Versions Compared

Key

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

This functionality is new as of version 4.1.

Excerpt
nameAdd Picklist Items

Picklists provide the ability to quickly add Products and Services to an Inventory Transfer Request.

...

To Add Inventory Transfer Request Items from a Picklist:

  1. Navigate to the ‘Inventory Transfer Request’ screen by starting a new, or modifying an existing ‘New’, Inventory Transfer Request from the ‘Inventory Transfer Request Search’ screen.

    'Inventory Transfer Request' screen - 'Picklist' button
  2. Click the ‘Picklist’ button.

  3. The ‘Add Picklist’ dialog will open.

    'Inventory Transfer Request' screen - 'Picklist' dialogImage Modified

  4. Select the ‘Picklist’.

  5. Enter the ‘Order Qty’ needed.

  6. Click the ‘Post’ button .The ‘Add Picklist’ dialog will close, returning to the to add the Inventory Transfer Request Items and close the dialog.

  7. Click the ‘Cancel’ button to close the dialog without saving.

  8. The ‘Inventory Transfer Request’ screen.

    'Inventory Transfer Request' screenImage Removed

    The Inventory Transfer Request Items have been added will have the new items from the Picklist.

  9. If any item was duplicated, a message will appear at the bottom of the screen and the Requested Quantity field will be highlighted in red.

    'Inventory Transfer Request' screen - Items from PicklistImage Added

Info

The list of Products and Services available on a Picklist is restricted to the Products and Services that already exist in the Destination Area’s inventoryInventory Area.