Issuing a part

  1. Select Inventory > Transactions > Transaction Management.
  2. Click the Issue tab.
  3. Click Create.
  4. Specify this information:
    Note: You can load information in more than one field simultaneously using the popup accessed from the Location field or the Part # field.
    Stock Area
    Specify the stock area from which you are issuing the part.
    Location
    Specify the location of the part.
    Part #
    Specify the part number of the part that you are issuing.
  5. Under Transaction Information, specify this information:
    Employee
    Specify the identification code for the employee initiating the transaction.
    Rec Employee
    Specify the identification code for the employee receiving the parts.
    Date
    Specify the date of the transaction.
    Quantity
    Specify the number of units being issued.
    Note: This is the number of units being issued, not the number of individual parts. The number of individual parts depends on the quantity per unit of issue.

    For example, suppose a part is issued in boxes of six. If you specify 2 in the Quantity field, this means you are issuing two boxes of six, or 12 parts in all.

  6. 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.
  7. 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.