Issuing a part

Select Inventory > Transactions > Transaction Management.

Click the Issue tab.

Click Create.

Specify this information:

Note: You can specify an identification code in each field, or load information in more than one field simultaneously using the popup accessed from the Location field or Part # field.

Stock Area: Specify the stock area for the part. This is a required field.
Location: Specify the location of the part.
Part #: Specify the part number of the part you want to issue.

Under , specify this information:

Employee: Specify the identification code for the employee initiating the transaction. This is a required field.
Rec Employee: Specify the identification code for the employee receiving the parts.
Date: Specify the date of the transaction. This is a required field.
Quantity: Specify the number of parts to be issued. This is a required field.

Provide any other optional information about the transaction in the remaining fields.

Reserve Trans #: If a part is being issued to an employee who previously reserved it, specify the number of the reserve transaction.
Work Order #: If a part is being issued that will be used for a work order, specify the work order identification code.
Group Project #: If a part is being issued that will be used for a group project, specify the group project identification code.
Service Request #: If a part is being issued that will be used for a service request, specify the service request identification code.

Click Save.

The part quantities in the stock area are checked. If the quantity issued is less then or equal to the quantity available, the transaction is completed and a summary is shown.

If the quantity of parts issued is greater than the quantity available (number of unreserved parts on hand) but less than the quantity on hand, Infor Public Sector shows a dialog box asking you to choose an option. You can cancel the transaction, issue the quantity available, or issue the full quantity specified. You can issue reserved parts, which may be acceptable in an emergency, or in a case where you know you'll be receiving more parts before the reserved parts are required, so you can complete the transaction. The quantity available will then be a negative number, indicating that more parts are reserved than are currently on hand in the stock area.

If the quantity of parts issued is greater than the quantity on hand, select one of the options to cancel the transaction, issue the quantity on hand, issue the parts from another location, or issue substitute parts.