SWS - Inventory Requisition Entry

Creating an Inventory Requisition

An Inventory Requisition is used anytime supplies need to be ordered from the Warehouse. To create an Inventory Requisition, follow these steps:

  1. Type IUISS in Search Field / Command Prompt OR select Requisition>Inventory>Inventory Issue.
  2. Enable toggle towards Requisition unless already defaulted to Requisition.
  3. Select the Plus Icon (+) to create a requisition.
  4. Select and choose a Requesting Department.
  5. Select and choose an Issue Department.
  6. Add Items within the Item Details section. To add an item:
    • Select the Add Item / plus icon (+) in the bottom left corner of the screen.
    • Select Add Items.
    • From the Add Items screen, you can search and add for items in various ways:
      • Description 1: enter text here to search for the text in the first line of the item description.
      • Description 2: enter text here to search for the text in the second line of the item description.
      • And/Or: Toggling between And or OR allows you to search for the text entered in Description 1 and/or Description 2.
      • Multiline: Select the Multiline checkbox to search for the text mentioned in the Description 1 and Description 2 fields.
      • Group: Select the group from the drop-down list.
      • Subgroup: Select the subgroup from the drop-down list.
      • Class: Select the class from the drop-down list.
      • Item #: Enter the unique line item number.
  1. Select Search. If the Issue Department has inventory of the searched item(s), they will appear below. If nothing appears, that Issue Department does not have inventory of that searched item(s).
  2. The items are displayed in the Item Product Class Browse section. Select the checkbox for your preferred product class. The items that belong to the selected product class are displayed in the Section Items section.
  3. Select the checkbox for the desired item(s) underneath the Select Items section.
  4. Select Add Items. The Added Items are then displayed in the Inventory Issue under the Item Details section.
  5. Select the ellipses (three dot icon) to the far right of the line item to open an additional menu.
  6. Select Balances. This displays the entire balance description of the item. Review Balances to confirm the Issue Department has adequate inventory for your request.
  7. Enter the Requested Quantity for an item under the Requested Quantity section. To adjust an item quantity:
    • Select the zero to adjust the quantity by manually typing the number or utilizing the navigational arrows.
    • Click away from the field. The quantity is automatically updated.
  8. Select Create.
  9. Select Save.
  10. After all items have been added, review the Inventory Requisition for any additional updates. When ready, select Submit to submit the Inventory Requisition for approval. An email will automatically be sent to the individual responsible for approving the requisition.

Adding Remarks for the Warehouse or Purchasing Departments

Remarks

  1. From an applicable document, such as an Inventory Requisition, select the Remarks icon in the upper middle portion of the screen.
  2. Delete the default text before adding your own remarks you want to convey to Warehouse or Purchasing. Details can include delivery information or other special instructions.
  3. Select Apply.
  4. Select Save.

 

To review images or save/download/print a copy of this Job Aide, please select the pdf attachment.

Print Article