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Quantum VS Help: File Maintenance |
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 is to enter information in the various Header fields as necessary:
Use the following as a guide for entering IBT header details:
Note: You may use your [Tab] key to move the cursor from one field to the next.
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Definition (* = mandatory field)
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Type
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Use the default option - Request - if you are requesting goods from another branch.
Note: Select the alternative option - Allocation - to transfer goods to another branch without that branch having to request the goods first. See Creating And Completing An IBT Allocation. |
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Request Branch / Issue Branch *
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If you selected Request above: Your own branch is selected by default as the Request Branch; i.e. the branch requesting the stock.
Use the drop-down menu to select the Issue Branch; i.e. the branch which will receive the IBT Request and allocate/issue the stock.
Note: If you selected Allocation above: Your own branch is selected by default as the Issue Branch; i.e. the branch which will allocate/issue the stock. Use the drop-down menu to select the Request Branch; i.e. the branch you are requesting the stock for/transferring the stock to. See Creating And Completing An IBT Allocation.
Note: The Issue Branch must be a different branch to the Request Branch. |
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Requested By *
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Shows the member of staff requesting the goods. This defaults to your own name and staff number, but you may select an alternative if necessary.
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Request No.
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Empty - this will be added automatically. See Notes About IBT Numbering.
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IBT Number
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Empty - this will be added automatically. See Notes About IBT Numbering.
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Document Date
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Shows the date on which the IBT was raised. This defaults to today's date, but you may select an alternative if necessary.
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Required Date
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Shows the date on which the goods are required. Select an alternative from the default date if necessary.
Note: The Required Date must not be earlier than the Document Date. The default Required Date is the Document Date plus the default Number Of Days as defined on the Branch IBT Control Record for the Issue Branch. |
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Note: * = mandatory field |
Note: Once the Header details have been completed the Request Branch or Issue Branch cannot be amended.
When you have finished entering Header details, click [Tab] to begin entering line details - the goods you are requesting to be transferred. See Entering IBT Line Details.
At this point the IBT is given a number, which is displayed in the tab of the IBT record. See Notes About IBT Numbering.