Direct issuing of products
It is possible to directly issue stock items without an existing requisition, work order or planned maintenance order. This allows you skip the regular procedure of issuing stock items.
Procedure
1. Go to > .
2. On the action panel, click Direct issue.
The Direct issuing wizard appears.
3. On the Define issue step, you can choose to:
◦ Add issue to an existing order (any type).
 | • When selecting a work order or planned maintenance order, you have the option to add the issuings directly to the selected order or add them to a subrequisition. • Selecting Yes will add the issuings to the selected work order or planned maintenance order. Selecting No will enable the Select standard requisition field, where you can select a standard requisition and the issuings will be added to the created subrequisition. • If a unique requisition already exists as a suborder, the issuings are directly added to it without creating a new subrequisition. However, if there is more than one subrequisition, the Select standard requisition field is enabled where you can select a new standard requisition. • If a sub work order or subrequisition is selected, the issuings will be added directly to it. • If the requisition, work order or planned maintenance order is Administratively completed or Canceled, any created purchase suggestions and stock requests are removed. |
Or
◦ Add issue without an existing order.
The system creates a (product) requisition. It also creates the issuing that is linked to the newly created requisition order.
If the existing order is not a requisition, work order or planned maintenance order or if issuing is done without an existing order, you must select a standard requisition as the basis for the requisition from which the issuings will be made.
◦ Additionally, select the distribution point (store) of the stock item.
◦ Click Next.
4. On the Select products step, you can add new products for which an issuing should be made.
◦ Select stock item(s) for which an issuing should be made. You can filter All/Available products in the list.
◦ Enter the quantity to be issued.
◦ Click the Add to list button.
For every product added in step 2, a requisition line is created under the requisition that was selected or created at step 1.
◦ Click Next.
5. On the Complete order step you can complete/change the requisition that was selected or created at step 1.
◦ On clicking Next the requisition is accepted.
◦ If the requisition selected/created at step 1 has a Reported or Confirmed status, a stock request is created for all requisition lines (even if not selected in step 2).
◦ If the requisition has already been accepted, a stock request with the status Open is created for every new product that was added in step 2.
6. On the Complete new lines step you can complete/change the requisition lines that were created for the products added in step 2.
◦ Only those fields are editable which are allowed to be changed for an Accepted requisition line.
◦ Click Next.
On the Confirm step, the actions to be taken are displayed.
7. Click Complete.
The issuings will be created for the selected products.