Overview of internal use requests to be fulfilled or completed
Menu paths
- Inventory ➔ Entries ➔ Fulfillment
- HR ➔ Entries ➔ Fulfillment
internal use
- Order ➔ Entries ➔ Fulfillment
Then, click
Internal use under the Selection section.
Introduction
In this
screen, you can obtain an overview of sales orders, production orders, internal
use requests, interbranch transfer requests, and RTV orders which have been
authorized. This document will describe how to obtain an overview of authorized
internal use requests which are ready to be fulfilled or completed. During
fulfillment, the inventory will be issued from the warehouse and delivered to
the requestor, and hence complete the request.
The process
flow is as follows:
- Authorize
an internal use request via Inventory ➔ Entries ➔ Authorize or HR ➔ Entries ➔ Authorize
internal use. It is only mandatory to authorize the request if you
select the Internal use check box under the Authorize section
in Inventory settings at System ➔ General ➔ Settings. For
more information, see Inventory settings and Authorizing internal use requests.
- Fulfill a
manually or automatically authorized internal use request via Inventory ➔ Entries ➔ Fulfillment,
Order ➔ Entries ➔ Fulfillment, or HR ➔ Entries ➔ Fulfillment internal
use. For more information, see Fulfilling internal use
requests.
Fields
You can
filter the requests that you want to display by defining one or more search
criteria. A list
of options will be displayed if you click 
at Selection code, Customer, Resource,
and Item code. From the list, select an option and click Select.
Warehouse section
Warehouse
Select a
warehouse to display requests linked to this warehouse. Select All to
display requests linked to any warehouse.
Selection section
Select Internal
use to obtain an overview of internal use requests. Once selected, the
following set of fields will be displayed:
Fulfillment date
Select a
date to display requests with this fulfillment date. Select the All
check box to display requests with any fulfillment date. For more information,
see Creating and maintaining internal
use requests, Creating multiple internal use
requests,
and Creating and maintaining group
internal use requests. By
default, the current date is displayed.
Advanced / Simple
Click Advanced
to expand the filter criteria. Once clicked, you will see the Selection code,
Customer, Resource, Item code, Order, Project
code, Group by, Our ref., Your ref., and Transaction
date boxes as well as the Sort ascending and Show: No
purchase order linked check boxes. Click Simple to hide the
filter criteria.
Selection code
Type or
select a selection code to display requests categorized under this selection
code. For more information, see Creating and maintaining selection
codes.
Customer
Type or
select a customer or debtor to display requests linked to this customer.
Resource
Type or
select a resource to display requests created for this resource.
Item code
Type or
select an item to display requests created for this item.
Order
Type the
full number of a sales order to display requests linked to this sales order.
Project code
Type the
full code of a project to display requests linked to this project.
Group by
Select one
of the following options to display the requests accordingly:
- Order — Select this to display the
overview by our ref. numbers.
- Item — Select this to display the
overview by items.
Sort ascending
Select this
check box to display the overview in an ascending order of the our reference
number or item code.
Our ref.
Type a full
our ref. number to display requests with this our reference number.
Your ref.
Type a your ref. number to display internal use requests that are grouped under this your reference number.
Show: No purchase order linked
Select this
check box to display requests which are not linked to any purchase order.
Transaction date
Type or
select the transaction date of the internal use request.
After
defining the search criteria, click Refresh to display the overview.
Note: It is possible that not all columns are displayed. You can add or delete columns as required. For
more information, see Inserting and deleting columns.
Our ref.
This column
displays the our reference number of the standard internal use request.
Your ref.
This column
displays the your reference number of the group internal use request.
Description
This column
displays the reason for creating the request.
Resource
This column
displays the creator for whom the request is created.
Quantity
This column
displays the quantity of the item requested in the request.
Fulfillment date
This column
displays the fulfillment date of the request.
Wrh.
This column
displays the code of the warehouse that will issue the item requested in the
request.
Item code
This column
displays the code of the item requested in the request.
Buttons
Only the following
buttons will be enabled when you select Internal use under the Selection
section.
Refresh
Click this to
refresh the screen based on the latest criteria.
Print labels
Click this
to print a label for the item in the selected request. For more information,
see Printing item labels for sales orders.
Note: This button is enabled only if a
request is selected.
Complete
Click this to
complete the selected request. Once clicked, a confirmation screen will
display the message, ”Quantity to be delivered: Set to zero?”. Click Yes to
continue the completion process or No to cancel.
Note: This button is enabled only if a request
is selected.
Fulfillment
Click this to
fulfill the selected request. For more information, see Fulfilling internal use requests.
Note: This button is enabled only if a
request is selected.
Open
Click this to
view or maintain the selected request. For more information, see Creating and maintaining internal
use requests
and Creating and maintaining group
internal use requests.
Note: This button is enabled only if a
request is selected.
Close
Click this
to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
12.551.975 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
390 |
Attachment: |
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| Disclaimer |