**Issues** ================ ================ **To Create an Issue** --------------------------- 1. Click **Issues** on the navigation bar 2. Click the **Add Issues** button |Add_Issues.png| and the Create Issue Order page is displayed: - Search for items by SKU or Description - Filter list by Category - Add items to the Issue cart (using the green plus sign button) - Remove items from the Issue cart (using the red minus sign button) |Create_Requisition.png| 3. Once completed, click the **Issue** |Issue_Button.png| button and the Edit Issue page is displayed: - Select Issue Date - Enter a Reference Number - Select a Department - Upload a file - Add a comment (if required) - Select from location - Enter Issue Quantities - **Update** button to save - **Cancel** button to cancel the Issue - Authorize Issues (based on permissions) - Deauthorize Issues (based on permissions) - **Process** button to process the Issue (based on permissions) - **Actions** button to Create new items on the fly (if required) - **Actions** button to Create new cost centers on the fly (if required) - **Actions** button to Add items to the Issue (if required) - **Actions** button to Re-add missing item locations to the Issue (if required) - **Actions** button to Remove items from the Issue (if required) - **Actions** button to Copy Items to Issue List (if required) - **Actions** button to Duplicate Issue (if required) - **Actions** button to Export Issue as PDF (if required) - **Actions** button to Revert Issue (if required) - **Issue List** button to return to Issue main page *Note: The Process button for Issues would only be displayed when the Issue has been authorized and all items on the Issue has enough stock on hand in selected location.* |Edit_Requisition.png| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **To Create an Internal Transfer** ---------------------------------- 1. Click **Requisitions** on the navigation bar 2. Click the **Add Requisitions** button |Add_Requisitions.png| and the Create Issue Order page is displayed: - Search for items by SKU, by Description or Barcode - Add items to the Issue cart - Remove items from the Issue cart |Create_Requisition.png| 3. Once completed, click the **Internal Transfer** button and the Edit Internal Transfer page is displayed: - Select Internal Transfer Date - Enter a Reference Number - Select a Cost Centre - Add a note (if needed) - Enter Internal Transfer Quantities - **Update** button to save - **Close** button to cancel the Internal Transfer - Authorize Internal Transfer (based on permissions) - De-authorize Internal Transfer (based on permissions) - **Process** button to process the Internal Transfer (based on permissions) - **Actions** button to Create new items on the fly (if required) - **Actions** button to Create new cost centers on the fly (if required) - **Actions** button to Add items to the Internal Transfer (if required) - **Actions** button to Re-add missing item locations to the Internal Transfer (if required) - **Actions** button to Remove items from the Internal Transfer (if required) - **Actions** button to Copy Items to Internal Transfer List (if required) - **Actions** button to Duplication Internal Transfer (if required) - **Actions** button to Export Internal Transfer as PDF (if required) - **Actions** button to Revert Internal Transfer (if required) - **Issue List** button to return to Issue main page *Note: The Process button for Internal Transfers would only be displayed when the Internal Transfer has been authorized and all items on the Internal transfer has enough stock on hand in selected cost centers.* |Edit_Requisition.png| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **To Create a Move** --------------------------- 1. Click Issues on the navigation bar 2. Click the **Add Requisitions** button |Add_Requisitions.png| and the Create Issue Order page is displayed: - Search for items by SKU, by Description or Barcode - Search for items by Category - Add items to the Issue cart - Remove items from the Issue cart |Create_Requisition.png| 3. Once completed, click the **Move** button and the Edit Moves page is displayed: - Select Date Target - Enter Reference Number (if required) - **Hide Empty** button to show Locations/Cost Centers with zero stock - **Location** selector to select which Locations/Cost Centers to display - Enter Move quantities - Select Destination (where stock is being moved to) - **Move** button to process the move - **Issue List** button to return to Issue main page |Edit_Move.png| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **To Search and View Issues** ----------------------------- 1. Click **Requisitions** on the navigation bar. 2. The **Requisitions** main page is displayed: - Search by Item SKU - Search by Item Description - Search by Barcode - Select Date Range - Search by Status - Search by Issue Order Code - Search by Cost Centre - Search by Created By - Display only Cost Centre to Cost Centre Issues (Internal Transfers) - Display only Issues requiring my authorization - **Apply Filters** button to search for items - **Reset Filter** button to remove all filters - **Actions** button to bulk Authorize selected Issues - **Actions** button to bulk Print selected Issues - **Actions** button to clear selected Issues |Requisition_Filters.png| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- .. |Add_Requisitions.png| image:: ./qehdocsimages/Add_Requisitions.png :scale: 55% .. |Issue_Button.png| image:: ./qehdocsimages/Issue_Button.png :scale: 80% .. |Create_Requisition.png| image:: ./qehdocsimages/Create_Issue.png :scale: 90% .. |Edit_Requisition.png| image:: ./qehdocsimages/Edit_Issue.png :scale: 90% .. |Edit_Move.png| image:: ./qehdocsimages/Edit_Move.png :scale: 90% .. |Requisition_Filters.png| image:: ./qehdocsimages/Issue_Filters.png :scale: 90%