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You are viewing an old revision of this post, from July 28, 2015 @ 06:50:03. See below for differences between this version and the current revision.

Issue

Issue transaction is used whenever items are issued internally to various stores and departments. To configure this screen please refer to Biztransaction type. iss Fields & description:  
  • No & Ref No.
The number refers to the document number for this particular transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in the respective field.
  • Date & Ref Date
This is the date when the transaction is created and the reference date shows the date of reference for this issue. There is a Load button that helps you call on another document. Select the document (material indent usually) and click on Load Doc. This will generate items from that document. loadpopup2 You can also generate items from a particular BOM by clicking on the BOM button. BOMpop In BOM loading, specify either BOM or Nesting Plan and generate items from them. If you choose BOM, enter the name of the item and version so that materials will be loaded in the table.
  • Store
Specify the store where the item is issued in this field.
  •  Department
The department to which the item is to be issued should be mentioned here. There are several functional buttons at the end of the screen along with special transaction buttons like Where Used which will display all the transactions where your document has been referred. E.g. If this transaction has been loaded from say Inspection screen, clicking on Where Used will list all those entries. Please note this is transaction type specific. Save drafts of your transaction with Get Draft and Save Draft buttons. There may be instances where you need to save a draft of your transaction and this can also be used as a template to enter similar transactions. Click on Save draft to save that particular transaction entry. In the future, if you need to use that specific format or draft of that transaction, click on Get Draft.

Contents

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Revision Differences

July 28, 2015 @ 06:50:03Current Revision
Content
Unchanged: Issue transaction is used whenever items are issued internally to various stores and departments. To configure this screen please refer to <a title="BIZ Transaction Type" href="http:// help.goodbookserp.com/?p= 3164">Biztransaction type</a>.Unchanged: Issue transaction is used whenever items are issued internally to various stores and departments. To configure this screen please refer to <a title="BIZ Transaction Type" href="http:// help.goodbookserp.com/?p= 3164">Biztransaction type</a>.
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/06/iss.png"><img class="alignnone size-full wp-image-4209" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/06/iss.png" alt="iss" width="985" height="421" /></a>Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/06/iss.png"><img class="alignnone size-full wp-image-4209" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/06/iss.png" alt="iss" width="985" height="421" /></a>
Unchanged: <strong>Fields &amp; description:</strong>Unchanged: <strong>Fields &amp; description:</strong>
Unchanged: &nbsp;Unchanged: &nbsp;
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li><strong>No &amp; Ref No.</strong></li>Unchanged: <li><strong>No &amp; Ref No.</strong></li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: The number refers to the document number for this particular transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in the respective field.Unchanged: The number refers to the document number for this particular transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in the respective field.
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li><strong>Date &amp; Ref Date</strong></li>Unchanged: <li><strong>Date &amp; Ref Date</strong></li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: This is the date when the transaction is created and the reference date shows the date of reference for this issue.Unchanged: This is the date when the transaction is created and the reference date shows the date of reference for this issue.
Unchanged: There is a <strong>Load </strong>button that helps you call on another document. Select the document (material indent usually) and click on <strong>Load Doc</strong>. This will generate items from that document.Unchanged: There is a <strong>Load </strong>button that helps you call on another document. Select the document (material indent usually) and click on <strong>Load Doc</strong>. This will generate items from that document.
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/06/loadpopup2.jpg"><img class="alignnone size-full wp-image-4182" src="http://help.goodbookserp.com/ wp-content/uploads/2015/06/ loadpopup2.jpg" alt="loadpopup2" width="664" height="204" /></a>Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/06/loadpopup2.jpg"><img class="alignnone size-full wp-image-4182" src="http://help.goodbookserp.com/ wp-content/uploads/2015/06/ loadpopup2.jpg" alt="loadpopup2" width="664" height="204" /></a>
Unchanged: You can also generate items from a particular BOM by clicking on the BOM button.Unchanged: You can also generate items from a particular BOM by clicking on the BOM button.
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/06/BOMpop.jpg"><img class="alignnone size-full wp-image-4073" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/06/BOMpop.jpg" alt="BOMpop" width="536" height="503" /></a>Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/06/BOMpop.jpg"><img class="alignnone size-full wp-image-4073" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/06/BOMpop.jpg" alt="BOMpop" width="536" height="503" /></a>
Unchanged: In BOM loading, specify either <em>BOM</em> or <em>Nesting Plan</em> and generate items from them. If you choose BOM, enter the name of the item and version so that materials will be loaded in the table.Unchanged: In BOM loading, specify either <em>BOM</em> or <em>Nesting Plan</em> and generate items from them. If you choose BOM, enter the name of the item and version so that materials will be loaded in the table.
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li><strong>Store< /strong></li>Unchanged: <li><strong>Store< /strong></li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: Specify the store where the item is issued in this field.Unchanged: Specify the store where the item is issued in this field.
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li> <strong> Department</strong></li>Unchanged: <li> <strong> Department</strong></li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: The department to which the item is to be issued should be mentioned here.Unchanged: The department to which the item is to be issued should be mentioned here.
Deleted: &nbsp; 
Deleted: &nbsp; 
Deleted: &nbsp; 
Deleted: &nbsp; 
Deleted: &nbsp; 
Deleted: &nbsp; 
Deleted: &nbsp; 
Deleted: &nbsp; 
 Added: There are several functional buttons at the end of the screen along with special transaction buttons like <strong>Where Used </strong>which will display all the transactions where your document has been referred. E.g. If this transaction has been loaded from say <a title="Inspection" href="http:// help.goodbookserp.com/?p= 4189">Inspection</a> screen, clicking on Where Used will list all those entries. Please note this is <a title="BIZ Transaction Type" href="http:// help.goodbookserp.com/?p= 3164">transaction type</a> specific.
Deleted: &nbsp;Added: Save drafts of your transaction with <strong>Get Draft </strong> and <strong>Save Draft </strong>buttons. There may be instances where you need to save a draft of your transaction and this can also be used as a template to enter similar transactions. Click on Save draft to save that particular transaction entry. In the future, if you need to use that specific format or draft of that transaction, click on Get Draft.

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