Entering SRO Material Transactions

  1. Open the SRO Material Entry form.
  2. Select whether you are adding an actual or planned transaction.
  3. Specify this information on the form:
    Partner
    Select the partner associated to the SRO.
    SRO
    Select the SRO.
    Line
    The SRO line is displayed. You can select a different SRO line.
    Oper
    The SRO operation number is displayed.
    Item
    Select the item associated to the SRO.
    Note: If you are integrated with Distribution SX.e and a supersede item exists for the current item, then the Item field is automatically updated.
    On Hand
    The quantity on hand for the selected item and warehouse is displayed.
    Description
    A description of the item is displayed.
    Transaction Date
    The current date is displayed. Optionally, select a different date.
    Trans Type
    The transaction type is displayed.
    Reason Code
    If the Transaction Type is Customer Return or when entering a negative quantity, select a reason code for the transaction.
    Qty
    Specify the number of items on the transaction.
    UM
    Select the unit of measure for the items.
    Whse
    The warehouse associated to the SRO is displayed.
    Location
    Select the warehouse location.
    Lot
    If the transaction involves a serial tracked item, select the lot for the warehouse location to use for the material transaction.
    Billing Code
    The billing code assigned to the SRO is displayed.
    Unit Price
    Specify the amount being charged for the unit, if applicable.
    Reference (for planned transactions only)
    Optionally, specify a purchase order or PO requisition to cross-reference. Use the reference fields if you are sourcing the item on the material transaction through a PO or requisition.
    Notes
    Specify any additional notes related to the transaction.
    Serial Numbers
    Any serial numbers associated with the items are displayed.
  4. Click OK to submit the information and enter the transaction.