Difference between revisions of "Recording Receipts & Issues"
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(Created page with "== Shipping Receipt and Receiving Activities == 500px '''1. Activity''': Receipt and issue transactions will display here . Click det...") |
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== Shipping Receipt and Receiving Activities == | == Shipping Receipt and Receiving Activities == | ||
| − | [[File:WarehouseTransactionDetail.png| | + | [[File:WarehouseTransactionDetail.png|700px]] |
'''1. Activity''': Receipt and issue transactions will display here . Click details for item and quantity detail. | '''1. Activity''': Receipt and issue transactions will display here . Click details for item and quantity detail. | ||
| Line 7: | Line 7: | ||
'''2. Add Transaction''': To enter receipt and issue quantities, click ‘Add Transaction’ to display an editable items list. | '''2. Add Transaction''': To enter receipt and issue quantities, click ‘Add Transaction’ to display an editable items list. | ||
| − | '''3. Record Received or Issued Items''': Displays activities by users. Click ‘Done’ to update the request. | + | '''3. Notify Requestor''': Click this button to sent an email to the initiator of the request letting them know that the requested items are ready for pickup. |
| + | |||
| + | '''4. Record Received or Issued Items''': Displays activities by users. Click ‘Done’ to update the request. | ||
[[File:WarehouseTransactionDetailEdit.png|700px]] | [[File:WarehouseTransactionDetailEdit.png|700px]] | ||
| − | ''' | + | '''5. Upload Files''': Shipping Documents and any signed documents relevant to the request must be scanned and attached. This can be accomplished using the Attachments section located in a pane on the right side of the screen. |
| − | ''' | + | '''6. Completion Actions''': |
* ''Submit'' – Progresses requests to next activity. | * ''Submit'' – Progresses requests to next activity. | ||
* ''Cancel'' – Terminates the request and archives details. | * ''Cancel'' – Terminates the request and archives details. | ||
Latest revision as of 21:20, 10 April 2019
Shipping Receipt and Receiving Activities
1. Activity: Receipt and issue transactions will display here . Click details for item and quantity detail.
2. Add Transaction: To enter receipt and issue quantities, click ‘Add Transaction’ to display an editable items list.
3. Notify Requestor: Click this button to sent an email to the initiator of the request letting them know that the requested items are ready for pickup.
4. Record Received or Issued Items: Displays activities by users. Click ‘Done’ to update the request.
5. Upload Files: Shipping Documents and any signed documents relevant to the request must be scanned and attached. This can be accomplished using the Attachments section located in a pane on the right side of the screen.
6. Completion Actions:
- Submit – Progresses requests to next activity.
- Cancel – Terminates the request and archives details.