In this topic you learn how to Enter a Stock Request.
NOTE: Please use the exact campus location number as shown on your door jam.
NOTE: The Ship Cust automatically displays after entering the Location and navigating away from the field.
Enter the information for each additional item using the same steps until all items have been entered.
For training purposes only, click the Delete row 2 button.
A warning message displays for you to confirm the delete.
NOTE: All items must be entered before saving the Stock Request. Any additional items added after saving the Stock Request will not filled.
Make any appropriate changes in order to print your document. You would then click the Print button to print out a paper copy of the Material Issue Transaction Document.
For training purposes only, click the Cancel button.
NOTE: The Report Manager link is located at the bottom of the page below Schedule Date box.
NOTE: Only BHSCS or BHSAC designations can be used for Business Unit when creating a Stock Request.
The Order No. field defaults as NEXT and must remain as defaulted. Changing this field to anything other than NEXT will cause errors.
Request Type field defaults as Internal Issue and will remain as defaulted.
You will enter your Department Name and your User ID into the Name field. You must enter the Department and UserID in ALL CAPS.
If you do not know the Dept number you can search for it by clicking the Look up Account button located to the right of the Dept field.
NOTE: It is highly recommended that you delete all the zeroes in the field before entering the quantity. The system will automatically populate the zeroes when you navigate away from the field.
If there is another item to enter click on the (+) button or press ALT +7 on the keyboard.
NOTE: In order to view the Stock Request, IN Material Issue Document, seen in the Description column, must be a blue link.
Click the Refresh button until the Status = Posted. Please wait 10 - 15 seconds between clicks.
If you do not know the Account number you can search for it by clicking the Look up Account button located to the right of the Account field.
NOTE: The UOM (Unit of Measure) defaults onto the page based upon the item selected; in its standard stocking size.
For example, UOM could be:
EA - Each CS - Case
BX - Box RL - Roll
NOTE: Please assure that you are selecting the correct ‘QUANTITY' desired for the ‘UOM’ (Unit of Measure) selected.
A dialogue box will display asking how many rows you which to add. The row number defaults to 1.
You may add as many rows as you need. However, blank rows cannot be saved and must be deleted in order to save the Stock Request.
The Order No. displays after saving.
NOTE: A Shipping Document will be received with each order and must be retained by Dept for any returns or credits.
Please use the following steps to exit out of PeopleSoft and Citrix.
If you know the Item ID, you can type directly into the Item ID field.
NOTE: The chartfield screen may look slightly different based on your user access.
WARNING: THE NAME, LOCATION AND OVERRIDE CHARTFIELDS INFORMATION MUST BE ENTERED PRIOR TO ENTERING YOUR FIRST ITEM. IF THIS INFORMATION IS NOT ENTERED BEFORE ITEM INFORMATION, YOU WILL BE UNABLE TO SAVE THE ORDER.
NOTE: BHSAC will be phased out sometime in the next few months. BHSCS will be the Business Unit you will use for Stock Requests once this is completed.
Until notified of the change, users who use BHSAC as their Business Unit when entering a Stock Request should continue to do so.
This completes Enter a Stock Request.
You will enter your Department Name and your User ID into the Name field. You must enter the Department and UserID in ALL CAPS.
If you do not know the Dept number you can search for it by clicking the Look up Account button located to the right of the Dept field.
NOTE: It is highly recommended that you delete all the zeroes in the field before entering the quantity. The system will automatically populate the zeroes when you navigate away from the field.
If you do not know the Account number you can search for it by clicking the Look up Account button located to the right of the Account field.
NOTE: The UOM (Unit of Measure) defaults onto the page based upon the item selected; in its standard stocking size.
For example, UOM could be:
EA - Each CS - Case
BX - Box RL - Roll
NOTE: Please assure that you are selecting the correct ‘QUANTITY' desired for the ‘UOM’ (Unit of Measure) selected.