Entering IBT Line Details

When a user at the Request/Receiving Branch raises an IBT Request to request stock from another branch, the next step after creating a new IBT Request document and entering IBT header details is to enter the line details specifying the goods you are requesting to be transferred from the Issue Branch.

This procedure is described below. Use the same procedure if you are a user at the Issue Branch creating an IBT Allocation on behalf of the Receiving Branch.

Activating The Product Lines Section

To activate the Product Lines section, click [Tab] after completing the Header details.

The first Product line is entered with the Product Code field active. The Line number is added automatically.

'No' is displayed in the Added By Issue Branch field if the IBT Request has been raised by the Request/Receiving Branch.

Note: 'Yes' displays in the Added By Issue Branch field if the IBT Request has been raised by the Issue Branch on behalf of the Request/Receiving Branch. See Creating And Completing An IBT Allocation.

In the following example the User 'Bill' from the Branch 'Quayside Business Park' (i.e. the Request/Receiving Branch) is requesting a transfer of goods from the Branch 'Warrington' (i.e. the Issue Branch):

Note: You may use your [Tab] key to move the cursor from one field to the next.

Entering IBT Product Line Details

To add a product, on the first available Product line:

If you know the Product Code:

• Type it into the Product Code field; then

• Click [Tab] to move your cursor to the (Quantity) Requested field.

If you don't know the Product Code, either:

• Use the Finder to locate and select it. To do this:

  1.      Make Products active in the Finder.

   

  The quickest method is to click [F3] (the context-sensitive Finder shortcut button) while the cursor is in the Product Code field. For further details see Using The Context Sensitive Finder.

   

  TIP: You can focus the Finder further by typing characters into the field before clicking [F3]. See example:

   

  In this example Sales Order the cursor is placed in the Product Code field ready for us to enter/select a product.

   

  If we type 'jt02' into the Product Code field then click [F3], the Finder will list products in sequence from the Product Code 'jt02':

   

  

   

  Note: This example assumes that the default Sequence option for Products (in Advanced Finder options) - Product Code - is selected. Alternative Sequence option for Products are Section/Order, EAN and IAC. If any of these options are selected you would type in all or part of the Product's Section/Order, EAN or IAC code. See Changing The Search Sequence.

   

  Alternatively you may activate Products in the Finder by selecting Products from the

  • Search button on the Finder toolbar; or from the

  • 'Search For...' section in the Home tab.

  See Activating A Selected Document/Record Type In The Finder.

   

  2.      Browse to find the Product in the Finder. For details see Browsing Records In The Finder.

   

  You may browse to find the correct Product using your keyboard. See example:

   

  In the previous step we activated the Finder for the relevant document/record type. The keyboard 'focus' is now placed on the first record in the Finder. We now need to search for, and select, the relevant item from the Finder.

   

  For example, if we activated Products in the Finder, the keyboard 'focus' will now be on the first Product in the Sequence.

   

  Note: This will be subject to (a) whether or not we entered any search text in the previous step, and (b) whatever the selected Sequence option is (in Advanced options). See Changing The Search Sequence.

   

  We may now browse to find the required Product in the Finder and then select it.

   

  Finder Browsing Using Your Keyboard

  When the keyboard focus is within the Finder (for example, after you have clicked [F3] to activate the Context-Sensitive Finder), click your Down and Up arrow keys to move the cursor down - or up - the list of records on the current Finder page.

   

  Use the following keys to change the current Finder page:

  • Home: Go to first page in the Finder.

  • End: Go to last page in the Finder.

  • Page Down: Go to next page in the Finder.

  • Page Up: Go to previous page in the Finder.

   

  3.      When the required Product is visible in the Finder, select it by:

  • double-clicking your mouse on the appropriate line in the Finder search results. Or:

  • right-clicking your mouse on the line to display a menu, then selecting Add ... to [document type].

  See Adding Finder Items To Documents.

   

  Alternatively, when the keyboard focus is on the Finder record you wish to select, click Return to select it (i.e. add it to the currently-open document). See example:

   

  Continuing our previous example, we have navigated to the Product 'jt02' so that it is highlighted in the Finder, and then selected it (i.e. added it to the Product Code field in our Sales Order) by clicking Return:

   

  

• Or: Use one of the alternative methods of adding a product. Then:

  Alternative methods of adding a Product which may be available, depending on your system settings, are:

   

  (1) Entering a Bar Code OR scanning in a Bar Code using a hand held bar code scanner.

   

  Note: To do this, the Product must have a Bar Code record set up. See Bar Code Maintenance.

   

  (2) Entering a key word associated with the Product via the Super Index (e.g. a description or Manufacturer's Reference).

   

  Note: To do this, the System Administrator must run the Build Super Index Extract Process. This extracts the 'search' words from your Product records - taken from the Description 1 / 2, Manufacturer's Reference and Super Index Alt Words fields (see Viewing A Product Record) - and makes them accessible in the Finder, enabling users to locate Product records using the Finder's Advanced Search facility. (This also applies to Customer and Supplier records.) For details see Build Super Index Extract Process. To use this method the System Administrator must also change the setting in the Initial Access Method field - in the Miscellaneous tab of the Price Book Flags control record - from the default Product option to Super Index.

   

  (3) Entering the Initial Access Code for the Product.

   

  Note: To do this, the Product record must have an entry in the IAC field in the Main tab of the Product Record. The System Administrator must also change the setting in the Initial Access Method field - in the Miscellaneous tab of the Price Book Flags control record - from the default Product option to IAC.

• Click [Tab] to move your cursor to the (Quantity) Requested field.

When you add a Product, its Description is added automatically. The quantity Requested defaults to 1.

To enter a different Requested quantity: with your cursor in the Requested field, type in the quantity you are requesting:

To add further products, click [Tab] or [Return] to create a new line, then follow the same method as above.

If you enter a Timber, Sheet or Pack product, one or more of the following windows will appear:

• IBT Timber Entry Window: Use the same method as described in Adding Timber Products To Sales Documents to enter Timber product quantities.

• IBT Sheet Entry Window: Use the same method as described in Adding Sheet Material Products To Sales Documents to enter Sheet product quantities.

• IBT Pack Entry Window: Use the same method as described in Adding Pack Products To Sales Documents to enter Pack product quantities.

Note: When an IBT Request is raised at the Request/Receiving Branch and a 'batch traceable' product has been added to the IBT, the user at the Request/Receiving Branch may not view or edit the Batch/Bin/Serial Number allocation for that product line at the 'IBT Request' stage. However, the user at the Issuing Branch may view/edit the Batch/Bin/Serial Number allocation for a product line at the Allocation and Issue/Despatch stages of the IBT.

You may add Text Lines if you wish. Use the same procedure as for sales documents - see Text Lines And Sales Documents.

When you have finished adding Product Lines you may define IBT Documentation details as necessary before Completing and Printing the IBT Request.

NEXT: Entering IBT Documentation Details