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 material movement 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 transaction. There is a Load button that helps you call on another document. Select the document (issue usually) and click on Load Doc. This will generate items from that document. You can also generate items from a particular BOM by clicking on the BOM button. 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 from which the material movement is supposed to take place.

• Department

Select the department from the given list where this movement is to happen. Enter the specifications for the movement of materials in the grid below.

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.