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Benefits:

  • Reduce the time and effort it takes to select a sub-item.

Details:

  • Sub-item search/selection has been enhanced to include a grid view of available sub-items, based on filter criteria.  
  • Users will have the option to use the single sub-item view, existing functionality, or the new grid view.  
  • Users will be able to display available sub-items in a grid and select a sub-item to use from the grid.
  • Users will be able to clear single and grid view search criteria, sub-item code and specifications, with a single button click.


Navigation - Example Usage:

Stock Transfer: INV > Stock Transfer > Specification Entry Form

  1. Add Clear All and Grid View buttons to sub-item filter / data input form.
  2. Clear All
    1. Clears sub-item code and specification input fields eliminating the need for the user to manually clear each input field.  In the screen shot below, there is a single sub-item code, Lot Number.  If inventory system is configured to have two sub-item codes, Clear All function will also clear the second sub-item code.
    2. Clear All does not clear the Active Status input field.
  3. Grid View
    1. Grid View displays a grid listing sub-items that match sub-item code and specification filter input values.
    2. Sub-item 1 and 2, and Active Status values are an exact match comparison.
    3. Specification values are a starts with and case insensitive match comparison.  For the single view comparison, specification value filtering is case sensitive (existing functionality).
    4. Selecting a sub-item grid line will return back to sub-item selection confirmation form with input fields set to selected sub-item values.




Disbursement For Item Voucher: Click the "Disbursement" button described above.

  • User will begin the disbursement process as if they selected ACP > Disbursements > Disbursement Processing > 1) Enter Disbursements And Print Check.
  • User will be prompted about printing forms.
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  • Depending on setup, the user will be prompted to select the check form.
  • User will be prompted to select/confirm the Location and Payment Date. Name ID will be read only.
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  • User will be prompted to select Bank Code.
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  • User will be prompted to accept/change the Check Number.
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  • User will be prompted to enter Remarks.
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  • User will be allowed to finish the disbursement process in the standard screen order.
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      1. The user may select "2) Select More Vouchers For Payment" to pay additional vouchers using the standard process.  
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  • User will be able to complete the check printing process normally.
    • Upon completion of the check printing process the user will be returned to the "Stock Additions" or "Adjust Stock Additions" form as if they had just selected "INV > Stock Additions > Stock Additions or > Adjust Stock Additions menu options.
    Stock Additions Form
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    Adjust Stock Additions Form
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    Related Content:

    Page Tree
    rootINV - Inventory (19.3.0)