Part Issue Request

The Part Issue Request frame allows users to create requests when they need to have a part or parts issued.

In order to use this functionality the application user must have a valid Employee No. assigned to them and they must be a valid inventory employee. The employee must also have a valid department with an inventory location assigned on their Employee Main record.

Part Issue Request:

• Location - This field is read-only and will default to the current login location.
• Req. Employee - This field is also read-only and will default to the Employee ID assigned to the application user.
• Request No. - Number used to identify the specific request. Click the ‘New Request’ button to generate a new request.  
• Resv Code - Direct Account, Work Order, Department, Indirect Account, Unit. After you select a value, you must enter a corresponding ID number for the entity for which you are making the issue request. This will allow you to enter data on the Request Detail i-frame below.
• Status - Read-only, new requests will display a status of 'REQUEST'.
• Date - The date will default to the current date after clicking the 'New Request' button.

Note: Users are restricted to the inventory location that is assigned to the department as assigned to the employee doing the issuing, not the login location.

Request Detail:

• Part No. - Enter the Part Main Catalog number of the part for which you are making the issue request. You can also double click in the field to select a part from the list of values (LOV).
• Description - The description of the part will populate automatically.
• Issue From Loc - Read-only, will default to the login location/location in the Part Issue Request section.
• Qty - Enter the quantity you are requesting.
• Status - Will populate automatically upon saving the request.
• Req Date - Will populate automatically upon saving the request.
• Unit of Measure - This value will populate automatically based on the part selected.
• Note - Enter any notes for the Part Issue Request here.

You can enter multiple part records if necessary. When you are finished, select SAVE at the top of the frame to generate the Part Issue Request. A request number will replace the word 'NEW' in the Request No. field.

The Part Issue Request will now be available for approval by using the Part Request Response frame.

Last Updated: 01/10/2020

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

Additional training and technical documents on this subject may be available in the Resource Files area.