Ability to print checks straight from Stock Addition (AGS-9539)

Benefits:

• Streamline the process for entering and paying stock additions.

• Reduce the time and effort it takes to pay a vendor upon receipt of items.

Details:

• Users will be able to create a disbursement for the primary stock addition voucher at the time the voucher is created or adjusted when
  a) User has sufficient security to create disbursements
  b) Voucher Status is set to "Actual"
  c) Voucher Name Id has assigned TIN/FEIN number when required  (Require TIN/FEIN before Disbursement)
  d) Voucher has not been paid (Adjust Stock Additions)

Navigation - Setup: 

System Security: Customize > System Security 

1. Select user

2. Select "4) Edit Security Levels"

3. Set "Disbursement Processing" to at least level 3 - PROCESS.

Open

Navigation - Usage:

Voucher Entry: INV > Stock Additions > Stock Additions Or Adjust Stock Additions

1. Disbursement option displays on "Update Inventory and Accounts Payable" notification when

   1. User has sufficient security to create disbursements

   2. Voucher Status is set to "Actual"

   3. Voucher Name Id has assigned TIN/FEIN number when required

   4. Voucher has not been paid (Adjust Stock Additions)

2. The disbursement option is only available for the primary stock addition voucher.  For example, stock addition generates an Item Voucher and multiple Miscellaneous Vouchers.  Only the item voucher is available for payment. 

3. Clicking the "Disbursement" button will save the voucher and launch the disbursement application.

Open

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

1. User will begin the disbursement process as if they selected ACP > Disbursements > Disbursement Processing > 1) Enter Disbursements And Print Check.

2. User will be prompted about printing forms.

1. Depending on setup, the user will be prompted to select the check form.

2. You will prompted to select/confirm the Location and Payment Date. Name ID will be read only.

3. You will be prompted to select Bank Code.

4. You will be prompted to accept/change the Check Number.

5. You will be prompted to enter Remarks.

   1.  

6. You will be allowed to finish the disbursement process in the standard screen order.

   1. 1. You may select "2) Select More Vouchers For Payment" to pay additional vouchers using the standard process.  

7. You will be able to complete the check printing process normally.

8. 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
   
   

   
   
   Adjust Stock Additions Form
   
   

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