Authorize Inventory Issue

This page allows you to authorize or return the inventory issue transaction. The inventory issue records issue of material from a warehouse based on the material request order. Inventory issues can be authorized only if the user has the requisite “Authorize” permission. You can also return the inventory issue transaction if you find any discrepancy in the details entered.

When materials are issued based on MR for which Proposal is given then , on authorization of the inventory issue, the proportionate committed amount would be reduced and the liability value based on Inventory Issue Value would be increased for the Asset Proposal Number. For issue raised against a MR A/c usage cannot be modified and the same will be derived based on the Asset Proposal number in Issue. However changes to CC usages can be done.

Select “Authorize Inventory Issue” link at the top of the “Select Inventory Issue” page.

The “Authorize Inventory Issue” page appears.

The system displays the following:

Status	The status of the inventory issue transaction.
Transaction No.	The number identifying the inventory issue transaction.

Enter the following:

Transaction Date	The date on which the transaction took place.(Date Format)
Warehouse Code	The unique code of the warehouse from which the item is issued.(Alphanumeric, 10) The warehouse must be in “Active” status. System checks whether the warehouse allows the inventory issue transaction from storage administration component.
	Help facility available.

The system displays the following:

Warehouse Desc.	A textual description of the warehouse.
	Zoom facility available

Enter the following:

Consumption Point

Use the drop-down list box to select the point to which the items are to be issued from the warehouse. All the consumption points where the "Work Order"," Sales Order" and "Production order" components are installed and mapped to the login OU are displayed here from the “CIM Modulator” component.

The system displays the following details:

Consumption Point	Use the drop-down list box to select the point to which the items are to be issued from the warehouse. All the consumption points where the "Work Order"," Sales Order" and "Production order" components are installed and mapped to the login OU are displayed here from the “CIM Modulator” component.
Material Request No.	The unique number identifying the material request.
	Help facility available
Posting FB	The finance book to which postings have to happen.
Issue Type	The type of the inventory issue transaction. The inventory issue will be of type “Capital” or “General” depending on whether the material request is of type “Capital” or “General
Requester	The unique code identifying the employee who raises the material request. The employee number should have already been defined in the “Create Employee File “ activity of the “Employee Information “ business component .This is an optional field..
Requester Name	The name of the employee who raises the material request for the issue of materials. The employee belongs to the organizational unit to which the items are to be issued.
Issue Tolerance(+%)	The tolerance percentage over and above the issue quantity upto which items can be issued from the warehouse. Example, if the issue tolerance (+%) is 5% and the issue quantity is 100 units of items, then the tolerance quantity will be 5units of items and the user can issue up to 105units.

Note: Issue tolerance quantity is calculated as the product of issue tolerance (+ve%) and authorized quantity. The maximum quantity allowed for issue must not be greater than the sum of authorized quantity and tolerance quantity Tolerance is applicable to each line item in the multiline.

Proposal No.

The number identifying the proposal.

Note: Material Request created based on a proposal id does not require A/c Usage since the account code will be derived based on the CWIP (Capital Work in Progress Account) mapped to the Asset class of the Proposal. Inventory issue can be raised referring the MR which in turn can be fetched as a Capital document in "Asset Capitalization" for capitalizing the items.

Click the “Get Ref. Doc. Details” pushbutton to retrieve the details of the reference document.

Enter the following in the “Reason For Return” group box if the status is “Returned”:

Reason Code	A unique code identifying the reason for returning the inventory issue transaction.(Alphanumeric, 6)
	Help facility available
Reason Desc.	A textual description of the reason.(Alphanumeric, 100)
	Zoom facility available

Click the “Default Storage Details” pushbutton to retrieve the default values for zone/bin combination, lot and sub lot numbers, and starting and ending serial number fields in the multiline. The default details for the particular item/variant combination and stock status in the selected warehouse will be fetched from the “Storage Administration” component and displayed here.

The system displays the following in the “Project Details” group box.

Created at	Indicates the organization unit in which the details are posted.
Project Code	A unique code identifying the project.
Project Description	The detailed description of the project.

Note: The “Project Details” group box is visible only when the “Material Request” is associated to a “Project Code”.

The system displays the following in the “Item Information” multiline:

Item Code	The unique code identifying the item.
	Data hyperlink available.
Variant Code	Variant code of the item.
Item Variant Desc.	A textual description of the item variant.
	Zoom facility available
Transaction UOM	The unit of measurement of the item issued from the warehouse.
Pending MR Qty.	The number of units of the item that is pending against the previously authorized quantity for issue specified in the material request. When the issue quantity is greater than zero, the pending quantity is calculated by subtracting the authorized quantity from issue quantity.

Enter the following in the “Item Information” multiline:

Issue Qty.

The number of units of the item that is issued (Integer). Mandatory. Ensure that the number entered in this field is greater than zero.

The system displays the following:

Stock Status

The stock status of the item issued. Stock status is carried over from Material request. What ever status is asked in MR, same status is to be used in the inventory issue for each item

Note: Items within a lot whose stock status is “Quarantine” or “ Held” cannot be issued through the inventory issue transaction. In addition, lots whose expiry date has expired also cannot be issued. The system checks whether the value of the system parameter “Issue of Expired Lots” is “Yes” or “ No”. If the value is “No”, the issue transaction carrying a lot that has already expired will not be issued and the system throws an error.

Enter the following in the “Item Information” multiline:

Zone	The number identifying the zone in which the item is stored in the warehouse (Alphanumeric, 10). This zone number must have been defined in the “Create Warehouse Information” activity of the “Storage Administration” component and must be in “Active” status.
	Help facility available.
Bin	The number identifying the bin in which the item is stored (Alphanumeric, 10). This bin number must have been defined in the “Create Warehouse Information” activity of the “Storage Administration” component.
	Help facility available.
Lot No.	The unique number identifying the lot in the warehouse (Alphanumeric, 28). Mandatory (if the item to be issued is lot controlled).
	Help facility available.
Sub Lot No.	The number identifying the sub-lot under the lot (Alphanumeric, 28).
	Help facility available.
Starting Serial No.	The starting serial number of the item that is to be to be issued (Alphanumeric, 28). Mandatory (if the item to be issued is serial controlled).
	Help facility available.
Ending Serial No.	The ending serial number of the item that is to be to be issued (Alphanumeric, 28).
	Help facility available.
Usage For A/C Code	Use the drop-down list box to select the account code usage to get the account code from ARD. All the account code usages defined for the “MR/Inventory Issue” transaction type in the “Account Rule Definition” component will be displayed here.
Usage For CC	Use the drop-down list box to select the cost center usage for the inventory issue transaction to get the cost center. All the cost center usage defined for the “MR/Inventory Issue” transaction type in the “Cost Center Rule Definition” component will be displayed here.

Note * There is a system parameter at OU level which governs whether account related details can be modified in inventory issue or not. If it is no, then you can not select any usage for account code or cost center in this activity and vice versa. Similar treatment is for analysis and sub analysis codes

The system displays the following in the “Item Information” multiline:

MR Line No.	The line number of the material request.
Available Qty.	The total quantity (physical quantity) of the particular item available in the warehouse is displayed.
Kit Code	The unique code identifying the kit, which is a combination of a number of items, grouped together. Items of different item/variant combination can be grouped under a single kit. Kit code will be displayed if the item code is of type kit and all items that are defined under kit code will be displayed under the heading item code. Issue tolerance is not applicable to items in a kit.

Note: For serial controlled items, starting serial number is mandatory. However, you can choose to either specify the ending serial number or leave it blank. In the latter case, the system calculates and displays the ending serial number depending upon the quantity you specify.

Modify the following field if required:

Alternate Qty

The alternate quantity for a catchweight item. (Integer).This quantity is fetched on entering the Issue Qty.

The system displays the following in the “Item Information” multiline:

Alternate UOM

The alternate unit of measurement for a catchweight item.

Check the “Select” column in the multiline to select the transaction for viewing item details, lot information, serial number information, financial information, inquiring warehouse stock, disposition review and attaching notes.

Click the “Update Issue” pushbutton to update and save the inventory issue transaction.

Click the “Authorize Issue” pushbutton to authorize the inventory issue transaction.

The system displays a success message.

The status of the inventory issue transaction is changed to “Authorized” and the material request details are back updated.

Click the “Return Issue” pushbutton to return the inventory issue transaction without authorizing. The status changes to “Returned”

The system displays the following:

Created By	The login id of the person who created the inventory issue transaction.
Created Date	The date on which the inventory issue transaction is created.
Last Modified By	The login id of the user who last modified the inventory issue transaction.
Last Modified Date	The date on which the inventory issue transaction was last modified.

To proceed, carry out the following

Select the “View Lot Details” link at the bottom of the page to view the lot related information.

Select the “View Serial Details” link at the bottom of the page to view the serial number information.

Select “Financial Information” link at the bottom of the page to view the financial information for the inventory issue transaction.
Select the “Specify Receipt Document Mapping” link at the bottom of the page to map the quantity of items to the goods receipt document.

Select “Attach Notes” link at the bottom of the page to attach notes for the inventory issue transaction.

Select “Stock Status Review” link at the bottom of the page to inquire the warehouse information.

Select “Disposition Review” link at the bottom of the page to review the dispositionable stock.

Select “View Item Substitute” link at the bottom of the page to view the item substitutes.

Select “View Warehouse Details” link at the bottom of the page to view storage information.
Select the “Tax Calculation Summary” link at the bottom of the page to edit the tax calculation details.