How to Complete a Stores Request – Standard Stock

Users within specific roles have the ability to complete stores requests.

The Stores Request will list the Stock/Assets required to be picked for a job.

Locate Open Stores Requests

An email will be sent to the relevant Stock Location email address to advise that a Stores Request has been raised to be actioned. Users in a specific role will also see any outstanding Stores Requests on their User Dashboard:

1. From the User Dashboard select Incomplete Stores Requests.

The system will show each outstanding Stores Request in Grid format:

2. Double click on the grey box to the left of the Request Number to open up the Stores Request:

How to Allocate Stock

3. Select the Job Issues Tab, Open the record:

Red - indicates that the stock has not been allocated to an individual store location

Yellow - indicates that the stock has a store location selected.

Green - indicates that the stock has been allocated to a location with the requested quantity

Note: To view multiple records, select Open All.

4. If you have added bin locations against the Stock Balance dataset for the selected part, it will have defaulted that information for you in the Bin Issue dataset.

If you have not setup default Bin Locations, you will have to select the Bin Issue tab and enter the relevant bin information.

5. From the grid enter the Qty Allocated against the relevant Bin Issues, (this is the location where the items are physically picked from). Qty’s can be allocated from any number of bins:

If you have several items on this Job Issue use the next buttons to navigate through each one.

6. Select Close then select Refresh, you will notice that your item(s) have changed to Yellow:

How to Allocate Assets

7. From the Stores Request, select Manifest Assets tab, notice that the Manifest Asset Status is set to Not Allocated:

8. From the grid, enter the Asset Number picked for the job, the Manifest Asset Status will now update to Pending Mobilisation:

Note: If there duplicate Asset Numbers, you can open the Manifest Asset record and use the binoculars to look up and select the required Asset Number.

9. Select Close then select the Location Requests tab, you will notice that your item(s) have changed to Yellow:

How to Complete Stores Request

10. Select Functions> Complete Request.

Select Yes to continue or No to cancel the operation.

The system will email the Responsible Owner assigned against the Job concerned indicating that the Stores Request has been completed.

11. The stores request will now change from Picking Status Added to Complete:

Note: Completed Stores Requests will be removed from the User Dashboard