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Create Demand on Store (Financials)

Caroline Buckland Updated by Caroline Buckland

The Process

Stock can be requested from Stores by internal requisitioner, this can be performed either in Financials or in the Procurement Portals

In Financials from the Main Menu go to – Inventory Management – IM Processes – IM Data Entry and select the Create Material Request option

The following screen will be displayed, if your Purchasing User has a Default Requisition Code  populated it will default into this screen, otherwise you will need to enter the Demand on Store Requisition Code – in this example, the code is DR.

Select the Save action and access the Lines tab, and this will default entries into the Location (where the requisitioner is based), Element, (if applicable) Owner and Circulation Code fields.

Access the Details tab and use the Prompt to enter a Requisition Prefix.

Click on the Search icon next to the Requisition Reference field to see the available Prefix Code.

Select the Prefix Code and select OK button to return to the Demand on Store header, select the Save button again and this will remove the previous message and leave the error that at least one line must be entered.

Select Lines, and access the Primary Line Details format.

Enter the Item and the Quantity being disposed, you can use the Search icon and start typing the Item Code or the Item name to find the Item.

Once you have found the correct Item, tick the selection button next to the Item Description.

Then select OK to return to the lines.

Click the Save option, this will default in the Item Description, Store, QUOM (Quantity Unit of Measure for the Item, and the Price will display the Average Cost (provided there is Stock in Store).

Enter the Quantity to be requested.

Select Save, and this will move you to the next mandatory field which is to enter the GL Account that the requested goods will be charged to when they are issued out of the store.

Click on the Search icons to look for the GL codes by entering the code or a description.

Select Save to update, at which point you will return to the Main Menu and be advised that a Requisition Reference has been created.

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