Entering an issue for a stock product

Use these instructions to enter an issue in Storeroom. After you submit the issue, you can verify the sales order in Sales Order Inquiry.

You can submit the issue when you create it. You can also save the issue as a draft and submit it later. See Saving issues and returns as drafts.

To enter a nonstock product, see Entering an issue for a nonstock product.

  1. Select Issues & Returns > Issue.
  2. Specify a value for these and other fields in the header section.
    Warehouse
    Specify the warehouse from which to issue the product. This setting is required.
    The warehouses that are available are based on the allowed warehouses on your Employee record. You can only enter issues for products in allowed warehouses.
    Employee #
    Specify your employee number or the employee to whom you are issuing the product. The amount of the issue is used to calculate the daily and monthly totals for the employee. If the View Price option is selected on the employee record, the price of each product on the issue is displayed.

    This field is not available if Limit Issue Employee Selection is selected on your Employee record.

    Department
    Specify the department to which you are issuing the product. Depending on the warehouse or employee record, a default value might update the field, but you can override it.
    The departments that are available are based on your Employee record or, if you specified an employee number, the allowed departments on that employee’s record.
    Customer PO
    Specify the customer’s purchase order number that is associated with this issue.
    Requested Ship Date
    Specify the date that the customer requested the order to be shipped. The default value is the current date. When you use the maintenance workflow, the requested ship date can be used to print pick tickets using the Sales Entry Pick Tickets Report in Distribution SX.e. When you use the auto-ship workflow, the requested ship date does not affect issue processing.
    Promise Date
    Specify the date that you can ship the order. The default value is the current date. When you use the maintenance workflow, the promise date can be used to print pick tickets using the Sales Entry Pick Tickets Report in Distribution SX.e. When you use the auto-ship workflow, the promise date does not affect issue processing
  3. To add a product to the issue:
    1. Specify the customer or distributor product number in the Product field.
    2. Specify the requested quantity.
    3. Optionally, change the issued quantity.

      The issued quantity is automatically calculated. See Back orders.

      If the requested and issued quantity are equal but exceed the available quantity, you can force ship the amount issued. See Force shipping.

    4. If the Back Order window is displayed, click Yes to create a back order. Click No to record the transaction as lost business.

      If the issued quantity is greater than zero but less than the requested quantity, click No to issue the available quantity and record the remaining unavailable quantity as lost business.

    5. If the product is a lot-controlled product:
      1. Click Lots.
      2. If lot numbers are displayed, accept them and the quantities that are listed. Optionally, specify different lot numbers and quantities. Delete the lot numbers you do not want to use.
      3. Click Accept after you entered the expected amount.
    6. If the product is a serial-controlled product:
      1. Click Serials.
      2. Specify new or existing serial numbers.

        If serial numbers are assigned during receiving, accept the serial numbers listed, if displayed, or select different serial numbers. Delete the serial numbers you do not want to use.

        If serial numbers are assigned at sale, click New. Specify a serial number for each product.

      3. Click Accept after you have entered the expected amount.
    7. Optionally, specify Department and Machine values. If a value was specified in the header, the same value is displayed on the line. You can change the value or clear the field.
    8. Specify a Charge #, if applicable.
    9. Change the Taxable option, if applicable.
    10. Optionally, specify values for user-defined fields that were set up for the warehouse.
  4. If you created a back order, you can source the unavailable quantity from a vendor or another warehouse.
    1. Select the line, and then click Sourcing.
    2. To source the product from warehouse, select WT and then specify the warehouse.
    3. To source the product from vendor, select PO and then specify the vendor.
    4. To ship the product directly to the customer from the warehouse or vendor, select Direct Order.
    5. Click Accept.
  5. To add a comment to a line, select the line and click Comments.
  6. To add a note to the issue, click Notes. Select Print Notes to print the note on the pick ticket or invoice.
  7. To view the pick ticket for the issue, click Show Pick Ticket.

    To print the pick ticket, click Print Pick Ticket. The pick ticket is printed on a printer that is available through your web browser.

  8. Click Submit.

    The sales order is displayed. If you sourced a product, the tied sourcing document number is also displayed.