**ISSUES** ========== ========== **To Create an Issue** ---------------------- 1. Click **Issues** on the navigation bar 2. Click the **Add Issue** button |add_issue| and the Create Issue Order page is displayed: - Search for items by SKU, by Description or by QEH item code - Add items to the Issue cart - Remove items from the Issue cart |create_issue_orders| 3. Once completed, click the **Issue** button and the Edit Issue page is displayed: A. Select Issue Date B. Enter a Reference Number C. Select a Cost Centre D. Add a note (if needed) E. Enter Issue Quantities F. **Update** button to save G. **Close** button to cancel the Issue - Authorize Issues (based on permissions) - Deauthorize Issues (based on permissions) - **Process** button to process the Issue (based on permissions) - **Actions** button to Create new items on the fly (if required) - **Actions** button to Create new cost centers on the fly (if required) - **Actions** button to Add items to the Issue (if required) - **Actions** button to Re-add missing item locations to the Issue (if required) - **Actions** button to Remove items from the Issue (if required) - **Actions** button to Copy Items to Issue List (if required) - **Actions** button to Duplicate Issue (if required) - **Actions** button to Export Issue as PDF (if required) - **Actions** button to Revert Issue (if required) *Note: The Process button for Issues would only be displayed when the Issue has been authorized and all items on the Issue has enough stock on hand in selected location.* |edit_issue_page| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **To Create an Internal Transfer** ---------------------------------- 1. Click **Issues** on the navigation bar 2. Click the **Add Issue** button |add_issue| and the Create Issue Order page is displayed: - Search for items by SKU, by Description or by QEH item code - Add items to the Issue cart - Remove items from the Issue cart |create_issue_orders| 3. Once completed, click the **Internal Transfer** button and the Edit Internal Transfer page is displayed: A. Select Internal Transfer Date B. Enter a Reference Number C. Select a Cost Centre D. Add a note (if needed) E. Enter Internal Transfer Quantities F. **Update** button to save G. **Close** button to cancel the Internal Transfer - Authorize Internal Transfer (based on permissions) - De-authorize Internal Transfer (based on permissions) - **Process** button to process the Internal Transfer (based on permissions) - **Actions** button to Create new items on the fly (if required) - **Actions** button to Create new cost centers on the fly (if required) - **Actions** button to Add items to the Internal Transfer (if required) - **Actions** button to Re-add missing item locations to the Internal Transfer (if required) - **Actions** button to Remove items from the Internal Transfer (if required) - **Actions** button to Copy Items to Internal Transfer List (if required) - **Actions** button to Duplication Internal Transfer (if required) - **Actions** button to Export Internal Transfer as PDF (if required) - **Actions** button to Revert Internal Transfer (if required) *Note: The Process button for Internal Transfers would only be displayed when the Internal Transfer has been authorized and all items on the Internal transfer has enough stock on hand in selected department.* |edit_issue_page| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **To Create a Transfer Out** ---------------------------- 1. Click **Issues** on the navigation bar 2. Click the **Add Issue** button |add_issue| and the Create Issue Order page is displayed: - Search for items by SKU, by Description or by QEH item code - Add items to the Issue cart - Remove items from the Issue cart |create_issue_orders| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **To Create a Move** -------------------- 1. Click Issues on the navigation bar 2. Click the **Add Issue** button |add_issue| and the Create Issue Order page is displayed: - Search for items by SKU, by Description or QEH item code - Search for items by Category - Add items to the Issue cart - Remove items from the Issue cart |create_issue_orders| 3. Once completed, click the **Move** button and the Edit Moves page is displayed: A. Enter Reference Number (if required) B. **Hide Empty** button to show Locations/Cost Centers with zero stock C. **Location** selector to select which Locations/Cost Centers to display D. Enter Move quantities E. Select Destination (where stock is being moved to) F. **Move** button to process the move |edit_moves| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **To Search and View Issues** ----------------------------- 1. Click **Issues** on the navigation bar. 2. The **Issues** main page is displayed: A. Search by item SKU B. Search by item Description C. Search by QEH Item Code D. Search by Vendor E. Select Date Range F. Search by Purchase Order Code - **Apply Filters** button to search for items - **Reset Filter** button to remove all filters - **Actions** button to Show POU Grid - **Actions** button to bulk Authorize selected Issues - **Actions** button to bulk Print selected Issues - **Actions** button to clear selected Issues |issues_main_page| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- .. |add_issue| image:: ./images/addissue.png :scale: 90% .. |create_issue_orders| image:: ./images/createissueorders.png :scale: 90% .. |edit_issue_page| image:: ./images/editissuepage.png :scale: 90% .. |edit_moves| image:: ./images/editmoves.png :scale: 90% .. |issues_main_page| image:: ./images/issuesmainpage.png :scale: 90%