Inventory and Request Procedures

You can perform the following procedures on a daily basis once you complete your setup procedures.

1. Use the Purchasing System's Purchase Order Processing options to add, print, approve or deny, and post purchase orders. Posting a purchase order that is associated with a stock number updates the on order quantity in a stock item's Inventory Catalog record.

2. Use the Warehouse Administration page's Receive Stock option to process vendor shipments. Receiving a stock item updates its available inventory. Therefore, you must use Warehouse Inventory rather than Purchasing to receive new stock.

3. Use the Warehouse Administration page's Request option to add, change, delete, and print requests. Adding a request decreases a stock item's available quantity and increases its reserved quantity.
   If the units ordered cause the available quantity to fall below an item's safety point, the system reserves the difference between the two. The remainder is placed on back order, provided the item allows back orders.

4. Use Warehouse Inventory's Approve Requests option to approve or deny stock item requests.

5. Use Warehouse Inventory's Batch Requests option to enter requests for either the current year or new year. This option lets you to create requests in batch files so you can post them to your database as needed.
   If you are entering requests for the start of a new year, before posting them, you must first run Create New Year Ledgers in Fund Accounting's Year End option.

6. Use the Warehouse Administration page's Fill Requests option after requests are approved. You can fill line items in a request, including those with back orders.

7. Use the Warehouse Administration page's Back Order option to determine if back orders can be filled based on the available inventory. This option also allows you to modify and cancel orders.

8. Use the Warehouse Administration page's Print Pick Pack List option to pull stock for filling orders as well as to track shipments and verify their receipt.

9. Use the Warehouse Administration page's Return to Stock option to reinstate items in your inventory that are returned by the departments who requested them.

10. Use the Warehouse Administration page's Enter Inventory Adjustments option to modify balances of available, back ordered, on order, and reserved inventory.