Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

 

Expand
titleComments - Review additional details to add comments to an Issuing Record.
    • Click the Add Comment button.

  • Enter comments about the item/issuing. Then, click Ok

  • Click Close when you are done entering comments. 


Order Discrepancies

If all quantities have not been fulfilled, an Order Fulfillment box will appear notifying you that not all items have been accounted for and you must decide how to handle discrepancies.

  • Take note of the discrepancy between the Open Ordered Quantity and the Fulfilled Quantity columns.
  • Disposition - Use the drop-down menu to select how to handle the discrepancy. 
  • Backorder - Places the item on backorder for future fulfillment.
  • Close - Closes the item ordered even if quantities have not been met.
  • After you have completed discrepancy details, click Ok.
Note

If you have made an error and have completed filling all order quantities, click Cancel and make necessary changes.

 

Step 6: Once the order has been filled, the Transfer Ticket criteria window will appear. Use the drop-down menu to select the Report Layout. Then, click Ok.


Anchor
ED12389
ED12389
Step 7: You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.



Anchor
Edit Order
Edit Order
Edit Order Quantities

Editing Order Quantities allows you to recall fulfilled orders or close an order when the entire order has not been fulfilled.

From the Review Orders tab, select an order. Then, click Edit Order Quantities.


Reopen All

If an error has been made, you may choose Reopen All to recall the entire order.

Warning
titleReopen All

You should contact your supervisor prior to selecting to reopen all items in an order. When an order is reopened, the entire order is reset and the original requested quantities appear.

Click Reopen All. Then, read the Reopen All notification statement and select Yes if you would like to proceed. Then, click Save Changes.


Close All

If your site does not allow back ordering, you may choose Close All to recall the entire order.

Warning
titleClose All

You should contact your supervisor prior to selecting to close all items in an order. When an order is closed, the entire order is marked as fulfilled and the open quantities are set to zero.

Click Close All. Then, read the Close All notification statement and select Yes if you would like to proceed. Then, click Save Changes.