

Staging Batch Summary Screen

This screen is used to review, edit and otherwise prepare the items for processing. Only items that show “_check” (ready) in the Status Column can be processed.

To prepare items for processing, you can either [MODIFY] individual line items or [DEFAULT] many items at once.

hmtoggle_plus0        Columns

hmtoggle_plus0        Buttons

 

Staging Batch Details Screen

This screen is used to modify the details of individual line items in the Staging Batch. If you need to update many items, consider using the [DEFAULT] button on the Staging Batch Summary Screen.

The primary supplier's information and other reference fields at the top of the screen come from the Item Master File. To view additional details of the item, click the description hyperlink at the top of the screen.

hmtoggle_plus0        Fields

hmtoggle_plus0        Buttons

 

Staging Batch Defaulting Options Screen

When you click the [DEFAULT] button from the Staging Batch Summary Screen or when the Default Utility is invoked when loading transactions into the Staging Batch, various options will be displayed to default or update various fields for all or selected transactions in the batch.

This can save time over updating line items individually. However, if required you can still [MODIFY] individual line items in the batch.

TIP: To update some (but not all) items in the Staging Batch, establish a [FILTER] condition first and then use the [DEFAULT] button. If there is an active filter, only those records that are visible in the filter will be updated.

You do not have to update all fields. To NOT update a field, select DO NOT CHANGE for the applicable drop-box or, for data entry fields, simply leave the field blank.

When you click [OK] to apply the changes, if you have modified the settings since the last time you used the defaulting feature, you will be prompted to save the changes “for future use”. Select [NO] if the changes that you made are for this session only.

Also, if you have already prepared some items for processing (i.e. if some items in the Staging Batch show "_check"), when you click [OK] to apply the changes, you will have the option to update only open (unprepared) items or to also update items that are ready for processing. That is, you may not want to affect items that you have already worked on.

hmtoggle_plus0        Fields

hmtoggle_plus0        Buttons