Product Request Actions

The following actions are available for Product Requests:

  • Edit – Choose the Lock option on the line(s) to edit anything about the request. Only requests with a Status of New are eligible for edit. Only those with access to the product on the request may edit.
  • Delete – Choose the Lock option then select the row number to highlight the line. Press Delete on the keyboard. Only requests with a Status of New are eligible for deletion. Only those with access to the product on the request may delete a request.
  • Reject – Choose the Lock option on one or more rows in the grid with a Status of New or Procure and choose Reject. Only those with access to the product at the Requested Warehouse may reject a request.
  • Release – Choose the Lock option on one or more rows in the grid with a Status of New or On Hold. Select Release. If the Available to Deliver quantity is not sufficient to cover the Requested Quantity, a message will provide information about the product with an issue. Deselect the request(s) with the Available to Deliver issue and choose Release. Only those with access to the product at the Requested Warehouse may release a request.
  • Release Quantity less than Requested Quantity – To release less quantity than is being requested, choose the Lock option on one or more rows in the grid with a Status of New, then edit the Released Quantity and select Release. A message displays indicating the Released Quantity is less than the Requested Quantity. If the additional quantity will be available later, select Yes to create a new Product Request for the remaining quantity. The new Product Request references the original in the Comments. Select No if the balance of the Requested Quantity will not be available and no new Product Request is needed.
  • Create DT – Choose the Lock option on one or more rows in the grid with a Status of Released and where the Requesting Location and Requested Warehouse are the same for all lines in the grid. Choose Create DT. Select a customer/location for the Delivery Ticket.
    • The Delivery Ticket populates with:
      • Products from the request, but the Inventory Department is changed to the Requested Warehouse’s product
      • Quantities from the request
      • Requested date populates in the Dispatch Info – Date Requested field
      • Comments are populated with the Request #(s) and any comment from the request. (Comments may be truncated)
    • After the Delivery Ticket is created, the Status of the Request changes to On DT.
    • As the Delivery Ticket is processed, the Status of the Product Request changes as follows:
      • Products are Picked (Status changes to Picked).
        • Products are picked on the Delivery Ticket by choosing the Picked option per line item in the product grid.
      • Delivery Ticket is Loaded (Status changes to In Transit).
      • Delivery Ticket is imported into Inter-Company Transfer (Status changes to Complete).
  • Procure – If there is not sufficient product to fill the request and more product needs to be ordered from the vendor, choose the Lock option on one or more rows in the grid with a Status of New and select Procure. Only those with access to the product at the Requested Warehouse may change a Status to Procure.
  • Create PO – Choose the Lock option on one or more rows in the grid with a Status of Procure, then use the PO Product Location drop-down to select if products on the PO should be for the Requesting Location or the Requested Warehouse. Choose Create PO and select a Vendor for the Purchase Order.
    • The Purchase Order is created with:
      • Products (using the Inventory Department based on the PO Product Location selection)
      • Quantities
      • Request # (in the Comments)
      • Requested Date (in the Date Requested)