Issuing a Miscellaneous Transaction

  1. Open the Miscellaneous Issue form.
  2. Specify this information:
    Warehouse
    The designated current warehouse is displayed.
    Item
    Select the item that you want to issue.
    (Item Description)
    A description of the item is displayed.
    Quantity On Hand
    The quantity on hand of the item at the warehouse is displayed.
    (U/M)
    The unit of measure for the item is displayed.
  3. Specify this information on the Detail tab:
    Quantity
    Specify the quantity to issue or receive.
    (U/M)
    Select the unit of measure for the item.
    Reason
    Select the reason code that applies to the transaction.
    Account
    Select the account number to be charged with the cost of the inventory issued.
    (Unit Code 1-4)
    Select the unit code for the account number.
    (Account Description)
    A description of the account is displayed.
    Location
    Select the location from which to issue the materials.
    Lot
    Select the lot number from which to issue material.
    Transaction Date
    Select the date to be placed on the material transaction or accept the default of today's date.
    Reference
    Optionally, specify a service order number to associate the issue with.
    SPA Number
    Optionally, specify the SPA number if the issue should be taken from a specific SPA.
  4. Use the Serial Numbers tab when you issue or receive a serial-tracked item. Each serial number can only reference one item; the serial number-to-item relationship is one-to-one. This tab is enabled after you enter the serial-tracked item's Quantity and any other required information. Specify this information on the Serial Numbers tab:
    Select
    Select this check box for the individual records that you want to process.
    S/N
    If new numbers are required, specify the new serial numbers, or generate them automatically by clicking Generate.
    Target Quantity
    The value of the quantity specified on the Detail tab is displayed. This value is the quantity of serial numbers that must be generated or selected for the item.
    Selected Quantity
    The amount of serial numbers currently selected in the Serials grid is displayed.
    Generate Quantity
    The Target Quantity amount is displayed by default. It indicates the number of serial numbers you want the system to generate for this item during this transaction. When you generate new serial numbers, the number to be generated should be less than or equal to the Target Quantity. When you are performing a query on existing serial numbers, you can change the value to any desired quantity. After a generation or selection has been performed, this field's value is reset to 0.
    Range Qty
    Use this field to specify the quantity of serial numbers to select (for existing serials only) or clear in the grid. For existing serial numbers, this value defaults to the Target Quantity value. When new serial numbers are required, this value defaults to zero, and is reset to zero whenever there is a change to the selected serial numbers.
    Select Range Button
    Click this button to place an X in the Select check box for each record, Beginning with the currently selected serial number record and continuing up to the number of records specified in Range Qty. Only selected records are processed with the transaction. This button is disabled when any of these conditions exist:
    • New serial numbers are required.
    • No serial numbers exist in the grid.
    • Range Qty is 0.
    Deselect Range Button
    Beginning with the currently selected serial number record and continuing up to the number of records specified in Range Qty, clicking this button either:
    • Clears each selected record (for existing serial numbers), or
    • Deletes each selected record (when generating new serial numbers).
    This button is disabled when any of these conditions exist:
    • No serial numbers exist in the grid.
    • Range Qty is 0.
    Generate Button
    Click this button to generate the specified quantity of new serial numbers. This button is disabled when either of these conditions exist:
    • The quantity on the Detail tab is zero.
    • The Expand S/N field is not selected on the Inventory Parameters form, and new serial numbers must be generated.
  5. Specify any additional information on the Notes tab.
  6. Click Process.